PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 26, 2017

Total Value ($000): $115,929 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 5.8%
Value ($000) $6,749 Shares 46,982 Est. Cost $25.64 Unrealized +18.7%
XOM Exxon Mobil Corp. 3.9%
Value ($000) $4,545 Shares 55,415 Est. Cost $51.78 Unrealized +8.4%
WMT Wal-Mart Stores Inc. 2.8%
Value ($000) $3,221 Shares 44,680 Est. Cost $16.77 Unrealized +18.0%
JNJ Johnson & Johnson 2.8%
Value ($000) $3,218 Shares 25,836 Est. Cost $75.93 Unrealized +23.0%
AMZN Amazon.com 2.7%
Value ($000) $3,178 Shares 3,585 Est. Cost $32.58 Unrealized +27.9%
LOW Lowes 2.5%
Value ($000) $2,891 Shares 35,170 Est. Cost $61.81 Unrealized +5.2%
BA Boeing 2.5%
Value ($000) $2,887 Shares 16,325 Est. Cost $125.81 Unrealized +26.2%
KO Coca-Cola 2.5%
Value ($000) $2,868 Shares 67,572 Est. Cost $30.92 Unrealized +1.9%
CVX Chevron Corp. 2.4%
Value ($000) $2,749 Shares 25,604 Est. Cost $58.95 Unrealized +30.2%
MMM 3M Co 2.4%
Value ($000) $2,730 Shares 14,269 Est. Cost $92.11 Unrealized +23.4%
IBM International Business Machine 2.2%
Value ($000) $2,500 Shares 14,355 Est. Cost $89.41 Unrealized +27.9%
MCD McDonalds 2.1%
Value ($000) $2,415 Shares 18,634 Est. Cost $87.48 Unrealized +16.3%
GOOGL Alphabet Cl A 2.0%
Value ($000) $2,361 Shares 2,785 Est. Cost $37.31 Unrealized +11.8%
MSFT Microsoft 2.0%
Value ($000) $2,314 Shares 35,133 Est. Cost $46.23 Unrealized +25.1%
PG Procter & Gamble 1.9%
Value ($000) $2,257 Shares 25,121 Est. Cost $58.71 Unrealized +19.3%
General Electric 1.9%
Value ($000) $2,159 Shares 72,455 Est. Cost $31.10 Unrealized
ADP Automatic Data Processing 1.7%
Value ($000) $1,963 Shares 19,170 Est. Cost $69.49 Unrealized +21.4%
DIS Walt Disney Company 1.6%
Value ($000) $1,821 Shares 16,060 Est. Cost $99.71 Unrealized +3.3%
AMGN Amgen 1.5%
Value ($000) $1,757 Shares 10,710 Est. Cost $117.38 Unrealized +8.4%
V Visa Inc 1.5%
Value ($000) $1,691 Shares 19,030 Est. Cost $71.71 Unrealized +12.8%
MA Mastercard Inc Cl A 1.4%
Value ($000) $1,657 Shares 14,730 Est. Cost $89.43 Unrealized +16.6%
BB&T 1.4%
Value ($000) $1,608 Shares 35,981 Est. Cost $37.16 Unrealized
CSCO Cisco Systems 1.3%
Value ($000) $1,548 Shares 45,794 Est. Cost $20.81 Unrealized +18.8%
DUK Duke Power 1.3%
Value ($000) $1,534 Shares 18,702 Est. Cost $46.48 Unrealized +19.0%
ORCL Oracle Systems 1.3%
Value ($000) $1,477 Shares 33,115 Est. Cost $32.91 Unrealized +10.9%
PEP Pepsi Co 1.3%
Value ($000) $1,475 Shares 13,190 Est. Cost $74.06 Unrealized +10.6%
VZ Verizon Communications Inc. 1.3%
Value ($000) $1,465 Shares 30,042 Est. Cost $27.44 Unrealized +14.6%
CMI Cummins Inc. 1.2%
Value ($000) $1,419 Shares 9,386 Est. Cost $76.08 Unrealized +54.1%
FDX FedEx Corp 1.2%
Value ($000) $1,411 Shares 7,230 Est. Cost $133.69 Unrealized +23.5%
T AT&T 1.2%
Value ($000) $1,357 Shares 32,654 Est. Cost $12.77 Unrealized +31.1%
CAT Caterpillar 1.1%
Value ($000) $1,315 Shares 14,181 Est. Cost $55.15 Unrealized +40.9%
UPS United Parcel Services CL B 1.1%
Value ($000) $1,272 Shares 11,851 Est. Cost $71.03 Unrealized +10.3%
NVS Novartis AG 1.1%
Value ($000) $1,232 Shares 16,583 Est. Cost $81.67 Unrealized
CLX Clorox 1.1%
Value ($000) $1,224 Shares 9,080 Est. Cost $93.45 Unrealized +7.5%
LMT Lockheed Martin Corp. 1.0%
Value ($000) $1,183 Shares 4,420 Est. Cost $165.37 Unrealized +25.1%
