Physicians Financial Services as of March 31, 2025
Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 107 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.6 | $49M | 221k | 222.13 | |
| Amazon (AMZN) | 6.1 | $19M | 101k | 190.26 | |
| Microsoft Corporation (MSFT) | 5.2 | $16M | 43k | 375.40 | |
| NVIDIA Corporation (NVDA) | 4.9 | $16M | 143k | 108.38 | |
| Wal-Mart Stores (WMT) | 4.5 | $14M | 162k | 87.79 | |
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 4.0 | $13M | 81k | 154.64 | |
| Mastercard Inc Cl A Cl A (MA) | 3.2 | $10M | 18k | 548.11 | |
| Meta Platforms A Cl A (META) | 2.4 | $7.5M | 13k | 576.38 | |
| Archer Daniels Midland Company (ADM) | 2.2 | $7.1M | 23k | 305.53 | |
| Chevron Corporation (CVX) | 2.1 | $6.6M | 40k | 167.29 | |
| Caterpillar (CAT) | 2.0 | $6.4M | 19k | 329.78 | |
| McDonald's Corporation (MCD) | 2.0 | $6.4M | 20k | 312.36 | |
| Visa Com Cl A (V) | 1.9 | $6.1M | 17k | 350.44 | |
| Costco Wholesale Corporation (COST) | 1.9 | $6.0M | 6.4k | 945.77 | |
| Lowe's Companies (LOW) | 1.8 | $5.7M | 24k | 233.21 | |
| Amgen (AMGN) | 1.7 | $5.5M | 18k | 311.52 | |
| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.5 | $4.8M | 9.0k | 532.55 | |
| Coca-Cola Company (KO) | 1.4 | $4.5M | 62k | 71.62 | |
| Home Depot (HD) | 1.4 | $4.4M | 12k | 366.45 | |
| Procter & Gamble Company (PG) | 1.4 | $4.3M | 25k | 170.42 | |
| Johnson & Johnson (JNJ) | 1.3 | $4.1M | 25k | 165.84 | |
| Cummins (CMI) | 1.3 | $4.0M | 13k | 313.46 | |
| Duke Energy Corp Com New (DUK) | 1.2 | $3.7M | 30k | 121.96 | |
| Parker-Hannifin Corporation (PH) | 1.1 | $3.6M | 5.9k | 607.84 | |
| Oracle Corporation (ORCL) | 1.1 | $3.4M | 24k | 139.79 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $3.4M | 7.6k | 446.75 | |
| Pepsi (PEP) | 1.0 | $3.3M | 22k | 149.93 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | 3.6k | 825.89 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.0M | 7.7k | 383.55 | |
| Broadcom (AVGO) | 0.8 | $2.7M | 16k | 167.46 | |
| Qualcomm (QCOM) | 0.8 | $2.6M | 17k | 153.58 | |
| International Business Machines (IBM) | 0.8 | $2.6M | 10k | 248.66 | |
| Abbvie (ABBV) | 0.8 | $2.5M | 12k | 209.48 | |
| Deere & Company (DE) | 0.8 | $2.4M | 5.2k | 469.40 | |
| 3M Company (MMM) | 0.7 | $2.2M | 15k | 146.84 | |
| Cisco Systems (CSCO) | 0.6 | $2.0M | 33k | 61.71 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $2.0M | 15k | 132.45 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.8M | 7.5k | 245.34 | |
| Eaton Corp SHS (ETN) | 0.6 | $1.8M | 6.7k | 271.90 | |
| Hershey Company (HSY) | 0.6 | $1.8M | 10k | 171.06 | |
| Equinix (EQIX) | 0.5 | $1.6M | 2.0k | 815.32 | |
| Illinois Tool Works (ITW) | 0.5 | $1.6M | 6.4k | 248.05 | |
| FedEx Corporation (FDX) | 0.5 | $1.5M | 6.3k | 243.72 | |
| Truist Financial Corp equities (TFC) | 0.5 | $1.5M | 36k | 41.16 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.4M | 13k | 111.50 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.8k | 236.32 | |
| Target Corporation (TGT) | 0.4 | $1.3M | 12k | 104.53 | |
| Philip Morris International (PM) | 0.4 | $1.3M | 8.0k | 158.73 | |
| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 8.2k | 156.25 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.0k | 179.74 | |
| Bank of America Corporation (BAC) | 0.3 | $1.1M | 26k | 41.72 | |
| Verizon Communications (VZ) | 0.3 | $1.1M | 23k | 45.35 | |
| Nike CL B (NKE) | 0.3 | $1.0M | 16k | 63.50 | |
