PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 22, 2019

Total Value ($000): $137,585 (100.0% shares, 0.0% debt)

Holdings (106)

AAPL Apple Computer 6.0%
Value ($000) $8,317 Shares 52,728 Est. Cost $28.54 Unrealized +61.2%
AMZN Amazon.com 4.7%
Value ($000) $6,434 Shares 4,284 Est. Cost $39.96 Unrealized +108.0%
BA Boeing 3.9%
Value ($000) $5,332 Shares 16,534 Est. Cost $144.52 Unrealized +131.8%
WMT Wal-Mart Stores Inc. 3.2%
Value ($000) $4,334 Shares 46,525 Est. Cost $17.63 Unrealized +63.1%
XOM Exxon Mobil Corp. 2.8%
Value ($000) $3,840 Shares 56,317 Est. Cost $51.99 Unrealized +8.5%
MSFT Microsoft 2.7%
Value ($000) $3,741 Shares 36,834 Est. Cost $53.94 Unrealized +85.4%
JNJ Johnson & Johnson 2.6%
Value ($000) $3,602 Shares 27,911 Est. Cost $83.97 Unrealized +35.9%
MCD McDonalds 2.5%
Value ($000) $3,429 Shares 19,309 Est. Cost $93.40 Unrealized +60.7%
VZ Verizon Communications Inc. 2.5%
Value ($000) $3,385 Shares 60,213 Est. Cost $30.38 Unrealized +27.1%
GOOGL Alphabet Cl A 2.4%
Value ($000) $3,278 Shares 3,137 Est. Cost $39.23 Unrealized +36.7%
KO Coca-Cola 2.4%
Value ($000) $3,273 Shares 69,114 Est. Cost $31.42 Unrealized +22.2%
MA Mastercard Inc Cl A 2.3%
Value ($000) $3,097 Shares 16,417 Est. Cost $102.95 Unrealized +85.4%
CVX Chevron Corp. 2.2%
Value ($000) $3,061 Shares 28,135 Est. Cost $62.71 Unrealized +35.1%
LOW Lowes 2.2%
Value ($000) $3,047 Shares 32,987 Est. Cost $66.28 Unrealized +27.7%
MMM 3M Co 2.1%
Value ($000) $2,876 Shares 15,096 Est. Cost $98.82 Unrealized +29.8%
V Visa Inc 2.0%
Value ($000) $2,794 Shares 21,180 Est. Cost $79.18 Unrealized +66.0%
ADP Automatic Data Processing 1.9%
Value ($000) $2,648 Shares 20,196 Est. Cost $71.51 Unrealized +69.4%
PG Procter & Gamble 1.9%
Value ($000) $2,626 Shares 28,564 Est. Cost $60.34 Unrealized +23.9%
AMGN Amgen 1.8%
Value ($000) $2,486 Shares 12,770 Est. Cost $123.86 Unrealized +26.6%
DIS Walt Disney Company 1.6%
Value ($000) $2,232 Shares 20,358 Est. Cost $100.27 Unrealized +8.8%
PEP Pepsi Co 1.5%
Value ($000) $2,114 Shares 19,137 Est. Cost $78.04 Unrealized +16.2%
CAT Caterpillar 1.5%
Value ($000) $2,028 Shares 15,960 Est. Cost $66.43 Unrealized +67.8%
CLX Clorox 1.3%
Value ($000) $1,815 Shares 11,773 Est. Cost $96.57 Unrealized +31.0%
BB&T 1.3%
Value ($000) $1,797 Shares 4,149 Est. Cost $37.51 Unrealized
CSCO Cisco Systems 1.3%
Value ($000) $1,728 Shares 39,870 Est. Cost $21.55 Unrealized +71.3%
HD Home Depot Inc. 1.2%
Value ($000) $1,644 Shares 9,566 Est. Cost $124.37 Unrealized +20.9%
UPS United Parcel Services CL B 1.2%
Value ($000) $1,636 Shares 16,777 Est. Cost $74.07 Unrealized +10.8%
DUK Duke Power 1.1%
Value ($000) $1,556 Shares 18,029 Est. Cost $47.22 Unrealized +35.3%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $1,464 Shares 7,170 Est. Cost $166.13 Unrealized +25.7%
NSC Norfolk Southern 1.1%
Value ($000) $1,454 Shares 9,720 Est. Cost $72.33 Unrealized +96.8%
NVS Novartis AG 1.0%
Value ($000) $1,438 Shares 16,754 Est. Cost $82.56 Unrealized
INTC Intel 1.0%
Value ($000) $1,401 Shares 29,860 Est. Cost $28.01 Unrealized +43.5%
ORCL Oracle Systems 1.0%
Value ($000) $1,397 Shares 30,943 Est. Cost $34.44 Unrealized +25.3%
IBM International Business Machine 1.0%
