PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value ($000): $169,948 (100.0% shares, 0.0% debt)

Holdings (120)

AAPL Apple Computer 6.6%
Value ($000) $11,178 Shares 56,477 Est. Cost $29.53 Unrealized +57.9%
AMZN Amazon.com 5.0%
Value ($000) $8,413 Shares 4,443 Est. Cost $41.75 Unrealized +123.1%
BA Boeing 3.7%
Value ($000) $6,266 Shares 17,214 Est. Cost $153.11 Unrealized +133.3%
MSFT Microsoft 3.1%
Value ($000) $5,231 Shares 39,048 Est. Cost $56.96 Unrealized +109.8%
WMT Wal-Mart Stores Inc. 3.1%
Value ($000) $5,222 Shares 47,265 Est. Cost $17.80 Unrealized +75.8%
MA Mastercard Inc Cl A 2.7%
Value ($000) $4,529 Shares 17,122 Est. Cost $107.59 Unrealized +124.3%
XOM Exxon Mobil Corp. 2.6%
Value ($000) $4,381 Shares 57,164 Est. Cost $51.99 Unrealized +9.4%
MCD McDonalds 2.4%
Value ($000) $3,994 Shares 19,234 Est. Cost $93.40 Unrealized +81.8%
JNJ Johnson & Johnson 2.3%
Value ($000) $3,985 Shares 28,612 Est. Cost $84.43 Unrealized +35.9%
V Visa Inc 2.2%
Value ($000) $3,819 Shares 22,003 Est. Cost $83.11 Unrealized +88.1%
GOOGL Alphabet Cl A 2.2%
Value ($000) $3,705 Shares 3,422 Est. Cost $40.72 Unrealized +41.1%
KO Coca-Cola 2.1%
Value ($000) $3,577 Shares 70,254 Est. Cost $31.55 Unrealized +26.6%
CVX Chevron Corp. 2.1%
Value ($000) $3,522 Shares 28,305 Est. Cost $62.71 Unrealized +43.9%
VZ Verizon Communications Inc. 2.0%
Value ($000) $3,442 Shares 60,247 Est. Cost $30.38 Unrealized +31.7%
ADP Automatic Data Processing 2.0%
Value ($000) $3,430 Shares 20,745 Est. Cost $73.35 Unrealized +92.2%
LOW Lowes 1.9%
Value ($000) $3,299 Shares 32,687 Est. Cost $66.28 Unrealized +41.0%
MMM 3M Co 1.9%
Value ($000) $3,296 Shares 19,012 Est. Cost $104.28 Unrealized +15.7%
PG Procter & Gamble 1.9%
Value ($000) $3,219 Shares 29,356 Est. Cost $61.03 Unrealized +48.3%
DIS Walt Disney Company 1.8%
Value ($000) $3,016 Shares 21,596 Est. Cost $100.74 Unrealized +27.1%
AMGN Amgen 1.6%
Value ($000) $2,729 Shares 14,809 Est. Cost $127.05 Unrealized +15.1%
CAT Caterpillar 1.5%
Value ($000) $2,592 Shares 19,014 Est. Cost $74.17 Unrealized +54.6%
PEP Pepsi Co 1.5%
Value ($000) $2,544 Shares 19,403 Est. Cost $78.29 Unrealized +33.8%
HD Home Depot Inc. 1.3%
Value ($000) $2,282 Shares 10,971 Est. Cost $129.59 Unrealized +30.8%
CSCO Cisco Systems 1.3%
Value ($000) $2,163 Shares 39,515 Est. Cost $21.73 Unrealized +107.9%
BB&T 1.3%
Value ($000) $2,159 Shares 43,943 Est. Cost $45.70 Unrealized
CLX Clorox 1.2%
Value ($000) $2,019 Shares 13,188 Est. Cost $99.47 Unrealized +26.4%
NSC Norfolk Southern 1.2%
Value ($000) $1,971 Shares 9,890 Est. Cost $74.37 Unrealized +133.1%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $1,922 Shares 9,015 Est. Cost $173.88 Unrealized +19.0%
UPS United Parcel Services CL B 1.1%
Value ($000) $1,789 Shares 17,321 Est. Cost $74.21 Unrealized +8.0%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,789 Shares 4,920 Est. Cost $174.63 Unrealized +60.2%
ORCL Oracle Systems 1.0%
Value ($000) $1,752 Shares 30,747 Est. Cost $34.44 Unrealized +42.7%
IBM International Business Machine 1.0%
Value ($000) $1,664 Shares 12,066 Est. Cost $89.41 Unrealized +10.3%
DUK Duke Power 0.9%
Value ($000) $1,577 Shares 17,870 Est. Cost $47.22 Unrealized +43.5%
CMI Cummins Inc. 0.9%
Value ($000) $1,539 Shares 8,983 Est. Cost $81.52 Unrealized +69.5%
INTC Intel 0.9%
Value ($000) $1,471 Shares 30,734 Est. Cost $28.44 Unrealized +51.5%
HSY Hershey 0.9%
Value ($000) $1,456 Shares 10,860 Est. Cost $75.16 Unrealized +45.0%
TGT Target Corp. 0.8%
Value ($000) $1,416 Shares 16,353 Est. Cost $56.50 Unrealized +19.9%
COST Costco Wholesale 0.7%
Value ($000) $1,214 Shares 4,595 Est. Cost $146.71 Unrealized +54.5%
NVS Novartis AG 0.7%
Value ($000) $1,199 Shares 13,129 Est. Cost $82.56 Unrealized
GOOG Alphabet Cl C 0.7%
Value ($000) $1,189 Shares 1,100 Est. Cost $36.00 Unrealized +59.0%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,172 Shares 10,679 Est. Cost $57.55 Unrealized +39.8%
FDX FedEx Corp 0.7%
Value ($000) $1,172 Shares 7,139 Est. Cost $135.83 Unrealized +14.0%
ADBE Adobe Systems Inc. 0.7%
Value ($000) $1,153 Shares 3,913 Est. Cost $90.25 Unrealized +207.7%
PFE Pfizer Incorporated 0.7%
Value ($000) $1,137 Shares 26,254 Est. Cost $23.51 Unrealized +24.3%
EQIX Equinix 0.7%
Value ($000) $1,132 Shares 2,245 Est. Cost $239.29 Unrealized +77.3%
Red Hat 0.7%
Value ($000) $1,108 Shares 5,900 Est. Cost $138.55 Unrealized
NKE Nike Inc. 0.6%
Value ($000) $1,091 Shares 12,998 Est. Cost $55.65 Unrealized +38.5%
United Technologies Corp 0.6%
Value ($000) $1,085 Shares 8,334 Est. Cost $104.30 Unrealized
UNP Union Pacific Corp. 0.6%
Value ($000) $1,069 Shares 6,322 Est. Cost $75.39 Unrealized +96.0%
ILMN Illumina Inc 0.6%
Value ($000) $1,061 Shares 2,833 Est. Cost $159.70 Unrealized +97.7%
GILD Gilead Sciences Inc 0.6%
Value ($000) $1,055 Shares 15,611 Est. Cost $63.02 Unrealized -19.3%
PH Parker Hannifin 0.6%
Value ($000) $1,041 Shares 6,123 Est. Cost $100.27 Unrealized +56.1%
DE Deere & Co. 0.6%
Value ($000) $1,014 Shares 6,120 Est. Cost $67.64 Unrealized +109.1%
MRK Merck 0.6%
Value ($000) $948 Shares 11,303 Est. Cost $41.75 Unrealized +48.8%
HON Honeywell International 0.6%
Value ($000) $943 Shares 5,402 Est. Cost $84.27 Unrealized +64.5%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $929 Shares 12,215 Est. Cost $41.06 Unrealized +52.7%
ITW Illinois Tool Works 0.5%
Value ($000) $919 Shares 6,096 Est. Cost $105.52 Unrealized +21.9%
TXN Texas Instruments Inc 0.5%
Value ($000) $913 Shares 7,959 Est. Cost $44.25 Unrealized +109.6%
PYPL Paypal Holdings 0.5%
