Physicians Financial Services
Latest statistics and disclosures from Physicians Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AMZN, MSFT, GOOGL, and represent 39.18% of Physicians Financial Services's stock portfolio.
- Added to shares of these 10 stocks: TEL, ZBH, RY, JPM, DUK, GEV, COST, BA, BRK.B, LLY.
- Started 3 new stock positions in RY, ZBH, TEL.
- Reduced shares in these 10 stocks: NVDA, AAPL, MSFT, SNPS, FDS, ORCL, AMGN, ADP, TGT, AMZN.
- Sold out of its positions in FDS, SNPS.
- Physicians Financial Services was a net seller of stock by $-1.6M.
- Physicians Financial Services has $366M in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001665518
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Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 108 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.9 | $55M | 215k | 254.63 |
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| NVIDIA Corporation (NVDA) | 7.1 | $26M | -3% | 140k | 186.58 |
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| Amazon (AMZN) | 6.0 | $22M | 100k | 219.57 |
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| Microsoft Corporation (MSFT) | 5.9 | $22M | 42k | 517.96 |
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| Alphabet Cl A Cap Stk Cl A (GOOGL) | 5.2 | $19M | 78k | 243.10 |
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| Wal-Mart Stores (WMT) | 4.5 | $16M | 159k | 103.06 |
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| Mastercard Inc Cl A Cl A (MA) | 2.8 | $10M | 18k | 568.80 |
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| Meta Platforms A Cl A (META) | 2.6 | $9.7M | 13k | 734.36 |
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| Caterpillar (CAT) | 2.5 | $9.2M | 19k | 477.14 |
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| Oracle Corporation (ORCL) | 1.8 | $6.7M | 24k | 281.25 |
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| Automatic Data Processing (ADP) | 1.8 | $6.6M | 23k | 293.51 |
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| Costco Wholesale Corporation (COST) | 1.7 | $6.2M | 6.7k | 925.70 |
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| McDonald's Corporation (MCD) | 1.7 | $6.2M | 20k | 303.90 |
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| Chevron Corporation (CVX) | 1.7 | $6.1M | 39k | 155.30 |
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| Visa Com Cl A (V) | 1.6 | $5.8M | 17k | 341.41 |
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| Lowe's Companies (LOW) | 1.6 | $5.7M | 23k | 251.33 |
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| Broadcom (AVGO) | 1.5 | $5.3M | 16k | 329.93 |
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| Cummins (CMI) | 1.4 | $5.3M | 13k | 422.37 |
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| Amgen (AMGN) | 1.3 | $4.9M | 17k | 282.20 |
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| Home Depot (HD) | 1.3 | $4.9M | 12k | 405.16 |
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| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.6M | 9.1k | 502.69 |
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| Parker-Hannifin Corporation (PH) | 1.2 | $4.5M | 5.9k | 758.13 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $4.4M | +2% | 36k | 123.74 |
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| Johnson & Johnson (JNJ) | 1.2 | $4.4M | 24k | 185.43 |
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| Coca-Cola Company (KO) | 1.1 | $4.0M | 61k | 66.32 |
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| Procter & Gamble Company (PG) | 1.0 | $3.8M | 25k | 153.67 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $3.7M | 7.5k | 499.20 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.0M | +2% | 4.0k | 763.01 |
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| Pepsi (PEP) | 0.8 | $3.0M | 21k | 140.45 |
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| International Business Machines (IBM) | 0.8 | $2.9M | 10k | 282.16 |
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| Abbvie (ABBV) | 0.8 | $2.8M | 12k | 231.55 |
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| Qualcomm (QCOM) | 0.8 | $2.8M | 17k | 166.38 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $2.7M | 7.8k | 352.69 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.5M | +5% | 7.9k | 315.37 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.5M | 6.6k | 374.22 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $2.4M | 14k | 167.33 |
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| Deere & Company (DE) | 0.6 | $2.4M | 5.2k | 457.20 |
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| 3M Company (MMM) | 0.6 | $2.3M | 15k | 155.16 |
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| Cisco Systems (CSCO) | 0.6 | $2.2M | 32k | 68.41 |
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| Hershey Company (HSY) | 0.5 | $2.0M | 11k | 187.07 |
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| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.5 | $1.9M | -2% | 7.8k | 243.56 |
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| Illinois Tool Works (ITW) | 0.5 | $1.7M | 6.5k | 260.69 |
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| Truist Financial Corp equities (TFC) | 0.4 | $1.6M | 35k | 45.72 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.6M | 12k | 128.28 |
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| Equinix (EQIX) | 0.4 | $1.5M | 2.0k | 783.36 |
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| FedEx Corporation (FDX) | 0.4 | $1.4M | 6.0k | 235.74 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.8k | 236.44 |
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| Ge Vernova (GEV) | 0.4 | $1.4M | +7% | 2.2k | 615.07 |
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| Philip Morris International (PM) | 0.4 | $1.3M | 8.0k | 162.14 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.0k | 183.71 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.3M | 7.9k | 161.74 |
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| American Express Company (AXP) | 0.3 | $1.3M | 3.8k | 332.11 |
