PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $145,490 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL Apple Computer 7.3%
Value ($000) $10,620 Shares 47,044 Est. Cost $26.43 Unrealized +86.4%
AMZN Amazon.com 5.2%
Value ($000) $7,584 Shares 3,786 Est. Cost $34.29 Unrealized +174.3%
BA Boeing 4.2%
Value ($000) $6,105 Shares 16,414 Est. Cost $144.52 Unrealized +134.6%
XOM Exxon Mobil Corp. 3.1%
Value ($000) $4,572 Shares 53,766 Est. Cost $51.78 Unrealized +12.4%
WMT Wal-Mart Stores Inc. 2.9%
Value ($000) $4,168 Shares 44,380 Est. Cost $17.09 Unrealized +59.9%
MSFT Microsoft 2.5%
Value ($000) $3,655 Shares 31,957 Est. Cost $46.91 Unrealized +114.9%
GOOGL Alphabet Cl A 2.3%
Value ($000) $3,408 Shares 2,823 Est. Cost $37.62 Unrealized +59.7%
CVX Chevron Corp. 2.3%
Value ($000) $3,362 Shares 27,490 Est. Cost $62.20 Unrealized +41.3%
MA Mastercard Inc Cl A 2.2%
Value ($000) $3,203 Shares 14,384 Est. Cost $90.52 Unrealized +121.3%
JNJ Johnson & Johnson 2.1%
Value ($000) $3,072 Shares 22,233 Est. Cost $76.26 Unrealized +41.7%
MCD McDonalds 2.1%
Value ($000) $3,049 Shares 18,226 Est. Cost $90.03 Unrealized +49.7%
LOW Lowes 2.1%
Value ($000) $3,046 Shares 26,526 Est. Cost $61.81 Unrealized +47.3%
ADP Automatic Data Processing 2.1%
Value ($000) $3,032 Shares 20,121 Est. Cost $71.51 Unrealized +68.9%
KO Coca-Cola 2.0%
Value ($000) $2,981 Shares 64,525 Est. Cost $30.92 Unrealized +17.4%
VZ Verizon Communications Inc. 2.0%
Value ($000) $2,966 Shares 55,536 Est. Cost $29.69 Unrealized +20.0%
V Visa Inc 1.9%
Value ($000) $2,782 Shares 18,530 Est. Cost $71.71 Unrealized +88.4%
MMM 3M Co 1.8%
Value ($000) $2,682 Shares 12,728 Est. Cost $93.34 Unrealized +41.6%
CAT Caterpillar 1.7%
Value ($000) $2,418 Shares 15,856 Est. Cost $66.43 Unrealized +81.4%
PG Procter & Gamble 1.6%
Value ($000) $2,336 Shares 28,065 Est. Cost $60.08 Unrealized +12.8%
AMGN Amgen 1.6%
Value ($000) $2,328 Shares 11,230 Est. Cost $119.34 Unrealized +31.9%
DIS Walt Disney Company 1.6%
Value ($000) $2,299 Shares 19,658 Est. Cost $99.95 Unrealized +6.6%
PEP Pepsi Co 1.4%
Value ($000) $2,010 Shares 17,975 Est. Cost $77.22 Unrealized +17.0%
UPS United Parcel Services CL B 1.3%
Value ($000) $1,939 Shares 16,603 Est. Cost $73.99 Unrealized +19.5%
IBM International Business Machine 1.3%
Value ($000) $1,924 Shares 12,724 Est. Cost $89.41 Unrealized +13.2%
CSCO Cisco Systems 1.3%
Value ($000) $1,850 Shares 38,025 Est. Cost $20.81 Unrealized +73.2%
HD Home Depot Inc. 1.2%
Value ($000) $1,782 Shares 8,601 Est. Cost $121.45 Unrealized +38.3%
CLX Clorox 1.2%
Value ($000) $1,768 Shares 11,748 Est. Cost $96.57 Unrealized +18.7%
BB&T 1.2%
Value ($000) $1,759 Shares 36,228 Est. Cost $37.51 Unrealized
NSC Norfolk Southern 1.2%
Value ($000) $1,677 Shares 9,290 Est. Cost $69.09 Unrealized +113.0%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,647 Shares 4,758 Est. Cost $172.45 Unrealized +53.2%
FDX FedEx Corp 1.1%
Value ($000) $1,604 Shares 6,660 Est. Cost $134.35 Unrealized +58.0%
DUK Duke Power 1.0%
Value ($000) $1,394 Shares 17,414 Est. Cost $46.63 Unrealized +28.7%
ORCL Oracle Systems 0.9%
Value ($000) $1,358 Shares 26,333 Est. Cost $32.91 Unrealized +32.4%
INTC Intel 0.9%
Value ($000) $1,313 Shares 27,758 Est. Cost $27.08 Unrealized +53.3%
CMI Cummins Inc. 0.9%
Value ($000) $1,291 Shares 8,833 Est. Cost $81.52 Unrealized +42.5%
