PEOPLES FINANCIAL SERVICES CORP.
•CIK: 1056943•Filing: Q4 2025
**PEOPLES FINANCIAL SERVICES CORP.** manages $214M across a diversified portfolio of 262 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, highlighted by top holdings including LLY ($13.1M) and AAPL ($12.0M). Further substantial allocations are directed toward MSFT ($9.3M), AVGO ($9.2M), and AMZN ($7.4M). This structure suggests a conviction-driven, large-cap growth mandate emphasizing established industry leaders.
Total AUM
$214.4M
QoQ Performance
-3.2%
Positions
262
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
AAPL
LLY6.1%
AAPL5.6%
MSFT4.3%
AVGO4.3%
AMZN3.5%
GOOG2.7%
MCD2.4%
JPM2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other30.5%
Technology24.1%
Healthcare13.9%
Financial10.0%
Consumer8.2%
Industrial4.0%
Utilities2.6%
Energy2.4%
🚪 Exited Positionssold since Q3 2025
+58 more exited positions
Changes from Q3 2025
NEW2 new positions
↑10 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023