Physicians Financial Services as of Dec. 31, 2024
Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.7 | $55M | 220k | 250.42 | |
| Amazon (AMZN) | 6.2 | $20M | 93k | 219.39 | |
| NVIDIA Corporation (NVDA) | 5.8 | $19M | 144k | 134.29 | |
| Microsoft Corporation (MSFT) | 5.5 | $18M | 43k | 421.51 | |
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 4.9 | $16M | 85k | 189.30 | |
| Wal-Mart Stores (WMT) | 4.4 | $15M | 161k | 90.35 | |
| Mastercard Inc Cl A Cl A (MA) | 2.9 | $9.6M | 18k | 526.60 | |
| Meta Platforms A Cl A (META) | 2.3 | $7.6M | 13k | 585.49 | |
| Automatic Data Processing (ADP) | 2.1 | $6.8M | 23k | 292.72 | |
| Caterpillar (CAT) | 2.0 | $6.7M | 18k | 362.78 | |
| Lowe's Companies (LOW) | 1.8 | $6.0M | 24k | 246.81 | |
| McDonald's Corporation (MCD) | 1.8 | $5.9M | 20k | 289.90 | |
| Visa Com Cl A (V) | 1.7 | $5.5M | 17k | 316.04 | |
| Chevron Corporation (CVX) | 1.7 | $5.5M | 38k | 144.86 | |
| Costco Wholesale Corporation (COST) | 1.6 | $5.4M | 5.9k | 916.26 | |
| Amgen (AMGN) | 1.4 | $4.7M | 18k | 260.66 | |
| Home Depot (HD) | 1.4 | $4.5M | 12k | 388.97 | |
| Cummins (CMI) | 1.3 | $4.4M | 13k | 348.59 | |
| Procter & Gamble Company (PG) | 1.3 | $4.3M | 25k | 167.64 | |
| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.1M | 9.0k | 453.31 | |
| Oracle Corporation (ORCL) | 1.2 | $4.0M | 24k | 166.63 | |
| Coca-Cola Company (KO) | 1.2 | $3.9M | 62k | 62.27 | |
| Parker-Hannifin Corporation (PH) | 1.1 | $3.7M | 5.9k | 635.99 | |
| Broadcom (AVGO) | 1.1 | $3.7M | 16k | 231.87 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $3.7M | 7.6k | 485.91 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.6M | 25k | 144.60 | |
| Pepsi (PEP) | 1.0 | $3.3M | 22k | 152.04 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $3.3M | 7.3k | 444.69 | |
| Qualcomm (QCOM) | 0.8 | $2.7M | 17k | 153.60 | |
| Eaton Corp SHS (ETN) | 0.8 | $2.5M | 7.5k | 331.82 | |
| Eli Lilly & Co. (LLY) | 0.7 | $2.3M | 3.0k | 772.14 | |
| United Parcel Services CL B CL B (UPS) | 0.7 | $2.3M | 19k | 126.11 | |
| International Business Machines (IBM) | 0.7 | $2.3M | 11k | 219.83 | |
| Abbvie (ABBV) | 0.7 | $2.2M | 12k | 177.70 | |
| Deere & Company (DE) | 0.7 | $2.1M | 5.1k | 423.78 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $2.1M | 20k | 107.75 | |
| FedEx Corporation (FDX) | 0.6 | $2.0M | 7.1k | 281.38 | |
| Cisco Systems (CSCO) | 0.6 | $1.9M | 33k | 59.20 | |
| 3M Company (MMM) | 0.6 | $1.9M | 15k | 129.07 | |
| Equinix (EQIX) | 0.6 | $1.9M | 2.0k | 942.89 | |
| Hershey Company (HSY) | 0.5 | $1.8M | 11k | 169.39 | |
| Target Corporation (TGT) | 0.5 | $1.8M | 13k | 135.20 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | 7.3k | 239.69 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 15k | 115.71 | |
| Illinois Tool Works (ITW) | 0.5 | $1.6M | 6.3k | 253.57 | |
| Truist Financial Corp equities (TFC) | 0.5 | $1.6M | 37k | 43.39 | |
| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.5 | $1.6M | 8.2k | 190.44 | |
| Honeywell International (HON) | 0.5 | $1.5M | 6.7k | 225.98 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.3M | 5.9k | 228.07 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.1k | 187.49 | |
| Verizon Communications (VZ) | 0.4 | $1.3M | 33k | 39.98 | |
| Novartis Sponsored Adr (NVS) | 0.4 | $1.3M | 13k | 97.34 | |
