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

About Physicians Financial Services, Inc.

Investment Activity

Physicians Financial Services, Inc. has $366.32 thousand in total holdings as of March 31, 2025.
Physicians Financial Services, Inc. owns shares of 108 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 0.39% of the portfolio was purchased this quarter.
About 0.84% of the portfolio was sold this quarter.
This quarter, Physicians Financial Services, Inc. has purchased 107 new stocks and bought additional shares in 20 stocks.
Physicians Financial Services, Inc. sold shares of 47 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $54,679
NVIDIA: $26,130
Amazon.com: $21,936
Microsoft: $21,713
Alphabet: $19,058

Largest New Holdings this Quarter

G87052109 - TE Connectivity PLC: $242 Holding
98956P102 - Zimmer Biomet: $210 Holding
780087102 - Royal Bank Of Canada: $203 Holding

Largest Purchases this Quarter

TE Connectivity PLC: 1,102 shares (about $242.00)
Zimmer Biomet: 2,129 shares (about $210.00)
Royal Bank Of Canada: 1,379 shares (about $203.00)
JPMorgan Chase & Co.: 380 shares (about $119.84)
Duke Energy: 950 shares (about $117.55)

Largest Sales this Quarter

NVIDIA: 4,651 shares (about $867.78)
Apple: 1,306 shares (about $332.55)
Microsoft: 579 shares (about $299.90)
Oracle: 250 shares (about $70.31)
Amgen: 235 shares (about $66.32)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$54,679	$333 ▼	-0.6%	214,740	14.9%	Computer and Technology
NVDA NVIDIA	$26,130	$868 ▼	-3.2%	140,047	7.1%	Computer and Technology
AMZN Amazon.com	$21,936	$53 ▼	-0.2%	99,905	6.0%	Retail/Wholesale
MSFT Microsoft	$21,713	$300 ▼	-1.4%	41,920	5.9%	Computer and Technology
GOOGL Alphabet	$19,058	$3 ▲	0.0%	78,396	5.2%	Computer and Technology
WMT Walmart	$16,417	$15 ▼	-0.1%	159,298	4.5%	Retail/Wholesale
MA Mastercard	$10,371	$31 ▼	-0.3%	18,233	2.8%	Business Services
META Meta Platforms	$9,670	$29 ▲	0.3%	13,168	2.6%	Computer and Technology
CAT Caterpillar	$9,206	$48 ▼	-0.5%	19,294	2.5%	Industrials
ORCL Oracle	$6,720	$70 ▼	-1.0%	23,893	1.8%	Computer and Technology
ADP Automatic Data Processing	$6,621	$66 ▼	-1.0%	22,558	1.8%	Computer and Technology
COST Costco Wholesale	$6,167	$74 ▲	1.2%	6,662	1.7%	Retail/Wholesale
MCD McDonald's	$6,158	$8 ▼	-0.1%	20,263	1.7%	Retail/Wholesale
CVX Chevron	$6,109	$19 ▼	-0.3%	39,338	1.7%	Energy
V Visa	$5,793		0.0%	16,968	1.6%	Business Services
LOW Lowe's Companies	$5,730	$6 ▼	-0.1%	22,799	1.6%	Retail/Wholesale
AVGO Broadcom	$5,330	$33 ▼	-0.6%	16,155	1.5%	Computer and Technology
CMI Cummins	$5,291	$17 ▼	-0.3%	12,527	1.4%	Auto/Tires/Trucks
AMGN Amgen	$4,860	$66 ▼	-1.3%	17,222	1.3%	Medical
HD Home Depot	$4,851	$28 ▲	0.6%	11,973	1.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$4,575	$63 ▲	1.4%	9,101	1.2%	Finance
PH Parker-Hannifin	$4,454		0.0%	5,875	1.2%	Industrials
DUK Duke Energy	$4,445	$118 ▲	2.7%	35,923	1.2%	Utilities
JNJ Johnson & Johnson	$4,376	$34 ▼	-0.8%	23,599	1.2%	Medical
KO CocaCola	$4,044	$17 ▼	-0.4%	60,975	1.1%	Consumer Staples
PG Procter & Gamble	$3,800	$20 ▲	0.5%	24,729	1.0%	Consumer Staples
LMT Lockheed Martin	$3,744	$15 ▼	-0.4%	7,500	1.0%	Aerospace
LLY Eli Lilly and Company	$3,049	$62 ▲	2.1%	3,996	0.8%	Medical
PEP PepsiCo	$2,962	$7 ▼	-0.2%	21,090	0.8%	Consumer Staples
IBM International Business Machines	$2,904	$40 ▼	-1.3%	10,292	0.8%	Computer and Technology
ABBV AbbVie	$2,796		0.0%	12,075	0.8%	Medical
QCOM QUALCOMM	$2,781	$9 ▼	-0.3%	16,715	0.8%	Computer and Technology
ADBE Adobe	$2,739	$9 ▼	-0.3%	7,766	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,481	$120 ▲	5.1%	7,867	0.7%	Finance
ETN Eaton	$2,462	$29 ▼	-1.2%	6,579	0.7%	Industrials
RTX RTX	$2,408		0.0%	14,391	0.7%	Aerospace
DE Deere & Company	$2,361		0.0%	5,164	0.6%	Industrials
MMM 3M	$2,293	$8 ▼	-0.3%	14,778	0.6%	Multi-Sector Conglomerates
CSCO Cisco Systems	$2,196	$14 ▼	-0.6%	32,101	0.6%	Computer and Technology
