Physicians Financial Services as of March 31, 2026
Portfolio Holdings for Physicians Financial Services
Physicians Financial Services holds 104 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.3 | $52M | 206k | 253.79 | |
| NVIDIA Corporation (NVDA) | 6.5 | $24M | 136k | 174.40 | |
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 6.0 | $22M | 77k | 287.57 | |
| Amazon (AMZN) | 5.6 | $21M | 99k | 208.27 | |
| Wal-Mart Stores (WMT) | 5.4 | $20M | 158k | 124.28 | |
| Microsoft Corporation (MSFT) | 4.3 | $16M | 42k | 370.18 | |
| Caterpillar (CAT) | 3.7 | $14M | 19k | 708.44 | |
| Mastercard Inc Cl A Cl A (MA) | 2.5 | $9.0M | 18k | 499.67 | |
| Chevron Corporation (CVX) | 2.2 | $8.1M | 39k | 206.91 | |
| Meta Platforms A Cl A (META) | 2.1 | $7.6M | 13k | 572.11 | |
| Costco Wholesale Corporation (COST) | 1.9 | $7.0M | 7.0k | 996.44 | |
| Cummins (CMI) | 1.8 | $6.6M | 12k | 538.06 | |
| McDonald's Corporation (MCD) | 1.7 | $6.3M | 20k | 310.80 | |
| Amgen (AMGN) | 1.6 | $6.0M | 17k | 351.88 | |
| Johnson & Johnson (JNJ) | 1.6 | $5.8M | 24k | 244.44 | |
| Lowe's Companies (LOW) | 1.5 | $5.3M | 23k | 236.29 | |
| Duke Energy Corp Com New (DUK) | 1.5 | $5.3M | 41k | 130.94 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $5.2M | 5.8k | 895.29 | |
| Visa Com Cl A (V) | 1.4 | $5.0M | 17k | 302.27 | |
| Broadcom (AVGO) | 1.3 | $4.8M | 16k | 309.53 | |
| Automatic Data Processing (ADP) | 1.3 | $4.7M | 23k | 203.17 | |
| Coca-Cola Company (KO) | 1.3 | $4.6M | 61k | 76.05 | |
| Eli Lilly & Co. (LLY) | 1.3 | $4.6M | 5.0k | 919.72 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $4.5M | 7.4k | 604.33 | |
| Berkshire Hathaway Inc-B Cl B New (BRK.B) | 1.2 | $4.3M | 9.0k | 479.16 | |
| Home Depot (HD) | 1.1 | $4.2M | 13k | 328.86 | |
| Procter & Gamble Company (PG) | 1.1 | $4.0M | 28k | 144.45 | |
| Oracle Corporation (ORCL) | 1.0 | $3.5M | 24k | 147.13 | |
| Pepsi (PEP) | 0.9 | $3.3M | 21k | 155.31 | |
| Deere & Company (DE) | 0.8 | $2.9M | 5.1k | 563.34 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $2.8M | 14k | 192.88 | |
| Abbvie (ABBV) | 0.7 | $2.6M | 12k | 217.47 | |
| Cisco Systems (CSCO) | 0.7 | $2.5M | 32k | 77.58 | |
| International Business Machines (IBM) | 0.7 | $2.5M | 10k | 242.40 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $2.4M | 8.2k | 294.22 | |
| Ge Vernova (GEV) | 0.6 | $2.3M | 2.7k | 873.04 | |
| Qualcomm (QCOM) | 0.6 | $2.2M | 17k | 128.79 | |
| Alphabet Cl C Cap Stk Cl C (GOOG) | 0.6 | $2.2M | 7.8k | 286.86 | |
| FedEx Corporation (FDX) | 0.6 | $2.2M | 6.1k | 356.12 | |
| 3M Company (MMM) | 0.6 | $2.1M | 15k | 145.25 | |
| Hershey Company (HSY) | 0.6 | $2.1M | 10k | 207.86 | |
| Equinix (EQIX) | 0.5 | $1.9M | 2.0k | 980.21 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.9M | 12k | 152.72 | |
| Eaton Corp SHS (ETN) | 0.5 | $1.8M | 5.1k | 357.63 | |
| Illinois Tool Works (ITW) | 0.5 | $1.7M | 6.5k | 260.23 | |
| Advanced Micro Devices (AMD) | 0.4 | $1.6M | 7.8k | 203.47 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.6M | 34k | 45.98 | |
| Starbucks Corporation (SBUX) | 0.4 | $1.4M | 16k | 89.59 | |
| LAM Research Com New (LRCX) | 0.4 | $1.4M | 6.7k | 213.67 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.7k | 242.54 | |
| Philip Morris International (PM) | 0.4 | $1.4M | 8.2k | 165.34 | |
