Physicians Financial Services
Latest statistics and disclosures from Physicians Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, AMZN, MSFT, and represent 40.05% of Physicians Financial Services's stock portfolio.
- Added to shares of these 9 stocks: NFLX, XLE, LLY, PLTR, TSLA, XOM, FDX, BA, CHD.
- Started 1 new stock position in XLE.
- Reduced shares in these 10 stocks: AAPL, NVDA, GOOGL, MSFT, CVX, WMT, AMZN, HON, ZBH, CAT.
- Sold out of its positions in HON, ZBH.
- Physicians Financial Services was a net seller of stock by $-6.4M.
- Physicians Financial Services has $373M in assets under management (AUM), dropping by 1.75%.
- Central Index Key (CIK): 0001665518
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Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.4 | $57M | 211k | 271.86 |
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| NVIDIA Corporation (NVDA) | 6.7 | $25M | -3% | 135k | 186.50 |
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| Alphabet Cl A Cap Stk Cl A (GOOGL) | 6.5 | $24M | 77k | 313.00 |
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| Amazon (AMZN) | 6.1 | $23M | 99k | 230.82 |
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| Microsoft Corporation (MSFT) | 5.4 | $20M | 41k | 483.61 |
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| Wal-Mart Stores (WMT) | 4.7 | $18M | 157k | 111.41 |
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| Caterpillar (CAT) | 2.9 | $11M | 19k | 572.85 |
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| Mastercard Inc Cl A Cl A (MA) | 2.8 | $10M | 18k | 570.91 |
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| Meta Platforms A Cl A (META) | 2.3 | $8.6M | 13k | 660.10 |
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| Cummins (CMI) | 1.7 | $6.2M | -2% | 12k | 510.44 |
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| McDonald's Corporation (MCD) | 1.6 | $6.1M | 20k | 305.66 |
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| Visa Com Cl A (V) | 1.6 | $5.9M | 17k | 350.69 |
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| Automatic Data Processing (ADP) | 1.6 | $5.8M | 23k | 257.24 |
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| Chevron Corporation (CVX) | 1.5 | $5.8M | -3% | 38k | 152.40 |
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| Costco Wholesale Corporation (COST) | 1.5 | $5.7M | 6.6k | 862.45 |
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| Amgen (AMGN) | 1.5 | $5.6M | 17k | 327.29 |
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| Lowe's Companies (LOW) | 1.5 | $5.4M | 23k | 241.16 |
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| Broadcom (AVGO) | 1.4 | $5.4M | -3% | 16k | 346.08 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $5.1M | 5.8k | 879.01 |
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| Johnson & Johnson (JNJ) | 1.3 | $4.9M | 24k | 206.95 |
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| Oracle Corporation (ORCL) | 1.2 | $4.7M | 24k | 194.91 |
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| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.5M | 9.0k | 502.65 |
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| Eli Lilly & Co. (LLY) | 1.2 | $4.4M | +2% | 4.1k | 1074.67 |
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| Coca-Cola Company (KO) | 1.1 | $4.2M | 61k | 69.92 |
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| Duke Energy Corp Com New (DUK) | 1.1 | $4.1M | -2% | 35k | 117.21 |
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| Home Depot (HD) | 1.1 | $4.1M | 12k | 344.09 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $3.6M | 7.4k | 483.61 |
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| Procter & Gamble Company (PG) | 0.9 | $3.5M | 24k | 143.30 |
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| International Business Machines (IBM) | 0.8 | $3.0M | 10k | 296.22 |
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| Pepsi (PEP) | 0.8 | $2.9M | -3% | 20k | 143.53 |
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| Qualcomm (QCOM) | 0.8 | $2.8M | 17k | 171.03 |
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| Abbvie (ABBV) | 0.7 | $2.7M | 12k | 228.52 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $2.6M | -2% | 14k | 183.40 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $2.5M | -6% | 7.2k | 350.06 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.5M | 7.8k | 322.23 |
