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

Page 3 of 13

Sort by:

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.4K

Value:$479.6K

% of Portfolio:0.8% ($479.6K/$60.9M)

Philip Morris International Inc.

PM|718172109

Shares:2.8K

Value:$450.8K

% of Portfolio:0.7% ($450.8K/$60.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.3K

Value:$442.8K

% of Portfolio:0.7% ($442.8K/$60.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.4K

Value:$439.2K

% of Portfolio:0.7% ($439.2K/$60.9M)

ENBRIDGE INC

ENB|29250N105

Shares:9.9K

Value:$437.3K

% of Portfolio:0.7% ($437.3K/$60.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.7K

Value:$417.5K

% of Portfolio:0.7% ($417.5K/$60.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.7K

Value:$410.8K

% of Portfolio:0.7% ($410.8K/$60.9M)

PFIZER INC

PFE|717081103

Shares:15.2K

Value:$385.1K

% of Portfolio:0.6% ($385.1K/$60.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.0K

Value:$374.8K

% of Portfolio:0.6% ($374.8K/$60.9M)

46137V357

RSP|46137V357

Shares:2.1K

Value:$367.8K

% of Portfolio:0.6% ($367.8K/$60.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.3K

Value:$352.7K

% of Portfolio:0.6% ($352.7K/$60.9M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:5.5K

Value:$348.7K

% of Portfolio:0.6% ($348.7K/$60.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.6K

Value:$344.0K

% of Portfolio:0.6% ($344.0K/$60.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.8K

Value:$304.3K

% of Portfolio:0.5% ($304.3K/$60.9M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:625

Value:$302.6K

% of Portfolio:0.5% ($302.6K/$60.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.8K

Value:$296.6K

% of Portfolio:0.5% ($296.6K/$60.9M)

COMMUNITY FINANCIAL SYSTEM, INC.

CBU|203607106

Shares:5.1K

Value:$290.0K

% of Portfolio:0.5% ($290.0K/$60.9M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.9K

Value:$284.1K

% of Portfolio:0.5% ($284.1K/$60.9M)

GENERAL MILLS INC

GIS|370334104

Shares:4.7K

Value:$282.2K

% of Portfolio:0.5% ($282.2K/$60.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.8K

Value:$277.6K

% of Portfolio:0.5% ($277.6K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$479.6K	0.8% ($479.6K/$60.9M)	QoQ +8.53% (+$37.7K) YoY +9.94% (+$43.4K)
Philip Morris International Inc.(PMcusip718172109)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$450.8K	0.7% ($450.8K/$60.9M)	QoQ +31.89% (+$109.0K) YoY +73.24% (+$190.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.3K	QoQ 0.00% (+0) YoY -54.75% (-4.0K)	All Managers (Combined)	$442.8K	0.7% ($442.8K/$60.9M)	QoQ +17.27% (+$65.2K) YoY -47.19% (-$395.7K)
MCDONALDS CORP(MCDcusip580135101)	1.4K	QoQ 0.00% (+0) YoY -54.32% (-1.7K)	All Managers (Combined)	$439.2K	0.7% ($439.2K/$60.9M)	QoQ +7.75% (+$31.6K) YoY -49.39% (-$428.6K)
ENBRIDGE INC(ENBcusip29250N105)	9.9K	QoQ 0.00% (+0) YoY -5.33% (-556)	All Managers (Combined)	$437.3K	0.7% ($437.3K/$60.9M)	QoQ +4.43% (+$18.6K) YoY +15.93% (-$60.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.7K	QoQ 0.00% (+0) YoY -0.81% (-14)	All Managers (Combined)	$417.5K	0.7% ($417.5K/$60.9M)	QoQ +2.33% (+$9.5K) YoY +21.46% (-$73.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.7K	QoQ 0.00% (+0) YoY -22.46% (-2.0K)	All Managers (Combined)	$410.8K	0.7% ($410.8K/$60.9M)	QoQ +7.83% (+$29.8K) YoY -12.78% (-$60.2K)
PFIZER INC(PFEcusip717081103)	15.2K	QoQ 0.00% (-0) YoY -26.98% (-5.6K)	All Managers (Combined)	$385.1K	0.6% ($385.1K/$60.9M)	QoQ -4.44% (-$17.9K) YoY -33.32% (-$192.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$374.8K	0.6% ($374.8K/$60.9M)	QoQ +3.08% (+$11.2K) YoY +4.05% (+$14.6K)
(RSPcusip46137V357)	2.1K	QoQ +12.09% (+229) YoY NEW(+2.1K)	All Managers (Combined)	$367.8K	0.6% ($367.8K/$60.9M)	QoQ +10.81% (+$35.9K) YoY NEW(+$367.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.3K	QoQ -7.08% (-100) YoY -30.19% (-567)	All Managers (Combined)	$352.7K	0.6% ($352.7K/$60.9M)	QoQ -15.77% (-$66.0K) YoY -17.51% (-$74.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	5.5K	QoQ 0.00% (-0) YoY -26.66% (-2.0K)	All Managers (Combined)	$348.7K	0.6% ($348.7K/$60.9M)	QoQ -7.11% (-$26.7K) YoY -20.01% (-$87.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.6K	QoQ 0.00% (+0) YoY -16.33% (-1.5K)	All Managers (Combined)	$344.0K	0.6% ($344.0K/$60.9M)	QoQ +13.45% (+$40.8K) YoY -9.53% (-$36.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$304.3K	0.5% ($304.3K/$60.9M)	QoQ +18.47% (+$47.5K) YoY +26.91% (+$64.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	625	QoQ 0.00% (-0) YoY -17.21% (-130)	All Managers (Combined)	$302.6K	0.5% ($302.6K/$60.9M)	QoQ -9.07% (-$30.2K) YoY -8.59% (-$28.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.8K	QoQ 0.00% (+0) YoY +18.39% (+747)	All Managers (Combined)	$296.6K	0.5% ($296.6K/$60.9M)	QoQ +4.22% (+$12.0K) YoY +46.39% (+$94.0K)
COMMUNITY FINANCIAL SYSTEM, INC.(CBUcusip203607106)	5.1K	QoQ 0.00% (-0) YoY -5.76% (-312)	All Managers (Combined)	$290.0K	0.5% ($290.0K/$60.9M)	QoQ -7.81% (-$24.6K) YoY +11.58% (-$30.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.9K	QoQ 0.00% (+0) YoY -2.50% (-50)	All Managers (Combined)	$284.1K	0.5% ($284.1K/$60.9M)	QoQ +4.43% (+$12.1K) YoY -29.50% (-$118.9K)
GENERAL MILLS INC(GIScusip370334104)	4.7K	QoQ 0.00% (-0) YoY -0.50% (-24)	All Managers (Combined)	$282.2K	0.5% ($282.2K/$60.9M)	QoQ -6.24% (-$18.8K) YoY -14.98% (-$49.7K)
Alphabet Inc.(GOOGLcusip02079K305)	1.8K	QoQ 0.00% (-0) YoY +15.58% (+242)	All Managers (Combined)	$277.6K	0.5% ($277.6K/$60.9M)	QoQ -18.30% (-$62.2K) YoY +18.42% (+$43.2K)