| First Citizens Bank Cl A (FCNCA) | 0.3 | $1.0M | 550.00 | 1854.55 | |
| Merck & Co (MRK) | 0.3 | $1.0M | 11k | 89.72 | |
| Advanced Micro Devices (AMD) | 0.3 | $934k | 9.1k | 102.78 | |
| Stryker Corporation (SYK) | 0.3 | $882k | 2.4k | 371.99 | |
| Marriott Intl Cl A (MAR) | 0.3 | $869k | 3.7k | 238.08 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $840k | 17k | 50.19 | |
| Toyota Sp Adr Rep2com (TM) | 0.3 | $829k | 4.7k | 176.50 | |
| T. Rowe Price (TROW) | 0.3 | $815k | 8.9k | 91.90 | |
| Bristol Myers Squibb (BMY) | 0.3 | $805k | 13k | 60.96 | |
| American Express Company (AXP) | 0.3 | $798k | 3.0k | 269.14 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $798k | 1.00 | 798000.00 | |
| Honeywell International (HON) | 0.3 | $788k | 3.7k | 211.83 | |
| Sherwin-Williams Company (SHW) | 0.2 | $782k | 2.2k | 349.11 | |
| Nucor Corporation (NUE) | 0.2 | $762k | 6.3k | 120.28 | |
| Starbucks Corporation (SBUX) | 0.2 | $743k | 7.6k | 98.14 | |
| AFLAC Incorporated (AFL) | 0.2 | $732k | 6.6k | 111.14 | |
| Abbott Laboratories (ABT) | 0.2 | $702k | 5.3k | 132.70 | |
| Clorox Company (CLX) | 0.2 | $690k | 4.7k | 147.28 | |
| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $615k | 1.1k | 541.85 | |
| Netflix (NFLX) | 0.2 | $613k | 657.00 | 933.03 | |
| Unilever Spon Adr New (UL) | 0.2 | $610k | 10k | 59.52 | |
| Paychex (PAYX) | 0.2 | $602k | 3.9k | 154.28 | |
| McCormick & Co. Com Non Vtg (MKC) | 0.2 | $565k | 6.9k | 82.27 | |
| Emerson Electric (EMR) | 0.2 | $555k | 5.1k | 109.71 | |
| Pfizer (PFE) | 0.2 | $548k | 22k | 25.34 | |
| Becton, Dickinson and (BDX) | 0.2 | $545k | 2.4k | 228.99 | |
| Tesla Motors (TSLA) | 0.2 | $534k | 2.1k | 259.22 | |
| General Mills (GIS) | 0.2 | $527k | 8.8k | 59.74 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $515k | 1.0k | 512.44 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $506k | 6.0k | 84.33 | |
| LAM Research Com New (LRCX) | 0.2 | $504k | 6.9k | 72.73 | |
| Uber Technologies (UBER) | 0.2 | $485k | 6.7k | 72.83 | |
| Applied Materials (AMAT) | 0.2 | $480k | 3.3k | 145.02 | |
| Genuine Parts Company (GPC) | 0.1 | $452k | 3.8k | 119.23 | |
| Boeing Company (BA) | 0.1 | $448k | 2.6k | 170.67 | |
| Veeva SyS Cl A Com (VEEV) | 0.1 | $441k | 1.9k | 231.86 | |
| Ge Vernova (GEV) | 0.1 | $420k | 1.4k | 305.23 | |
| Apa Corporation (APA) | 0.1 | $420k | 20k | 21.00 | |
| Church & Dwight (CHD) | 0.1 | $391k | 3.6k | 110.05 | |
| Palo Alto Networks (PANW) | 0.1 | $374k | 2.2k | 170.78 | |
| ConocoPhillips (COP) | 0.1 | $313k | 3.0k | 105.03 | |
| JM Smucker Com New (SJM) | 0.1 | $309k | 2.6k | 118.39 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $303k | 1.3k | 232.72 | |
| GE Aerospace Com New (GE) | 0.1 | $274k | 1.4k | 200.00 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $274k | 1.2k | 228.33 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $244k | 385.00 | 633.77 | |
| Zimmer Holdings (ZBH) | 0.1 | $241k | 2.1k | 113.20 | |
| Synopsys (SNPS) | 0.1 | $238k | 555.00 | 428.83 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $234k | 2.0k | 118.72 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $231k | 3.0k | 78.31 | |
| Packaging Corporation of America (PKG) | 0.1 | $228k | 1.2k | 198.26 | |
| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $222k | 5.1k | 43.53 | |
| Columbia Sportswear Company (COLM) | 0.1 | $204k | 2.7k | 75.56 | |
| Intuit (INTU) | 0.1 | $203k | 331.00 | 613.29 |