PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 21, 2018

Total Value ($000): $133,526 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 6.5%
Value ($000) $8,722 Shares 47,118 Est. Cost $26.43 Unrealized +61.7%
AMZN Amazon.com 4.8%
Value ($000) $6,444 Shares 3,791 Est. Cost $34.29 Unrealized +131.5%
BA Boeing 4.2%
Value ($000) $5,549 Shares 16,539 Est. Cost $144.52 Unrealized +128.6%
XOM Exxon Mobil Corp. 3.4%
Value ($000) $4,499 Shares 54,386 Est. Cost $51.78 Unrealized +8.4%
WMT Wal-Mart Stores Inc. 2.9%
Value ($000) $3,825 Shares 44,654 Est. Cost $17.09 Unrealized +47.7%
CVX Chevron Corp. 2.6%
Value ($000) $3,475 Shares 27,490 Est. Cost $62.20 Unrealized +43.3%
GOOGL Alphabet Cl A 2.4%
Value ($000) $3,193 Shares 2,828 Est. Cost $37.62 Unrealized +43.5%
MSFT Microsoft 2.3%
Value ($000) $3,112 Shares 31,557 Est. Cost $46.23 Unrealized +94.2%
VZ Verizon Communications Inc. 2.2%
Value ($000) $2,877 Shares 57,186 Est. Cost $29.69 Unrealized +8.5%
KO Coca-Cola 2.1%
Value ($000) $2,865 Shares 65,324 Est. Cost $30.92 Unrealized +10.0%
MA Mastercard Inc Cl A 2.1%
Value ($000) $2,864 Shares 14,574 Est. Cost $90.52 Unrealized +99.2%
MCD McDonalds 2.1%
Value ($000) $2,856 Shares 18,225 Est. Cost $90.03 Unrealized +50.5%
JNJ Johnson & Johnson 2.0%
Value ($000) $2,707 Shares 22,307 Est. Cost $76.26 Unrealized +32.1%
ADP Automatic Data Processing 2.0%
Value ($000) $2,699 Shares 20,121 Est. Cost $71.51 Unrealized +50.7%
LOW Lowes 1.9%
Value ($000) $2,551 Shares 26,693 Est. Cost $61.81 Unrealized +27.3%
V Visa Inc 1.8%
Value ($000) $2,461 Shares 18,580 Est. Cost $71.71 Unrealized +70.2%
MMM 3M Co 1.8%
Value ($000) $2,427 Shares 12,337 Est. Cost $92.11 Unrealized +41.3%
PG Procter & Gamble 1.7%
Value ($000) $2,241 Shares 28,714 Est. Cost $60.08 Unrealized +2.9%
CAT Caterpillar 1.6%
Value ($000) $2,138 Shares 15,755 Est. Cost $66.43 Unrealized +90.5%
DIS Walt Disney Company 1.6%
Value ($000) $2,094 Shares 19,983 Est. Cost $99.95 Unrealized -2.8%
AMGN Amgen 1.6%
Value ($000) $2,080 Shares 11,270 Est. Cost $119.34 Unrealized +17.5%
PEP Pepsi Co 1.5%
Value ($000) $1,984 Shares 18,225 Est. Cost $77.22 Unrealized +5.8%
IBM International Business Machine 1.4%
Value ($000) $1,833 Shares 13,124 Est. Cost $89.41 Unrealized +11.8%
BB&T 1.4%
Value ($000) $1,827 Shares 36,227 Est. Cost $37.51 Unrealized
UPS United Parcel Services CL B 1.3%
Value ($000) $1,774 Shares 16,702 Est. Cost $73.99 Unrealized +13.2%
HD Home Depot Inc. 1.3%
Value ($000) $1,693 Shares 8,676 Est. Cost $121.45 Unrealized +27.6%
CSCO Cisco Systems 1.2%
Value ($000) $1,666 Shares 38,725 Est. Cost $20.81 Unrealized +67.0%
CLX Clorox 1.2%
Value ($000) $1,596 Shares 11,798 Est. Cost $96.57 Unrealized +2.4%
FDX FedEx Corp 1.1%
Value ($000) $1,512 Shares 6,660 Est. Cost $134.35 Unrealized +61.1%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,413 Shares 4,783 Est. Cost $172.45 Unrealized +52.2%
NSC Norfolk Southern 1.0%
Value ($000) $1,402 Shares 9,290 Est. Cost $69.09 Unrealized +81.3%
DUK Duke Power 1.0%
Value ($000) $1,392 Shares 17,597 Est. Cost $46.63 Unrealized +21.0%
INTC Intel 1.0%
Value ($000) $1,390 Shares 27,957 Est. Cost $27.08 Unrealized +66.3%
SLB Schlumberger Ltd 1.0%
Value ($000) $1,306 Shares 19,482 Est. Cost $55.94 Unrealized -1.5%
META Facebook Inc Class A 0.9%
