PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value ($000): $174,864 (100.0% shares, 0.0% debt)

Holdings (118)

AAPL Apple Computer 7.2%
Value ($000) $12,672 Shares 56,580 Est. Cost $29.53 Unrealized +70.1%
AMZN Amazon.com 4.5%
Value ($000) $7,852 Shares 4,523 Est. Cost $42.65 Unrealized +117.4%
BA Boeing 3.8%
Value ($000) $6,627 Shares 17,419 Est. Cost $155.46 Unrealized +126.7%
WMT Wal-Mart Stores Inc. 3.2%
Value ($000) $5,581 Shares 47,025 Est. Cost $17.80 Unrealized +93.5%
MSFT Microsoft 3.1%
Value ($000) $5,387 Shares 38,748 Est. Cost $56.96 Unrealized +128.1%
MA Mastercard Inc Cl A 2.7%
Value ($000) $4,680 Shares 17,232 Est. Cost $107.59 Unrealized +147.3%
GOOGL Alphabet Cl A 2.4%
Value ($000) $4,209 Shares 3,447 Est. Cost $40.72 Unrealized +44.3%
MCD McDonalds 2.4%
Value ($000) $4,114 Shares 19,162 Est. Cost $93.40 Unrealized +97.8%
XOM Exxon Mobil Corp. 2.3%
Value ($000) $3,961 Shares 56,094 Est. Cost $51.99 Unrealized +3.4%
V Visa Inc 2.2%
Value ($000) $3,811 Shares 22,153 Est. Cost $83.11 Unrealized +104.9%
KO Coca-Cola 2.2%
Value ($000) $3,776 Shares 69,356 Est. Cost $31.55 Unrealized +39.3%
PG Procter & Gamble 2.1%
Value ($000) $3,641 Shares 29,271 Est. Cost $61.03 Unrealized +65.5%
LOW Lowes 2.1%
Value ($000) $3,619 Shares 32,913 Est. Cost $66.28 Unrealized +41.9%
VZ Verizon Communications Inc. 2.1%
Value ($000) $3,612 Shares 59,848 Est. Cost $30.38 Unrealized +33.1%
JNJ Johnson & Johnson 2.0%
Value ($000) $3,572 Shares 27,605 Est. Cost $84.43 Unrealized +30.3%
CVX Chevron Corp. 1.9%
Value ($000) $3,362 Shares 28,345 Est. Cost $62.71 Unrealized +46.0%
ALC Alcon, Inc. 1.9%
Value ($000) $3,311 Shares 5,680 Est. Cost $57.87 Unrealized +2.2%
ADP Automatic Data Processing 1.9%
Value ($000) $3,272 Shares 20,271 Est. Cost $73.35 Unrealized +96.3%
MMM 3M Co 1.8%
Value ($000) $3,088 Shares 18,789 Est. Cost $104.28 Unrealized +6.1%
AMGN Amgen 1.7%
Value ($000) $2,921 Shares 15,094 Est. Cost $127.63 Unrealized +23.8%
DIS Walt Disney Company 1.6%
Value ($000) $2,880 Shares 22,096 Est. Cost $101.50 Unrealized +32.3%
PEP Pepsi Co 1.5%
Value ($000) $2,675 Shares 19,511 Est. Cost $78.29 Unrealized +39.7%
HD Home Depot Inc. 1.5%
Value ($000) $2,568 Shares 11,066 Est. Cost $129.59 Unrealized +44.4%
CAT Caterpillar 1.4%
Value ($000) $2,445 Shares 19,360 Est. Cost $74.83 Unrealized +48.4%
BB&T 1.3%
Value ($000) $2,359 Shares 44,194 Est. Cost $45.70 Unrealized
UPS United Parcel Services CL B 1.2%
Value ($000) $2,061 Shares 17,197 Est. Cost $74.21 Unrealized +19.9%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,978 Shares 5,070 Est. Cost $178.83 Unrealized +77.0%
CLX Clorox 1.1%
Value ($000) $1,972 Shares 12,988 Est. Cost $99.47 Unrealized +31.5%
CSCO Cisco Systems 1.1%
