Free Trial

Physicians Financial Services, Inc. Top Holdings and 13F Report (2025)

About Physicians Financial Services, Inc.

Investment Activity

  • Physicians Financial Services, Inc. has $329.37 thousand in total holdings as of December 31, 2024.
  • Physicians Financial Services, Inc. owns shares of 105 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 1.35% of the portfolio was purchased this quarter.
  • About 1.00% of the portfolio was sold this quarter.
  • This quarter, Physicians Financial Services, Inc. has purchased 107 new stocks and bought additional shares in 38 stocks.
  • Physicians Financial Services, Inc. sold shares of 38 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$55,107
Amazon.com
$20,286
NVIDIA
$19,265
Microsoft
$18,060
Alphabet
$16,011

Largest New Holdings this Quarter

LAM Research
$508 Holding
Palantir Technologies
$416 Holding
Labcorp Holdings
$299 Holding
Synopsys
$272 Holding

Largest Purchases this Quarter

LAM Research
7,030 shares (about $508.00)
Palantir Technologies
5,500 shares (about $416.00)
Apple
1,629 shares (about $407.93)
Labcorp Holdings
1,302 shares (about $299.00)
Synopsys
560 shares (about $272.00)

Largest Sales this Quarter

Visa
672 shares (about $212.38)
United Parcel Service
1,437 shares (about $181.22)
Verizon Communications
3,946 shares (about $157.77)
Becton, Dickinson and Company
620 shares (about $140.61)
Archer-Daniels-Midland
2,625 shares (about $132.77)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPhysicians Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$55,107$408 0.7%220,05816.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,286$142 0.7%92,4656.2%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$19,265$118 -0.6%143,4575.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$18,060$13 -0.1%42,8465.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,011$231 1.5%84,5814.9%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$14,571$177 1.2%161,2774.4%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$9,591$158 1.7%18,2132.9%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,578$70 0.9%12,9432.3%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,787$219 3.3%23,1862.1%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$6,669$145 2.2%18,3832.0%Industrial Products
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,997$16 -0.3%24,2981.8%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$5,874$109 1.9%20,2621.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$5,512$212 -3.7%17,4411.7%Business Services
Chevron Co. stock logo
CVX
Chevron
$5,489$54 -1.0%37,8931.7%Oils/Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,394$92 1.7%5,8871.6%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$4,652$78 1.7%17,8471.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$4,523$19 -0.4%11,6281.4%Retail/Wholesale
Cummins Inc. stock logo
CMI
Cummins
$4,3860.0%12,5821.3%Auto/Tires/Trucks
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,266$58 -1.3%25,4471.3%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,073$68 1.7%8,9851.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$4,027$83 2.1%24,1671.2%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,862$51 1.3%62,0241.2%Consumer Staples
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$3,7460.0%5,8901.1%Industrial Products
Broadcom Inc. stock logo
AVGO
Broadcom
$3,740$58 1.6%16,1301.1%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,673$97 2.7%7,5591.1%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,595$25 -0.7%24,8611.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,341$36 1.1%21,9741.0%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$3,268$157 5.0%7,3491.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,664$30 1.1%17,3440.8%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$2,479$36 1.5%7,4710.8%Industrial Products
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,345$6 0.3%3,0370.7%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,328$181 -7.2%18,4600.7%Transportation
International Business Machines Co. stock logo
IBM
International Business Machines
$2,299$22 1.0%10,4580.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,159$10 0.5%12,1500.7%Medical
Deere & Company stock logo
DE
Deere & Company
$2,146$85 -3.8%5,0640.7%Industrial Products
Duke Energy Co. stock logo
DUK
Duke Energy
$2,109$6 0.3%19,5740.6%Utilities
FedEx Co. stock logo
FDX
FedEx
$1,984$28 -1.4%7,0510.6%Transportation
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,921$12 0.6%32,4500.6%Computer and Technology
3M stock logo
MMM
3M
$1,904$7 -0.3%14,7520.6%Multi-Sector Conglomerates
Equinix, Inc. stock logo
EQIX
Equinix