| Merck & Co (MRK) | 0.4 | $1.3M | 11k | 120.33 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 6.6k | 194.12 | |
| American Express Company (AXP) | 0.3 | $1.2M | 4.0k | 302.40 | |
| Marriott Intl Cl A (MAR) | 0.3 | $1.2M | 3.6k | 327.04 | |
| Bank of America Corporation (BAC) | 0.3 | $1.1M | 23k | 48.75 | |
| Nucor Corporation (NUE) | 0.3 | $1.1M | 6.6k | 169.13 | |
| Target Corporation (TGT) | 0.3 | $1.1M | 9.2k | 121.16 | |
| Toyota Sp Adr Rep2com (TM) | 0.3 | $978k | 4.7k | 206.02 | |
| Applied Materials (AMAT) | 0.3 | $973k | 2.8k | 341.88 | |
| First Citizens Bank Cl A (FCNCA) | 0.3 | $961k | 510.00 | 1884.31 | |
| Netflix (NFLX) | 0.3 | $930k | 9.7k | 96.17 | |
| Boeing Company (BA) | 0.2 | $909k | 4.6k | 199.12 | |
| Apa Corporation (APA) | 0.2 | $849k | 20k | 42.45 | |
| Uber Technologies (UBER) | 0.2 | $847k | 12k | 71.95 | |
| Bristol Myers Squibb (BMY) | 0.2 | $840k | 14k | 60.68 | |
| Tesla Motors (TSLA) | 0.2 | $833k | 2.2k | 371.71 | |
| Vanguard Information Tech ETF Inf Tech Etf (VGT) | 0.2 | $792k | 1.1k | 697.80 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $790k | 5.4k | 146.22 | |
| Stryker Corporation (SYK) | 0.2 | $779k | 2.4k | 328.55 | |
| Nike CL B (NKE) | 0.2 | $729k | 14k | 52.82 | |
| AFLAC Incorporated (AFL) | 0.2 | $723k | 6.6k | 109.78 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718000.00 | |
| T. Rowe Price (TROW) | 0.2 | $705k | 7.8k | 90.13 | |
| Sherwin-Williams Company (SHW) | 0.2 | $670k | 2.1k | 320.57 | |
| Verizon Communications (VZ) | 0.2 | $642k | 13k | 50.20 | |
| Emerson Electric (EMR) | 0.2 | $604k | 4.6k | 131.05 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $573k | 840.00 | 682.14 | |
| Abbott Laboratories (ABT) | 0.1 | $538k | 5.2k | 102.67 | |
| Unilever Spon Adr New | 0.1 | $481k | 8.4k | 56.96 | |
| ConocoPhillips (COP) | 0.1 | $423k | 3.2k | 131.90 | |
| GE Aerospace Com New (GE) | 0.1 | $419k | 1.5k | 283.88 | |
| Pfizer (PFE) | 0.1 | $391k | 14k | 28.09 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $390k | 2.3k | 169.79 | |
| Select Sector SPDR TR State Street ENE (XLE) | 0.1 | $378k | 6.2k | 61.18 | |
| Palo Alto Networks (PANW) | 0.1 | $364k | 2.3k | 160.28 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $360k | 11k | 32.00 | |
| Paychex (PAYX) | 0.1 | $341k | 3.7k | 92.11 | |
| Veeva SyS Cl A Com (VEEV) | 0.1 | $332k | 1.9k | 175.66 | |
| Delta Air Lines Inc DEL Com New (DAL) | 0.1 | $332k | 5.0k | 66.40 | |
| Church & Dwight (CHD) | 0.1 | $322k | 3.5k | 93.25 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $321k | 1.2k | 267.05 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $309k | 400.00 | 772.50 | |
| Generac Holdings (GNRC) | 0.1 | $293k | 1.5k | 195.33 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $287k | 3.1k | 94.10 | |
| Norfolk Southern (NSC) | 0.1 | $280k | 975.00 | 287.18 | |
| Clorox Company (CLX) | 0.1 | $277k | 2.7k | 103.55 | |
| Southern Company (SO) | 0.1 | $270k | 2.8k | 96.36 | |
| McCormick & Co. Com Non Vtg (MKC) | 0.1 | $264k | 5.2k | 50.53 | |
| Packaging Corporation of America (PKG) | 0.1 | $244k | 1.2k | 212.17 | |
| Toro Company (TTC) | 0.1 | $237k | 2.5k | 93.31 | |
| Honeywell International (HON) | 0.1 | $232k | 1.0k | 226.34 | |
| TE Connectivity Ord Shs (TEL) | 0.1 | $230k | 1.1k | 208.71 | |
| Rbc Cad (RY) | 0.1 | $223k | 1.4k | 161.71 |