Value ($000) $1,384 Shares 12,178 Est. Cost $89.41 Unrealized -1.6%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,256 Shares 4,795 Est. Cost $172.45 Unrealized +45.0%
CMI Cummins Inc. 0.9%
Value ($000) $1,187 Shares 8,883 Est. Cost $81.52 Unrealized +44.1%
PFE Pfizer Incorporated 0.8%
Value ($000) $1,158 Shares 26,530 Est. Cost $23.37 Unrealized +28.5%
HSY Hershey 0.8%
Value ($000) $1,129 Shares 10,532 Est. Cost $74.36 Unrealized +21.1%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,122 Shares 1,083 Est. Cost $36.00 Unrealized +47.6%
FDX FedEx Corp 0.8%
Value ($000) $1,070 Shares 6,635 Est. Cost $134.35 Unrealized +38.3%
Red Hat 0.8%
Value ($000) $1,036 Shares 5,900 Est. Cost $138.55 Unrealized
NKE Nike Inc. 0.7%
Value ($000) $949 Shares 12,798 Est. Cost $55.31 Unrealized +23.2%
GILD Gilead Sciences Inc 0.7%
Value ($000) $935 Shares 14,951 Est. Cost $63.51 Unrealized -16.5%
DE Deere & Co. 0.7%
Value ($000) $913 Shares 6,120 Est. Cost $67.64 Unrealized +94.8%
TGT Target Corp. 0.7%
Value ($000) $900 Shares 13,616 Est. Cost $55.07 Unrealized +14.9%
MRK Merck 0.7%
Value ($000) $898 Shares 11,748 Est. Cost $41.75 Unrealized +35.3%
ADBE Adobe Systems Inc. 0.6%
Value ($000) $885 Shares 3,913 Est. Cost $90.25 Unrealized +167.5%
TROW T. Rowe Price Group 0.6%
Value ($000) $865 Shares 9,374 Est. Cost $54.87 Unrealized +33.3%
ILMN Illumina Inc 0.6%
Value ($000) $859 Shares 2,863 Est. Cost $159.70 Unrealized +94.0%
COST Costco Wholesale 0.6%
Value ($000) $855 Shares 4,195 Est. Cost $139.09 Unrealized +45.2%
PH Parker Hannifin 0.6%
Value ($000) $846 Shares 5,673 Est. Cost $95.47 Unrealized +52.4%
UNP Union Pacific Corp. 0.6%
Value ($000) $842 Shares 6,088 Est. Cost $73.14 Unrealized +72.9%
United Technologies Corp 0.6%
Value ($000) $792 Shares 7,433 Est. Cost $101.32 Unrealized
EQIX Equinix 0.6%
Value ($000) $791 Shares 2,245 Est. Cost $239.29 Unrealized +42.4%
TXN Texas Instruments Inc 0.6%
Value ($000) $757 Shares 8,009 Est. Cost $44.25 Unrealized +78.8%
T AT&T 0.5%
Value ($000) $755 Shares 26,461 Est. Cost $12.97 Unrealized +8.1%
VYM Vanguard Whitehall Funds 0.5%
Value ($000) $741 Shares 9,507 Est. Cost $77.94 Unrealized
Unilever PLC 0.5%
Value ($000) $682 Shares 13,051 Est. Cost $45.63 Unrealized
HON Honeywell International 0.5%
Value ($000) $681 Shares 5,152 Est. Cost $82.48 Unrealized +42.7%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $674 Shares 11,835 Est. Cost $40.95 Unrealized +24.2%
TM Toyota 0.5%
Value ($000) $656 Shares 5,648 Est. Cost $123.61 Unrealized
Raytheon Company 0.5%
Value ($000) $652 Shares 4,251 Est. Cost $136.42 Unrealized
PYPL Paypal Holdings 0.5%
Value ($000) $634 Shares 7,539 Est. Cost $72.24 Unrealized +15.0%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $623 Shares 6,383 Est. Cost $91.42 Unrealized -4.3%
GPC Genuine Parts 0.4%
Value ($000) $595 Shares 6,196 Est. Cost $72.00 Unrealized +11.8%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $516 Shares 9,929 Est. Cost $44.80 Unrealized -8.5%
MKC McCormick & Co. 0.4%
Value ($000) $508 Shares 3,649 Est. Cost $37.02 Unrealized +69.1%
MO Altria Group 0.4%
Value ($000) $494 Shares 9,994 Est. Cost $30.73 Unrealized +7.8%
PM Philip Morris Intl Inc 0.4%
Value ($000) $485 Shares 7,268 Est. Cost $58.97 Unrealized -2.8%
EW Edwards Lifesciences 0.3%
