Physicians Financial Services
Latest statistics and disclosures from Physicians Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, AMZN, NVDA, CAT, and represent 37.91% of Physicians Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VGT, AMZN, PANW, FDXF, GLW, LLY, RBC, MSFT, V, HSY.
- Started 3 new stock positions in FDXF, RBC, GLW.
- Reduced shares in these 10 stocks: NVDA (-$6.3M), AAPL, Honeywell International, CVX, CAT, GOOGL, COST, AVGO, CMG, LOW.
- Sold out of its position in Honeywell International.
- Physicians Financial Services was a net seller of stock by $-4.4M.
- Physicians Financial Services has $401M in assets under management (AUM), dropping by 9.72%.
- Central Index Key (CIK): 0001665518
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Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.8 | $59M | 205k | 289.36 |
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| Alphabet Cl A Cap Stk Cl A (GOOGL) | 6.8 | $27M | 77k | 357.37 |
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| Amazon (AMZN) | 6.0 | $24M | +2% | 101k | 238.34 |
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| NVIDIA Corporation (NVDA) | 5.2 | $21M | -23% | 105k | 200.09 |
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| Caterpillar (CAT) | 5.1 | $20M | 19k | 1064.92 |
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| Wal-Mart Stores (WMT) | 4.4 | $18M | 157k | 113.26 |
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| Microsoft Corporation (MSFT) | 4.0 | $16M | 43k | 373.03 |
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| Mastercard Inc Cl A Cl A (MA) | 2.3 | $9.3M | 18k | 513.58 |
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| Cummins (CMI) | 2.2 | $8.8M | 12k | 713.19 |
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| Meta Platforms A Cl A (META) | 1.9 | $7.4M | 13k | 563.32 |
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| Costco Wholesale Corporation (COST) | 1.6 | $6.5M | 6.9k | 935.47 |
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| Chevron Corporation (CVX) | 1.6 | $6.4M | -2% | 38k | 165.75 |
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| Eli Lilly & Co. (LLY) | 1.6 | $6.2M | +4% | 5.2k | 1199.35 |
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| Amgen (AMGN) | 1.5 | $6.1M | 17k | 362.12 |
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| Johnson & Johnson (JNJ) | 1.5 | $6.1M | 24k | 253.97 |
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| Broadcom (AVGO) | 1.5 | $5.8M | 15k | 377.78 |
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| Visa Com Cl A (V) | 1.4 | $5.7M | 17k | 343.10 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $5.7M | 5.8k | 978.14 |
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| McDonald's Corporation (MCD) | 1.4 | $5.5M | 21k | 270.32 |
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| Automatic Data Processing (ADP) | 1.3 | $5.2M | 23k | 223.94 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $5.2M | 41k | 126.59 |
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| Lowe's Companies (LOW) | 1.2 | $4.9M | 22k | 220.47 |
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| Coca-Cola Company (KO) | 1.2 | $4.9M | 61k | 81.27 |
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| Advanced Micro Devices (AMD) | 1.1 | $4.6M | 7.8k | 580.93 |
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| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.1 | $4.5M | 9.0k | 500.33 |
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| Home Depot (HD) | 1.1 | $4.5M | 13k | 352.72 |
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| Procter & Gamble Company (PG) | 1.0 | $4.0M | 28k | 146.65 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $3.8M | 7.5k | 509.49 |
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| Cisco Systems (CSCO) | 0.9 | $3.8M | 32k | 117.45 |
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| Oracle Corporation (ORCL) | 0.9 | $3.5M | 24k | 146.56 |
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| Deere & Company (DE) | 0.8 | $3.2M | 5.1k | 634.34 |
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| Qualcomm (QCOM) | 0.8 | $3.2M | 17k | 184.77 |
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| Ge Vernova (GEV) | 0.8 | $3.1M | 2.7k | 1174.76 |
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| Abbvie (ABBV) | 0.8 | $3.0M | 12k | 251.62 |
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| Pepsi (PEP) | 0.7 | $2.9M | 22k | 135.39 |
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| LAM Research Com New (LRCX) | 0.7 | $2.9M | 6.7k | 433.28 |
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| International Business Machines (IBM) | 0.7 | $2.9M | 10k | 281.17 |
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| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.7 | $2.7M | 7.8k | 353.35 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $2.7M | 14k | 189.71 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.7M | 8.2k | 327.38 |
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| 3M Company (MMM) | 0.6 | $2.4M | 15k | 161.90 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.2M | 5.1k | 426.17 |
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| Equinix (EQIX) | 0.5 | $2.1M | 2.0k | 1042.62 |
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| Applied Materials (AMAT) | 0.5 | $2.0M | 2.8k | 723.13 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.0M | 6.6k | 298.08 |
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| FedEx Corporation (FDX) | 0.5 | $1.9M | 6.1k | 313.15 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.9M | 12k | 156.69 |
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| Hershey Company (HSY) | 0.4 | $1.8M | 10k | 175.44 |
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| Illinois Tool Works (ITW) | 0.4 | $1.7M | 6.5k | 270.46 |
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| Truist Financial Corp equities (TFC) | 0.4 | $1.7M | 34k | 49.82 |
