PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 12, 2019

Total Value ($000): $160,903 (100.0% shares, 0.0% debt)

Holdings (114)

AAPL Apple Computer 6.5%
Value ($000) $10,392 Shares 54,707 Est. Cost $28.97 Unrealized +39.6%
AMZN Amazon.com 4.8%
Value ($000) $7,647 Shares 4,294 Est. Cost $39.96 Unrealized +108.2%
BA Boeing 3.9%
Value ($000) $6,301 Shares 16,519 Est. Cost $144.52 Unrealized +159.6%
XOM Exxon Mobil Corp. 2.8%
Value ($000) $4,578 Shares 56,658 Est. Cost $51.99 Unrealized +6.6%
WMT Wal-Mart Stores Inc. 2.8%
Value ($000) $4,551 Shares 46,665 Est. Cost $17.63 Unrealized +65.8%
MSFT Microsoft 2.8%
Value ($000) $4,532 Shares 38,423 Est. Cost $55.94 Unrealized +82.9%
MA Mastercard Inc Cl A 2.5%
Value ($000) $4,046 Shares 17,182 Est. Cost $107.59 Unrealized +92.6%
JNJ Johnson & Johnson 2.5%
Value ($000) $3,972 Shares 28,412 Est. Cost $84.43 Unrealized +30.7%
GOOGL Alphabet Cl A 2.3%
Value ($000) $3,755 Shares 3,191 Est. Cost $39.51 Unrealized +41.8%
MCD McDonalds 2.3%
Value ($000) $3,676 Shares 19,359 Est. Cost $93.40 Unrealized +65.5%
LOW Lowes 2.2%
Value ($000) $3,600 Shares 32,888 Est. Cost $66.28 Unrealized +32.9%
VZ Verizon Communications Inc. 2.2%
Value ($000) $3,552 Shares 60,072 Est. Cost $30.38 Unrealized +28.2%
MMM 3M Co 2.2%
Value ($000) $3,503 Shares 16,859 Est. Cost $102.19 Unrealized +28.3%
CVX Chevron Corp. 2.2%
Value ($000) $3,475 Shares 28,210 Est. Cost $62.71 Unrealized +39.5%
V Visa Inc 2.0%
Value ($000) $3,262 Shares 20,882 Est. Cost $79.18 Unrealized +73.5%
KO Coca-Cola 2.0%
Value ($000) $3,243 Shares 69,203 Est. Cost $31.42 Unrealized +20.2%
ADP Automatic Data Processing 2.0%
Value ($000) $3,226 Shares 20,196 Est. Cost $71.51 Unrealized +75.4%
PG Procter & Gamble 1.9%
Value ($000) $3,017 Shares 28,991 Est. Cost $60.66 Unrealized +35.3%
AMGN Amgen 1.5%
Value ($000) $2,464 Shares 12,970 Est. Cost $124.34 Unrealized +24.4%
CAT Caterpillar 1.5%
Value ($000) $2,419 Shares 17,855 Est. Cost $71.54 Unrealized +60.2%
DIS Walt Disney Company 1.5%
Value ($000) $2,409 Shares 21,696 Est. Cost $100.74 Unrealized +7.1%
PEP Pepsi Co 1.5%
Value ($000) $2,387 Shares 19,479 Est. Cost $78.29 Unrealized +18.1%
CSCO Cisco Systems 1.4%
Value ($000) $2,174 Shares 40,272 Est. Cost $21.73 Unrealized +81.8%
BB&T 1.3%
Value ($000) $2,021 Shares 43,443 Est. Cost $45.66 Unrealized
HD Home Depot Inc. 1.2%
Value ($000) $1,915 Shares 9,981 Est. Cost $125.63 Unrealized +23.1%
CLX Clorox 1.2%
Value ($000) $1,905 Shares 11,873 Est. Cost $96.57 Unrealized +31.4%
UPS United Parcel Services CL B 1.2%
Value ($000) $1,891 Shares 16,921 Est. Cost $74.07 Unrealized +9.3%