Value ($000) $1,933 Shares 39,116 Est. Cost $21.73 Unrealized +96.9%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $1,896 Shares 9,115 Est. Cost $174.23 Unrealized +18.3%
NSC Norfolk Southern 1.0%
Value ($000) $1,750 Shares 9,740 Est. Cost $74.37 Unrealized +117.2%
IBM International Business Machine 1.0%
Value ($000) $1,740 Shares 11,966 Est. Cost $89.41 Unrealized +14.6%
TGT Target Corp. 1.0%
Value ($000) $1,734 Shares 16,218 Est. Cost $56.50 Unrealized +42.3%
DUK Duke Power 1.0%
Value ($000) $1,710 Shares 17,839 Est. Cost $47.22 Unrealized +49.4%
ORCL Oracle Systems 1.0%
Value ($000) $1,676 Shares 30,448 Est. Cost $34.44 Unrealized +46.3%
HSY Hershey 0.9%
Value ($000) $1,652 Shares 10,660 Est. Cost $75.16 Unrealized +73.2%
INTC Intel 0.9%
Value ($000) $1,532 Shares 29,734 Est. Cost $28.44 Unrealized +51.3%
CMI Cummins Inc. 0.9%
Value ($000) $1,491 Shares 9,163 Est. Cost $82.59 Unrealized +64.8%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,341 Shares 1,100 Est. Cost $36.00 Unrealized +63.1%
COST Costco Wholesale 0.8%
Value ($000) $1,324 Shares 4,595 Est. Cost $146.71 Unrealized +74.7%
NKE Nike Inc. 0.7%
Value ($000) $1,221 Shares 12,999 Est. Cost $55.65 Unrealized +41.5%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,220 Shares 10,679 Est. Cost $57.55 Unrealized +49.0%
FDX FedEx Corp 0.7%
Value ($000) $1,163 Shares 7,989 Est. Cost $136.63 Unrealized +4.9%
NVS Novartis AG 0.7%
Value ($000) $1,158 Shares 13,329 Est. Cost $82.62 Unrealized
United Technologies Corp 0.7%
Value ($000) $1,151 Shares 8,434 Est. Cost $104.68 Unrealized
PH Parker Hannifin 0.6%
Value ($000) $1,088 Shares 6,023 Est. Cost $100.27 Unrealized +54.6%
ADBE Adobe Systems Inc. 0.6%
Value ($000) $1,081 Shares 3,913 Est. Cost $90.25 Unrealized +223.5%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,057 Shares 6,522 Est. Cost $77.55 Unrealized +88.0%
DE Deere & Co. 0.6%
Value ($000) $1,049 Shares 6,220 Est. Cost $68.90 Unrealized +111.9%
ILMN Illumina Inc 0.6%
Value ($000) $1,020 Shares 3,353 Est. Cost $180.65 Unrealized +63.2%
TXN Texas Instruments Inc 0.6%
Value ($000) $1,016 Shares 7,860 Est. Cost $44.25 Unrealized +132.5%
ITW Illinois Tool Works 0.6%
Value ($000) $985 Shares 6,296 Est. Cost $106.31 Unrealized +22.5%
PFE Pfizer Incorporated 0.5%
Value ($000) $940 Shares 26,156 Est. Cost $23.51 Unrealized +14.9%
GILD Gilead Sciences Inc 0.5%
Value ($000) $936 Shares 14,761 Est. Cost $63.02 Unrealized -19.1%
MRK Merck 0.5%
Value ($000) $927 Shares 11,010 Est. Cost $41.75 Unrealized +56.8%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $923 Shares 12,103 Est. Cost $41.06 Unrealized +58.3%
HON Honeywell International 0.5%
Value ($000) $917 Shares 5,422 Est. Cost $84.27 Unrealized +65.3%
PYPL Paypal Holdings 0.5%
