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

About Physicians Financial Services, Inc.

Investment Activity

Physicians Financial Services, Inc. has $314.47 thousand in total holdings as of March 31, 2025.
Physicians Financial Services, Inc. owns shares of 107 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 4.84% of the portfolio was purchased this quarter.
About 4.33% of the portfolio was sold this quarter.
This quarter, Physicians Financial Services, Inc. has purchased 105 new stocks and bought additional shares in 37 stocks.
Physicians Financial Services, Inc. sold shares of 51 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $48,975
Amazon.com: $19,299
Microsoft: $16,259
NVIDIA: $15,480
Walmart: $14,189

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $798 Holding
64110L106 - Netflix: $613 Holding
90353T100 - Uber Technologies: $485 Holding
36828A101 - GE VERNOVA INC: $420 Holding
M22465104 - Check Point Software Technologies: $274 Holding

Largest Purchases this Quarter

Archer-Daniels-Midland: 18,095 shares (about $5.53K)
Amazon.com: 8,971 shares (about $1.71K)
Duke Energy: 10,788 shares (about $1.32K)
Berkshire Hathaway: 1 shares (about $798.00)
Netflix: 657 shares (about $613.00)

Largest Sales this Quarter

Honeywell International: 2,971 shares (about $629.34)
Alphabet: 3,548 shares (about $548.67)
Verizon Communications: 9,240 shares (about $419.01)
Becton, Dickinson and Company: 927 shares (about $212.28)
Eaton: 748 shares (about $203.38)

