Physicians Financial Services as of June 30, 2025
Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 107 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.2 | $44M | 216k | 205.17 | |
| NVIDIA Corporation (NVDA) | 6.8 | $23M | 145k | 157.99 | |
| Amazon (AMZN) | 6.5 | $22M | 100k | 219.39 | |
| Microsoft Corporation (MSFT) | 6.3 | $21M | 43k | 497.42 | |
| Wal-Mart Stores (WMT) | 4.6 | $16M | 159k | 97.78 | |
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 4.1 | $14M | 78k | 176.21 | |
| Mastercard Inc Cl A Cl A (MA) | 3.1 | $10M | 18k | 561.95 | |
| Meta Platforms A Cl A (META) | 2.9 | $9.7M | 13k | 738.12 | |
| Caterpillar (CAT) | 2.2 | $7.5M | 19k | 388.21 | |
| Automatic Data Processing (ADP) | 2.1 | $7.0M | 23k | 308.39 | |
| Costco Wholesale Corporation (COST) | 1.9 | $6.5M | 6.6k | 989.97 | |
| Visa Com Cl A (V) | 1.8 | $6.0M | 17k | 355.08 | |
| McDonald's Corporation (MCD) | 1.8 | $5.9M | 20k | 292.19 | |
| Chevron Corporation (CVX) | 1.7 | $5.7M | 40k | 143.20 | |
| Oracle Corporation (ORCL) | 1.6 | $5.3M | 24k | 218.61 | |
| Lowe's Companies (LOW) | 1.5 | $5.1M | 23k | 221.87 | |
| Amgen (AMGN) | 1.5 | $4.9M | 18k | 279.20 | |
| Broadcom (AVGO) | 1.3 | $4.5M | 16k | 275.67 | |
| Home Depot (HD) | 1.3 | $4.4M | 12k | 366.63 | |
| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.3 | $4.4M | 9.0k | 485.79 | |
| Coca-Cola Company (KO) | 1.3 | $4.3M | 61k | 70.76 | |
| Duke Energy Corp Com New (DUK) | 1.2 | $4.1M | 35k | 118.01 | |
| Cummins (CMI) | 1.2 | $4.1M | 13k | 327.52 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $4.1M | 5.9k | 698.55 | |
| Procter & Gamble Company (PG) | 1.2 | $3.9M | 25k | 159.32 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.6M | 24k | 152.75 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $3.5M | 7.5k | 463.08 | |
| International Business Machines (IBM) | 0.9 | $3.1M | 10k | 294.77 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.1M | 3.9k | 779.57 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.0M | 7.8k | 386.94 | |
| Pepsi (PEP) | 0.8 | $2.8M | 21k | 132.03 | |
| Qualcomm (QCOM) | 0.8 | $2.7M | 17k | 159.27 | |
| Deere & Company (DE) | 0.8 | $2.6M | 5.2k | 508.52 | |
| Eaton Corp SHS (ETN) | 0.7 | $2.4M | 6.7k | 356.92 | |
| 3M Company (MMM) | 0.7 | $2.3M | 15k | 152.21 | |
| Cisco Systems (CSCO) | 0.7 | $2.2M | 32k | 69.38 | |
| Abbvie (ABBV) | 0.7 | $2.2M | 12k | 185.59 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.2M | 7.5k | 289.97 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $2.1M | 14k | 145.99 | |
| Hershey Company (HSY) | 0.5 | $1.8M | 11k | 165.91 | |
| Illinois Tool Works (ITW) | 0.5 | $1.6M | 6.5k | 247.18 | |
| Equinix (EQIX) | 0.5 | $1.6M | 2.0k | 795.54 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.5M | 13k | 121.02 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.5M | 35k | 42.98 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | 7.0k | 207.69 | |
| Philip Morris International (PM) | 0.4 | $1.5M | 8.0k | 182.07 | |
| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 8.0k | 177.39 | |
| FedEx Corporation (FDX) | 0.4 | $1.4M | 6.1k | 227.27 | |
| Netflix (NFLX) | 0.4 | $1.3M | 997.00 | 1339.02 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.3M | 5.8k | 230.07 | |
| American Express Company (AXP) | 0.4 | $1.2M | 3.8k | 319.00 | |
| Target Corporation (TGT) | 0.3 | $1.2M | 12k | 98.63 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.1M | 8.0k | 141.88 | |
