Peoples-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "ESSA",
  "GTX",
  "GDX",
  "RF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "EIM",
  "D",
  "EBAY",
  null,
  "WTRG",
  "EXPD",
  "FCX",
  null,
  "GD",
  null,
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "FRAF",
  "AMAT",
  "EMR",
  "META",
  "MNKD",
  "MVST",
  "PFIS",
  null,
  null,
  null,
  "JRS",
  "KMI",
  "LIN",
  null,
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "HAS",
  "NVS",
  "OXY",
  "ORLY",
  "EMN",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "PAYX",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "DOW",
  "AAPL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "NYT",
  "PPG",
  null,
  null,
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "IBM",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "NBTB",
  "ALC",
  "VWO",
  "TSCO",
  "XLB",
  "SU",
  "WY",
  "SNY",
  null,
  "GSK",
  null,
  null,
  null,
  "DD",
  "K",
  "TT",
  "GM",
  "ALLE",
  "X",
  "WAB",
  "F",
  "WEC",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "AEP",
  "FDBC",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  "LCID",
  "KD",
  "FNB",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "KLG",
  "XEL",
  "YUMC",
  "YUM",
  "XYL",
  "SOLV",
  "ONTO",
  null,
  "OPAL",
  "ET",
  "DVY",
  "NSC",
  "SO",
  "PPL",
  "OTIS",
  "PSX",
  "SYY",
  null,
  "LYB",
  "GEV",
  "ZBH",
  "MCK",
  "SYF",
  "NUE",
  null,
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "CARR",
  "CC",
  "CVX",
  "CHTR",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CBU",
  "COP",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "VOD",
  "NEE",
  "NKE",
  "STT",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 257
Total Value: 60850048
Accession Number: 0001056943-25-000005
Form Type: 13F-HR
CIK: peoples-financial-services
Manager Name: Peoples-Financial-Services

Data Enrichment

92% identified

236 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

257 positions • $60.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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WASTE MANAGEMENT INC

WM|94106L109

Shares:2.9K

Value:$667.2K

% of Portfolio:1.1% ($667.2K/$60.9M)

BlackRock, Inc.

BLK|09290D101

Shares:700

Value:$662.5K

% of Portfolio:1.1% ($662.5K/$60.9M)

DEERE & CO

DE|244199105

Shares:1.4K

Value:$653.3K

% of Portfolio:1.1% ($653.3K/$60.9M)

FASTENAL CO

FAST|311900104

Shares:8.4K

Value:$653.2K

% of Portfolio:1.1% ($653.2K/$60.9M)

NBT BANCORP INC

NBTB|628778102

Shares:15.0K

Value:$643.5K

% of Portfolio:1.1% ($643.5K/$60.9M)

AMGEN INC

AMGN|031162100

Shares:2.0K

Value:$615.3K

% of Portfolio:1.0% ($615.3K/$60.9M)

464287465

EFA|464287465

Shares:7.4K

Value:$604.2K

% of Portfolio:1.0% ($604.2K/$60.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:8.8K

Value:$599.6K

% of Portfolio:1.0% ($599.6K/$60.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:5.1K

Value:$562.2K

% of Portfolio:0.9% ($562.2K/$60.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.1K

Value:$558.8K

% of Portfolio:0.9% ($558.8K/$60.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.2K

Value:$557.1K

% of Portfolio:0.9% ($557.1K/$60.9M)

922908744

VTV|922908744

Shares:3.1K

Value:$543.1K

% of Portfolio:0.9% ($543.1K/$60.9M)

Duke Energy CORP

DUK|26441C204

Shares:4.5K

Value:$542.9K

% of Portfolio:0.9% ($542.9K/$60.9M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.0K

Value:$536.1K

% of Portfolio:0.9% ($536.1K/$60.9M)

TARGET CORP

TGT|87612E106

Shares:5.0K

Value:$524.3K

% of Portfolio:0.9% ($524.3K/$60.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.2K

Value:$519.7K

% of Portfolio:0.9% ($519.7K/$60.9M)

922908736

VUG|922908736

Shares:1.4K

Value:$515.8K

% of Portfolio:0.8% ($515.8K/$60.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.0K

Value:$509.3K

% of Portfolio:0.8% ($509.3K/$60.9M)

FRANKLIN FINANCIAL SERVICES CORP /PA/

FRAF|353525108

Shares:14.1K

Value:$500.1K

% of Portfolio:0.8% ($500.1K/$60.9M)