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	$48,975	$94 ▲	0.2%	220,480	15.6%	Computer and Technology
AMZN Amazon.com	$19,299	$1,707 ▲	9.7%	101,436	6.1%	Retail/Wholesale
MSFT Microsoft	$16,259	$175 ▲	1.1%	43,311	5.2%	Computer and Technology
NVDA NVIDIA	$15,480	$68 ▼	-0.4%	142,827	4.9%	Computer and Technology
WMT Walmart	$14,189	$31 ▲	0.2%	161,628	4.5%	Retail/Wholesale
GOOGL Alphabet	$12,531	$549 ▼	-4.2%	81,033	4.0%	Computer and Technology
MA Mastercard	$10,065	$82 ▲	0.8%	18,363	3.2%	Business Services
META Meta Platforms	$7,512	$52 ▲	0.7%	13,033	2.4%	Computer and Technology
ADM Archer-Daniels-Midland	$7,063	$5,529 ▲	360.3%	23,117	2.2%	Consumer Staples
CVX Chevron	$6,644	$305 ▲	4.8%	39,715	2.1%	Energy
CAT Caterpillar	$6,376	$314 ▲	5.2%	19,334	2.0%	Industrials
MCD McDonald's	$6,368	$39 ▲	0.6%	20,387	2.0%	Retail/Wholesale
V Visa	$6,112		0.0%	17,441	1.9%	Business Services
COST Costco Wholesale	$6,017	$449 ▲	8.1%	6,362	1.9%	Retail/Wholesale
LOW Lowe's Companies	$5,661	$6 ▼	-0.1%	24,274	1.8%	Retail/Wholesale
AMGN Amgen	$5,499	$61 ▼	-1.1%	17,652	1.7%	Medical
BRK.B Berkshire Hathaway	$4,785		0.0%	8,985	1.5%	Finance
KO Coca-Cola	$4,471	$29 ▲	0.6%	62,424	1.4%	Consumer Staples
HD Home Depot	$4,371	$110 ▲	2.6%	11,928	1.4%	Retail/Wholesale
PG Procter & Gamble	$4,284	$53 ▼	-1.2%	25,138	1.4%	Consumer Staples
JNJ Johnson & Johnson	$4,099	$24 ▼	-0.6%	24,716	1.3%	Medical
CMI Cummins	$3,991	$47 ▲	1.2%	12,732	1.3%	Auto/Tires/Trucks
DUK Duke Energy	$3,703	$1,316 ▲	55.1%	30,362	1.2%	Utilities
PH Parker-Hannifin	$3,565	$15 ▼	-0.4%	5,865	1.1%	Industrials
ORCL Oracle	$3,375	$3 ▼	-0.1%	24,143	1.1%	Computer and Technology
LMT Lockheed Martin	$3,373	$4 ▼	-0.1%	7,550	1.1%	Aerospace
PEP PepsiCo	$3,271	$24 ▼	-0.7%	21,817	1.0%	Consumer Staples
LLY Eli Lilly and Company	$2,979	$471 ▲	18.8%	3,607	0.9%	Medical
ADBE Adobe	$2,971	$152 ▲	5.4%	7,746	0.9%	Computer and Technology
AVGO Broadcom	$2,655	$46 ▼	-1.7%	15,855	0.8%	Computer and Technology
QCOM QUALCOMM	$2,614	$50 ▼	-1.9%	17,020	0.8%	Computer and Technology
IBM International Business Machines	$2,594	$6 ▼	-0.2%	10,432	0.8%	Computer and Technology
ABBV AbbVie	$2,540	$5 ▼	-0.2%	12,125	0.8%	Medical
DE Deere & Company	$2,424	$47 ▲	2.0%	5,164	0.8%	Industrials
MMM 3M	$2,192	$26 ▲	1.2%	14,928	0.7%	Multi-Sector Conglomerates
CSCO Cisco Systems	$2,021	$19 ▲	0.9%	32,751	0.6%	Computer and Technology
RTX RTX	$1,962		0.0%	14,813	0.6%	Aerospace
JPM JPMorgan Chase & Co.	$1,843	$40 ▲	2.2%	7,512	0.6%	Finance
ETN Eaton	$1,828	$203 ▼	-10.0%	6,723	0.6%	Industrials
HSY Hershey	$1,772	$53 ▼	-2.9%	10,359	0.6%	Consumer Staples
EQIX Equinix	$1,607	$20 ▼	-1.3%	1,971	0.5%	Finance
ITW Illinois Tool Works	$1,588	$25 ▲	1.6%	6,402	0.5%	Industrials
FDX FedEx	$1,534	$184 ▼	-10.7%	6,294	0.5%	Transportation
TFC Truist Financial	$1,463	$51 ▼	-3.4%	35,543	0.5%	Finance
NVS Novartis	$1,431	$26 ▼	-1.8%	12,834	0.5%	Medical
UNP Union Pacific	$1,369	$24 ▼	-1.7%	5,793	0.4%	Transportation
TGT Target	$1,301	$77 ▼	-5.6%	12,446	0.4%	Retail/Wholesale
PM Philip Morris International	$1,277	$16 ▼	-1.2%	8,045	0.4%	Consumer Staples
GOOG Alphabet	$1,275		0.0%	8,160	0.4%	Computer and Technology
TXN Texas Instruments	$1,267	$9 ▼	-0.7%	7,049	0.4%	Computer and Technology