HSY Hershey	$1,980		0.0%	10,584	0.5%	Consumer Staples
GOOG Alphabet	$1,890	$49 ▼	-2.5%	7,760	0.5%	Computer and Technology
ITW Illinois Tool Works	$1,682	$7 ▼	-0.4%	6,452	0.5%	Industrials
TFC Truist Financial	$1,600	$3 ▲	0.2%	34,999	0.4%	Finance
NVS Novartis	$1,595	$26 ▼	-1.6%	12,434	0.4%	Medical
EQIX Equinix	$1,544		0.0%	1,971	0.4%	Finance
FDX FedEx	$1,413	$24 ▼	-1.6%	5,994	0.4%	Transportation
UNP Union Pacific	$1,364	$6 ▼	-0.4%	5,769	0.4%	Transportation
GE VERNOVA INC	$1,363	$95 ▲	7.5%	2,216	0.4%	COM
PM Philip Morris International	$1,302		0.0%	8,030	0.4%	Consumer Staples
TXN Texas Instruments	$1,295		0.0%	7,049	0.4%	Computer and Technology
AMD Advanced Micro Devices	$1,275	$23 ▼	-1.8%	7,883	0.3%	Computer and Technology
AXP American Express	$1,267	$8 ▲	0.7%	3,815	0.3%	Finance
BAC Bank of America	$1,222	$4 ▼	-0.3%	23,694	0.3%	Finance
NFLX Netflix	$1,195		0.0%	997	0.3%	Consumer Discretionary
NKE NIKE	$1,114	$4 ▲	0.3%	15,978	0.3%	Consumer Discretionary
UBER Uber Technologies	$1,064	$10 ▼	-0.9%	10,861	0.3%	Computer and Technology
TGT Target	$990	$56 ▼	-5.4%	11,036	0.3%	Retail/Wholesale
FCNCA First Citizens BancShares	$984		0.0%	550	0.3%	Finance
Palantir Technologies	$982	$15 ▲	1.5%	5,382	0.3%	CL A
TSLA Tesla	$954	$20 ▲	2.1%	2,145	0.3%	Auto/Tires/Trucks
MAR Marriott International	$951		0.0%	3,650	0.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$924	$8 ▼	-0.9%	11,010	0.3%	Medical
NUE Nucor	$918		0.0%	6,775	0.3%	Basic Materials
TM Toyota Motor	$917		0.0%	4,797	0.3%	Auto/Tires/Trucks
LAM Research	$901		0.0%	6,730	0.2%	COM NEW
SYK Stryker	$876		0.0%	2,371	0.2%	Medical
TROW T. Rowe Price Group	$857	$3 ▼	-0.4%	8,346	0.2%	Finance
VGT Vanguard Information Technology ETF	$847		0.0%	1,135	0.2%	ETF
BRK.A Berkshire Hathaway	$754		0.0%	1	0.2%	Finance
VZ Verizon Communications	$742	$1 ▼	-0.1%	16,874	0.2%	Computer and Technology
AFL Aflac	$736		0.0%	6,586	0.2%	Finance
SHW Sherwin-Williams	$734		0.0%	2,120	0.2%	Basic Materials
BA Boeing	$718	$70 ▲	10.8%	3,325	0.2%	Aerospace
ABT Abbott Laboratories	$702		0.0%	5,240	0.2%	Medical
CMG Chipotle Mexican Grill	$657	$11 ▲	1.7%	16,770	0.2%	Retail/Wholesale
SBUX Starbucks	$646	$1 ▲	0.1%	7,631	0.2%	Retail/Wholesale
AMAT Applied Materials	$626		0.0%	3,058	0.2%	Computer and Technology
EMR Emerson Electric	$605	$53 ▼	-8.0%	4,609	0.2%	Industrials
UL Unilever	$602		0.0%	10,148	0.2%	Consumer Staples
BMY Bristol Myers Squibb	$582	$14 ▼	-2.3%	12,906	0.2%	Medical
VEEV Veeva Systems	$563		0.0%	1,890	0.2%	Medical
NOC Northrop Grumman	$533		0.0%	875	0.1%	Aerospace
APA APA	$486		0.0%	20,000	0.1%	Energy
PANW Palo Alto Networks	$479	$21 ▲	4.7%	2,351	0.1%	Computer and Technology
PAYX Paychex	$469		0.0%	3,702	0.1%	Computer and Technology
CLX Clorox	$467	$47 ▼	-9.1%	3,788	0.1%	Consumer Staples
MKC McCormick & Company, Incorporated	$448	$13 ▼	-2.7%	6,699	0.1%	Consumer Staples
GE GE Aerospace	$427		0.0%	1,420	0.1%	Aerospace
PFE Pfizer	$354	$27 ▼	-7.1%	13,882	0.1%	Medical
Labcorp Holdings	$345	$29 ▼	-7.7%	1,202	0.1%	COM SHS
GIS General Mills	$328	$5 ▼	-1.5%	6,497	0.1%	Consumer Staples
SCHW Charles Schwab	$320		0.0%	3,350	0.1%	Finance
CHD Church & Dwight	$311	$0 ▼	0.0%	3,552	0.1%	Consumer Staples
COP ConocoPhillips	$291		0.0%	3,081	0.1%	Energy
DAL Delta Air Lines	$289		0.0%	5,100	0.1%	Transportation
BDX Becton, Dickinson and Company	$284	$2 ▼	-0.7%	1,520	0.1%	Medical
INTU Intuit	$277		0.0%	406	0.1%	Computer and Technology
CHKP Check Point Software Technologies	$267	$19 ▲	7.5%	1,290	0.1%	Computer and Technology
GPC Genuine Parts	$266		0.0%	1,920	0.1%	Retail/Wholesale
GNRC Generac	$251		0.0%	1,500	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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

About Physicians Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Physicians Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPhysicians Financial Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools