PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 31, 2017

Total Value ($000): $118,085 (100.0% shares, 0.0% debt)

Holdings (111)

AAPL Apple Computer 5.4%
Value ($000) $6,387 Shares 44,345 Est. Cost $25.64 Unrealized +33.8%
XOM Exxon Mobil Corp. 3.8%
Value ($000) $4,430 Shares 54,874 Est. Cost $51.78 Unrealized +7.1%
AMZN Amazon.com 2.9%
Value ($000) $3,439 Shares 3,553 Est. Cost $32.58 Unrealized +46.4%
WMT Wal-Mart Stores Inc. 2.8%
Value ($000) $3,348 Shares 44,240 Est. Cost $16.77 Unrealized +31.4%
JNJ Johnson & Johnson 2.7%
Value ($000) $3,218 Shares 24,324 Est. Cost $75.93 Unrealized +32.2%
BA Boeing 2.6%
Value ($000) $3,055 Shares 15,450 Est. Cost $125.81 Unrealized +39.0%
KO Coca-Cola 2.5%
Value ($000) $2,976 Shares 66,358 Est. Cost $30.92 Unrealized +8.9%
MMM 3M Co 2.4%
Value ($000) $2,809 Shares 13,491 Est. Cost $92.11 Unrealized +35.3%
MCD McDonalds 2.3%
Value ($000) $2,719 Shares 17,750 Est. Cost $87.48 Unrealized +34.8%
LOW Lowes 2.3%
Value ($000) $2,692 Shares 34,728 Est. Cost $61.81 Unrealized +12.8%
GOOGL Alphabet Cl A 2.3%
Value ($000) $2,680 Shares 2,883 Est. Cost $37.62 Unrealized +23.4%
CVX Chevron Corp. 2.1%
Value ($000) $2,530 Shares 24,248 Est. Cost $58.95 Unrealized +24.2%
MSFT Microsoft 2.0%
Value ($000) $2,370 Shares 34,388 Est. Cost $46.23 Unrealized +34.8%
IBM International Business Machine 1.8%
Value ($000) $2,145 Shares 13,944 Est. Cost $89.41 Unrealized +16.1%
PG Procter & Gamble 1.8%
Value ($000) $2,117 Shares 24,294 Est. Cost $58.71 Unrealized +19.5%
ADP Automatic Data Processing 1.7%
Value ($000) $1,954 Shares 19,073 Est. Cost $69.49 Unrealized +21.2%
General Electric 1.6%
Value ($000) $1,942 Shares 71,914 Est. Cost $31.10 Unrealized
MA Mastercard Inc Cl A 1.6%
Value ($000) $1,876 Shares 15,443 Est. Cost $90.52 Unrealized +24.9%
AMGN Amgen 1.6%
Value ($000) $1,836 Shares 10,660 Est. Cost $117.38 Unrealized +6.8%
V Visa Inc 1.5%
Value ($000) $1,785 Shares 19,030 Est. Cost $71.71 Unrealized +21.9%
BB&T 1.4%
Value ($000) $1,706 Shares 37,578 Est. Cost $37.51 Unrealized
DIS Walt Disney Company 1.4%
Value ($000) $1,696 Shares 15,960 Est. Cost $99.71 Unrealized +2.8%
ORCL Oracle Systems 1.4%
Value ($000) $1,610 Shares 32,109 Est. Cost $32.91 Unrealized +21.8%
UPS United Parcel Services CL B 1.4%
Value ($000) $1,604 Shares 14,506 Est. Cost $72.18 Unrealized +7.1%
FDX FedEx Corp 1.4%
Value ($000) $1,599 Shares 7,360 Est. Cost $134.35 Unrealized +27.3%
CAT Caterpillar 1.3%
Value ($000) $1,522 Shares 14,161 Est. Cost $55.15 Unrealized +52.4%
DUK Duke Power 1.3%
Value ($000) $1,520 Shares 18,181 Est. Cost $46.48 Unrealized +27.1%
CMI Cummins Inc. 1.2%
Value ($000) $1,450 Shares 8,936 Est. Cost $76.08 Unrealized +62.7%
PEP Pepsi Co 1.2%
Value ($000) $1,412 Shares 12,223 Est. Cost $74.06 Unrealized +19.1%
CSCO Cisco Systems 1.2%
Value ($000) $1,407 Shares 44,950 Est. Cost $20.81 Unrealized +20.4%
VZ Verizon Communications Inc. 1.1%
Value ($000) $1,345 Shares 30,122 Est. Cost $27.44 Unrealized +7.6%
NVS Novartis AG 1.1%
Value ($000) $1,342 Shares 16,083 Est. Cost $81.67 Unrealized
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,252 Shares 4,510 Est. Cost $166.43 Unrealized +31.2%
CLX Clorox 1.0%
Value ($000) $1,207 Shares 9,060 Est. Cost $93.45 Unrealized +12.7%
T AT&T 1.0%
Value ($000) $1,163 Shares 30,813 Est. Cost $12.77 Unrealized +24.7%
NSC Norfolk Southern 1.0%
Value ($000) $1,134 Shares 9,315 Est. Cost $69.09 Unrealized +43.0%