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| Cisco Systems (CSCO) | 0.7 | $2.5M | 32k | 77.04 |
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| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.7 | $2.4M | 7.8k | 313.79 |
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| Deere & Company (DE) | 0.6 | $2.3M | -3% | 5.0k | 465.55 |
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| 3M Company (MMM) | 0.6 | $2.3M | -3% | 14k | 160.10 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.0M | -3% | 6.4k | 318.56 |
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| Hershey Company (HSY) | 0.5 | $1.8M | -6% | 9.9k | 181.97 |
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| FedEx Corporation (FDX) | 0.5 | $1.7M | 6.0k | 288.86 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.7M | 12k | 137.90 |
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| Truist Financial Corp equities (TFC) | 0.5 | $1.7M | 34k | 49.22 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.7M | 7.9k | 214.13 |
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| Illinois Tool Works (ITW) | 0.4 | $1.6M | 6.4k | 246.22 |
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| Equinix (EQIX) | 0.4 | $1.5M | 2.0k | 766.11 |
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| Ge Vernova (GEV) | 0.4 | $1.4M | -2% | 2.2k | 653.74 |
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| American Express Company (AXP) | 0.4 | $1.4M | 3.8k | 369.86 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.3M | 5.7k | 231.30 |
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| Philip Morris International (PM) | 0.3 | $1.3M | 8.0k | 160.43 |
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| Bank of America Corporation (BAC) | 0.3 | $1.3M | -2% | 23k | 55.01 |
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| LAM Research Com New (LRCX) | 0.3 | $1.2M | 6.7k | 171.17 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.1M | -6% | 6.6k | 173.51 |
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| Merck & Co (MRK) | 0.3 | $1.1M | 11k | 105.25 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.1M | -2% | 3.6k | 310.21 |
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| First Citizens Bank Cl A (FCNCA) | 0.3 | $1.1M | -7% | 510.00 | 2147.06 |
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| Nucor Corporation (NUE) | 0.3 | $1.1M | -2% | 6.6k | 163.04 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.0M | +7% | 5.8k | 177.79 |
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| Toyota Sp Adr Rep2com (TM) | 0.3 | $1.0M | -2% | 4.7k | 213.97 |
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| Tesla Motors (TSLA) | 0.3 | $999k | +3% | 2.2k | 449.80 |
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| Target Corporation (TGT) | 0.3 | $975k | -9% | 10k | 97.72 |
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| Netflix (NFLX) | 0.2 | $907k | +869% | 9.7k | 93.80 |
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| Nike CL B (NKE) | 0.2 | $889k | -12% | 14k | 63.71 |
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| Uber Technologies (UBER) | 0.2 | $871k | 11k | 81.70 |
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| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $855k | 1.1k | 753.30 |
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| Stryker Corporation (SYK) | 0.2 | $833k | 2.4k | 351.33 |
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| T. Rowe Price (TROW) | 0.2 | $801k | -6% | 7.8k | 102.42 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 755000.00 |
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| Boeing Company (BA) | 0.2 | $733k | 3.4k | 217.19 |
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| AFLAC Incorporated (AFL) | 0.2 | $726k | 6.6k | 110.23 |
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| Applied Materials (AMAT) | 0.2 | $709k | -9% | 2.8k | 257.07 |
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| Bristol Myers Squibb (BMY) | 0.2 | $678k | -2% | 13k | 53.95 |
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| Sherwin-Williams Company (SHW) | 0.2 | $677k | 2.1k | 323.92 |
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| Abbott Laboratories (ABT) | 0.2 | $657k | 5.2k | 125.38 |
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| Starbucks Corporation (SBUX) | 0.2 | $642k | 7.6k | 84.26 |
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| Verizon Communications (VZ) | 0.2 | $621k | -9% | 15k | 40.71 |
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| Emerson Electric (EMR) | 0.2 | $612k | 4.6k | 132.78 |
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| Unilever Spon Adr New | 0.2 | $577k | -13% | 8.8k | 65.36 |
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| Apa Corporation (APA) | 0.1 | $489k | 20k | 24.45 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $479k | -4% | 840.00 | 570.24 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $460k | -25% | 12k | 36.96 |
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| GE Aerospace Com New (GE) | 0.1 | $437k | 1.4k | 307.75 |
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| Veeva SyS Cl A Com (VEEV) | 0.1 | $422k | 1.9k | 223.28 |
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| Paychex (PAYX) | 0.1 | $415k | 3.7k | 112.10 |
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| Palo Alto Networks (PANW) | 0.1 | $400k | -7% | 2.2k | 184.25 |
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| Clorox Company (CLX) | 0.1 | $366k | -4% | 3.6k | 100.72 |
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| McCormick & Co. Com Non Vtg (MKC) | 0.1 | $361k | -20% | 5.3k | 68.13 |
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| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $354k | 5.1k | 69.41 |
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| Pfizer (PFE) | 0.1 | $338k | -2% | 14k | 24.90 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $309k | 400.00 | 772.50 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $305k | -8% | 3.1k | 100.00 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $302k | 1.2k | 251.25 |
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| Church & Dwight (CHD) | 0.1 | $298k | 3.6k | 83.87 |
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| ConocoPhillips (COP) | 0.1 | $279k | -3% | 3.0k | 93.56 |
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| Select Sector SPDR TR State Street ENE (XLE) | 0.1 | $276k | NEW | 6.2k | 44.67 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $252k | +5% | 2.1k | 120.17 |
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| Intuit (INTU) | 0.1 | $252k | -6% | 381.00 | 661.42 |
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| TE Connectivity Ord Shs (TEL) | 0.1 | $251k | 1.1k | 227.77 |
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| Becton, Dickinson and (BDX) | 0.1 | $243k | -17% | 1.3k | 194.40 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $239k | 1.3k | 185.27 |
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| Packaging Corporation of America (PKG) | 0.1 | $237k | 1.2k | 206.09 |
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| Genuine Parts Company (GPC) | 0.1 | $236k | 1.9k | 122.92 |
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| Rbc Cad (RY) | 0.1 | $235k | 1.4k | 170.41 |
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| General Mills (GIS) | 0.1 | $228k | -24% | 4.9k | 46.56 |
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| Norfolk Southern (NSC) | 0.1 | $224k | -6% | 775.00 | 289.03 |
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| Generac Holdings (GNRC) | 0.1 | $205k | 1.5k | 136.67 |
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Past Filings by Physicians Financial Services
SEC 13F filings are viewable for Physicians Financial Services going back to 2015
- Physicians Financial Services 2025 Q4 filed Jan. 21, 2026
- Physicians Financial Services 2025 Q3 filed Oct. 21, 2025
- Physicians Financial Services 2025 Q2 filed Aug. 14, 2025
- Physicians Financial Services 2025 Q1 filed May 7, 2025
- Physicians Financial Services 2025 Q1 restated filed May 7, 2025
- Physicians Financial Services 2024 Q4 filed Feb. 3, 2025
- Physicians Financial Services 2024 Q3 filed Oct. 31, 2024
- Physicians Financial Services 2024 Q1 filed May 10, 2024
- Physicians Financial Services 2023 Q4 filed Jan. 26, 2024
- Physicians Financial Services 2023 Q3 filed Oct. 31, 2023
- Physicians Financial Services 2023 Q2 filed July 26, 2023
- Physicians Financial Services 2023 Q1 filed May 17, 2023
- Physicians Financial Services 2022 Q4 filed Feb. 9, 2023
- Physicians Financial Services 2022 Q3 filed Oct. 19, 2022
- Physicians Financial Services 2022 Q2 filed Aug. 17, 2022
- Physicians Financial Services 2022 Q1 filed April 22, 2022