BAC Bank of America	$1,073	$27 ▼	-2.5%	25,721	0.3%	Finance
VZ Verizon Communications	$1,060	$419 ▼	-28.3%	23,375	0.3%	Computer and Technology
NKE NIKE	$1,024	$151 ▲	17.3%	16,127	0.3%	Consumer Discretionary
FCNCA First Citizens BancShares	$1,020		0.0%	550	0.3%	Finance
MRK Merck & Co., Inc.	$1,012	$39 ▼	-3.7%	11,280	0.3%	Medical
AMD Advanced Micro Devices	$934	$74 ▲	8.6%	9,087	0.3%	Computer and Technology
SYK Stryker	$882	$0 ▲	0.0%	2,371	0.3%	Medical
MAR Marriott International	$869	$41 ▼	-4.5%	3,650	0.3%	Consumer Discretionary
CMG Chipotle Mexican Grill	$840	$12 ▲	1.5%	16,738	0.3%	Retail/Wholesale
TM Toyota Motor	$829	$163 ▲	24.5%	4,697	0.3%	Auto/Tires/Trucks
TROW T. Rowe Price Group	$815	$16 ▼	-1.9%	8,868	0.3%	Finance
BMY Bristol-Myers Squibb	$805	$23 ▼	-2.8%	13,206	0.3%	Medical
AXP American Express	$798	$174 ▲	27.8%	2,965	0.3%	Finance
BRK.A Berkshire Hathaway	$798	$798 ▲	New Holding	1	0.3%	Finance
HON Honeywell International	$788	$629 ▼	-44.4%	3,720	0.3%	Multi-Sector Conglomerates
SHW Sherwin-Williams	$782	$42 ▲	5.7%	2,240	0.2%	Basic Materials
NUE Nucor	$762	$404 ▲	112.9%	6,335	0.2%	Basic Materials
SBUX Starbucks	$743	$20 ▼	-2.6%	7,571	0.2%	Retail/Wholesale
AFL Aflac	$732	$3 ▼	-0.4%	6,586	0.2%	Finance
ABT Abbott Laboratories	$702	$7 ▼	-0.9%	5,290	0.2%	Medical
CLX Clorox	$690	$69 ▼	-9.1%	4,685	0.2%	Consumer Staples
VGT Vanguard Information Technology ETF	$615	$1 ▲	0.1%	1,135	0.2%	ETF
NFLX Netflix	$613	$613 ▲	New Holding	657	0.2%	Consumer Discretionary
UL Unilever	$610	$15 ▼	-2.4%	10,248	0.2%	Consumer Staples
PAYX Paychex	$602	$23 ▼	-3.7%	3,902	0.2%	Business Services
MKC McCormick & Company, Incorporated	$565	$4 ▼	-0.7%	6,868	0.2%	Consumer Staples
EMR Emerson Electric	$555		0.0%	5,059	0.2%	Industrials
PFE Pfizer	$548	$193 ▼	-26.1%	21,627	0.2%	Medical
BDX Becton, Dickinson and Company	$545	$212 ▼	-28.0%	2,380	0.2%	Medical
TSLA Tesla	$534	$9 ▼	-1.7%	2,060	0.2%	Auto/Tires/Trucks
GIS General Mills	$527	$193 ▼	-26.8%	8,822	0.2%	Consumer Staples
NOC Northrop Grumman	$515	$90 ▼	-14.8%	1,005	0.2%	Aerospace
Palantir Technologies	$506	$42 ▲	9.1%	6,000	0.2%	CL A
LAM Research	$504	$7 ▼	-1.4%	6,930	0.2%	COM NEW
UBER Uber Technologies	$485	$485 ▲	New Holding	6,659	0.2%	Computer and Technology
AMAT Applied Materials	$480	$17 ▼	-3.4%	3,310	0.2%	Computer and Technology
GPC Genuine Parts	$452	$127 ▼	-21.9%	3,791	0.1%	Retail/Wholesale
BA Boeing	$448	$4 ▲	1.0%	2,625	0.1%	Aerospace
VEEV Veeva Systems	$441	$27 ▲	6.6%	1,902	0.1%	Medical
APA APA	$420		0.0%	20,000	0.1%	Energy
GE VERNOVA INC	$420	$420 ▲	New Holding	1,376	0.1%	COM
CHD Church & Dwight	$391	$0 ▲	0.0%	3,553	0.1%	Consumer Staples
PANW Palo Alto Networks	$374		0.0%	2,190	0.1%	Computer and Technology
COP ConocoPhillips	$313	$26 ▲	9.2%	2,980	0.1%	Energy
SJM J. M. Smucker	$309	$53 ▼	-14.7%	2,610	0.1%	Consumer Staples
Labcorp Holdings	$303		0.0%	1,302	0.1%	COM SHS
GE GE Aerospace	$274	$6 ▼	-2.0%	1,370	0.1%	Industrials
CHKP Check Point Software Technologies	$274	$274 ▲	New Holding	1,200	0.1%	Computer and Technology
REGN Regeneron Pharmaceuticals	$244		0.0%	385	0.1%	Medical
ZBH Zimmer Biomet	$241		0.0%	2,129	0.1%	Medical

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