Long-term investor

Peoples Financial Services Corp. @peoplesfinancialservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001056943).

Record

  • Tracked since 2025-06-30 (450 days), 34 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.1% · 1 year n/a · all +8.5%
  • Max drawdown n/a · win rate 50% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LLY · 5.8% · long · since 2025-06-30
  • 037833100 · 5.3% · long · since 2025-06-30
  • AMZN · 3.3% · long · since 2025-06-30
  • MSFT · 3.0% · long · since 2025-06-30
  • 11135F101 · 3.0% · long · since 2025-06-30
  • 02079K107 · 2.8% · long · since 2025-06-30
  • PFIS · 2.6% · long · since 2025-06-30
  • JNJ · 2.1% · long · since 2025-06-30
  • ABBV · 2.0% · long · since 2025-06-30
  • XOM · 2.0% · long · since 2025-06-30
  • JPM · 2.0% · long · since 2025-06-30
  • MCD · 1.9% · long · since 2025-06-30

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