Value ($000) $866 Shares 7,565 Est. Cost $72.24 Unrealized +53.1%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $838 Shares 7,499 Est. Cost $90.93 Unrealized +1.2%
Unilever PLC 0.5%
Value ($000) $815 Shares 13,150 Est. Cost $45.63 Unrealized
TM Toyota 0.4%
Value ($000) $698 Shares 5,632 Est. Cost $123.61 Unrealized
Raytheon Company 0.4%
Value ($000) $698 Shares 4,016 Est. Cost $136.42 Unrealized
GIS General Mills Inc. 0.4%
Value ($000) $650 Shares 12,382 Est. Cost $41.52 Unrealized -0.7%
SBUX Starbucks Corp. 0.4%
Value ($000) $622 Shares 7,414 Est. Cost $48.66 Unrealized +39.6%
MKC McCormick & Co. 0.4%
Value ($000) $612 Shares 3,949 Est. Cost $39.36 Unrealized +72.3%
GPC Genuine Parts 0.4%
Value ($000) $603 Shares 5,821 Est. Cost $72.00 Unrealized +18.7%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $589 Shares 6,744 Est. Cost $77.94 Unrealized
EW Edwards Lifesciences 0.3%
Value ($000) $577 Shares 3,125 Est. Cost $36.75 Unrealized +64.5%
MAR Marriott Intl Cl A 0.3%
Value ($000) $575 Shares 4,100 Est. Cost $89.23 Unrealized +41.5%
PM Philip Morris Intl Inc 0.3%
Value ($000) $567 Shares 7,225 Est. Cost $58.86 Unrealized -1.0%
NVDA Nvidia Corp. 0.3%
Value ($000) $558 Shares 3,400 Est. Cost $3.98 Unrealized +3.3%
BAC BankAmerica Corp 0.3%
Value ($000) $556 Shares 19,179 Est. Cost $22.80 Unrealized +7.4%
AFL AFLAC, Inc. 0.3%
Value ($000) $540 Shares 9,846 Est. Cost $31.36 Unrealized +40.6%
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $527 Shares 11,630 Est. Cost $43.57 Unrealized -17.1%
ABT Abbott Labs 0.3%
Value ($000) $510 Shares 6,062 Est. Cost $47.11 Unrealized +49.1%
BUD Anheuser Bush 0.3%
Value ($000) $491 Shares 5,550 Est. Cost $107.85 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $467 Shares 2,270 Est. Cost $143.36 Unrealized +24.0%
MO Altria Group 0.3%
Value ($000) $464 Shares 9,809 Est. Cost $30.73 Unrealized +0.6%
KMB Kimberly Clark 0.3%
Value ($000) $439 Shares 3,292 Est. Cost $86.23 Unrealized +18.5%
SWKS Skyworks Solutions 0.3%
Value ($000) $434 Shares 5,620 Est. Cost $85.69 Unrealized -21.0%
Royal Dutch Shell PLC 0.3%
Value ($000) $426 Shares 6,487 Est. Cost $50.87 Unrealized
BDX Becton Dickinson 0.2%
Value ($000) $421 Shares 1,672 Est. Cost $199.64 Unrealized +5.1%
SLB Schlumberger Ltd 0.2%
Value ($000) $416 Shares 10,480 Est. Cost $55.22 Unrealized -39.1%
HP Helmerich & Payne 0.2%
Value ($000) $406 Shares 8,030 Est. Cost $55.68 Unrealized -1.1%
SAP SAP 0.2%
Value ($000) $383 Shares 2,799 Est. Cost $115.78 Unrealized
MDT Medtronic, plc 0.2%
Value ($000) $379 Shares 3,891 Est. Cost $60.99 Unrealized +24.9%
EMR Emerson Electric Company 0.2%
Value ($000) $378 Shares 5,661 Est. Cost $40.99 Unrealized +40.2%
WFC Wells Fargo & Co. 0.2%
Value ($000) $360 Shares 7,600 Est. Cost $41.92 Unrealized -6.8%
