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

About Physicians Financial Services, Inc.

Investment Activity

Physicians Financial Services, Inc. has $335.73 thousand in total holdings as of March 31, 2025.
Physicians Financial Services, Inc. owns shares of 107 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 3.30% of the portfolio was purchased this quarter.
About 4.13% of the portfolio was sold this quarter.
This quarter, Physicians Financial Services, Inc. has purchased 107 new stocks and bought additional shares in 29 stocks.
Physicians Financial Services, Inc. sold shares of 55 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $44,326
NVIDIA: $22,861
Amazon.com: $21,971
Microsoft: $21,140
Walmart: $15,591

Largest New Holdings this Quarter

053015103 - Automatic Data Processing: $7,026 Holding
303075105 - FactSet Research Systems: $257 Holding
368736104 - Generac: $215 Holding
655844108 - Norfolk Southern: $211 Holding

Largest Purchases this Quarter

Automatic Data Processing: 22,783 shares (about $7.03K)
Duke Energy: 4,611 shares (about $544.12)
Netflix: 340 shares (about $455.27)
Uber Technologies: 4,302 shares (about $401.51)
GE VERNOVA INC: 685 shares (about $362.61)

Largest Sales this Quarter

Apple: 4,434 shares (about $909.72)
Honeywell International: 2,585 shares (about $601.27)
Alphabet: 2,648 shares (about $466.60)
Microsoft: 812 shares (about $403.91)
Lowe's Companies: 1,450 shares (about $321.71)