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| Bank of America Corporation (BAC) | 0.3 | $1.2M | 24k | 51.57 |
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| Netflix (NFLX) | 0.3 | $1.2M | 997.00 | 1198.60 |
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| Nike CL B (NKE) | 0.3 | $1.1M | 16k | 69.72 |
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| Uber Technologies (UBER) | 0.3 | $1.1M | 11k | 97.97 |
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| Target Corporation (TGT) | 0.3 | $990k | -5% | 11k | 89.71 |
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| First Citizens Bank Cl A (FCNCA) | 0.3 | $984k | 550.00 | 1789.09 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $982k | 5.4k | 182.46 |
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| Tesla Motors (TSLA) | 0.3 | $954k | +2% | 2.1k | 444.76 |
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| Marriott Intl Cl A (MAR) | 0.3 | $951k | 3.7k | 260.55 |
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| Merck & Co (MRK) | 0.3 | $924k | 11k | 83.92 |
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| Nucor Corporation (NUE) | 0.3 | $918k | 6.8k | 135.50 |
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| Toyota Sp Adr Rep2com (TM) | 0.3 | $917k | 4.8k | 191.16 |
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| LAM Research Com New (LRCX) | 0.2 | $901k | 6.7k | 133.88 |
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| Stryker Corporation (SYK) | 0.2 | $876k | 2.4k | 369.46 |
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| T. Rowe Price (TROW) | 0.2 | $857k | 8.3k | 102.68 |
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| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $847k | 1.1k | 746.26 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754000.00 |
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| Verizon Communications (VZ) | 0.2 | $742k | 17k | 43.97 |
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| AFLAC Incorporated (AFL) | 0.2 | $736k | 6.6k | 111.75 |
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| Sherwin-Williams Company (SHW) | 0.2 | $734k | 2.1k | 346.23 |
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| Boeing Company (BA) | 0.2 | $718k | +10% | 3.3k | 215.94 |
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| Abbott Laboratories (ABT) | 0.2 | $702k | 5.2k | 133.97 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $657k | 17k | 39.18 |
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| Starbucks Corporation (SBUX) | 0.2 | $646k | 7.6k | 84.65 |
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| Applied Materials (AMAT) | 0.2 | $626k | 3.1k | 204.71 |
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| Emerson Electric (EMR) | 0.2 | $605k | -7% | 4.6k | 131.26 |
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| Unilever Spon Adr New (UL) | 0.2 | $602k | 10k | 59.32 |
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| Bristol Myers Squibb (BMY) | 0.2 | $582k | -2% | 13k | 45.10 |
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| Veeva SyS Cl A Com (VEEV) | 0.2 | $563k | 1.9k | 297.88 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $533k | 875.00 | 609.14 |
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| Apa Corporation (APA) | 0.1 | $486k | 20k | 24.30 |
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| Palo Alto Networks (PANW) | 0.1 | $479k | +4% | 2.4k | 203.74 |
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| Paychex (PAYX) | 0.1 | $469k | 3.7k | 126.69 |
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| Clorox Company (CLX) | 0.1 | $467k | -9% | 3.8k | 123.28 |
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| McCormick & Co. Com Non Vtg (MKC) | 0.1 | $448k | -2% | 6.7k | 66.88 |
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| GE Aerospace Com New (GE) | 0.1 | $427k | 1.4k | 300.70 |
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| Pfizer (PFE) | 0.1 | $354k | -7% | 14k | 25.50 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $345k | -7% | 1.2k | 287.02 |
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| General Mills (GIS) | 0.1 | $328k | 6.5k | 50.48 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $320k | 3.4k | 95.52 |
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| Church & Dwight (CHD) | 0.1 | $311k | 3.6k | 87.56 |
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| ConocoPhillips (COP) | 0.1 | $291k | 3.1k | 94.45 |
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| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $289k | 5.1k | 56.67 |
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| Becton, Dickinson and (BDX) | 0.1 | $284k | 1.5k | 186.84 |
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| Intuit (INTU) | 0.1 | $277k | 406.00 | 682.27 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $267k | +7% | 1.3k | 206.98 |
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| Genuine Parts Company (GPC) | 0.1 | $266k | 1.9k | 138.54 |
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| Packaging Corporation of America (PKG) | 0.1 | $251k | 1.2k | 218.26 |
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| Generac Holdings (GNRC) | 0.1 | $251k | 1.5k | 167.33 |
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| Norfolk Southern (NSC) | 0.1 | $248k | 825.00 | 300.61 |
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| TE Connectivity Ord Shs (TEL) | 0.1 | $242k | NEW | 1.1k | 219.60 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $225k | 400.00 | 562.50 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $224k | 2.0k | 112.79 |
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| Honeywell International (HON) | 0.1 | $216k | -9% | 1.0k | 210.73 |
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| Zimmer Holdings (ZBH) | 0.1 | $210k | NEW | 2.1k | 98.64 |
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| Rbc Cad (RY) | 0.1 | $203k | NEW | 1.4k | 147.21 |
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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 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
- Physicians Financial Services 2021 Q4 filed Feb. 2, 2022