PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 1, 2017

Total Value ($000): $122,291 (100.0% shares, 0.0% debt)

Holdings (110)

AAPL Apple Computer 5.6%
Value ($000) $6,831 Shares 44,320 Est. Cost $25.64 Unrealized +41.0%
XOM Exxon Mobil Corp. 3.7%
Value ($000) $4,487 Shares 54,729 Est. Cost $51.78 Unrealized +4.9%
BA Boeing 3.2%
Value ($000) $3,915 Shares 15,400 Est. Cost $125.81 Unrealized +75.2%
WMT Wal-Mart Stores Inc. 2.8%
Value ($000) $3,457 Shares 44,240 Est. Cost $16.77 Unrealized +36.6%
AMZN Amazon.com 2.8%
Value ($000) $3,416 Shares 3,553 Est. Cost $32.58 Unrealized +50.8%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,162 Shares 24,324 Est. Cost $75.93 Unrealized +38.2%
KO Coca-Cola 2.4%
Value ($000) $2,987 Shares 66,358 Est. Cost $30.92 Unrealized +13.0%
CVX Chevron Corp. 2.3%
Value ($000) $2,849 Shares 24,248 Est. Cost $58.95 Unrealized +29.3%
MMM 3M Co 2.3%
Value ($000) $2,832 Shares 13,491 Est. Cost $92.11 Unrealized +41.0%
GOOGL Alphabet Cl A 2.3%
Value ($000) $2,807 Shares 2,883 Est. Cost $37.62 Unrealized +25.1%
MCD McDonalds 2.3%
Value ($000) $2,781 Shares 17,750 Est. Cost $87.48 Unrealized +47.1%
LOW Lowes 2.3%
Value ($000) $2,764 Shares 34,578 Est. Cost $61.81 Unrealized +6.2%
MSFT Microsoft 2.1%
Value ($000) $2,554 Shares 34,288 Est. Cost $46.23 Unrealized +44.2%
PG Procter & Gamble 1.8%
Value ($000) $2,206 Shares 24,244 Est. Cost $58.71 Unrealized +24.4%
MA Mastercard Inc Cl A 1.7%
Value ($000) $2,133 Shares 15,343 Est. Cost $90.52 Unrealized +39.6%
ADP Automatic Data Processing 1.7%
Value ($000) $2,085 Shares 19,073 Est. Cost $69.49 Unrealized +28.9%
IBM International Business Machine 1.7%
Value ($000) $2,023 Shares 13,944 Est. Cost $89.41 Unrealized +8.3%
V Visa Inc 1.6%
Value ($000) $1,982 Shares 18,830 Est. Cost $71.71 Unrealized +33.5%
AMGN Amgen 1.6%
Value ($000) $1,978 Shares 10,610 Est. Cost $117.38 Unrealized +17.1%
CAT Caterpillar 1.4%
Value ($000) $1,766 Shares 14,161 Est. Cost $55.15 Unrealized +74.1%
BB&T 1.4%
Value ($000) $1,755 Shares 37,378 Est. Cost $37.51 Unrealized
UPS United Parcel Services CL B 1.4%
Value ($000) $1,730 Shares 14,406 Est. Cost $72.18 Unrealized +14.8%
FDX FedEx Corp 1.4%
Value ($000) $1,660 Shares 7,360 Est. Cost $134.35 Unrealized +37.6%
General Electric 1.3%
Value ($000) $1,634 Shares 67,574 Est. Cost $31.10 Unrealized
DIS Walt Disney Company 1.3%
Value ($000) $1,568 Shares 15,910 Est. Cost $99.71 Unrealized -2.8%
ORCL Oracle Systems 1.3%
Value ($000) $1,543 Shares 31,909 Est. Cost $32.91 Unrealized +33.5%
DUK Duke Power 1.2%
Value ($000) $1,517 Shares 18,081 Est. Cost $46.48 Unrealized +30.8%
CSCO Cisco Systems 1.2%
Value ($000) $1,511 Shares 44,925 Est. Cost $20.81 Unrealized +18.8%
VZ Verizon Communications Inc. 1.2%
Value ($000) $1,491 Shares 30,122 Est. Cost $27.44 Unrealized +10.2%
CMI Cummins Inc. 1.2%
Value ($000) $1,485 Shares 8,836 Est. Cost $76.08 Unrealized +70.8%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,399 Shares 4,510 Est. Cost $166.43 Unrealized +43.4%
NVS Novartis AG 1.1%
Value ($000) $1,381 Shares 16,083 Est. Cost $81.67 Unrealized
PEP Pepsi Co 1.1%
Value ($000) $1,362 Shares 12,223 Est. Cost $74.06 Unrealized +20.7%
GILD Gilead Sciences Inc 1.1%
Value ($000) $1,293 Shares 15,965 Est. Cost $63.81 Unrealized -12.3%
NSC Norfolk Southern 1.0%
Value ($000) $1,232 Shares 9,315 Est. Cost $69.09 Unrealized +48.7%
T AT&T 1.0%