Value ($000) $903 Shares 8,715 Est. Cost $77.21 Unrealized +42.3%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $877 Shares 7,449 Est. Cost $90.93 Unrealized +4.6%
Raytheon Company 0.5%
Value ($000) $788 Shares 4,016 Est. Cost $136.42 Unrealized
Unilever PLC 0.4%
Value ($000) $778 Shares 12,951 Est. Cost $45.63 Unrealized
TM Toyota 0.4%
Value ($000) $757 Shares 5,632 Est. Cost $123.61 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $687 Shares 3,125 Est. Cost $36.75 Unrealized +91.2%
GIS General Mills Inc. 0.4%
Value ($000) $681 Shares 12,347 Est. Cost $41.52 Unrealized +4.5%
SBUX Starbucks Corp. 0.4%
Value ($000) $656 Shares 7,415 Est. Cost $48.66 Unrealized +65.7%
NVDA Nvidia Corp. 0.4%
Value ($000) $653 Shares 3,750 Est. Cost $4.00 Unrealized +4.5%
GPC Genuine Parts 0.4%
Value ($000) $630 Shares 6,321 Est. Cost $72.62 Unrealized +9.9%
MKC McCormick & Co. 0.4%
Value ($000) $617 Shares 3,949 Est. Cost $39.36 Unrealized +80.2%
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $610 Shares 12,030 Est. Cost $43.34 Unrealized -15.2%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $604 Shares 6,805 Est. Cost $77.94 Unrealized
BAC BankAmerica Corp 0.3%
Value ($000) $586 Shares 20,079 Est. Cost $22.88 Unrealized +7.4%
PM Philip Morris Intl Inc 0.3%
Value ($000) $549 Shares 7,227 Est. Cost $58.86 Unrealized -3.6%
BUD Anheuser Bush 0.3%
Value ($000) $517 Shares 5,435 Est. Cost $107.85 Unrealized
AFL AFLAC, Inc. 0.3%
Value ($000) $515 Shares 9,846 Est. Cost $31.36 Unrealized +44.7%
MAR Marriott Intl Cl A 0.3%
Value ($000) $510 Shares 4,100 Est. Cost $89.23 Unrealized +42.0%
ABT Abbott Labs 0.3%
Value ($000) $507 Shares 6,062 Est. Cost $47.11 Unrealized +61.5%
SYK Stryker Corp 0.3%
Value ($000) $491 Shares 2,271 Est. Cost $143.36 Unrealized +39.6%
KMB Kimberly Clark 0.3%
Value ($000) $468 Shares 3,293 Est. Cost $86.23 Unrealized +27.2%
BDX Becton Dickinson 0.3%
Value ($000) $443 Shares 1,753 Est. Cost $200.74 Unrealized +11.4%
SWKS Skyworks Solutions 0.2%
Value ($000) $433 Shares 5,470 Est. Cost $85.69 Unrealized -20.1%
SHW Sherwin Williams 0.2%
Value ($000) $423 Shares 770 Est. Cost $142.21 Unrealized +13.1%
Vmware, Inc. 0.2%
Value ($000) $405 Shares 2,700 Est. Cost $165.93 Unrealized
MO Altria Group 0.2%
Value ($000) $398 Shares 9,719 Est. Cost $30.73 Unrealized -10.2%
MDT Medtronic, plc 0.2%
Value ($000) $390 Shares 3,591 Est. Cost $60.99 Unrealized +43.5%
WFC Wells Fargo & Co. 0.2%
Value ($000) $383 Shares 7,602 Est. Cost $41.92 Unrealized -5.1%
EMR Emerson Electric Company 0.2%
Value ($000) $379 Shares 5,661 Est. Cost $40.99 Unrealized +32.6%
NOC Northrop Grumman 0.2%
Value ($000) $375 Shares 1,000 Est. Cost $155.62 Unrealized +104.8%
Royal Dutch Shell PLC 0.2%