| Nike CL B (NKE) | 0.3 | $1.1M | 16k | 71.01 | |
| Bank of America Corporation (BAC) | 0.3 | $1.1M | 24k | 47.34 | |
| Ge Vernova (GEV) | 0.3 | $1.1M | 2.1k | 529.35 | |
| First Citizens Bank Cl A (FCNCA) | 0.3 | $1.1M | 550.00 | 1956.36 | |
| Uber Technologies (UBER) | 0.3 | $1.0M | 11k | 93.33 | |
| Marriott Intl Cl A (MAR) | 0.3 | $997k | 3.7k | 273.15 | |
| Stryker Corporation (SYK) | 0.3 | $938k | 2.4k | 395.61 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $926k | 17k | 56.18 | |
| Merck & Co (MRK) | 0.3 | $879k | 11k | 79.12 | |
| Nucor Corporation (NUE) | 0.3 | $878k | 6.8k | 129.59 | |
| Toyota Sp Adr Rep2com (TM) | 0.2 | $826k | 4.8k | 172.19 | |
| T. Rowe Price (TROW) | 0.2 | $809k | 8.4k | 96.54 | |
| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $753k | 1.1k | 663.44 | |
| Verizon Communications (VZ) | 0.2 | $731k | 17k | 43.29 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $729k | 1.00 | 729000.00 | |
| Sherwin-Williams Company (SHW) | 0.2 | $728k | 2.1k | 343.40 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $722k | 5.3k | 136.23 | |
| Abbott Laboratories (ABT) | 0.2 | $713k | 5.2k | 136.07 | |
| Starbucks Corporation (SBUX) | 0.2 | $698k | 7.6k | 91.59 | |
| AFLAC Incorporated (AFL) | 0.2 | $695k | 6.6k | 105.53 | |
| Emerson Electric (EMR) | 0.2 | $668k | 5.0k | 133.36 | |
| Tesla Motors (TSLA) | 0.2 | $667k | 2.1k | 317.62 | |
| LAM Research Com New (LRCX) | 0.2 | $655k | 6.7k | 97.33 | |
| Boeing Company (BA) | 0.2 | $629k | 3.0k | 209.67 | |
| Unilever Spon Adr New (UL) | 0.2 | $621k | 10k | 61.19 | |
| Bristol Myers Squibb (BMY) | 0.2 | $611k | 13k | 46.27 | |
| Applied Materials (AMAT) | 0.2 | $560k | 3.1k | 183.13 | |
| Veeva SyS Cl A Com (VEEV) | 0.2 | $544k | 1.9k | 287.83 | |
| Paychex (PAYX) | 0.2 | $538k | 3.7k | 145.33 | |
| McCormick & Co. Com Non Vtg (MKC) | 0.2 | $522k | 6.9k | 75.78 | |
| Clorox Company (CLX) | 0.1 | $500k | 4.2k | 119.96 | |
| Palo Alto Networks (PANW) | 0.1 | $460k | 2.2k | 204.81 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $437k | 875.00 | 499.43 | |
| Apa Corporation (APA) | 0.1 | $366k | 20k | 18.30 | |
| GE Aerospace Com New (GE) | 0.1 | $365k | 1.4k | 257.04 | |
| Pfizer (PFE) | 0.1 | $362k | 15k | 24.22 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $342k | 1.3k | 262.67 | |
| General Mills (GIS) | 0.1 | $342k | 6.6k | 51.84 | |
| Church & Dwight (CHD) | 0.1 | $341k | 3.6k | 95.98 | |
| Intuit (INTU) | 0.1 | $320k | 406.00 | 788.18 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $306k | 3.4k | 91.34 | |
| Synopsys (SNPS) | 0.1 | $285k | 555.00 | 513.51 | |
| ConocoPhillips (COP) | 0.1 | $276k | 3.1k | 89.58 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $266k | 1.2k | 221.67 | |
| Honeywell International (HON) | 0.1 | $264k | 1.1k | 232.60 | |
| Becton, Dickinson and (BDX) | 0.1 | $264k | 1.5k | 172.55 | |
| FactSet Research Systems (FDS) | 0.1 | $257k | 575.00 | 446.96 | |
| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $251k | 5.1k | 49.22 | |
| Genuine Parts Company (GPC) | 0.1 | $233k | 1.9k | 121.35 | |
| Packaging Corporation of America (PKG) | 0.1 | $217k | 1.2k | 188.70 | |
| Generac Holdings (GNRC) | 0.1 | $215k | 1.5k | 143.33 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $214k | 2.0k | 107.75 | |
| Norfolk Southern (NSC) | 0.1 | $211k | 825.00 | 255.76 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $210k | 400.00 | 525.00 |