PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 12, 2018

Total Value ($000): $131,070 (100.0% shares, 0.0% debt)

Holdings (110)

AAPL Apple Computer 5.7%
Value ($000) $7,520 Shares 44,439 Est. Cost $25.64 Unrealized +52.4%
XOM Exxon Mobil Corp. 3.5%
Value ($000) $4,528 Shares 54,142 Est. Cost $51.78 Unrealized +10.3%
BA Boeing 3.4%
Value ($000) $4,416 Shares 14,975 Est. Cost $125.81 Unrealized +104.6%
AMZN Amazon.com 3.3%
Value ($000) $4,354 Shares 3,723 Est. Cost $33.61 Unrealized +63.7%
WMT Wal-Mart Stores Inc. 3.3%
Value ($000) $4,307 Shares 43,616 Est. Cost $16.77 Unrealized +60.0%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,389 Shares 24,255 Est. Cost $75.93 Unrealized +46.2%
MMM 3M Co 2.4%
Value ($000) $3,152 Shares 13,391 Est. Cost $92.11 Unrealized +57.4%
LOW Lowes 2.4%
Value ($000) $3,093 Shares 33,278 Est. Cost $61.81 Unrealized +15.3%
CVX Chevron Corp. 2.3%
Value ($000) $3,014 Shares 24,073 Est. Cost $58.95 Unrealized +41.7%
KO Coca-Cola 2.3%
Value ($000) $3,003 Shares 65,458 Est. Cost $30.92 Unrealized +15.2%
MCD McDonalds 2.3%
Value ($000) $2,991 Shares 17,375 Est. Cost $87.48 Unrealized +58.5%
GOOGL Alphabet Cl A 2.3%
Value ($000) $2,966 Shares 2,816 Est. Cost $37.62 Unrealized +36.2%
MSFT Microsoft 2.2%
Value ($000) $2,914 Shares 34,063 Est. Cost $46.23 Unrealized +62.8%
VZ Verizon Communications Inc. 2.2%
Value ($000) $2,877 Shares 54,361 Est. Cost $29.45 Unrealized +8.5%
MA Mastercard Inc Cl A 1.8%
Value ($000) $2,322 Shares 15,343 Est. Cost $90.52 Unrealized +57.1%
PG Procter & Gamble 1.7%
Value ($000) $2,227 Shares 24,244 Est. Cost $58.71 Unrealized +23.7%
ADP Automatic Data Processing 1.7%
Value ($000) $2,206 Shares 18,823 Est. Cost $69.49 Unrealized +38.4%
CAT Caterpillar 1.6%
Value ($000) $2,137 Shares 13,561 Est. Cost $55.15 Unrealized +110.9%
V Visa Inc 1.6%
Value ($000) $2,136 Shares 18,730 Est. Cost $71.71 Unrealized +45.6%
IBM International Business Machine 1.6%
Value ($000) $2,074 Shares 13,519 Est. Cost $89.41 Unrealized +14.2%
BB&T 1.4%
Value ($000) $1,858 Shares 37,378 Est. Cost $37.51 Unrealized
AMGN Amgen 1.4%
Value ($000) $1,802 Shares 10,360 Est. Cost $117.38 Unrealized +17.7%
FDX FedEx Corp 1.3%
Value ($000) $1,749 Shares 7,010 Est. Cost $134.35 Unrealized +48.2%
UPS United Parcel Services CL B 1.3%
Value ($000) $1,717 Shares 14,406 Est. Cost $72.18 Unrealized +19.5%
DIS Walt Disney Company 1.3%
Value ($000) $1,709 Shares 15,900 Est. Cost $99.71 Unrealized -2.4%
CSCO Cisco Systems 1.3%
Value ($000) $1,684 Shares 43,975 Est. Cost $20.81 Unrealized +34.4%
DUK Duke Power 1.1%
Value ($000) $1,498 Shares 17,807 Est. Cost $46.48 Unrealized +34.8%
ORCL Oracle Systems 1.1%
Value ($000) $1,475 Shares 31,209 Est. Cost $32.91 Unrealized +32.1%
PEP Pepsi Co 1.1%
Value ($000) $1,466 Shares 12,223 Est. Cost $74.06 Unrealized +20.2%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,448 Shares 4,510 Est. Cost $166.43 Unrealized +52.4%
CMI Cummins Inc. 1.1%
Value ($000) $1,437 Shares 8,136 Est. Cost $76.08 Unrealized +81.7%
HD Home Depot Inc. 1.1%
Value ($000) $1,423 Shares 7,511 Est. Cost $116.28 Unrealized +21.8%
NVS Novartis AG 1.0%
Value ($000) $1,350 Shares 16,083 Est. Cost $81.67 Unrealized
NSC Norfolk Southern 1.0%
Value ($000) $1,346 Shares 9,290 Est. Cost $69.09 Unrealized +65.0%
CLX Clorox 1.0%
Value ($000) $1,333 Shares 8,960 Est. Cost $93.45 Unrealized +15.1%
INTC Intel 1.0%
Value ($000) $1,272 Shares 27,559 Est. Cost $26.80 Unrealized +36.4%
T AT&T 0.9%
Value ($000) $1,157 Shares 29,763 Est. Cost $12.77 Unrealized +19.5%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,105 Shares 1,056 Est. Cost $35.68 Unrealized +41.6%
GILD Gilead Sciences Inc 0.8%
Value ($000) $1,056 Shares 14,745 Est. Cost $63.81 Unrealized -12.4%
PH Parker Hannifin 0.8%
Value ($000) $1,038 Shares 5,200 Est. Cost $88.57 Unrealized +85.6%
EQIX Equinix 0.8%
Value ($000) $1,017 Shares 2,245 Est. Cost $239.29 Unrealized +65.4%
SLB Schlumberger Ltd 0.8%
Value ($000) $988 Shares 14,663 Est. Cost $56.03 Unrealized -8.6%
META Facebook Inc Class A 0.7%
Value ($000) $976 Shares 5,532 Est. Cost $130.15 Unrealized +34.9%
DE Deere & Co. 0.7%
Value ($000) $930 Shares 5,942 Est. Cost $65.32 Unrealized +89.5%
PFE Pfizer Incorporated 0.7%
Value ($000) $910 Shares 25,133 Est. Cost $20.44 Unrealized +16.5%
HSY Hershey 0.7%
Value ($000) $900 Shares 7,932 Est. Cost $71.10 Unrealized +27.5%
TROW T. Rowe Price Group 0.7%
Value ($000) $868 Shares 8,275 Est. Cost $50.99 Unrealized +40.7%
United Technologies Corp 0.6%
Value ($000) $846 Shares 6,635 Est. Cost $96.20 Unrealized
TGT Target Corp. 0.6%
Value ($000) $838 Shares 12,838 Est. Cost $54.71 Unrealized -12.1%
BRK/B Berkshire Hathaway Inc-B 0.6%
Value ($000) $822 Shares 4,145 Est. Cost $135.02 Unrealized +40.6%
TXN Texas Instruments Inc 0.6%
Value ($000) $812 Shares 7,773 Est. Cost $42.60 Unrealized +82.3%
WFC Wells Fargo & Co. 0.6%
Value ($000) $801 Shares 13,196 Est. Cost $40.73 Unrealized +10.7%
NKE Nike Inc. 0.6%
Value ($000) $791 Shares 12,646 Est. Cost $55.23 Unrealized -6.2%
ADBE Adobe Systems Inc. 0.6%
Value ($000) $786 Shares 4,488 Est. Cost $90.25 Unrealized +90.6%
VYM Vanguard Whitehall FDS 0.6%
Value ($000) $783 Shares 9,140 Est. Cost $72.85 Unrealized
PM Philip Morris Intl Inc 0.6%
Value ($000) $777 Shares 7,352 Est. Cost $58.61 Unrealized +18.7%
HP Helmerich & Payne 0.6%
Value ($000) $772 Shares 11,950 Est. Cost $55.68 Unrealized +0.7%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $745 Shares 11,640 Est. Cost $40.01 Unrealized +22.5%
UNP Union Pacific Corp. 0.6%
Value ($000) $741 Shares 5,526 Est. Cost $68.06 Unrealized +48.1%
COST Costco Wholesale 0.5%
Value ($000) $698 Shares 3,751 Est. Cost $131.97 Unrealized +17.0%
MO Altria Group 0.5%
Value ($000) $680 Shares 9,517 Est. Cost $30.36 Unrealized +20.7%
Unilever PLC 0.5%
Value ($000) $664 Shares 12,000 Est. Cost $43.35 Unrealized
TM Toyota 0.5%
Value ($000) $661 Shares 5,200 Est. Cost $122.88 Unrealized
HON Honeywell International 0.5%
Value ($000) $648 Shares 4,227 Est. Cost $74.64 Unrealized +51.9%
ED Consolidated Edison 0.5%
Value ($000) $635 Shares 7,475 Est. Cost $45.38 Unrealized +41.2%
ILMN Illumina Inc 0.5%
Value ($000) $615 Shares 2,813 Est. Cost $153.53 Unrealized +34.0%
Raytheon Company 0.5%
Value ($000) $613 Shares 3,266 Est. Cost $125.19 Unrealized
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $608 Shares 9,929 Est. Cost $46.65 Unrealized -0.4%
GPC Genuine Parts 0.5%
Value ($000) $600 Shares 6,321 Est. Cost $71.45 Unrealized +0.9%
MRK Merck 0.5%
Value ($000) $591 Shares 10,499 Est. Cost $37.67 Unrealized +14.2%
GIS General Mills Inc. 0.4%
Value ($000) $585 Shares 9,872 Est. Cost $42.87 Unrealized -5.5%
DowDuPont 0.4%
Value ($000) $571 Shares 8,018 Est. Cost $69.18 Unrealized
SO Southern Co. 0.4%
Value ($000) $565 Shares 11,753 Est. Cost $29.62 Unrealized +23.1%
BAC BankAmerica Corp. 0.4%
Value ($000) $506 Shares 17,129 Est. Cost $14.93 Unrealized +52.5%
SWKS Skyworks Solutions 0.4%
Value ($000) $488 Shares 5,140 Est. Cost $86.96 Unrealized 0.0%
COP ConocoPhillips 0.3%
Value ($000) $456 Shares 8,311 Est. Cost $37.87 Unrealized +4.7%
SBUX Starbucks Corp. 0.3%
Value ($000) $422 Shares 7,348 Est. Cost $48.64 Unrealized -2.5%
EMR Emerson Electric Company 0.3%
Value ($000) $418 Shares 6,001 Est. Cost $40.21 Unrealized +32.5%
AFL AFLAC, Inc. 0.3%
Value ($000) $404 Shares 4,600 Est. Cost $24.66 Unrealized +43.1%
KHC Kraft Heinz Company 0.3%
Value ($000) $382 Shares 4,909 Est. Cost $47.62 Unrealized +12.1%
MAR Marriott Intl Cl A 0.3%
Value ($000) $380 Shares 2,800 Est. Cost $71.35 Unrealized +60.8%
Royal Dutch Shell PLC 0.3%
Value ($000) $373 Shares 5,460 Est. Cost $46.74 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $366 Shares 6,420 Est. Cost $36.34 Unrealized +32.4%
PYPL Paypal Holdings 0.3%
Value ($000) $364 Shares 4,940 Est. Cost $63.12 Unrealized +14.3%
MDT Medtronic, plc 0.3%
Value ($000) $353 Shares 4,366 Est. Cost $59.31 Unrealized +9.6%
MKC McCormick & Co. 0.3%
Value ($000) $352 Shares 3,450 Est. Cost $34.97 Unrealized +22.1%
AXP American Express Corp 0.3%
Value ($000) $348 Shares 3,500 Est. Cost $62.87 Unrealized +35.6%
Monsanto 0.3%
Value ($000) $339 Shares 2,900 Est. Cost $98.62 Unrealized
ITW Illinois Tool Works 0.3%
Value ($000) $334 Shares 2,000 Est. Cost $71.40 Unrealized +83.3%
Red Hat 0.2%
Value ($000) $324 Shares 2,700 Est. Cost $96.18 Unrealized
General Electric 0.2%
Value ($000) $318 Shares 18,200 Est. Cost $31.10 Unrealized
BF/B Brown Forman Corp 0.2%
Value ($000) $309 Shares 4,500 Est. Cost $32.99 Unrealized +24.2%
EW Edwards Lifesciences 0.2%
Value ($000) $307 Shares 2,725 Est. Cost $35.77 Unrealized +2.6%
NOC Northrop Grumman 0.2%
Value ($000) $307 Shares 1,000 Est. Cost $155.62 Unrealized +69.0%
COLM Columbia Sportwear 0.2%
Value ($000) $302 Shares 4,200 Est. Cost $50.86 Unrealized +16.8%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $286 Shares 5,700 Est. Cost $41.63 Unrealized +1.7%
NUE Nucor Corp. 0.2%
Value ($000) $286 Shares 4,498 Est. Cost $32.97 Unrealized +48.5%
PAYX Paychex, Inc. 0.2%
Value ($000) $283 Shares 4,152 Est. Cost $39.18 Unrealized +31.8%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $272 Shares 5,300 Est. Cost $27.89 Unrealized +51.0%
ABBV AbbVie Inc 0.2%
Value ($000) $265 Shares 2,735 Est. Cost $53.65 Unrealized +24.7%
SAP SAP SE 0.2%
Value ($000) $258 Shares 2,300 Est. Cost $78.93 Unrealized
SMG Scotts Miracle-Gro 0.2%
Value ($000) $257 Shares 2,400 Est. Cost $47.59 Unrealized +58.2%
ZBH Zimmer Biomet Holdings Inc. 0.2%
Value ($000) $254 Shares 2,103 Est. Cost $90.02 Unrealized +17.5%
COR Amerisourcebergen Corp 0.2%
Value ($000) $251 Shares 2,730 Est. Cost $71.56 Unrealized -11.4%
ADM Archer Daniels Midland 0.2%
Value ($000) $246 Shares 6,150 Est. Cost $29.81 Unrealized +8.5%
GS Goldman Sachs Group 0.2%
Value ($000) $243 Shares 955 Est. Cost $184.61 Unrealized +11.1%
WY Weyerhaeuser Co. 0.2%
Value ($000) $233 Shares 6,605 Est. Cost $19.84 Unrealized +29.8%
SYK Stryker Corp 0.2%
Value ($000) $204 Shares 1,321 Est. Cost $139.59 Unrealized 0.0%
F Ford Motor Co 0.1%
Value ($000) $155 Shares 12,423 Est. Cost $8.30 Unrealized -3.4%
New York REIT Inc 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $11.54 Unrealized