Value ($000) $373 Shares 6,235 Est. Cost $50.87 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $360 Shares 4,352 Est. Cost $41.48 Unrealized +66.7%
DOW Dow Inc. 0.2%
Value ($000) $341 Shares 7,162 Est. Cost $35.77 Unrealized -8.5%
BF/B Brown Forman Corp 0.2%
Value ($000) $341 Shares 5,437 Est. Cost $36.07 Unrealized +45.0%
T AT&T 0.2%
Value ($000) $336 Shares 8,871 Est. Cost $12.97 Unrealized +31.0%
SAP SAP 0.2%
Value ($000) $330 Shares 2,799 Est. Cost $115.78 Unrealized
DAL Delta Air Line 0.2%
Value ($000) $323 Shares 5,600 Est. Cost $53.29 Unrealized +6.4%
CHD Church & Dwight 0.2%
Value ($000) $320 Shares 4,259 Est. Cost $45.48 Unrealized +54.4%
COLM Columbia Sportwear 0.2%
Value ($000) $317 Shares 3,275 Est. Cost $52.08 Unrealized +74.9%
LLY Eli Lilly 0.2%
Value ($000) $310 Shares 2,768 Est. Cost $101.37 Unrealized +1.3%
HP Helmerich & Payne Inc. 0.2%
Value ($000) $302 Shares 7,530 Est. Cost $55.68 Unrealized -20.8%
SJM JM Smucker Co 0.2%
Value ($000) $293 Shares 2,665 Est. Cost $83.90 Unrealized +7.8%
ZBH Zimmer Biomet Holdings 0.2%
Value ($000) $289 Shares 2,103 Est. Cost $107.44 Unrealized +14.1%
WYNN Wynn Resorts 0.2%
Value ($000) $272 Shares 2,500 Est. Cost $121.12 Unrealized -6.6%
D Dominion Energy 0.1%
Value ($000) $260 Shares 3,209 Est. Cost $54.03 Unrealized +8.1%
BAX Baxter International 0.1%
Value ($000) $257 Shares 2,939 Est. Cost $64.11 Unrealized +17.8%
OXY Occidental Petrol 0.1%
Value ($000) $248 Shares 5,587 Est. Cost $48.84 Unrealized -14.6%
VFC VF Corp 0.1%
Value ($000) $242 Shares 2,716 Est. Cost $78.19 Unrealized +9.3%
VGT Vanguard Information 0.1%
Value ($000) $241 Shares 1,120 Est. Cost $200.72 Unrealized
AXP American Express 0.1%
Value ($000) $237 Shares 2,000 Est. Cost $95.01 Unrealized +18.5%
MLM Martin Marietta Materials, Inc 0.1%
Value ($000) $222 Shares 810 Est. Cost $236.37 Unrealized 0.0%
Laboratory Corp 0.1%
Value ($000) $218 Shares 1,300 Est. Cost $173.08 Unrealized
XLC Select Sector SPDR 0.1%
Value ($000) $218 Shares 4,400 Est. Cost $49.32 Unrealized
ABBV AbbVie 0.1%
Value ($000) $215 Shares 2,833 Est. Cost $64.60 Unrealized -18.6%
NUE Nucor Corp. 0.1%
Value ($000) $215 Shares 4,223 Est. Cost $32.97 Unrealized +38.9%
CVS CVS Health Corp 0.1%
Value ($000) $214 Shares 3,390 Est. Cost $48.37 Unrealized 0.0%
USB US Bancorp 0.1%
Value ($000) $210 Shares 3,800 Est. Cost $41.13 Unrealized 0.0%
ADM Archer Daniels Midland 0.1%
Value ($000) $210 Shares 5,108 Est. Cost $30.36 Unrealized +8.9%
FAST Fastenal Co 0.1%
Value ($000) $203 Shares 6,200 Est. Cost $13.93 Unrealized -5.0%
SCHW The Charles Schwab Corporation 0.1%
Value ($000) $203 Shares 4,852 Est. Cost $36.91 Unrealized 0.0%
General Electric 0.1%
Value ($000) $94 Shares 10,500 Est. Cost $7.63 Unrealized