GOOG Alphabet Cl C 0.9%
Value ($000) $1,269 Shares 1,063 Est. Cost $35.68 Unrealized +66.6%
SLB Schlumberger Ltd 0.8%
Value ($000) $1,213 Shares 19,907 Est. Cost $55.86 Unrealized -6.9%
GILD Gilead Sciences Inc 0.8%
Value ($000) $1,208 Shares 15,634 Est. Cost $63.51 Unrealized -10.5%
TGT Target Corp. 0.8%
Value ($000) $1,166 Shares 13,212 Est. Cost $54.82 Unrealized +24.0%
NVS Novartis AG 0.8%
Value ($000) $1,136 Shares 13,179 Est. Cost $81.67 Unrealized
NKE Nike Inc. 0.7%
Value ($000) $1,080 Shares 12,746 Est. Cost $55.31 Unrealized +31.9%
HSY Hershey 0.7%
Value ($000) $1,065 Shares 10,433 Est. Cost $74.36 Unrealized +11.8%
ADBE Adobe Systems Inc. 0.7%
Value ($000) $1,057 Shares 3,913 Est. Cost $90.25 Unrealized +185.7%
ILMN Illumina Inc 0.7%
Value ($000) $1,051 Shares 2,863 Est. Cost $159.70 Unrealized +100.7%
PH Parker Hannifin 0.7%
Value ($000) $1,026 Shares 5,573 Est. Cost $94.58 Unrealized +62.4%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,013 Shares 9,274 Est. Cost $54.67 Unrealized +58.5%
UNP Union Pacific Corp. 0.7%
Value ($000) $974 Shares 5,976 Est. Cost $72.14 Unrealized +77.1%
EQIX Equinix 0.7%
Value ($000) $972 Shares 2,245 Est. Cost $239.29 Unrealized +59.1%
META Facebook Inc Class A 0.7%
Value ($000) $955 Shares 5,802 Est. Cost $134.95 Unrealized +33.2%
DE Deere & Co. 0.6%
Value ($000) $902 Shares 5,998 Est. Cost $66.34 Unrealized +93.9%
COST Costco Wholesale 0.6%
Value ($000) $898 Shares 3,821 Est. Cost $132.94 Unrealized +52.8%
BRK/B Berkshire Hathaway Inc-B 0.6%
Value ($000) $889 Shares 4,150 Est. Cost $135.02 Unrealized +52.0%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $882 Shares 12,235 Est. Cost $40.95 Unrealized +33.4%
TXN Texas Instruments Inc 0.6%
Value ($000) $856 Shares 7,974 Est. Cost $44.25 Unrealized +104.0%
HON Honeywell International 0.6%
Value ($000) $854 Shares 5,127 Est. Cost $82.48 Unrealized +47.4%
PFE Pfizer Incorporated 0.6%
Value ($000) $813 Shares 18,433 Est. Cost $20.44 Unrealized +35.3%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $796 Shares 7,053 Est. Cost $91.42 Unrealized +1.3%
Raytheon Company 0.5%
Value ($000) $779 Shares 3,766 Est. Cost $134.23 Unrealized
T AT&T 0.5%
Value ($000) $743 Shares 22,101 Est. Cost $12.77 Unrealized +13.4%
TM Toyota 0.5%
Value ($000) $715 Shares 5,748 Est. Cost $123.61 Unrealized
HP Helmerich & Payne 0.5%
Value ($000) $694 Shares 10,080 Est. Cost $55.68 Unrealized +14.6%
MRK Merck 0.4%
Value ($000) $653 Shares 9,198 Est. Cost $37.67 Unrealized +34.5%
PM Philip Morris Intl Inc 0.4%
Value ($000) $603 Shares 7,386 Est. Cost $58.97 Unrealized -5.9%
GPC Genuine Parts 0.4%
Value ($000) $589 Shares 5,921 Est. Cost $71.61 Unrealized +10.5%
SWKS Skyworks Solutions 0.4%
Value ($000) $586 Shares 6,453 Est. Cost $86.96 Unrealized -9.3%
MO Altria Group 0.4%
Value ($000) $573 Shares 9,493 Est. Cost $30.61 Unrealized +9.6%
United Technologies Corp 0.4%
Value ($000) $565 Shares 4,035 Est. Cost $96.91 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $545 Shares 3,125 Est. Cost $36.75 Unrealized +33.1%
BUD Anheuser Bush 0.4%
Value ($000) $538 Shares 6,140 Est. Cost $107.85 Unrealized
Unilever PLC 0.4%
Value ($000) $534 Shares 9,700 Est. Cost $43.35 Unrealized
GIS General Mills Inc. 0.4%
Value ($000) $522 Shares 12,157 Est. Cost $41.87 Unrealized -16.5%
