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Livermore
Livermore
ZHEN

Peoples Financial Services Corp.

SEC CIK
0001056943
Latest filing
Jul 22, 2026

The latest 13F from Peoples Financial Services Corp. covers Q2 2026 (filed Jul 22, 2026): 270 long positions worth $231.4M. The top 10 holdings make up 31.9% of the portfolio, and the largest is Eli Lilly & Co (LLY) at 5.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$4.05M
Added
30
Est. +$476.9K
Reduced
109
Est. −$7.22M
Sold out
8
Est. −$942.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. LLYEli Lilly & Co
    5.8%$13.5MHistory
  2. AAPLApple Inc.
    5.3%$12.3MHistory
  3. AMZNAmazon Com Inc
    3.3%$7.56MHistory
  4. MSFTMicrosoft Corp
    3.0%$6.99MHistory
  5. AVGOBroadcom Inc.
    3.0%$6.95MHistory

Share of portfolio

Top 5 holdings and the other 265 positions, by share of portfolio value

  1. LLY5.8%
  2. AAPL5.3%
  3. AMZN3.3%
  4. MSFT3.0%
  5. AVGO3.0%
  6. Other 265 positions79.5%

Biggest buys

New and added positions, by estimated amount bought

  1. MRVLMarvell Technology, Inc.
    +$4.02MNewHistory
  2. Vanguard Morningstar Small-Cap ETF922908751
    +$73.0KAdded
  3. iShares MSCI Eafe ETF464287465
    +$51.9KAdded
  4. PANWPalo Alto Networks Inc
    +$37.5KAddedHistory
  5. GLWCorning Inc
    +$25.5KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MRVLMarvell Technology, Inc.
    +1.74 pp0.0% → 1.7%History
  2. PANWPalo Alto Networks Inc
    +0.11 pp0.1% → 0.2%History
  3. MSMorgan Stanley
    +0.10 pp0.6% → 0.7%History
  4. Vanguard Morningstar Small-Cap ETF922908751
    +0.09 pp1.1% → 1.2%
  5. Vanguard Morningstar Mid-Cap ETF922908629
    +0.04 pp1.2% → 1.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$2.44MReducedHistory
  2. MUMicron Technology Inc
    −$1.43MReducedHistory
  3. HONHoneywell International Inc
    −$735.7KSold outHistory
  4. GOOGLAlphabet Inc.
    −$469.9KReducedHistory
  5. LLYEli Lilly & Co
    −$245.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.76 pp2.8% → 2.0%History
  2. AVGOBroadcom Inc.
    −0.64 pp3.6% → 3.0%History
  3. MCDMcDonalds Corp
    −0.51 pp2.5% → 1.9%History
  4. CVXChevron Corp
    −0.43 pp1.6% → 1.2%History
  5. HONHoneywell International Inc
    −0.35 pp0.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$231.4M
+$20.3M (+9.6%) vs. prior quarter
Positions
270
−5 vs. prior quarter
Top 10 concentration
31.9%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
20.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $257.2M (Q4 2021)

Q1 2021: $229.9MQ2 2021: $238.7MQ3 2021: $236.9MQ4 2021: $257.2MQ1 2022: $231.2MQ2 2022: $210.9MQ3 2022: $193.8MQ4 2022: $213.7MQ1 2023: $214.1MQ2 2023: $223.0MQ3 2023: $212.3MQ4 2023: $230.7MQ1 2024: $230.4MQ2 2024: $221.1MQ3 2024: $220.7MQ4 2024: $215.9MQ1 2025: $208.2MQ2 2025: $202.3MQ3 2025: $221.4MQ4 2025: $214.4MQ1 2026: $211.1MQ2 2026: $231.4M
Q1 2021Q2 2026
13F filings of Peoples Financial Services Corp. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 2026270$231.4MLLYAAPLAMZNvs. Q1 2026SEC
Q1 2026Apr 20, 2026275$211.1MAAPLLLYAVGOvs. Q4 2025SEC
Q4 2025Jan 26, 2026262$214.4MLLYAAPLMSFTvs. Q3 2025SEC
Q3 2025Oct 28, 2025261$221.4MAAPLMSFTAVGOvs. Q2 2025SEC
Q2 2025Jul 17, 2025257$202.3MMSFTPFISLLYvs. Q1 2025SEC
Q1 2025Apr 30, 2025257$208.2MLLYAAPLPFISvs. Q4 2024SEC
Q4 2024Jan 14, 2025259$215.9MAAPLPFISLLYvs. Q3 2024SEC
Q3 2024Oct 16, 2024252$220.7MAAPLLLYPFISvs. Q2 2024SEC
Q2 2024Jul 25, 2024255$221.1MLLYAAPLPFISvs. Q1 2024SEC
Q1 2024Apr 17, 2024246$230.4MPFISLLYMSFTvs. Q4 2023SEC
Q4 2023Jan 24, 2024253$230.7MPFISAAPLMSFTvs. Q3 2023SEC
Q3 2023Oct 13, 2023258$212.3MPFISAAPLLLYvs. Q2 2023SEC
Q2 2023Jul 11, 2023268$223.0MPFISAAPLMSFTvs. Q1 2023SEC
Q1 2023Apr 13, 2023270$214.1MPFISAAPLMSFTvs. Q4 2022SEC
Q4 2022Jan 12, 2023272$213.7MPFISAAPLMSFTvs. Q3 2022SEC
Q3 2022Oct 7, 2022281$193.8MPFISAAPLMSFTvs. Q2 2022SEC
Q2 2022Jul 7, 2022283$210.9MPFISAAPLMSFTvs. Q1 2022SEC
Q1 2022Apr 15, 2022285$231.2MPFISAAPLMSFTvs. Q4 2021SEC
Q4 2021Jan 19, 2022275$257.2MPFISVAAPLvs. Q3 2021SEC
Q3 2021Oct 15, 2021286$236.9MVPFISAAPLvs. Q2 2021SEC
Q2 2021Jul 14, 2021294$238.7MVPFISAAPLvs. Q1 2021SEC
Q1 2021Apr 15, 2021289$229.9MVPFISAAPL–SEC