PEOPLES FINANCIAL SERVICES CORP.

FundStock

CIK 0001056943 · Q2 2026

13F Equity AUM

$231.4M

+9.6% QoQ

Positions

269

-5 QoQ

AUM Rank

#5,807

Top 66%

Skill Alpha (FF)

-0.1%/yr^ns

No Clear Edge

Rank #2,924 · Top 35%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 20.4%Top 10: 31.9%Top 20: 48.5%

LLY5.8%

AAPL5.3%

AMZN3.3%

MSFT3.0%

AVGO3.0%

GOOG2.8%

PFIS2.6%

JNJ2.1%

ABBV2.0%

XOM2.0%

Others (259)68.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services25.5%

Technology22.8%

Healthcare14.2%

Industrials8.1%

Consumer Cyclical7.2%

Communication Services6.4%

Consumer Defensive5.1%

Energy4.8%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 269Median: 0.08%Avg: 0.37%

0–0.5%

215(22.8%)

0.5–1%

23(15.6%)

1–3%

26(41.1%)

3–5%

3(9.3%)

5%+

2(11.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 269vs 20 funds

0%Low

269

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased33Decreased107Exited9

New Positions

MRVL1.7%

+14K

DUPONT DE NEMOURS IN…0.1%

+2K

GLW0.0%

+100

FEDEX FGHT HLDG CO I…0.0%

+50

Increased

VO1.2%

+26K(+303%)

VUG0.3%

+6K(+500%)

VGT0.1%

+1K(+700%)

IWF0.1%

+794(+157%)

ET0.0%

+595(+50%)

CMCSA0.2%

+512(+3%)

EFA1.4%

+500(+2%)

VWO0.5%

+422(+2%)

BMY0.7%

+388(+2%)

TPIF0.0%

+302(+96%)

Decreased

AVGO3.0%

-6,448(-26%)

GOOGL1.9%

-1,315(-10%)

MU1.5%

-1,236(-29%)

FAST1.4%

-1,134(-2%)

BAC0.6%

-944(-3%)

COP0.1%

-727(-28%)

VEA0.9%

-718(-2%)

WY0.0%

-700(-33%)

PNC0.7%

-692(-9%)

VOD0.1%

-687(-3%)

Exited

HON

-3,255

-6,828

-1,725

-300

-200

-220

-136

-69

-217

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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