Value ($000) $1,194 Shares 6,142 Est. Cost $134.95 Unrealized +33.0%
ORCL Oracle Systems 0.9%
Value ($000) $1,192 Shares 27,058 Est. Cost $32.91 Unrealized +25.1%
GOOG Alphabet Cl C 0.9%
Value ($000) $1,186 Shares 1,063 Est. Cost $35.68 Unrealized +50.3%
CMI Cummins Inc. 0.9%
Value ($000) $1,161 Shares 8,733 Est. Cost $81.12 Unrealized +51.1%
GILD Gilead Sciences Inc 0.8%
Value ($000) $1,108 Shares 15,634 Est. Cost $63.51 Unrealized -17.0%
TROW T. Rowe Price Group 0.8%
Value ($000) $1,088 Shares 9,374 Est. Cost $54.67 Unrealized +58.3%
NKE Nike Inc. 0.8%
Value ($000) $1,028 Shares 12,896 Est. Cost $55.31 Unrealized +15.4%
NVS Novartis AG 0.8%
Value ($000) $1,011 Shares 13,379 Est. Cost $81.67 Unrealized
TGT Target Corp. 0.8%
Value ($000) $1,009 Shares 13,253 Est. Cost $54.82 Unrealized +8.8%
HSY Hershey 0.7%
Value ($000) $971 Shares 10,432 Est. Cost $74.36 Unrealized +4.7%
EQIX Equinix 0.7%
Value ($000) $965 Shares 2,245 Est. Cost $239.29 Unrealized +46.0%
ADBE Adobe Systems Inc. 0.7%
Value ($000) $960 Shares 3,938 Est. Cost $90.25 Unrealized +162.1%
TXN Texas Instruments Inc 0.7%
Value ($000) $879 Shares 7,973 Est. Cost $44.25 Unrealized +97.3%
PH Parker Hannifin 0.7%
Value ($000) $872 Shares 5,598 Est. Cost $94.58 Unrealized +60.6%
UNP Union Pacific Corp. 0.6%
Value ($000) $861 Shares 6,076 Est. Cost $72.14 Unrealized +63.2%
DE Deere & Co. 0.6%
Value ($000) $841 Shares 6,018 Est. Cost $66.34 Unrealized +98.0%
COST Costco Wholesale 0.6%
Value ($000) $805 Shares 3,850 Est. Cost $132.94 Unrealized +33.7%
ILMN Illumina Inc 0.6%
Value ($000) $800 Shares 2,863 Est. Cost $159.70 Unrealized +59.3%
BRK/B Berkshire Hathaway Inc-B 0.6%
Value ($000) $774 Shares 4,150 Est. Cost $135.02 Unrealized +44.4%
T AT&T 0.6%
Value ($000) $762 Shares 23,723 Est. Cost $12.77 Unrealized +13.8%
TM Toyota 0.6%
Value ($000) $740 Shares 5,748 Est. Cost $123.61 Unrealized
Raytheon Company 0.5%
Value ($000) $728 Shares 3,766 Est. Cost $134.23 Unrealized
HP Helmerich & Payne 0.5%
Value ($000) $725 Shares 11,380 Est. Cost $55.68 Unrealized +22.2%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $714 Shares 6,852 Est. Cost $91.39 Unrealized -2.6%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $709 Shares 12,635 Est. Cost $40.95 Unrealized +12.1%
HON Honeywell International 0.5%
Value ($000) $681 Shares 4,727 Est. Cost $79.17 Unrealized +43.4%
PFE Pfizer Incorporated 0.5%
Value ($000) $672 Shares 18,533 Est. Cost $20.44 Unrealized +18.9%
SWKS Skyworks Solutions 0.5%
Value ($000) $624 Shares 6,453 Est. Cost $86.96 Unrealized -6.2%
PM Philip Morris Intl Inc 0.5%
Value ($000) $616 Shares 7,626 Est. Cost $58.97 Unrealized -4.0%
GPC Genuine Parts 0.4%
Value ($000) $599 Shares 6,521 Est. Cost $71.61 Unrealized +2.1%
BUD Anheuser Bush 0.4%
Value ($000) $578 Shares 5,740 Est. Cost $109.26 Unrealized
MRK Merck 0.4%
Value ($000) $558 Shares 9,198 Est. Cost $37.67 Unrealized +18.2%
MO Altria Group 0.4%
Value ($000) $545 Shares 9,593 Est. Cost $30.61 Unrealized +5.2%
Unilever PLC 0.4%
Value ($000) $536 Shares 9,700 Est. Cost $43.35 Unrealized
GIS General Mills Inc. 0.4%
Value ($000) $507 Shares 11,457 Est. Cost $42.29 Unrealized -21.0%
United Technologies Corp 0.4%
Value ($000) $504 Shares 4,035 Est. Cost $96.91 Unrealized
MAR Marriott Intl Cl A 0.4%
Value ($000) $494 Shares 3,900 Est. Cost $88.24 Unrealized +44.7%
EW Edwards Lifesciences 0.3%
Value ($000) $455 Shares 3,125 Est. Cost $36.75 Unrealized +27.0%
IP International Paper 0.3%
Value ($000) $440 Shares 8,457 Est. Cost $39.21 Unrealized -7.3%
AFL AFLAC, Inc. 0.3%
Value ($000) $434 Shares 10,096 Est. Cost $31.26 Unrealized +20.1%
EMR Emerson Electric Company 0.3%
Value ($000) $429 Shares 6,200 Est. Cost $40.82 Unrealized +43.7%
MKC McCormick & Co. 0.3%
Value ($000) $424 Shares 3,649 Est. Cost $35.54 Unrealized +27.8%
Royal Dutch Shell PLC 0.3%
Value ($000) $409 Shares 5,635 Est. Cost $47.30 Unrealized
MDLZ Mondelez 0.3%
Value ($000) $390 Shares 9,500 Est. Cost $35.85 Unrealized -7.0%
Red Hat 0.3%
Value ($000) $376 Shares 2,800 Est. Cost $97.54 Unrealized
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $370 Shares 6,693 Est. Cost $46.65 Unrealized -12.9%
SYK Stryker Corp 0.3%
Value ($000) $367 Shares 2,171 Est. Cost $142.83 Unrealized +8.4%
SBUX Starbucks Corp. 0.3%
Value ($000) $354 Shares 7,257 Est. Cost $48.64 Unrealized -1.2%
PYPL Paypal Holdings 0.3%
Value ($000) $341 Shares 4,099 Est. Cost $63.12 Unrealized +26.0%
MDT Medtronic, plc 0.3%
Value ($000) $340 Shares 3,966 Est. Cost $59.31 Unrealized +15.6%
GS Goldman Sachs Group 0.3%
Value ($000) $334 Shares 1,515 Est. Cost $194.58 Unrealized +3.1%
KMB Kimberly Clark 0.2%
Value ($000) $323 Shares 3,070 Est. Cost $86.21 Unrealized -7.9%
ITW Illinois Tool Works 0.2%
Value ($000) $319 Shares 2,299 Est. Cost $79.94 Unrealized +53.4%
COLM Columbia Sportwear 0.2%
Value ($000) $311 Shares 3,400 Est. Cost $50.86 Unrealized +52.7%
PAYX Paychex, Inc. 0.2%
Value ($000) $311 Shares 4,552 Est. Cost $40.34 Unrealized +27.8%
NOC Northrop Grumman 0.2%
Value ($000) $308 Shares 1,000 Est. Cost $155.62 Unrealized +87.3%
SAP SAP 0.2%
Value ($000) $301 Shares 2,599 Est. Cost $115.81 Unrealized
BF/B Brown Forman Corp 0.2%
Value ($000) $282 Shares 5,750 Est. Cost $36.00 Unrealized +33.8%
NUE Nucor Corp. 0.2%
Value ($000) $281 Shares 4,498 Est. Cost $32.97 Unrealized +64.1%
BDX Becton Dickinson 0.2%
Value ($000) $274 Shares 1,145 Est. Cost $194.63 Unrealized +2.0%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $258 Shares 5,050 Est. Cost $27.89 Unrealized +78.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $255 Shares 5,570 Est. Cost $29.81 Unrealized +20.3%
WY Weyerhaeuser Co. 0.2%
Value ($000) $244 Shares 6,703 Est. Cost $20.01 Unrealized +35.3%
COR Amerisourcebergen Corp 0.2%
Value ($000) $229 Shares 2,690 Est. Cost $71.56 Unrealized -5.1%
ABT Abbott Labs 0.2%
Value ($000) $222 Shares 3,649 Est. Cost $36.34 Unrealized +46.3%
COP ConocoPhillips 0.2%
Value ($000) $216 Shares 3,099 Est. Cost $51.80 Unrealized 0.0%
BAX Baxter International 0.2%
Value ($000) $214 Shares 2,904 Est. Cost $61.53 Unrealized 0.0%
CHD Church & Dwight 0.2%
Value ($000) $213 Shares 4,000 Est. Cost $44.10 Unrealized 0.0%
Cree 0.2%
Value ($000) $212 Shares 5,099 Est. Cost $39.61 Unrealized
SJM Smucker JM Co 0.2%
Value ($000) $211 Shares 1,965 Est. Cost $87.84 Unrealized 0.0%
VFC VF Corporation 0.2%
Value ($000) $208 Shares 2,549 Est. Cost $75.34 Unrealized 0.0%
VMware, Inc. 0.2%
Value ($000) $206 Shares 1,400 Est. Cost $147.14 Unrealized
Allergan 0.2%
Value ($000) $201 Shares 1,205 Est. Cost $165.52 Unrealized