NSC Norfolk Southern 1.1%
Value ($000) $1,811 Shares 9,690 Est. Cost $72.33 Unrealized +108.0%
IBM International Business Machine 1.1%
Value ($000) $1,731 Shares 12,266 Est. Cost $89.41 Unrealized +5.8%
ORCL Oracle Systems 1.0%
Value ($000) $1,672 Shares 31,123 Est. Cost $34.44 Unrealized +33.8%
BRK/B Berkshire Hathaway Inc-B 1.0%
Value ($000) $1,655 Shares 8,240 Est. Cost $170.77 Unrealized +18.2%
DUK Duke Power 1.0%
Value ($000) $1,638 Shares 18,204 Est. Cost $47.22 Unrealized +41.7%
INTC Intel 1.0%
Value ($000) $1,620 Shares 30,174 Est. Cost $28.17 Unrealized +55.6%
NVS Novartis AG 1.0%
Value ($000) $1,601 Shares 16,654 Est. Cost $82.56 Unrealized
LMT Lockheed Martin Corp. 0.9%
Value ($000) $1,447 Shares 4,820 Est. Cost $172.45 Unrealized +41.3%
CMI Cummins Inc. 0.9%
Value ($000) $1,410 Shares 8,933 Est. Cost $81.52 Unrealized +54.3%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,279 Shares 1,090 Est. Cost $36.00 Unrealized +54.7%
HSY Hershey 0.8%
Value ($000) $1,264 Shares 11,010 Est. Cost $75.16 Unrealized +23.5%
FDX FedEx Corp 0.8%
Value ($000) $1,250 Shares 6,889 Est. Cost $135.14 Unrealized +15.3%
TGT Target Corp. 0.8%
Value ($000) $1,222 Shares 15,228 Est. Cost $55.67 Unrealized +9.0%
PFE Pfizer Incorporated 0.7%
Value ($000) $1,155 Shares 27,205 Est. Cost $23.51 Unrealized +24.4%
Red Hat 0.7%
Value ($000) $1,078 Shares 5,900 Est. Cost $138.55 Unrealized
NKE Nike Inc. 0.7%
Value ($000) $1,078 Shares 12,798 Est. Cost $55.31 Unrealized +36.3%
United Technologies Corp 0.7%
Value ($000) $1,074 Shares 8,334 Est. Cost $104.30 Unrealized
PH Parker Hannifin 0.7%
Value ($000) $1,068 Shares 6,223 Est. Cost $100.27 Unrealized +49.4%
ADBE Adobe Systems Inc. 0.6%
Value ($000) $1,043 Shares 3,913 Est. Cost $90.25 Unrealized +179.3%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,025 Shares 6,131 Est. Cost $73.14 Unrealized +88.8%
EQIX Equinix 0.6%
Value ($000) $1,017 Shares 2,245 Est. Cost $239.29 Unrealized +49.6%
COST Costco Wholesale 0.6%
Value ($000) $1,016 Shares 4,195 Est. Cost $139.09 Unrealized +42.6%
GILD Gilead Sciences Inc 0.6%
Value ($000) $1,012 Shares 15,561 Est. Cost $63.02 Unrealized -19.3%
TROW T. Rowe Price Group 0.6%
Value ($000) $1,004 Shares 10,029 Est. Cost $56.07 Unrealized +30.6%
MRK Merck 0.6%
Value ($000) $986 Shares 11,853 Est. Cost $41.75 Unrealized +44.4%
DE Deere & Co. 0.6%
Value ($000) $978 Shares 6,120 Est. Cost $67.64 Unrealized +113.6%
ILMN Illumina Inc 0.6%
Value ($000) $890 Shares 2,863 Est. Cost $159.70 Unrealized +82.6%
HON Honeywell International 0.5%
Value ($000) $858 Shares 5,402 Est. Cost $84.27 Unrealized +43.8%
TXN Texas Instruments Inc 0.5%