Value ($000) $479 Shares 3,125 Est. Cost $36.75 Unrealized +37.7%
BAC BankAmerica Corp 0.3%
Value ($000) $473 Shares 19,179 Est. Cost $22.80 Unrealized 0.0%
DowDuPont Inc 0.3%
Value ($000) $471 Shares 8,807 Est. Cost $53.48 Unrealized
AFL AFLAC, Inc. 0.3%
Value ($000) $467 Shares 10,246 Est. Cost $31.36 Unrealized +19.9%
SBUX Starbucks Corp. 0.3%
Value ($000) $465 Shares 7,214 Est. Cost $48.36 Unrealized +10.9%
GIS General Mills Inc. 0.3%
Value ($000) $456 Shares 11,704 Est. Cost $41.87 Unrealized -21.2%
ABT Abbott Labs 0.3%
Value ($000) $453 Shares 6,262 Est. Cost $47.11 Unrealized +31.9%
MAR Marriott Intl Cl A 0.3%
Value ($000) $445 Shares 4,100 Est. Cost $89.23 Unrealized +21.6%
Royal Dutch Shell PLC 0.3%
Value ($000) $421 Shares 7,025 Est. Cost $50.87 Unrealized
HP Helmerich & Payne 0.3%
Value ($000) $416 Shares 8,680 Est. Cost $55.68 Unrealized +10.3%
KMB Kimberly Clark 0.3%
Value ($000) $393 Shares 3,452 Est. Cost $86.23 Unrealized +0.2%
BUD Anheuser Bush 0.3%
Value ($000) $377 Shares 5,735 Est. Cost $107.85 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $364 Shares 10,100 Est. Cost $55.86 Unrealized -28.0%
SWKS Skyworks Solutions 0.3%
Value ($000) $362 Shares 5,403 Est. Cost $86.96 Unrealized -25.0%
SYK Stryker Corp 0.3%
Value ($000) $356 Shares 2,271 Est. Cost $143.36 Unrealized +8.0%
LLY Eli Lilly 0.3%
Value ($000) $352 Shares 3,038 Est. Cost $101.37 Unrealized 0.0%
WFC Wells Fargo & Co. 0.3%
Value ($000) $350 Shares 7,599 Est. Cost $42.03 Unrealized 0.0%
EMR Emerson Electric Company 0.3%
Value ($000) $344 Shares 5,761 Est. Cost $40.99 Unrealized +39.1%
AXP American Express 0.2%
Value ($000) $334 Shares 3,500 Est. Cost $95.01 Unrealized 0.0%
MDT Medtronic, plc 0.2%
Value ($000) $318 Shares 3,491 Est. Cost $59.31 Unrealized +30.1%
ITW Illinois Tool Works 0.2%
Value ($000) $304 Shares 2,399 Est. Cost $81.21 Unrealized +36.1%
PAYX Paychex, Inc. 0.2%
Value ($000) $277 Shares 4,252 Est. Cost $41.03 Unrealized +34.2%
COLM Columbia Sportwear 0.2%
Value ($000) $269 Shares 3,200 Est. Cost $50.86 Unrealized +59.5%
BDX Becton Dickinson 0.2%
Value ($000) $264 Shares 1,172 Est. Cost $194.95 Unrealized +6.8%
CHD Church & Dwight 0.2%
Value ($000) $263 Shares 4,000 Est. Cost $44.10 Unrealized +31.8%
BF/B Brown Forman Corp 0.2%
Value ($000) $259 Shares 5,437 Est. Cost $36.07 Unrealized +16.7%
SAP SAP 0.2%
Value ($000) $259 Shares 2,599 Est. Cost $115.81 Unrealized
ABBV AbbVie 0.2%
Value ($000) $252 Shares 2,733 Est. Cost $64.80 Unrealized 0.0%
NOC Northrop Grumman 0.2%
Value ($000) $245 Shares 1,000 Est. Cost $155.62 Unrealized +57.7%
CVS CVS Health Corp 0.2%
Value ($000) $235 Shares 3,590 Est. Cost $59.39 Unrealized 0.0%
COP ConocoPhillips 0.2%
Value ($000) $233 Shares 3,731 Est. Cost $52.07 Unrealized +2.6%
ADM Archer Daniels Midland 0.2%
Value ($000) $230 Shares 5,608 Est. Cost $30.29 Unrealized +24.5%
IP International Paper 0.2%
Value ($000) $226 Shares 5,607 Est. Cost $39.21 Unrealized -22.3%
NUE Nucor Corp. 0.2%
Value ($000) $219 Shares 4,223 Est. Cost $32.97 Unrealized +53.8%
WY Weyerhaeuser Co. 0.2%
Value ($000) $218 Shares 2,103 Est. Cost $20.01 Unrealized +0.5%
Cree 0.1%
Value ($000) $201 Shares 4,699 Est. Cost $42.78 Unrealized
General Electric 0.1%
Value ($000) $106 Shares 14,032 Est. Cost $7.55 Unrealized