Value ($000) $1,203 Shares 30,713 Est. Cost $12.77 Unrealized +22.2%
CLX Clorox 1.0%
Value ($000) $1,182 Shares 8,960 Est. Cost $93.45 Unrealized +13.0%
HD Home Depot Inc. 0.9%
Value ($000) $1,106 Shares 6,761 Est. Cost $113.46 Unrealized +10.3%
SLB Schlumberger Ltd 0.9%
Value ($000) $1,085 Shares 15,547 Est. Cost $56.03 Unrealized -7.4%
INTC Intel 0.9%
Value ($000) $1,061 Shares 27,874 Est. Cost $26.80 Unrealized +10.4%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,034 Shares 1,078 Est. Cost $35.68 Unrealized +29.6%
EQIX Equinix 0.8%
Value ($000) $1,002 Shares 2,245 Est. Cost $239.29 Unrealized +59.4%
PH Parker Hannifin 0.8%
Value ($000) $963 Shares 5,500 Est. Cost $88.57 Unrealized +63.2%
META Facebook Inc Class A 0.8%
Value ($000) $954 Shares 5,582 Est. Cost $130.15 Unrealized +27.3%
PFE Pfizer Incorporated 0.7%
Value ($000) $904 Shares 25,333 Est. Cost $20.44 Unrealized +8.9%
HSY Hershey 0.7%
Value ($000) $866 Shares 7,932 Est. Cost $71.10 Unrealized +22.7%
PM Philip Morris Intl Inc 0.7%
Value ($000) $824 Shares 7,427 Est. Cost $58.61 Unrealized +28.4%
TROW T. Rowe Price Group 0.6%
Value ($000) $786 Shares 8,675 Est. Cost $50.99 Unrealized +18.6%
United Technologies Corp 0.6%
Value ($000) $770 Shares 6,635 Est. Cost $96.20 Unrealized
BRK/B Berkshire Hathaway Inc-B 0.6%
Value ($000) $764 Shares 4,170 Est. Cost $135.02 Unrealized +30.9%
TGT Target Corp. 0.6%
Value ($000) $763 Shares 12,938 Est. Cost $54.71 Unrealized -19.3%
DE Deere & Co. 0.6%
Value ($000) $746 Shares 5,942 Est. Cost $65.32 Unrealized +66.2%
WFC Wells Fargo & Co. 0.6%
Value ($000) $739 Shares 13,396 Est. Cost $40.73 Unrealized +3.5%
TXN Texas Instruments Inc 0.6%
Value ($000) $697 Shares 7,773 Est. Cost $42.60 Unrealized +53.0%
Unilever PLC 0.6%
Value ($000) $696 Shares 12,000 Est. Cost $43.35 Unrealized
ADBE Adobe Systems Inc. 0.6%
Value ($000) $681 Shares 4,563 Est. Cost $90.25 Unrealized +65.4%
HP Helmerich & Payne 0.6%
Value ($000) $675 Shares 12,950 Est. Cost $55.68 Unrealized -11.2%
MRK Merck 0.5%
Value ($000) $672 Shares 10,499 Est. Cost $37.67 Unrealized +23.9%
NKE Nike Inc. 0.5%
Value ($000) $653 Shares 12,596 Est. Cost $55.23 Unrealized -8.8%
UNP Union Pacific Corp. 0.5%
Value ($000) $641 Shares 5,526 Est. Cost $68.06 Unrealized +30.9%
ED Consolidated Edison 0.5%
Value ($000) $635 Shares 7,875 Est. Cost $45.38 Unrealized +35.0%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $633 Shares 9,929 Est. Cost $46.65 Unrealized -7.6%
TM Toyota 0.5%
Value ($000) $632 Shares 5,300 Est. Cost $122.88 Unrealized
GPC Genuine Parts 0.5%
Value ($000) $624 Shares 6,521 Est. Cost $71.45 Unrealized -6.7%
HON Honeywell International 0.5%
Value ($000) $620 Shares 4,372 Est. Cost $74.64 Unrealized +39.8%
COST Costco Wholesale 0.5%
Value ($000) $616 Shares 3,751 Est. Cost $131.97 Unrealized +6.2%
Raytheon Company 0.5%
Value ($000) $609 Shares 3,266 Est. Cost $125.19 Unrealized
QCOM Qualcomm, Inc. 0.5%
Value ($000) $603 Shares 11,640 Est. Cost $40.01 Unrealized +5.7%
SO Southern Co. 0.5%
Value ($000) $602 Shares 12,253 Est. Cost $29.62 Unrealized +15.8%
Red Hat 0.5%
Value ($000) $576 Shares 5,200 Est. Cost $96.18 Unrealized
ILMN Illumina Inc 0.5%
Value ($000) $570 Shares 2,863 Est. Cost $153.53 Unrealized +21.3%
MO Altria Group 0.5%
Value ($000) $566 Shares 8,917 Est. Cost $29.94 Unrealized +20.6%
DowDuPont 0.5%
Value ($000) $564 Shares 8,153 Est. Cost $69.18 Unrealized