MAR Marriott Intl Cl A 0.4%
Value ($000) $515 Shares 3,900 Est. Cost $88.24 Unrealized +36.2%
AFL AFLAC, Inc. 0.3%
Value ($000) $476 Shares 10,096 Est. Cost $31.26 Unrealized +23.1%
MKC McCormick & Co. 0.3%
Value ($000) $455 Shares 3,449 Est. Cost $35.54 Unrealized +50.9%
Royal Dutch Shell PLC 0.3%
Value ($000) $448 Shares 6,310 Est. Cost $49.84 Unrealized
SBUX Starbucks Corp. 0.3%
Value ($000) $447 Shares 7,857 Est. Cost $48.36 Unrealized -6.8%
EMR Emerson Electric Company 0.3%
Value ($000) $437 Shares 5,701 Est. Cost $40.82 Unrealized +51.8%
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $416 Shares 6,693 Est. Cost $46.65 Unrealized -3.6%
IP International Paper 0.3%
Value ($000) $409 Shares 8,307 Est. Cost $39.21 Unrealized -9.1%
MDLZ Mondelez 0.3%
Value ($000) $391 Shares 9,100 Est. Cost $35.85 Unrealized -0.7%
SYK Stryker Corp 0.3%
Value ($000) $386 Shares 2,171 Est. Cost $142.83 Unrealized +10.3%
Red Hat 0.3%
Value ($000) $382 Shares 2,800 Est. Cost $97.54 Unrealized
PYPL Paypal Holdings 0.2%
Value ($000) $361 Shares 4,099 Est. Cost $63.12 Unrealized +39.2%
KMB Kimberly Clark 0.2%
Value ($000) $349 Shares 3,070 Est. Cost $86.21 Unrealized +0.4%
MDT Medtronic, plc 0.2%
Value ($000) $341 Shares 3,467 Est. Cost $59.31 Unrealized +28.6%
GS Goldman Sachs Group 0.2%
Value ($000) $335 Shares 1,490 Est. Cost $194.58 Unrealized +0.9%
ITW Illinois Tool Works 0.2%
Value ($000) $325 Shares 2,299 Est. Cost $79.94 Unrealized +46.9%
SAP SAP 0.2%
Value ($000) $320 Shares 2,599 Est. Cost $115.81 Unrealized
NOC Northrop Grumman 0.2%
Value ($000) $318 Shares 1,000 Est. Cost $155.62 Unrealized +73.4%
COLM Columbia Sportwear 0.2%
Value ($000) $312 Shares 3,350 Est. Cost $50.86 Unrealized +63.0%
BDX Becton Dickinson 0.2%
Value ($000) $299 Shares 1,145 Est. Cost $194.63 Unrealized +13.2%
PAYX Paychex, Inc. 0.2%
Value ($000) $299 Shares 4,052 Est. Cost $40.34 Unrealized +43.6%
BF/B Brown Forman Corp 0.2%
Value ($000) $272 Shares 5,375 Est. Cost $36.00 Unrealized +27.4%
ABT Abbott Labs 0.2%
Value ($000) $268 Shares 3,649 Est. Cost $36.34 Unrealized +59.1%
NUE Nucor Corp. 0.2%
Value ($000) $267 Shares 4,198 Est. Cost $32.97 Unrealized +65.6%
ADM Archer Daniels Midland 0.2%
Value ($000) $265 Shares 5,270 Est. Cost $29.81 Unrealized +32.4%
COR Amerisourcebergen Corp 0.2%
Value ($000) $249 Shares 2,690 Est. Cost $71.56 Unrealized -6.1%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $249 Shares 5,050 Est. Cost $27.89 Unrealized +65.1%
COP ConocoPhillips 0.2%
Value ($000) $240 Shares 3,099 Est. Cost $51.80 Unrealized +8.8%
VFC VF Corporation 0.2%
Value ($000) $239 Shares 2,549 Est. Cost $75.34 Unrealized +13.2%
CHD Church & Dwight 0.2%
Value ($000) $238 Shares 4,000 Est. Cost $44.10 Unrealized +17.4%
BAX Baxter International 0.2%
Value ($000) $224 Shares 2,905 Est. Cost $61.53 Unrealized +5.5%
VMware, Inc. 0.2%
Value ($000) $219 Shares 1,400 Est. Cost $147.14 Unrealized
WY Weyerhaeuser Co. 0.1%
Value ($000) $217 Shares 6,703 Est. Cost $20.01 Unrealized +29.5%
SJM Smucker JM Co 0.1%
Value ($000) $212 Shares 2,065 Est. Cost $87.76 Unrealized -2.0%
Activision Blizzard 0.1%
Value ($000) $208 Shares 2,500 Est. Cost $83.20 Unrealized
DAL Delta Air Lines Inc 0.1%
Value ($000) $203 Shares 3,500 Est. Cost $51.39 Unrealized 0.0%
Allergan 0.1%
Value ($000) $201 Shares 1,055 Est. Cost $165.52 Unrealized