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, WMT, and represent 37.87% of Physicians Financial Services's stock portfolio.
- Added to shares of these 10 stocks: LLY, SBUX, DUK, PG, GEV, COST, MSFT, CVX, HD, NVDA.
- Started 3 new stock positions in SO, HON, TTC.
- Reduced shares in these 10 stocks: , AAPL, ETN, INTU, BDX, , GPC, GIS, VZ, V.
- Sold out of its positions in ADBE, BDX, GIS, GPC, INTU, CHKP.
- Physicians Financial Services was a net buyer of stock by $1.9M.
- Physicians Financial Services has $365M in assets under management (AUM), dropping by -2.01%.
- Central Index Key (CIK): 0001665518
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Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 104 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.3 | $52M | -2% | 206k | 253.79 |
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| NVIDIA Corporation (NVDA) | 6.5 | $24M | 136k | 174.40 |
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| Alphabet Cl A Cap Stk Cl A (GOOGL) | 6.0 | $22M | 77k | 287.57 |
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| Amazon (AMZN) | 5.6 | $21M | 99k | 208.27 |
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| Wal-Mart Stores (WMT) | 5.4 | $20M | 158k | 124.28 |
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| Microsoft Corporation (MSFT) | 4.3 | $16M | +2% | 42k | 370.18 |
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| Caterpillar (CAT) | 3.7 | $14M | 19k | 708.44 |
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| Mastercard Inc Cl A Cl A (MA) | 2.5 | $9.0M | 18k | 499.67 |
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| Chevron Corporation (CVX) | 2.2 | $8.1M | +3% | 39k | 206.91 |
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| Meta Platforms A Cl A (META) | 2.1 | $7.6M | 13k | 572.11 |
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| Costco Wholesale Corporation (COST) | 1.9 | $7.0M | +6% | 7.0k | 996.44 |
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| Cummins (CMI) | 1.8 | $6.6M | 12k | 538.06 |
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| McDonald's Corporation (MCD) | 1.7 | $6.3M | 20k | 310.80 |
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| Amgen (AMGN) | 1.6 | $6.0M | 17k | 351.88 |
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| Johnson & Johnson (JNJ) | 1.6 | $5.8M | 24k | 244.44 |
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| Lowe's Companies (LOW) | 1.5 | $5.3M | 23k | 236.29 |
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| Duke Energy Corp Com New (DUK) | 1.5 | $5.3M | +16% | 41k | 130.94 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $5.2M | 5.8k | 895.29 |
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| Visa Com Cl A (V) | 1.4 | $5.0M | 17k | 302.27 |
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| Broadcom (AVGO) | 1.3 | $4.8M | 16k | 309.53 |
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| Automatic Data Processing (ADP) | 1.3 | $4.7M | +3% | 23k | 203.17 |
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| Coca-Cola Company (KO) | 1.3 | $4.6M | 61k | 76.05 |
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| Eli Lilly & Co. (LLY) | 1.3 | $4.6M | +21% | 5.0k | 919.72 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $4.5M | 7.4k | 604.33 |
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| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.3M | 9.0k | 479.16 |
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| Home Depot (HD) | 1.1 | $4.2M | +7% | 13k | 328.86 |
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| Procter & Gamble Company (PG) | 1.1 | $4.0M | +12% | 28k | 144.45 |
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| Oracle Corporation (ORCL) | 1.0 | $3.5M | 24k | 147.13 |
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| Pepsi (PEP) | 0.9 | $3.3M | +4% | 21k | 155.31 |
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| Deere & Company (DE) | 0.8 | $2.9M | +3% | 5.1k | 563.34 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $2.8M | 14k | 192.88 |
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| Abbvie (ABBV) | 0.7 | $2.6M | 12k | 217.47 |
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| Cisco Systems (CSCO) | 0.7 | $2.5M | 32k | 77.58 |
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| International Business Machines (IBM) | 0.7 | $2.5M | 10k | 242.40 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.4M | +5% | 8.2k | 294.22 |
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| Ge Vernova (GEV) | 0.6 | $2.3M | +23% | 2.7k | 873.04 |
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| Qualcomm (QCOM) | 0.6 | $2.2M | +5% | 17k | 128.79 |
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| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.6 | $2.2M | 7.8k | 286.86 |
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| FedEx Corporation (FDX) | 0.6 | $2.2M | 6.1k | 356.12 |
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| 3M Company (MMM) | 0.6 | $2.1M | +3% | 15k | 145.25 |
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| Hershey Company (HSY) | 0.6 | $2.1M | +2% | 10k | 207.86 |
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| Equinix (EQIX) | 0.5 | $1.9M | 2.0k | 980.21 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.9M | 12k | 152.72 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.8M | -19% | 5.1k | 357.63 |
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| Illinois Tool Works (ITW) | 0.5 | $1.7M | 6.5k | 260.23 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.6M | 7.8k | 203.47 |
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| Truist Financial Corp equities (TFC) | 0.4 | $1.6M | 34k | 45.98 |
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| Starbucks Corporation (SBUX) | 0.4 | $1.4M | +111% | 16k | 89.59 |
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| LAM Research Com New (LRCX) | 0.4 | $1.4M | 6.7k | 213.67 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.7k | 242.54 |