GILD Gilead Sciences Inc 1.0%
Value ($000) $1,130 Shares 15,965 Est. Cost $63.81 Unrealized -24.3%
HD Home Depot Inc. 0.9%
Value ($000) $1,037 Shares 6,761 Est. Cost $113.46 Unrealized +9.7%
GOOG Alphabet Cl C 0.8%
Value ($000) $980 Shares 1,078 Est. Cost $35.68 Unrealized +27.3%
SLB Schlumberger Ltd 0.8%
Value ($000) $978 Shares 14,847 Est. Cost $56.23 Unrealized -0.7%
EQIX Equinix 0.8%
Value ($000) $963 Shares 2,245 Est. Cost $239.29 Unrealized +50.2%
INTC Intel 0.8%
Value ($000) $942 Shares 27,924 Est. Cost $26.80 Unrealized +10.3%
PH Parker Hannifin 0.7%
Value ($000) $879 Shares 5,500 Est. Cost $88.57 Unrealized +56.9%
PM Philip Morris Intl Inc 0.7%
Value ($000) $872 Shares 7,427 Est. Cost $58.61 Unrealized +26.7%
PFE Pfizer Incorporated 0.7%
Value ($000) $858 Shares 25,533 Est. Cost $20.44 Unrealized +5.7%
HSY Hershey 0.7%
Value ($000) $857 Shares 7,982 Est. Cost $71.10 Unrealized +26.3%
META Facebook Inc Class A 0.7%
Value ($000) $843 Shares 5,582 Est. Cost $130.15 Unrealized +13.5%
United Technologies Corp 0.7%
Value ($000) $810 Shares 6,635 Est. Cost $96.20 Unrealized
NKE Nike Inc. 0.6%
Value ($000) $743 Shares 12,596 Est. Cost $55.23 Unrealized -12.6%
WFC Wells Fargo & Co. 0.6%
Value ($000) $742 Shares 13,396 Est. Cost $40.73 Unrealized +3.6%
DE Deere & Co. 0.6%
Value ($000) $734 Shares 5,942 Est. Cost $65.32 Unrealized +57.4%
Whole Foods Market Inc 0.6%
Value ($000) $713 Shares 16,934 Est. Cost $33.51 Unrealized
BRK/B Berkshire Hathaway Inc-B 0.6%
Value ($000) $706 Shares 4,170 Est. Cost $135.02 Unrealized +23.2%
HP Helmerich & Payne 0.6%
Value ($000) $704 Shares 12,950 Est. Cost $55.68 Unrealized +5.3%
TGT Target Corp. 0.6%
Value ($000) $692 Shares 13,238 Est. Cost $54.71 Unrealized -22.2%
MRK Merck 0.6%
Value ($000) $673 Shares 10,499 Est. Cost $37.67 Unrealized +23.6%
MO Altria Group 0.6%
Value ($000) $671 Shares 9,017 Est. Cost $29.94 Unrealized +31.3%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $659 Shares 11,940 Est. Cost $40.01 Unrealized +10.6%
Unilever PLC 0.5%
Value ($000) $649 Shares 12,000 Est. Cost $43.35 Unrealized
ADBE Adobe Systems Inc. 0.5%
Value ($000) $645 Shares 4,563 Est. Cost $90.25 Unrealized +51.7%
TROW T. Rowe Price Group 0.5%
Value ($000) $644 Shares 8,675 Est. Cost $50.99 Unrealized +1.8%
ED Consolidated Edison 0.5%
Value ($000) $636 Shares 7,875 Est. Cost $45.38 Unrealized +30.7%
COST Costco Wholesale 0.5%
Value ($000) $616 Shares 3,851 Est. Cost $131.97 Unrealized +14.4%
GPC Genuine Parts 0.5%
Value ($000) $605 Shares 6,521 Est. Cost $71.45 Unrealized 0.0%
UNP Union Pacific Corp. 0.5%
Value ($000) $602 Shares 5,526 Est. Cost $68.06 Unrealized +32.4%
TXN Texas Instruments Inc 0.5%
Value ($000) $598 Shares 7,773 Est. Cost $42.60 Unrealized +48.2%
TM Toyota 0.5%
Value ($000) $588 Shares 5,600 Est. Cost $122.88 Unrealized
SO Southern Co. 0.5%
Value ($000) $587 Shares 12,253 Est. Cost $29.62 Unrealized +18.4%
HON Honeywell International 0.5%
Value ($000) $583 Shares 4,372 Est. Cost $74.64 Unrealized +32.3%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $553 Shares 9,929 Est. Cost $46.65 Unrealized -14.5%
GIS General Mills Inc. 0.5%
Value ($000) $552 Shares 9,972 Est. Cost $42.87 Unrealized -2.0%
Raytheon Company 0.4%
Value ($000) $527 Shares 3,266 Est. Cost $125.19 Unrealized
ILMN Illumina Inc 0.4%
Value ($000) $497 Shares 2,863 Est. Cost $153.53 Unrealized +12.7%
VYM Vanguard Whitehall FDS 0.4%
