1y return+19.6%S&P 500 +20.9%
3y return+50.6%S&P 500 +68.5%
5y return+56.3%S&P 500 +74.5%
10y return+148.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $249 against $357 in the S&P 500.2
Peoples Financial Services Corp.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYLilly Eli & Co Com | $13.5M | 5.8% | −1.8% |
| AAPLApple Computer Inc Com | $12.3M | 5.3% | −1.3% |
| AMZNAmazon Com Inc Com | $7.6M | 3.3% | |
| MSFTMicrosoft Corp | $7.0M | 3.0% | −1.4% |
| AVGOBroadcom Inc Npv | $6.9M | 3.0% | −26.0% |
| GOOGAlphabet Inc Cap Stk Cl C | $6.5M | 2.8% | |
| PFISPeoples Finl Svcs Corp | $6.0M | 2.6% | |
| JNJJohnson & Johnson Com | $4.9M | 2.1% | |
| ABBVAbbvie Inc | $4.7M | 2.0% | |
| Exxon Mobil Corp ComCUSIP 30231G102 | $4.6M | 2.0% | −1.4% |
| JPMJ P Morgan Chase & Co Com | $4.5M | 2.0% | |
| MCDMcdonalds Corp Com | $4.5M | 1.9% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $4.3M | 1.8% | −9.9% |
| PGProcter & Gamble Co Com | $4.1M | 1.8% | |
| MRVLMarvell Technology Inc Com | $4.0M | 1.7% | New |
| CSCOCisco Sys Inc Com | $3.8M | 1.6% | |
| MUMicron Technology Inc | $3.5M | 1.5% | −29.2% |
| EFAIshares Tr Msci Eafe Index | $3.3M | 1.4% | +1.6% |
| FASTFastenal Co Com | $3.1M | 1.3% | −1.7% |
| AXPAmerican Express Co Com | $3.1M | 1.3% | |
| MAMastercard Incorporated | $3.1M | 1.3% | |
| ADIAnalog Devices Inc | $3.0M | 1.3% | −1.6% |
| BRK/BBerkshire Hathaway B New | $3.0M | 1.3% | |
| MRKMerck & Co Inc New | $2.8M | 1.2% | |
| VBVanguard Small Cap Etf | $2.8M | 1.2% | +2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc Npv | June 30, 2020 | +1096.9% | $6.9M |
| AMATApplied Matls Inc Com | June 30, 2020 | +1096.1% | $2.5M |
| CATCaterpillar Inc Del Com | June 30, 2020 | +741.8% | $2.1M |
| LLYLilly Eli & Co Com | June 30, 2020 | +630.6% | $13.5M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $2.6M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $4.3M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $6.5M |
| AXPAmerican Express Co Com | June 30, 2020 | +255.3% | $3.1M |
| JPMJ P Morgan Chase & Co Com | June 30, 2020 | +248.0% | $4.5M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $3.0M |
Sold off last quarter
- Honeywell Intl Inc ComCUSIP 438516106 was $736K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $313K
- TSPAT Rowe Price Etf Inc Us Equity Resear was $71K
- QUALIshares Tr Msci Usa Qlt Fct was $58K
- LULULululemon Athletica was $31K
- IWNIshares Russell 2000 Val Etf was $26K
- IEMGIshares Inc Core Msci Emkt was $15K
- IEFAIshares Tr Core Msci Eafe was $6,246
- MNKDMannkind Corporation was $531
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +0.8% | +7.0% |
| December 31, 2022 | +11.2% | +7.1% |
| September 30, 2022 | −7.5% | −5.3% |
| June 30, 2022 | −9.8% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peoples Financial Services Corp. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1056943&type=13F-HR&dateb=&owner=include&count=40CIK 1056943
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1056943/000105694326000003/Filed July 22, 2026 · accession 0001056943-26-000003