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| Philip Morris International (PM) | 0.4 | $1.4M | +2% | 8.2k | 165.34 |
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| Merck & Co (MRK) | 0.4 | $1.3M | 11k | 120.33 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 6.6k | 194.12 |
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| American Express Company (AXP) | 0.3 | $1.2M | +3% | 4.0k | 302.40 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.2M | 3.6k | 327.04 |
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| Bank of America Corporation (BAC) | 0.3 | $1.1M | 23k | 48.75 |
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| Nucor Corporation (NUE) | 0.3 | $1.1M | 6.6k | 169.13 |
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| Target Corporation (TGT) | 0.3 | $1.1M | -8% | 9.2k | 121.16 |
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| Toyota Sp Adr Rep2com (TM) | 0.3 | $978k | 4.7k | 206.02 |
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| Applied Materials (AMAT) | 0.3 | $973k | +3% | 2.8k | 341.88 |
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| First Citizens Bank Cl A (FCNCA) | 0.3 | $961k | 510.00 | 1884.31 |
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| Netflix (NFLX) | 0.3 | $930k | 9.7k | 96.17 |
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| Boeing Company (BA) | 0.2 | $909k | +35% | 4.6k | 199.12 |
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| Apa Corporation (APA) | 0.2 | $849k | 20k | 42.45 |
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| Uber Technologies (UBER) | 0.2 | $847k | +10% | 12k | 71.95 |
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| Bristol Myers Squibb (BMY) | 0.2 | $840k | +10% | 14k | 60.68 |
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| Tesla Motors (TSLA) | 0.2 | $833k | 2.2k | 371.71 |
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| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $792k | 1.1k | 697.80 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $790k | -6% | 5.4k | 146.22 |
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| Stryker Corporation (SYK) | 0.2 | $779k | 2.4k | 328.55 |
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| Nike CL B (NKE) | 0.2 | $729k | 14k | 52.82 |
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| AFLAC Incorporated (AFL) | 0.2 | $723k | 6.6k | 109.78 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718000.00 |
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| T. Rowe Price (TROW) | 0.2 | $705k | 7.8k | 90.13 |
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| Sherwin-Williams Company (SHW) | 0.2 | $670k | 2.1k | 320.57 |
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| Verizon Communications (VZ) | 0.2 | $642k | -16% | 13k | 50.20 |
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| Emerson Electric (EMR) | 0.2 | $604k | 4.6k | 131.05 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $573k | 840.00 | 682.14 |
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| Abbott Laboratories (ABT) | 0.1 | $538k | 5.2k | 102.67 |
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| Unilever Spon Adr New | 0.1 | $481k | -4% | 8.4k | 56.96 |
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| ConocoPhillips (COP) | 0.1 | $423k | +7% | 3.2k | 131.90 |
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| GE Aerospace Com New (GE) | 0.1 | $419k | +3% | 1.5k | 283.88 |
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| Pfizer (PFE) | 0.1 | $391k | +2% | 14k | 28.09 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $390k | +9% | 2.3k | 169.79 |
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| Select Sector SPDR TR State Street ENE (XLE) | 0.1 | $378k | 6.2k | 61.18 |
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| Palo Alto Networks (PANW) | 0.1 | $364k | +4% | 2.3k | 160.28 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $360k | -9% | 11k | 32.00 |
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| Paychex (PAYX) | 0.1 | $341k | 3.7k | 92.11 |
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| Veeva SyS Cl A Com (VEEV) | 0.1 | $332k | 1.9k | 175.66 |
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| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $332k | 5.0k | 66.40 |
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| Church & Dwight (CHD) | 0.1 | $322k | -2% | 3.5k | 93.25 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $321k | 1.2k | 267.05 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $309k | 400.00 | 772.50 |
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| Generac Holdings (GNRC) | 0.1 | $293k | 1.5k | 195.33 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $287k | 3.1k | 94.10 |
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| Norfolk Southern (NSC) | 0.1 | $280k | +25% | 975.00 | 287.18 |
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| Clorox Company (CLX) | 0.1 | $277k | -26% | 2.7k | 103.55 |
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| Southern Company (SO) | 0.1 | $270k | NEW | 2.8k | 96.36 |
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| McCormick & Co. Com Non Vtg (MKC) | 0.1 | $264k | 5.2k | 50.53 |
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| Packaging Corporation of America (PKG) | 0.1 | $244k | 1.2k | 212.17 |
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| Toro Company (TTC) | 0.1 | $237k | NEW | 2.5k | 93.31 |
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| Honeywell International (HON) | 0.1 | $232k | NEW | 1.0k | 226.34 |
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| TE Connectivity Ord Shs (TEL) | 0.1 | $230k | 1.1k | 208.71 |
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| Rbc Cad (RY) | 0.1 | $223k | 1.4k | 161.71 |
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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 2026 Q1 filed April 15, 2026
- 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