SLB Schlumberger Ltd 0.9%
Value ($000) $1,076 Shares 13,777 Est. Cost $56.26 Unrealized +12.6%
GILD Gilead Sciences Inc 0.9%
Value ($000) $1,059 Shares 15,590 Est. Cost $64.18 Unrealized -21.1%
NSC Norfolk Southern 0.9%
Value ($000) $1,054 Shares 9,415 Est. Cost $69.09 Unrealized +41.5%
INTC Intel 0.9%
Value ($000) $1,053 Shares 29,204 Est. Cost $26.80 Unrealized +10.7%
PM Philip Morris Intl Inc 0.8%
Value ($000) $952 Shares 8,431 Est. Cost $58.61 Unrealized +11.9%
GOOG Alphabet Cl C 0.8%
Value ($000) $929 Shares 1,120 Est. Cost $35.68 Unrealized +14.1%
PFE Pfizer Incorporated 0.8%
Value ($000) $927 Shares 27,108 Est. Cost $20.44 Unrealized +4.7%
PH Parker Hannifin 0.8%
Value ($000) $922 Shares 5,750 Est. Cost $88.57 Unrealized +49.7%
HD Home Depot Inc. 0.8%
Value ($000) $913 Shares 6,221 Est. Cost $112.51 Unrealized +1.7%
EQIX Equinix 0.8%
Value ($000) $899 Shares 2,245 Est. Cost $239.29 Unrealized +33.9%
HSY Hershey 0.8%
Value ($000) $872 Shares 7,982 Est. Cost $71.10 Unrealized +22.1%
HP Helmerich & Payne 0.7%
Value ($000) $855 Shares 12,850 Est. Cost $55.68 Unrealized +27.8%
BRK/B Berkshire Hathaway Inc-B 0.7%
Value ($000) $829 Shares 4,975 Est. Cost $135.02 Unrealized +23.9%
META Facebook Inc Class A 0.7%
Value ($000) $828 Shares 5,832 Est. Cost $130.15 Unrealized +2.0%
WFC Wells Fargo & Co. 0.7%
Value ($000) $800 Shares 14,378 Est. Cost $40.73 Unrealized +8.9%
United Technologies Corp 0.6%
Value ($000) $751 Shares 6,694 Est. Cost $96.20 Unrealized
TGT Target Corp. 0.6%
Value ($000) $746 Shares 13,514 Est. Cost $54.71 Unrealized -12.3%
NKE Nike Inc. 0.6%
Value ($000) $722 Shares 12,947 Est. Cost $55.23 Unrealized -10.8%
MO Altria Group 0.6%
Value ($000) $713 Shares 9,990 Est. Cost $29.94 Unrealized +28.8%
MRK Merck 0.6%
Value ($000) $696 Shares 10,949 Est. Cost $37.67 Unrealized +22.3%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $679 Shares 11,840 Est. Cost $40.01 Unrealized +13.7%
DE Deere & Co. 0.6%
Value ($000) $647 Shares 5,942 Est. Cost $65.32 Unrealized +44.5%
COST Costco Wholesale 0.6%
Value ($000) $646 Shares 3,851 Est. Cost $131.97 Unrealized +8.3%
TXN Texas Instruments Inc 0.5%
Value ($000) $626 Shares 7,773 Est. Cost $42.60 Unrealized +42.3%
SO Southern Co. 0.5%
Value ($000) $620 Shares 12,453 Est. Cost $29.62 Unrealized +15.3%
ED Consolidated Edison 0.5%
Value ($000) $612 Shares 7,875 Est. Cost $45.38 Unrealized +20.5%
TM Toyota 0.5%
Value ($000) $608 Shares 5,600 Est. Cost $122.88 Unrealized
UNP Union Pacific Corp. 0.5%
Value ($000) $596 Shares 5,626 Est. Cost $68.06 Unrealized +28.8%
Unilever PLC 0.5%
Value ($000) $595 Shares 12,051 Est. Cost $43.35 Unrealized
GIS General Mills Inc. 0.5%
Value ($000) $595 Shares 10,082 Est. Cost $42.87 Unrealized +4.1%
ADBE Adobe Systems Inc. 0.5%
Value ($000) $594 Shares 4,563 Est. Cost $90.25 Unrealized +30.1%
Raytheon Company 0.5%
Value ($000) $580 Shares 3,801 Est. Cost $125.19 Unrealized
HON Honeywell International 0.5%
Value ($000) $546 Shares 4,372 Est. Cost $74.64 Unrealized +23.2%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $540 Shares 9,929 Est. Cost $46.65 Unrealized -14.4%
COP ConocoPhillips 0.4%
Value ($000) $521 Shares 10,443 Est. Cost $37.87 Unrealized -3.4%
TROW T. Rowe Price Group 0.4%
Value ($000) $515 Shares 7,550 Est. Cost $50.85 Unrealized +0.4%