ALC Alcon, Inc. 0.2%
Value ($000) $360 Shares 5,800 Est. Cost $57.87 Unrealized 0.0%
PAYX Paychex, Inc. 0.2%
Value ($000) $358 Shares 4,352 Est. Cost $41.48 Unrealized +67.7%
COLM Columbia Sportwear 0.2%
Value ($000) $331 Shares 3,300 Est. Cost $52.08 Unrealized +75.1%
SHW Sherwin Williams 0.2%
Value ($000) $330 Shares 720 Est. Cost $140.92 Unrealized 0.0%
NOC Northrop Grumman 0.2%
Value ($000) $323 Shares 1,000 Est. Cost $155.62 Unrealized +71.7%
T AT&T 0.2%
Value ($000) $321 Shares 9,571 Est. Cost $12.97 Unrealized +16.2%
DAL Delta Air Line 0.2%
Value ($000) $318 Shares 5,600 Est. Cost $53.29 Unrealized 0.0%
CHD Church & Dwight 0.2%
Value ($000) $311 Shares 4,259 Est. Cost $45.48 Unrealized +51.1%
WYNN Wynn Resorts 0.2%
Value ($000) $310 Shares 2,500 Est. Cost $121.12 Unrealized 0.0%
LLY Eli Lilly 0.2%
Value ($000) $307 Shares 2,768 Est. Cost $101.37 Unrealized +6.5%
SJM JM Smucker Co 0.2%
Value ($000) $307 Shares 2,665 Est. Cost $83.90 Unrealized +17.3%
BF/B Brown Forman Corp 0.2%
Value ($000) $301 Shares 5,437 Est. Cost $36.07 Unrealized +32.0%
DOW Dow Inc. 0.2%
Value ($000) $295 Shares 5,987 Est. Cost $36.37 Unrealized 0.0%
OXY Occidental Petrol 0.2%
Value ($000) $281 Shares 5,587 Est. Cost $48.84 Unrealized 0.0%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $248 Shares 2,103 Est. Cost $107.44 Unrealized +3.3%
AXP American Express 0.1%
Value ($000) $247 Shares 2,000 Est. Cost $95.01 Unrealized +13.1%
BAX Baxter International 0.1%
Value ($000) $241 Shares 2,939 Est. Cost $64.11 Unrealized +6.8%
D Dominion Energy 0.1%
Value ($000) $240 Shares 3,109 Est. Cost $53.89 Unrealized +5.5%
VFC VF Corp 0.1%
Value ($000) $237 Shares 2,716 Est. Cost $78.19 Unrealized +10.2%
VGT Vanguard Information 0.1%
Value ($000) $236 Shares 1,119 Est. Cost $200.72 Unrealized
Vmware, Inc. 0.1%
Value ($000) $234 Shares 1,400 Est. Cost $180.71 Unrealized
ADM Archer Daniels Midland 0.1%
Value ($000) $233 Shares 5,708 Est. Cost $30.36 Unrealized +12.3%
NUE Nucor Corp. 0.1%
Value ($000) $233 Shares 4,223 Est. Cost $32.97 Unrealized +45.1%
Lboratory Corp 0.1%
Value ($000) $225 Shares 1,300 Est. Cost $173.08 Unrealized
XLC Select Sector SPDR 0.1%
Value ($000) $217 Shares 4,400 Est. Cost $49.32 Unrealized
DowDuPont Inc. 0.1%
Value ($000) $209 Shares 2,783 Est. Cost $53.48 Unrealized
WY Weyerhaeuser Co REIT 0.1%
Value ($000) $206 Shares 7,813 Est. Cost $19.70 Unrealized 0.0%
ABBV AbbVie 0.1%
Value ($000) $206 Shares 2,833 Est. Cost $64.60 Unrealized -8.1%
IP International Paper 0.1%
Value ($000) $204 Shares 4,707 Est. Cost $39.21 Unrealized -20.0%
FAST Fastenal Co 0.1%
Value ($000) $202 Shares 6,200 Est. Cost $13.93 Unrealized 0.0%
General Electric 0.1%
Value ($000) $110 Shares 10,499 Est. Cost $7.63 Unrealized