GIS General Mills Inc. 0.4%
Value ($000) $516 Shares 9,972 Est. Cost $42.87 Unrealized -5.1%
VYM Vanguard Whitehall FDS 0.4%
Value ($000) $502 Shares 6,189 Est. Cost $66.74 Unrealized
COP ConocoPhillips 0.4%
Value ($000) $476 Shares 9,511 Est. Cost $37.87 Unrealized -9.0%
BAC BankAmerica Corp. 0.4%
Value ($000) $434 Shares 17,129 Est. Cost $14.93 Unrealized +33.6%
EMR Emerson Electric Company 0.3%
Value ($000) $396 Shares 6,301 Est. Cost $40.21 Unrealized +22.4%
AFL AFLAC, Inc. 0.3%
Value ($000) $391 Shares 4,800 Est. Cost $24.66 Unrealized +34.3%
KHC Kraft Heinz Company 0.3%
Value ($000) $385 Shares 4,966 Est. Cost $47.62 Unrealized +18.5%
SBUX Starbucks Corp. 0.3%
Value ($000) $384 Shares 7,148 Est. Cost $48.68 Unrealized -5.1%
Allergan PLC 0.3%
Value ($000) $379 Shares 1,850 Est. Cost $243.24 Unrealized
MKC McCormick & Co. 0.3%
Value ($000) $354 Shares 3,450 Est. Cost $34.97 Unrealized +17.5%
Royal Dutch Shell PLC 0.3%
Value ($000) $348 Shares 5,560 Est. Cost $46.74 Unrealized
Monsanto 0.3%
Value ($000) $347 Shares 2,900 Est. Cost $98.62 Unrealized
MDT Medtronic, plc 0.3%
Value ($000) $347 Shares 4,466 Est. Cost $59.31 Unrealized +12.9%
ABT Abbott Labs 0.3%
Value ($000) $343 Shares 6,420 Est. Cost $36.34 Unrealized +19.3%
ITW Illinois Tool Works 0.3%
Value ($000) $326 Shares 2,200 Est. Cost $71.40 Unrealized +62.5%
AXP American Express Corp 0.3%
Value ($000) $317 Shares 3,500 Est. Cost $62.87 Unrealized +21.9%
MAR Marriott Intl Cl A 0.3%
Value ($000) $309 Shares 2,800 Est. Cost $71.35 Unrealized +34.6%
EW Edwards Lifesciences 0.2%
Value ($000) $298 Shares 2,725 Est. Cost $35.77 Unrealized +6.6%
NOC Northrop Grumman 0.2%
Value ($000) $288 Shares 1,000 Est. Cost $155.62 Unrealized +51.0%
SMG Scotts Miracle-Gro 0.2%
Value ($000) $282 Shares 2,900 Est. Cost $47.59 Unrealized +49.3%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $276 Shares 5,700 Est. Cost $41.63 Unrealized +9.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $271 Shares 6,369 Est. Cost $29.81 Unrealized +10.3%
CVS CVS Health Corp. 0.2%
Value ($000) $264 Shares 3,245 Est. Cost $67.08 Unrealized -9.3%
SAP SAP SE 0.2%
Value ($000) $263 Shares 2,400 Est. Cost $78.93 Unrealized
COLM Columbia Sportwear 0.2%
Value ($000) $259 Shares 4,200 Est. Cost $50.86 Unrealized +2.9%
NUE Nucor Corp. 0.2%
Value ($000) $252 Shares 4,498 Est. Cost $32.97 Unrealized +42.6%
PAYX Paychex, Inc. 0.2%
Value ($000) $249 Shares 4,152 Est. Cost $39.18 Unrealized +13.8%
ZBH Zimmer Biomet Holdings Inc. 0.2%
Value ($000) $246 Shares 2,103 Est. Cost $90.02 Unrealized +19.7%
BF/B Brown Forman Corp 0.2%
Value ($000) $244 Shares 4,500 Est. Cost $32.99 Unrealized +5.4%
ABBV AbbVie Inc 0.2%
Value ($000) $243 Shares 2,735 Est. Cost $53.65 Unrealized 0.0%
WY Weyerhaeuser Co. 0.2%
Value ($000) $235 Shares 6,905 Est. Cost $19.84 Unrealized +19.3%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $232 Shares 5,300 Est. Cost $27.89 Unrealized +33.2%
PYPL Paypal Holdings 0.2%
Value ($000) $231 Shares 3,600 Est. Cost $59.77 Unrealized 0.0%
GS Goldman Sachs Group 0.2%
Value ($000) $227 Shares 955 Est. Cost $184.61 Unrealized +1.9%
COR Amerisourcebergen Corp 0.2%
Value ($000) $226 Shares 2,730 Est. Cost $71.56 Unrealized -9.6%
F Ford Motor Co 0.1%
Value ($000) $179 Shares 14,923 Est. Cost $8.30 Unrealized -12.6%
New York REIT Inc 0.1%
Value ($000) $79 Shares 10,000 Est. Cost $11.54 Unrealized