Value ($000) $850 Shares 8,009 Est. Cost $44.25 Unrealized +93.0%
VYM Vanguard Whitehall Funds 0.5%
Value ($000) $821 Shares 9,580 Est. Cost $77.94 Unrealized
PYPL Paypal Holdings 0.5%
Value ($000) $783 Shares 7,539 Est. Cost $72.24 Unrealized +30.7%
Raytheon Company 0.5%
Value ($000) $774 Shares 4,251 Est. Cost $136.42 Unrealized
Unilever PLC 0.5%
Value ($000) $753 Shares 13,051 Est. Cost $45.63 Unrealized
T AT&T 0.5%
Value ($000) $735 Shares 23,438 Est. Cost $12.97 Unrealized +9.2%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $712 Shares 7,034 Est. Cost $90.86 Unrealized -6.1%
GPC Genuine Parts 0.4%
Value ($000) $694 Shares 6,196 Est. Cost $72.00 Unrealized +17.7%
QCOM Qualcomm, Inc. 0.4%
Value ($000) $691 Shares 12,115 Est. Cost $41.06 Unrealized +11.4%
ITW Illinois Tool Works 0.4%
Value ($000) $678 Shares 4,726 Est. Cost $98.84 Unrealized +18.4%
TM Toyota 0.4%
Value ($000) $672 Shares 5,698 Est. Cost $123.61 Unrealized
PM Philip Morris Intl Inc 0.4%
Value ($000) $668 Shares 7,557 Est. Cost $58.86 Unrealized -4.7%
GIS General Mills Inc. 0.4%
Value ($000) $642 Shares 12,405 Est. Cost $41.52 Unrealized -13.8%
EW Edwards Lifesciences 0.4%
Value ($000) $598 Shares 3,125 Est. Cost $36.75 Unrealized +55.3%
MO Altria Group 0.4%
Value ($000) $574 Shares 9,994 Est. Cost $30.73 Unrealized -3.3%
SBUX Starbucks Corp. 0.3%
Value ($000) $551 Shares 7,414 Est. Cost $48.66 Unrealized +21.8%
MKC McCormick & Co. 0.3%
Value ($000) $550 Shares 3,649 Est. Cost $37.02 Unrealized +59.6%
BAC BankAmerica Corp 0.3%
Value ($000) $529 Shares 19,179 Est. Cost $22.80 Unrealized +4.8%
MAR Marriott Intl Cl A 0.3%
Value ($000) $513 Shares 4,100 Est. Cost $89.23 Unrealized +25.0%
AFL AFLAC, Inc. 0.3%
Value ($000) $512 Shares 10,246 Est. Cost $31.36 Unrealized +30.7%
ABT Abbott Labs 0.3%
Value ($000) $501 Shares 6,262 Est. Cost $47.11 Unrealized +40.3%
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $483 Shares 10,130 Est. Cost $44.67 Unrealized -14.3%
DowDuPont Inc 0.3%
Value ($000) $481 Shares 9,024 Est. Cost $53.48 Unrealized
BUD Anheuser Bush 0.3%
Value ($000) $474 Shares 5,650 Est. Cost $107.85 Unrealized
SWKS Skyworks Solutions 0.3%
Value ($000) $474 Shares 5,743 Est. Cost $85.69 Unrealized -23.4%
HP Helmerich & Payne 0.3%
Value ($000) $460 Shares 8,280 Est. Cost $55.68 Unrealized -2.2%
SYK Stryker Corp 0.3%
Value ($000) $448 Shares 2,270 Est. Cost $143.36 Unrealized +16.6%
SLB Schlumberger Ltd 0.3%
Value ($000) $444 Shares 10,180 Est. Cost $55.86 Unrealized -36.0%
Royal Dutch Shell PLC 0.3%
Value ($000) $436 Shares 6,825 Est. Cost $50.87 Unrealized
KMB Kimberly Clark 0.3%