Whole Foods Market Inc 0.4%
Value ($000) $509 Shares 17,112 Est. Cost $33.51 Unrealized
Du Pont E I de Nemours 0.4%
Value ($000) $504 Shares 6,280 Est. Cost $66.50 Unrealized
VYM Vanguard Whitehall FDS 0.4%
Value ($000) $490 Shares 6,308 Est. Cost $66.74 Unrealized
ILMN Illumina Inc 0.4%
Value ($000) $489 Shares 2,863 Est. Cost $153.53 Unrealized +2.6%
KHC Kraft Heinz Company 0.4%
Value ($000) $464 Shares 5,106 Est. Cost $47.62 Unrealized +25.8%
SBUX Starbucks Corp. 0.4%
Value ($000) $453 Shares 7,751 Est. Cost $48.68 Unrealized -3.9%
EMR Emerson Electric Company 0.3%
Value ($000) $381 Shares 6,362 Est. Cost $40.21 Unrealized +19.2%
TEVA Teva Pharmaceutical Inds Ltd A 0.3%
Value ($000) $369 Shares 11,508 Est. Cost $59.11 Unrealized
MDT Medtronic, plc 0.3%
Value ($000) $360 Shares 4,466 Est. Cost $59.31 Unrealized +5.2%
MKC McCormick & Co. 0.3%
Value ($000) $356 Shares 3,650 Est. Cost $34.97 Unrealized +16.9%
Royal Dutch Shell PLC 0.3%
Value ($000) $356 Shares 6,370 Est. Cost $46.74 Unrealized
AFL AFLAC, Inc. 0.3%
Value ($000) $355 Shares 4,900 Est. Cost $24.66 Unrealized +16.9%
MAR Marriott Intl Cl A 0.3%
Value ($000) $330 Shares 3,500 Est. Cost $71.35 Unrealized +12.6%
ADM Archer Daniels Midland 0.3%
Value ($000) $329 Shares 7,155 Est. Cost $29.81 Unrealized +15.5%
Monsanto 0.3%
Value ($000) $328 Shares 2,900 Est. Cost $98.62 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $306 Shares 6,891 Est. Cost $36.34 Unrealized +1.6%
ITW Illinois Tool Works 0.3%
Value ($000) $305 Shares 2,300 Est. Cost $71.40 Unrealized +46.5%
BAC BankAmerica Corp. 0.3%
Value ($000) $302 Shares 12,781 Est. Cost $13.52 Unrealized +43.4%
Reynolds American Inc 0.3%
Value ($000) $294 Shares 4,658 Est. Cost $46.16 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $284 Shares 5,700 Est. Cost $41.63 Unrealized +2.5%
SMG Scotts Miracle-Gro 0.2%
Value ($000) $280 Shares 3,000 Est. Cost $47.59 Unrealized +44.4%
COR Amerisourcebergen Corp 0.2%
Value ($000) $277 Shares 3,130 Est. Cost $71.56 Unrealized -7.1%
AXP American Express Corp 0.2%
Value ($000) $277 Shares 3,500 Est. Cost $62.87 Unrealized +10.0%
NUE Nucor Corp. 0.2%
Value ($000) $269 Shares 4,498 Est. Cost $32.97 Unrealized +52.1%
ZBH Zimmer Biomet Holdings Inc. 0.2%
Value ($000) $257 Shares 2,103 Est. Cost $90.02 Unrealized +17.1%
CVS CVS Health Corp. 0.2%
Value ($000) $256 Shares 3,264 Est. Cost $67.08 Unrealized -9.7%
PAYX Paychex, Inc. 0.2%
Value ($000) $256 Shares 4,352 Est. Cost $39.18 Unrealized +19.2%
Red Hat 0.2%
Value ($000) $242 Shares 2,800 Est. Cost $82.67 Unrealized
WY Weyerhaeuser Co. 0.2%
Value ($000) $240 Shares 7,065 Est. Cost $19.84 Unrealized +16.1%
EW Edwards Lifesciences 0.2%
Value ($000) $238 Shares 2,525 Est. Cost $35.71 Unrealized -12.3%
NOC Northrop Grumman 0.2%
Value ($000) $238 Shares 1,000 Est. Cost $155.62 Unrealized +32.2%
SAP SAP SE 0.2%
Value ($000) $236 Shares 2,400 Est. Cost $78.93 Unrealized
SCHW Schwab Charles Corp New 0.2%
Value ($000) $225 Shares 5,502 Est. Cost $27.89 Unrealized +32.0%
BF/B Brown Forman Corp 0.2%
Value ($000) $208 Shares 4,500 Est. Cost $32.99 Unrealized -4.2%
F Ford Motor Co 0.2%
Value ($000) $202 Shares 17,348 Est. Cost $8.30 Unrealized -6.2%
New York REIT Inc 0.1%
Value ($000) $97 Shares 10,000 Est. Cost $11.54 Unrealized