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| Starbucks Corporation (SBUX) | 0.4 | $1.6M | 16k | 102.20 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.5M | 5.6k | 271.93 |
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| Philip Morris International (PM) | 0.4 | $1.5M | 8.2k | 180.88 |
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| Nucor Corporation (NUE) | 0.4 | $1.5M | 6.6k | 222.81 |
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| Merck & Co (MRK) | 0.4 | $1.4M | 11k | 128.53 |
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| American Express Company (AXP) | 0.3 | $1.3M | 4.0k | 338.21 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.3M | 3.6k | 370.70 |
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| Bank of America Corporation (BAC) | 0.3 | $1.3M | 23k | 56.97 |
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| Palo Alto Networks (PANW) | 0.3 | $1.2M | +60% | 3.6k | 340.92 |
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| Target Corporation (TGT) | 0.3 | $1.2M | 9.1k | 130.63 |
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| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.3 | $1.1M | +699% | 9.1k | 119.53 |
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| First Citizens Bank Cl A (FCNCA) | 0.3 | $1.1M | 510.00 | 2080.39 |
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| Boeing Company (BA) | 0.2 | $988k | 4.6k | 216.43 |
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| Tesla Motors (TSLA) | 0.2 | $943k | 2.2k | 420.79 |
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| T. Rowe Price (TROW) | 0.2 | $889k | 7.8k | 113.65 |
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| Uber Technologies (UBER) | 0.2 | $854k | 12k | 72.18 |
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| Toyota Sp Adr Rep2com (TM) | 0.2 | $795k | 4.7k | 168.36 |
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| Bristol Myers Squibb (BMY) | 0.2 | $789k | 14k | 57.62 |
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| AFLAC Incorporated (AFL) | 0.2 | $772k | 6.6k | 117.22 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 749000.00 |
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| Stryker Corporation (SYK) | 0.2 | $746k | 2.4k | 314.64 |
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| Sherwin-Williams Company (SHW) | 0.2 | $720k | 2.1k | 344.50 |
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| Netflix (NFLX) | 0.2 | $673k | -2% | 9.4k | 71.44 |
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| Emerson Electric (EMR) | 0.2 | $660k | 4.6k | 143.20 |
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| Apa Corporation (APA) | 0.2 | $651k | 20k | 32.55 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $630k | 5.4k | 116.58 |
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| Nike CL B (NKE) | 0.1 | $561k | 14k | 41.02 |
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| GE Aerospace Com New (GE) | 0.1 | $552k | 1.5k | 373.98 |
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| Verizon Communications (VZ) | 0.1 | $537k | 13k | 42.32 |
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| Unilever Spon Adr New | 0.1 | $508k | 8.4k | 60.16 |
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| Abbott Laboratories (ABT) | 0.1 | $475k | 5.2k | 90.65 |
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| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $468k | 5.0k | 93.60 |
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| FedEx Freight Common Stock (FDXF) | 0.1 | $463k | NEW | 3.1k | 150.91 |
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| Generac Holdings (GNRC) | 0.1 | $439k | 1.5k | 292.67 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $415k | -2% | 815.00 | 509.20 |
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| Corning Incorporated (GLW) | 0.1 | $368k | NEW | 1.4k | 255.20 |
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| Paychex (PAYX) | 0.1 | $364k | 3.7k | 98.33 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $345k | -9% | 10k | 33.99 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $337k | 1.2k | 280.37 |
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| Church & Dwight (CHD) | 0.1 | $335k | 3.5k | 97.02 |
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| Pfizer (PFE) | 0.1 | $335k | 14k | 24.06 |
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| ConocoPhillips (COP) | 0.1 | $333k | 3.2k | 103.84 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $314k | 2.3k | 136.70 |
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| Select Sector SPDR TR State Street ENE (XLE) | 0.1 | $312k | -4% | 5.9k | 53.04 |
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| Norfolk Southern (NSC) | 0.1 | $307k | 975.00 | 314.87 |
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| Veeva SyS Cl A Com (VEEV) | 0.1 | $303k | -9% | 1.7k | 177.19 |
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| Rbc Cad (RY) | 0.1 | $285k | 1.4k | 206.67 |
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| Packaging Corporation of America (PKG) | 0.1 | $274k | 1.2k | 238.26 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $272k | -3% | 3.0k | 92.20 |
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| Southern Company (SO) | 0.1 | $268k | 2.8k | 95.65 |
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| McCormick & Co. Com Non Vtg (MKC) | 0.1 | $263k | 5.2k | 50.33 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $249k | 400.00 | 622.50 |
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| Toro Company (TTC) | 0.1 | $247k | 2.5k | 97.24 |
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| Clorox Company (CLX) | 0.1 | $233k | -8% | 2.4k | 95.26 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $225k | NEW | 350.00 | 642.86 |
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| TE Connectivity Ord Shs (TEL) | 0.1 | $207k | -6% | 1.0k | 201.56 |
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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 Q2 filed July 21, 2026
- 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