Value ($000) $480 Shares 6,143 Est. Cost $66.74 Unrealized
EI du Pont De Nemours 0.4%
Value ($000) $468 Shares 5,800 Est. Cost $66.50 Unrealized
Allergan PLC 0.4%
Value ($000) $450 Shares 1,850 Est. Cost $243.24 Unrealized
KHC Kraft Heinz Company 0.4%
Value ($000) $434 Shares 5,066 Est. Cost $47.62 Unrealized +27.5%
COP ConocoPhillips 0.4%
Value ($000) $418 Shares 9,511 Est. Cost $37.87 Unrealized -6.3%
SBUX Starbucks Corp. 0.4%
Value ($000) $417 Shares 7,148 Est. Cost $48.68 Unrealized +3.1%
BAC BankAmerica Corp. 0.4%
Value ($000) $416 Shares 17,129 Est. Cost $14.93 Unrealized +27.9%
TEVA Teva Pharmaceutical Inds Ltd A 0.3%
Value ($000) $402 Shares 12,108 Est. Cost $57.82 Unrealized
MDT Medtronic, plc 0.3%
Value ($000) $396 Shares 4,466 Est. Cost $59.31 Unrealized +14.1%
EMR Emerson Electric Company 0.3%
Value ($000) $376 Shares 6,301 Est. Cost $40.21 Unrealized +19.4%
AFL AFLAC, Inc. 0.3%
Value ($000) $373 Shares 4,800 Est. Cost $24.66 Unrealized +24.6%
Monsanto 0.3%
Value ($000) $343 Shares 2,900 Est. Cost $98.62 Unrealized
MKC McCormick & Co. 0.3%
Value ($000) $336 Shares 3,450 Est. Cost $34.97 Unrealized +22.8%
EW Edwards Lifesciences 0.3%
Value ($000) $322 Shares 2,725 Est. Cost $35.77 Unrealized +2.0%
ABT Abbott Labs 0.3%
Value ($000) $317 Shares 6,520 Est. Cost $36.34 Unrealized +7.1%
ITW Illinois Tool Works 0.3%
Value ($000) $315 Shares 2,200 Est. Cost $71.40 Unrealized +58.7%
Royal Dutch Shell PLC 0.3%
Value ($000) $308 Shares 5,660 Est. Cost $46.74 Unrealized
Reynolds American Inc 0.3%
Value ($000) $303 Shares 4,658 Est. Cost $46.16 Unrealized
CHD Church & Dwight Co Inc 0.3%
Value ($000) $296 Shares 5,700 Est. Cost $41.63 Unrealized +10.0%
AXP American Express Corp 0.2%
Value ($000) $295 Shares 3,500 Est. Cost $62.87 Unrealized +11.8%
COR Amerisourcebergen Corp 0.2%
Value ($000) $286 Shares 3,030 Est. Cost $71.56 Unrealized -5.5%
MAR Marriott Intl Cl A 0.2%
Value ($000) $281 Shares 2,800 Est. Cost $71.35 Unrealized +30.3%
ZBH Zimmer Biomet Holdings Inc. 0.2%
Value ($000) $270 Shares 2,103 Est. Cost $90.02 Unrealized +22.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $264 Shares 6,369 Est. Cost $29.81 Unrealized +11.5%
CVS CVS Health Corp. 0.2%
Value ($000) $261 Shares 3,245 Est. Cost $67.08 Unrealized -10.1%
NUE Nucor Corp. 0.2%
Value ($000) $260 Shares 4,498 Est. Cost $32.97 Unrealized +46.9%
SMG Scotts Miracle-Gro 0.2%
Value ($000) $259 Shares 2,900 Est. Cost $47.59 Unrealized +41.2%
Red Hat 0.2%
Value ($000) $259 Shares 2,700 Est. Cost $82.67 Unrealized
NOC Northrop Grumman 0.2%
Value ($000) $257 Shares 1,000 Est. Cost $155.62 Unrealized +39.8%
SAP SAP SE 0.2%
Value ($000) $251 Shares 2,400 Est. Cost $78.93 Unrealized
COLM Columbia Sportwear 0.2%
Value ($000) $244 Shares 4,200 Est. Cost $50.86 Unrealized 0.0%
PAYX Paychex, Inc. 0.2%
Value ($000) $236 Shares 4,152 Est. Cost $39.18 Unrealized +16.0%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $232 Shares 5,400 Est. Cost $27.89 Unrealized +28.2%
WY Weyerhaeuser Co. 0.2%
Value ($000) $231 Shares 6,905 Est. Cost $19.84 Unrealized +21.2%
BF/B Brown Forman Corp 0.2%
Value ($000) $219 Shares 4,500 Est. Cost $32.99 Unrealized +1.5%
GS Goldman Sachs Group 0.2%
Value ($000) $212 Shares 955 Est. Cost $184.61 Unrealized 0.0%
F Ford Motor Co 0.1%
Value ($000) $167 Shares 14,923 Est. Cost $8.30 Unrealized -14.5%
New York REIT Inc 0.1%
Value ($000) $86 Shares 10,000 Est. Cost $11.54 Unrealized