$1,8820.0%1,9960.6%Finance
The Hershey Company stock logo
HSY
Hershey
$1,807$34 1.9%10,6680.5%Consumer Staples
Target Co. stock logo
TGT
Target
$1,782$29 -1.6%13,1800.5%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,761$6 -0.3%7,3470.5%Finance
RTX Co. stock logo
RTX
RTX
$1,7140.0%14,8130.5%Aerospace
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,5980.0%6,3020.5%Industrial Products
Truist Financial Co. stock logo
TFC
Truist Financial
$1,596$13 0.8%36,7850.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,554$44 -2.7%8,1600.5%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$1,512$34 -2.2%6,6910.5%Multi-Sector Conglomerates
Union Pacific Co. stock logo
UNP
Union Pacific
$1,344$13 -0.9%5,8930.4%Transportation
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,331$75 6.0%7,0990.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,304$158 -10.8%32,6150.4%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$1,272$24 -1.9%13,0680.4%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,165$20 1.7%11,7100.4%Medical
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$1,1620.0%5500.4%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,159$9 -0.8%26,3710.4%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$1,0660.0%3,8220.3%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$1,040$92 -8.1%13,7460.3%Consumer Discretionary
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$1,022$20 -1.9%9,0410.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,010$30 -2.9%8,3640.3%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$995$11 -1.1%16,4930.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$980$6 0.6%8,1440.3%Consumer Staples
Stryker Co. stock logo
SYK
Stryker
$854$0 0.0%2,3700.3%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$8460.0%2,0960.3%Auto/Tires/Trucks
The Clorox Company stock logo
CLX
Clorox
$837$65 -7.2%5,1550.3%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$776$118 -13.2%29,2590.2%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$768$67 -8.0%13,5810.2%Medical
General Mills, Inc. stock logo
GIS
General Mills
$768$6 -0.8%12,0450.2%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$750$141 -15.8%3,3070.2%Medical
Toyota Motor Co. stock logo
TM
Toyota Motor
$734$10 1.3%3,7720.2%Auto/Tires/Trucks
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$7210.0%2,1200.2%Basic Materials
Starbucks Co. stock logo
SBUX
Starbucks
$709$14 -1.9%7,7700.2%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$706$1 -0.1%1,1340.2%ETF
American Express stock logo
AXP
American Express
$6890.0%2,3200.2%Finance
Aflac Incorporated stock logo
AFL
Aflac
$684$18 2.7%6,6110.2%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$627$25 4.1%5,0590.2%Industrial Products
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6040.0%5,3400.2%Medical
Unilever PLC stock logo
UL
Unilever
$595$13 -2.1%10,4970.2%Consumer Staples
Paychex, Inc. stock logo
PAYX
Paychex
$568$14 2.5%4,0520.2%Business Services
Genuine Parts stock logo
GPC
Genuine Parts
$567$14 -2.4%4,8560.2%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5570.0%3,4260.2%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$5540.0%1,1800.2%Aerospace
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$5270.0%6,9180.2%Consumer Staples
LAM Research
$508$508 New Holding7,0300.2%COM NEW
APA Co. stock logo
APA
APA
$4620.0%20,0000.1%Oils/Energy
The Boeing Company stock logo
BA
Boeing
$4600.0%2,6000.1%Aerospace
Palantir Technologies
$416$416 New Holding5,5000.1%CL A
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$398$208 110.0%2,1900.1%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$3750.0%1,7840.1%Medical
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$372$0 0.0%3,5520.1%Consumer Staples
Nucor Co. stock logo
NUE
Nucor
$3470.0%2,9750.1%Basic Materials
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$337$14 -3.9%3,0600.1%Consumer Staples
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$3210.0%5,3000.1%Transportation
Labcorp Holdings
$299$299 New Holding1,3020.1%COM SHS
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$2740.0%3850.1%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$272$272 New Holding5600.1%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$271$5 1.9%2,7300.1%Oils/Energy
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$2590.0%1,1500.1%Industrial Products
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$254$133 -34.3%5,0220.1%Consumer Staples
Generac Holdings Inc. stock logo
GNRC
Generac
$2410.0%1,5550.1%Industrial Products
Columbia Sportswear stock logo
COLM
Columbia Sportswear
$2350.0%2,8000.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data