| Merck & Co (MRK) | 0.4 | $1.2M | 12k | 99.49 | |
| First Citizens Bank Cl A (FCNCA) | 0.4 | $1.2M | 550.00 | 2112.73 | |
| Bank of America Corporation (BAC) | 0.4 | $1.2M | 26k | 43.95 | |
| Marriott Intl Cl A (MAR) | 0.3 | $1.1M | 3.8k | 278.91 | |
| Nike CL B (NKE) | 0.3 | $1.0M | 14k | 75.66 | |
| T. Rowe Price (TROW) | 0.3 | $1.0M | 9.0k | 113.04 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.0M | 8.4k | 120.76 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $995k | 17k | 60.33 | |
| Philip Morris International (PM) | 0.3 | $980k | 8.1k | 120.33 | |
| Stryker Corporation (SYK) | 0.3 | $854k | 2.4k | 360.34 | |
| Tesla Motors (TSLA) | 0.3 | $846k | 2.1k | 403.63 | |
| Clorox Company (CLX) | 0.3 | $837k | 5.2k | 162.37 | |
| Pfizer (PFE) | 0.2 | $776k | 29k | 26.52 | |
| Bristol Myers Squibb (BMY) | 0.2 | $768k | 14k | 56.55 | |
| General Mills (GIS) | 0.2 | $768k | 12k | 63.76 | |
| Becton, Dickinson and (BDX) | 0.2 | $750k | 3.3k | 226.79 | |
| Toyota Sp Adr Rep2com (TM) | 0.2 | $734k | 3.8k | 194.59 | |
| Sherwin-Williams Company (SHW) | 0.2 | $721k | 2.1k | 340.09 | |
| Starbucks Corporation (SBUX) | 0.2 | $709k | 7.8k | 91.25 | |
| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $706k | 1.1k | 622.58 | |
| American Express Company (AXP) | 0.2 | $689k | 2.3k | 296.98 | |
| AFLAC Incorporated (AFL) | 0.2 | $684k | 6.6k | 103.46 | |
| Emerson Electric (EMR) | 0.2 | $627k | 5.1k | 123.94 | |
| Abbott Laboratories (ABT) | 0.2 | $604k | 5.3k | 113.11 | |
| Unilever Spon Adr New (UL) | 0.2 | $595k | 11k | 56.68 | |
| Paychex (PAYX) | 0.2 | $568k | 4.1k | 140.18 | |
| Genuine Parts Company (GPC) | 0.2 | $567k | 4.9k | 116.76 | |
| Applied Materials (AMAT) | 0.2 | $557k | 3.4k | 162.58 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $554k | 1.2k | 469.49 | |
| McCormick & Co. Com Non Vtg (MKC) | 0.2 | $527k | 6.9k | 76.18 | |
| LAM Research Com New (LRCX) | 0.2 | $508k | 7.0k | 72.26 | |
| Apa Corporation (APA) | 0.1 | $462k | 20k | 23.10 | |
| Boeing Company (BA) | 0.1 | $460k | 2.6k | 176.92 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $416k | 5.5k | 75.64 | |
| Palo Alto Networks (PANW) | 0.1 | $398k | 2.2k | 181.74 | |
| Veeva SyS Cl A Com (VEEV) | 0.1 | $375k | 1.8k | 210.20 | |
| Church & Dwight (CHD) | 0.1 | $372k | 3.6k | 104.73 | |
| Nucor Corporation (NUE) | 0.1 | $347k | 3.0k | 116.64 | |
| JM Smucker Com New (SJM) | 0.1 | $337k | 3.1k | 110.13 | |
| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $321k | 5.3k | 60.57 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $299k | 1.3k | 229.65 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $274k | 385.00 | 711.69 | |
| Synopsys (SNPS) | 0.1 | $272k | 560.00 | 485.71 | |
| ConocoPhillips (COP) | 0.1 | $271k | 2.7k | 99.27 | |
| Packaging Corporation of America (PKG) | 0.1 | $259k | 1.2k | 225.22 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $254k | 5.0k | 50.58 | |
| Generac Holdings (GNRC) | 0.1 | $241k | 1.6k | 154.98 | |
| Columbia Sportswear Company (COLM) | 0.1 | $235k | 2.8k | 83.93 | |
| GE Aerospace Com New (GE) | 0.1 | $233k | 1.4k | 166.67 | |
| Zimmer Holdings (ZBH) | 0.1 | $225k | 2.1k | 105.68 | |
| Hp (HPQ) | 0.1 | $224k | 6.9k | 32.63 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $207k | 1.9k | 107.70 | |
| Toro Company (TTC) | 0.1 | $203k | 2.5k | 79.92 |