Physicians Financial Services

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