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	$44,326	$910 ▼	-2.0%	216,046	13.2%	Computer and Technology
NVDA NVIDIA	$22,861	$296 ▲	1.3%	144,698	6.8%	Computer and Technology
AMZN Amazon.com	$21,971	$283 ▼	-1.3%	100,147	6.5%	Retail/Wholesale
MSFT Microsoft	$21,140	$404 ▼	-1.9%	42,499	6.3%	Computer and Technology
WMT Walmart	$15,591	$213 ▼	-1.3%	159,448	4.6%	Retail/Wholesale
GOOGL Alphabet	$13,812	$467 ▼	-3.3%	78,385	4.1%	Computer and Technology
MA Mastercard	$10,277	$42 ▼	-0.4%	18,288	3.1%	Business Services
META Meta Platforms	$9,690	$70 ▲	0.7%	13,128	2.9%	Computer and Technology
CAT Caterpillar	$7,529	$23 ▲	0.3%	19,394	2.2%	Industrials
ADP Automatic Data Processing	$7,026	$7,026 ▲	New Holding	22,783	2.1%	Computer and Technology
COST Costco Wholesale	$6,516	$218 ▲	3.5%	6,582	1.9%	Retail/Wholesale
V Visa	$6,025	$168 ▼	-2.7%	16,968	1.8%	Business Services
MCD McDonald's	$5,928	$29 ▼	-0.5%	20,288	1.8%	Retail/Wholesale
CVX Chevron	$5,651	$36 ▼	-0.6%	39,463	1.7%	Energy
ORCL Oracle	$5,278		0.0%	24,143	1.6%	Computer and Technology
LOW Lowe's Companies	$5,064	$322 ▼	-6.0%	22,824	1.5%	Retail/Wholesale
AMGN Amgen	$4,874	$54 ▼	-1.1%	17,457	1.5%	Medical
AVGO Broadcom	$4,481	$110 ▲	2.5%	16,255	1.3%	Computer and Technology
HD Home Depot	$4,364	$9 ▼	-0.2%	11,903	1.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$4,360	$5 ▼	-0.1%	8,975	1.3%	Finance
KO CocaCola	$4,332	$85 ▼	-1.9%	61,225	1.3%	Consumer Staples
DUK Duke Energy	$4,127	$544 ▲	15.2%	34,973	1.2%	Utilities
CMI Cummins	$4,116	$54 ▼	-1.3%	12,567	1.2%	Auto/Tires/Trucks
PH Parker-Hannifin	$4,104	$7 ▲	0.2%	5,875	1.2%	Industrials
PG Procter & Gamble	$3,919	$86 ▼	-2.1%	24,598	1.2%	Consumer Staples
JNJ Johnson & Johnson	$3,633	$142 ▼	-3.8%	23,784	1.1%	Medical
LMT Lockheed Martin	$3,487	$9 ▼	-0.3%	7,530	1.0%	Aerospace
IBM International Business Machines	$3,075		0.0%	10,432	0.9%	Computer and Technology
LLY Eli Lilly and Company	$3,052	$240 ▲	8.5%	3,915	0.9%	Medical
ADBE Adobe	$3,015	$18 ▲	0.6%	7,792	0.9%	Computer and Technology
PEP PepsiCo	$2,791	$90 ▼	-3.1%	21,139	0.8%	Consumer Staples
QCOM QUALCOMM	$2,671	$40 ▼	-1.5%	16,770	0.8%	Computer and Technology
DE Deere & Company	$2,626		0.0%	5,164	0.8%	Industrials
ETN Eaton	$2,376	$24 ▼	-1.0%	6,657	0.7%	Industrials
MMM 3M	$2,257	$15 ▼	-0.7%	14,828	0.7%	Multi-Sector Conglomerates
ABBV AbbVie	$2,241	$9 ▼	-0.4%	12,075	0.7%	Medical
CSCO Cisco Systems	$2,241	$31 ▼	-1.4%	32,301	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,171	$7 ▼	-0.3%	7,487	0.6%	Finance
RTX RTX	$2,101	$62 ▼	-2.8%	14,391	0.6%	Aerospace
HSY Hershey	$1,756	$37 ▲	2.2%	10,584	0.5%	Consumer Staples
ITW Illinois Tool Works	$1,601	$19 ▲	1.2%	6,477	0.5%	Industrials
EQIX Equinix	$1,568		0.0%	1,971	0.5%	Finance
NVS Novartis	$1,529	$24 ▼	-1.6%	12,634	0.5%	Medical
TFC Truist Financial	$1,502	$26 ▼	-1.7%	34,943	0.4%	Finance
TXN Texas Instruments	$1,464		0.0%	7,049	0.4%	Computer and Technology
PM Philip Morris International	$1,462	$3 ▼	-0.2%	8,030	0.4%	Consumer Staples
GOOG Alphabet	$1,412	$35 ▼	-2.5%	7,960	0.4%	Computer and Technology
FDX FedEx	$1,385	$45 ▼	-3.2%	6,094	0.4%	Transportation
NFLX Netflix	$1,335	$455 ▲	51.8%	997	0.4%	Consumer Discretionary
