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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LOCKHEED MARTIN CORP

LMT|539830109

Shares:160

Value:$71.5K

% of Portfolio:0.1% ($71.5K/$60.9M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:645

Value:$70.9K

% of Portfolio:0.1% ($70.9K/$60.9M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:2.0K

Value:$68.4K

% of Portfolio:0.1% ($68.4K/$60.9M)

Trane Technologies plc

TT|G8994E103

Shares:200

Value:$67.4K

% of Portfolio:0.1% ($67.4K/$60.9M)

MCKESSON CORP

MCK|58155Q103

Shares:100

Value:$67.3K

% of Portfolio:0.1% ($67.3K/$60.9M)

COMCAST CORP

CMCSA|20030N101

Shares:1.8K

Value:$67.3K

% of Portfolio:0.1% ($67.3K/$60.9M)

81369Y803

XLK|81369Y803

Shares:320

Value:$66.1K

% of Portfolio:0.1% ($66.1K/$60.9M)

CATERPILLAR INC

CAT|149123101

Shares:192

Value:$63.3K

% of Portfolio:0.1% ($63.3K/$60.9M)

ADOBE INC.

ADBE|00724F101

Shares:163

Value:$62.5K

% of Portfolio:0.1% ($62.5K/$60.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:200

Value:$61.1K

% of Portfolio:0.1% ($61.1K/$60.9M)

85207K107

Shares:5.0K

Value:$58.0K

% of Portfolio:0.1% ($58.0K/$60.9M)

lululemon athletica inc.

LULU|550021109

Shares:200

Value:$56.6K

% of Portfolio:0.1% ($56.6K/$60.9M)

ECOLAB INC.

ECL|278865100

Shares:220

Value:$55.8K

% of Portfolio:0.1% ($55.8K/$60.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:500

Value:$55.3K

% of Portfolio:0.1% ($55.3K/$60.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:500

Value:$52.5K

% of Portfolio:0.1% ($52.5K/$60.9M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:800

Value:$52.2K

% of Portfolio:0.1% ($52.2K/$60.9M)

Walt Disney Co

DIS|254687106

Shares:525

Value:$51.8K

% of Portfolio:0.1% ($51.8K/$60.9M)

81369Y506

Shares:550

Value:$51.4K

% of Portfolio:0.1% ($51.4K/$60.9M)

00922R105

Shares:2.2K

Value:$50.2K

% of Portfolio:0.1% ($50.2K/$60.9M)

PAYCHEX INC

PAYX|704326107

Shares:324

Value:$50.0K

% of Portfolio:0.1% ($50.0K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOCKHEED MARTIN CORP(LMTcusip539830109)	160	QoQ 0.00% (-0) YoY -6.97% (-12)	All Managers (Combined)	$71.5K	0.1% ($71.5K/$60.9M)	QoQ -8.07% (-$6.3K) YoY -8.64% (-$6.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	645	QoQ 0.00% (-0) YoY -0.76% (-5)	All Managers (Combined)	$70.9K	0.1% ($70.9K/$60.9M)	QoQ -12.77% (-$10.4K) YoY -26.56% (-$25.7K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	2.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$68.4K	0.1% ($68.4K/$60.9M)	QoQ +17.39% (+$10.1K) YoY -19.91% (-$17.0K)
Trane Technologies plc(TTcusipG8994E103)	200	QoQ 0.00% (-0) YoY NEW(+200)	All Managers (Combined)	$67.4K	0.1% ($67.4K/$60.9M)	QoQ -8.78% (-$6.5K) YoY NEW(+$67.4K)
MCKESSON CORP(MCKcusip58155Q103)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$67.3K	0.1% ($67.3K/$60.9M)	QoQ +18.08% (+$10.3K) YoY +25.35% (+$13.6K)
COMCAST CORP(CMCSAcusip20030N101)	1.8K	QoQ 0.00% (-0) YoY -0.65% (-12)	All Managers (Combined)	$67.3K	0.1% ($67.3K/$60.9M)	QoQ -1.67% (-$1.1K) YoY -15.43% (-$12.3K)
(XLKcusip81369Y803)	320	QoQ -91.56% (-3.5K) YoY -93.24% (-4.4K)	All Managers (Combined)	$66.1K	0.1% ($66.1K/$60.9M)	QoQ -92.50% (-$815.9K) YoY -93.30% (-$920.3K)
CATERPILLAR INC(CATcusip149123101)	192	QoQ 0.00% (-0) YoY -2.04% (-4)	All Managers (Combined)	$63.3K	0.1% ($63.3K/$60.9M)	QoQ -9.08% (-$6.3K) YoY -11.83% (-$8.5K)
ADOBE INC.(ADBEcusip00724F101)	163	QoQ 0.00% (-0) YoY +158.73% (+100)	All Managers (Combined)	$62.5K	0.1% ($62.5K/$60.9M)	QoQ -13.75% (-$10.0K) YoY +96.64% (+$30.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	200	QoQ 0.00% (+0) YoY -50.00% (-200)	All Managers (Combined)	$61.1K	0.1% ($61.1K/$60.9M)	QoQ +4.37% (+$2.6K) YoY -38.83% (-$38.8K)
(cusip85207K107)✕	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$58.0K	0.1% ($58.0K/$60.9M)	QoQ +20.20% (+$9.8K) YoY +39.92% (+$16.6K)
lululemon athletica inc.(LULUcusip550021109)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$56.6K	0.1% ($56.6K/$60.9M)	QoQ -25.98% (-$19.9K) YoY -27.54% (-$21.5K)
ECOLAB INC.(ECLcusip278865100)	220	QoQ 0.00% (+0) YoY -3.93% (-9)	All Managers (Combined)	$55.8K	0.1% ($55.8K/$60.9M)	QoQ +8.19% (+$4.2K) YoY +5.47% (-$2.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	500	QoQ 0.00% (+0) YoY -28.57% (-200)	All Managers (Combined)	$55.3K	0.1% ($55.3K/$60.9M)	QoQ +23.93% (+$10.7K) YoY -13.01% (-$8.3K)
CONOCOPHILLIPS(COPcusip20825C104)	500	QoQ 0.00% (+0) YoY -83.33% (-2.5K)	All Managers (Combined)	$52.5K	0.1% ($52.5K/$60.9M)	QoQ +5.89% (+$2.9K) YoY -86.24% (-$329.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	800	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$52.2K	0.1% ($52.2K/$60.9M)	QoQ -23.55% (-$16.1K) YoY -2.59% (-$1.4K)
Walt Disney Co(DIScusip254687106)	525	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$51.8K	0.1% ($51.8K/$60.9M)	QoQ -11.36% (-$6.6K) YoY -19.33% (-$12.4K)
(cusip81369Y506)✕	550	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$51.4K	0.1% ($51.4K/$60.9M)	QoQ +9.10% (+$4.3K) YoY -1.00% (-$523)
(cusip00922R105)✕	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$50.2K	0.1% ($50.2K/$60.9M)	QoQ +2.09% (+$1.0K) YoY +63.01% (+$19.4K)
PAYCHEX INC(PAYXcusip704326107)	324	QoQ -2.11% (-7) YoY -8.47% (-30)	All Managers (Combined)	$50.0K	0.1% ($50.0K/$60.9M)	QoQ +7.70% (-$3.6K) YoY +14.98% (-$6.5K)