Value ($000) $428 Shares 3,452 Est. Cost $86.23 Unrealized +5.9%
WFC Wells Fargo & Co. 0.2%
Value ($000) $402 Shares 8,325 Est. Cost $41.92 Unrealized -2.8%
LLY Eli Lilly 0.2%
Value ($000) $394 Shares 3,038 Est. Cost $101.37 Unrealized +9.4%
EMR Emerson Electric Company 0.2%
Value ($000) $394 Shares 5,761 Est. Cost $40.99 Unrealized +36.7%
AXP American Express 0.2%
Value ($000) $383 Shares 3,500 Est. Cost $95.01 Unrealized +0.9%
PAYX Paychex, Inc. 0.2%
Value ($000) $349 Shares 4,352 Est. Cost $41.48 Unrealized +45.7%
COLM Columbia Sportwear 0.2%
Value ($000) $333 Shares 3,200 Est. Cost $50.86 Unrealized +73.8%
BDX Becton Dickinson 0.2%
Value ($000) $330 Shares 1,322 Est. Cost $196.96 Unrealized +8.0%
MDT Medtronic, plc 0.2%
Value ($000) $327 Shares 3,591 Est. Cost $59.72 Unrealized +24.5%
SAP SAP 0.2%
Value ($000) $323 Shares 2,799 Est. Cost $115.78 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $305 Shares 2,615 Est. Cost $83.62 Unrealized 0.0%
NVDA Nvidia Corp. 0.2%
Value ($000) $301 Shares 1,675 Est. Cost $3.85 Unrealized 0.0%
CHD Church & Dwight 0.2%
Value ($000) $289 Shares 4,059 Est. Cost $44.34 Unrealized +36.7%
BF/B Brown Forman Corp 0.2%
Value ($000) $287 Shares 5,437 Est. Cost $36.07 Unrealized +19.6%
Cree 0.2%
Value ($000) $279 Shares 4,879 Est. Cost $43.31 Unrealized
NOC Northrop Grumman 0.2%
Value ($000) $269 Shares 1,000 Est. Cost $155.62 Unrealized +56.6%
ZBH Zimmer Biomet Holdings 0.2%
Value ($000) $269 Shares 2,103 Est. Cost $107.44 Unrealized 0.0%
COP ConocoPhillips 0.2%
Value ($000) $256 Shares 3,833 Est. Cost $52.09 Unrealized +1.7%
Vmware, Inc. 0.2%
Value ($000) $253 Shares 1,400 Est. Cost $180.71 Unrealized
NUE Nucor Corp. 0.2%
Value ($000) $246 Shares 4,223 Est. Cost $32.97 Unrealized +53.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $242 Shares 5,608 Est. Cost $30.29 Unrealized +15.2%
IP International Paper 0.1%
Value ($000) $241 Shares 5,207 Est. Cost $39.21 Unrealized -18.9%
D Dominion Energy 0.1%
Value ($000) $238 Shares 3,109 Est. Cost $53.89 Unrealized 0.0%
BAX Baxter International 0.1%
Value ($000) $236 Shares 2,904 Est. Cost $64.06 Unrealized 0.0%
VFC VF Corp 0.1%
Value ($000) $230 Shares 2,649 Est. Cost $77.99 Unrealized 0.0%
VGT Vanguard Information 0.1%
Value ($000) $224 Shares 1,116 Est. Cost $200.72 Unrealized
ABBV AbbVie 0.1%
Value ($000) $220 Shares 2,733 Est. Cost $64.80 Unrealized -5.8%
Unilever NV 0.1%
Value ($000) $211 Shares 3,619 Est. Cost $58.30 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $203 Shares 4,752 Est. Cost $40.95 Unrealized 0.0%
General Electric 0.1%
Value ($000) $145 Shares 14,499 Est. Cost $7.63 Unrealized