DOMINION ENERGY, INC

D|25746U109

Shares:8.6K

Value:$481.6K

% of Portfolio:0.8% ($481.6K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WASTE MANAGEMENT INC(WMcusip94106L109)	2.9K	QoQ -6.48% (-200) YoY -12.71% (-420)	All Managers (Combined)	$667.2K	1.1% ($667.2K/$60.9M)	QoQ +7.28% (-$45.3K) YoY -5.20% (-$36.6K)
BlackRock, Inc.(BLKcusip09290D101)	700	QoQ 0.00% (-0) YoY NEW(+700)	All Managers (Combined)	$662.5K	1.1% ($662.5K/$60.9M)	QoQ -7.67% (-$55.0K) YoY NEW(+$662.5K)
DEERE & CO(DEcusip244199105)	1.4K	QoQ 0.00% (+0) YoY -0.28% (-4)	All Managers (Combined)	$653.3K	1.1% ($653.3K/$60.9M)	QoQ +10.77% (+$63.5K) YoY +13.94% (-$79.9K)
FASTENAL CO(FASTcusip311900104)	8.4K	QoQ -3.43% (-300) YoY -21.04% (-2.2K)	All Managers (Combined)	$653.2K	1.1% ($653.2K/$60.9M)	QoQ +4.13% (-$25.9K) YoY -20.62% (-$169.7K)
NBT BANCORP INC(NBTBcusip628778102)	15.0K	QoQ 0.00% (-0) YoY -21.05% (-4.0K)	All Managers (Combined)	$643.5K	1.1% ($643.5K/$60.9M)	QoQ -10.15% (-$72.8K) YoY -7.66% (-$53.4K)
AMGEN INC(AMGNcusip031162100)	2.0K	QoQ 0.00% (+0) YoY +9.72% (+175)	All Managers (Combined)	$615.3K	1.0% ($615.3K/$60.9M)	QoQ +19.53% (+$100.5K) YoY +20.22% (+$103.5K)
(EFAcusip464287465)	7.4K	QoQ +155.49% (+4.5K) YoY +827.72% (+6.6K)	All Managers (Combined)	$604.2K	1.0% ($604.2K/$60.9M)	QoQ +176.14% (+$385.4K) YoY +849.34% (+$540.6K)
Mondelez International, Inc.(MDLZcusip609207105)	8.8K	QoQ 0.00% (+0) YoY -4.45% (-412)	All Managers (Combined)	$599.6K	1.0% ($599.6K/$60.9M)	QoQ +13.61% (+$71.8K) YoY -7.38% (-$47.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	5.1K	QoQ 0.00% (-0) YoY +2.37% (-119)	All Managers (Combined)	$562.2K	0.9% ($562.2K/$60.9M)	QoQ -11.53% (-$73.3K) YoY -1.03% (-$5.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.1K	QoQ 0.00% (-0) YoY -7.19% (-87)	All Managers (Combined)	$558.8K	0.9% ($558.8K/$60.9M)	QoQ -4.35% (-$25.4K) YoY -20.54% (-$144.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	6.2K	QoQ 0.00% (-0) YoY -1.69% (-107)	All Managers (Combined)	$557.1K	0.9% ($557.1K/$60.9M)	QoQ -9.77% (-$60.3K) YoY -33.12% (-$276.0K)
(VTVcusip922908744)	3.1K	QoQ 0.00% (+0) YoY -0.47% (-15)	All Managers (Combined)	$543.1K	0.9% ($543.1K/$60.9M)	QoQ +2.03% (+$10.8K) YoY +5.56% (-$28.6K)
Duke Energy CORP(DUKcusip26441C204)	4.5K	QoQ 0.00% (+0) YoY -0.17% (-8)	All Managers (Combined)	$542.9K	0.9% ($542.9K/$60.9M)	QoQ +13.20% (+$63.3K) YoY +25.89% (-$111.7K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$536.1K	0.9% ($536.1K/$60.9M)	QoQ -8.85% (-$52.1K) YoY +8.76% (+$43.2K)
TARGET CORP(TGTcusip87612E106)	5.0K	QoQ +5.39% (-257) YoY -2.97% (-154)	All Managers (Combined)	$524.3K	0.9% ($524.3K/$60.9M)	QoQ -18.63% (-$120.1K) YoY -42.86% (-$393.3K)
UNION PACIFIC CORP(UNPcusip907818108)	2.2K	QoQ 0.00% (+0) YoY -73.46% (-6.1K)	All Managers (Combined)	$519.7K	0.9% ($519.7K/$60.9M)	QoQ +3.59% (+$18.0K) YoY -74.51% (-$1.5M)
(VUGcusip922908736)	1.4K	QoQ 0.00% (-0) YoY -19.12% (-329)	All Managers (Combined)	$515.8K	0.8% ($515.8K/$60.9M)	QoQ -9.65% (-$55.1K) YoY -12.87% (-$76.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.0K	QoQ 0.00% (+0) YoY +85.67% (+945)	All Managers (Combined)	$509.3K	0.8% ($509.3K/$60.9M)	QoQ +13.11% (+$59.0K) YoY +141.77% (+$298.6K)
FRANKLIN FINANCIAL SERVICES CORP /PA/(FRAFcusip353525108)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$500.1K	0.8% ($500.1K/$60.9M)	QoQ NEW(+$500.1K) YoY NEW(+$500.1K)
DOMINION ENERGY, INC(Dcusip25746U109)	8.6K	QoQ 0.00% (+0) YoY -0.11% (-10)	All Managers (Combined)	$481.6K	0.8% ($481.6K/$60.9M)	QoQ +4.08% (+$18.9K) YoY +13.85% (-$58.6K)