UNP Union Pacific	$1,333	$0 ▲	0.0%	5,794	0.4%	Transportation
AXP American Express	$1,209	$263 ▲	27.8%	3,790	0.4%	Finance
TGT Target	$1,150	$78 ▼	-6.3%	11,660	0.3%	Retail/Wholesale
AMD Advanced Micro Devices	$1,139	$150 ▼	-11.7%	8,028	0.3%	Computer and Technology
NKE NIKE	$1,131	$14 ▼	-1.2%	15,927	0.3%	Consumer Discretionary
BAC Bank of America	$1,125	$93 ▼	-7.6%	23,764	0.3%	Finance
GE VERNOVA INC	$1,091	$363 ▲	49.8%	2,061	0.3%	COM
FCNCA First Citizens BancShares	$1,076		0.0%	550	0.3%	Finance
UBER Uber Technologies	$1,023	$402 ▲	64.6%	10,961	0.3%	Computer and Technology
MAR Marriott International	$997		0.0%	3,650	0.3%	Consumer Discretionary
SYK Stryker	$938		0.0%	2,371	0.3%	Medical
CMG Chipotle Mexican Grill	$926	$14 ▼	-1.5%	16,483	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$879	$13 ▼	-1.5%	11,110	0.3%	Medical
NUE Nucor	$878	$57 ▲	6.9%	6,775	0.3%	Basic Materials
TM Toyota Motor	$826	$17 ▲	2.1%	4,797	0.2%	Auto/Tires/Trucks
TROW T. Rowe Price Group	$809	$47 ▼	-5.5%	8,380	0.2%	Finance
VGT Vanguard Information Technology ETF	$753		0.0%	1,135	0.2%	ETF
VZ Verizon Communications	$731	$281 ▼	-27.8%	16,886	0.2%	Computer and Technology
BRK.A Berkshire Hathaway	$729		0.0%	1	0.2%	Finance
SHW Sherwin-Williams	$728	$41 ▼	-5.4%	2,120	0.2%	Basic Materials
Palantir Technologies	$722	$95 ▼	-11.7%	5,300	0.2%	CL A
ABT Abbott Laboratories	$713	$7 ▼	-0.9%	5,240	0.2%	Medical
SBUX Starbucks	$698	$5 ▲	0.7%	7,621	0.2%	Retail/Wholesale
AFL Aflac	$695		0.0%	6,586	0.2%	Finance
EMR Emerson Electric	$668	$7 ▼	-1.0%	5,009	0.2%	Industrials
TSLA Tesla	$667	$13 ▲	1.9%	2,100	0.2%	Auto/Tires/Trucks
LAM Research	$655	$19 ▼	-2.9%	6,730	0.2%	COM NEW
BA Boeing	$629	$79 ▲	14.3%	3,000	0.2%	Aerospace
UL Unilever	$621	$6 ▼	-1.0%	10,148	0.2%	Consumer Staples
BMY Bristol Myers Squibb	$611		0.0%	13,206	0.2%	Medical
AMAT Applied Materials	$560	$46 ▼	-7.6%	3,058	0.2%	Computer and Technology
VEEV Veeva Systems	$544	$3 ▼	-0.6%	1,890	0.2%	Medical
PAYX Paychex	$538	$29 ▼	-5.1%	3,702	0.2%	Computer and Technology
MKC McCormick & Company, Incorporated	$522	$2 ▲	0.3%	6,888	0.2%	Consumer Staples
CLX Clorox	$500	$62 ▼	-11.0%	4,168	0.1%	Consumer Staples
PANW Palo Alto Networks	$460	$11 ▲	2.6%	2,246	0.1%	Computer and Technology
NOC Northrop Grumman	$437	$65 ▼	-12.9%	875	0.1%	Aerospace
APA APA	$366		0.0%	20,000	0.1%	Energy
GE GE Aerospace	$365	$13 ▲	3.6%	1,420	0.1%	Aerospace
PFE Pfizer	$362	$162 ▼	-30.9%	14,945	0.1%	Medical
GIS General Mills	$342	$115 ▼	-25.2%	6,597	0.1%	Consumer Staples
Labcorp Holdings	$342		0.0%	1,302	0.1%	COM SHS
CHD Church & Dwight	$341		0.0%	3,553	0.1%	Consumer Staples
INTU Intuit	$320	$59 ▲	22.7%	406	0.1%	Computer and Technology
SCHW Charles Schwab	$306	$37 ▲	13.6%	3,350	0.1%	Finance
SNPS Synopsys	$285		0.0%	555	0.1%	Computer and Technology
COP ConocoPhillips	$276	$9 ▲	3.4%	3,081	0.1%	Energy
CHKP Check Point Software Technologies	$266		0.0%	1,200	0.1%	Computer and Technology
BDX Becton, Dickinson and Company	$264	$147 ▼	-35.7%	1,530	0.1%	Medical
HON Honeywell International	$264	$601 ▼	-69.5%	1,135	0.1%	Multi-Sector Conglomerates
FDS FactSet Research Systems	$257	$257 ▲	New Holding	575	0.1%	Business Services

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