PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 12, 2020

Total Value ($000): $184,857 (100.0% shares, 0.0% debt)

Holdings (121)

AAPL Apple Computer 8.9%
Value ($000) $16,414 Shares 55,895 Est. Cost $29.53 Unrealized +110.0%
AMZN Amazon.com 4.5%
Value ($000) $8,251 Shares 4,465 Est. Cost $42.65 Unrealized +107.5%
MSFT Microsoft 3.3%
Value ($000) $6,175 Shares 39,158 Est. Cost $57.82 Unrealized +140.8%
BA Boeing 3.2%
Value ($000) $5,876 Shares 18,039 Est. Cost $162.18 Unrealized +116.5%
WMT Wal-Mart Stores Inc. 3.0%
Value ($000) $5,597 Shares 47,101 Est. Cost $17.80 Unrealized +104.3%
MA Mastercard Inc Cl A 2.7%
Value ($000) $5,059 Shares 16,942 Est. Cost $107.59 Unrealized +153.3%
GOOGL Alphabet Cl A 2.4%
Value ($000) $4,470 Shares 3,337 Est. Cost $40.72 Unrealized +57.2%
V Visa Inc 2.2%
Value ($000) $4,097 Shares 21,803 Est. Cost $83.11 Unrealized +107.6%
JNJ Johnson & Johnson 2.2%
Value ($000) $4,020 Shares 27,556 Est. Cost $84.43 Unrealized +35.1%
LOW Lowes 2.1%
Value ($000) $3,936 Shares 32,864 Est. Cost $66.28 Unrealized +54.5%
KO Coca-Cola 2.1%
Value ($000) $3,861 Shares 69,759 Est. Cost $31.55 Unrealized +41.1%
MCD McDonalds 2.1%
Value ($000) $3,831 Shares 19,387 Est. Cost $94.31 Unrealized +82.3%
VZ Verizon Communications Inc. 2.0%
Value ($000) $3,672 Shares 59,809 Est. Cost $30.38 Unrealized +40.8%
PG Procter & Gamble 2.0%
Value ($000) $3,662 Shares 29,322 Est. Cost $61.03 Unrealized +72.4%
AMGN Amgen 2.0%
Value ($000) $3,639 Shares 15,094 Est. Cost $127.63 Unrealized +43.1%
XOM Exxon Mobil Corp. 1.9%
Value ($000) $3,574 Shares 51,214 Est. Cost $51.99 Unrealized +0.1%
ADP Automatic Data Processing 1.9%
Value ($000) $3,544 Shares 20,786 Est. Cost $75.13 Unrealized +93.1%
CVX Chevron Corp. 1.9%
Value ($000) $3,422 Shares 28,395 Est. Cost $62.71 Unrealized +43.0%
MMM 3M Co 1.8%
Value ($000) $3,337 Shares 18,916 Est. Cost $104.28 Unrealized +7.2%
DIS Walt Disney Company 1.7%
Value ($000) $3,221 Shares 22,271 Est. Cost $101.50 Unrealized +33.7%
PEP Pepsi Co 1.4%
Value ($000) $2,655 Shares 19,428 Est. Cost $78.29 Unrealized +44.0%
CAT Caterpillar 1.4%
Value ($000) $2,626 Shares 17,785 Est. Cost $74.83 Unrealized +64.4%
TFC Truist Financial Corp 1.3%
Value ($000) $2,467 Shares 43,809 Est. Cost $40.89 Unrealized 0.0%
HD Home Depot Inc. 1.3%
Value ($000) $2,394 Shares 10,961 Est. Cost $129.59 Unrealized +50.5%
TGT Target Corp. 1.1%
Value ($000) $2,092 Shares 16,319 Est. Cost $56.50 Unrealized +76.7%
UPS United Parcel Services CL B 1.1%
Value ($000) $2,037 Shares 17,397 Est. Cost $74.42 Unrealized +24.7%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $2,019 Shares 8,915 Est. Cost $174.23 Unrealized +24.6%
CLX Clorox 1.1%
Value ($000) $2,017 Shares 13,138 Est. Cost $99.76 Unrealized +24.8%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,974 Shares 5,070 Est. Cost $178.83 Unrealized +81.6%
CSCO Cisco Systems 1.1%
Value ($000) $1,952 Shares 40,708 Est. Cost $22.39 Unrealized +72.2%
NSC Norfolk Southern 1.0%
Value ($000) $1,862 Shares 9,590 Est. Cost $74.37 Unrealized +122.6%
INTC Intel 1.0%
Value ($000) $1,789 Shares 29,884 Est. Cost $28.44 Unrealized +73.2%
DUK Duke Energy Corp New 0.9%
Value ($000) $1,716 Shares 18,815 Est. Cost $48.50 Unrealized +48.1%
CMI Cummins Inc. 0.9%
Value ($000) $1,622 Shares 9,063 Est. Cost $82.59 Unrealized +82.9%
ORCL Oracle Systems 0.9%
Value ($000) $1,616 Shares 30,498 Est. Cost $34.44 Unrealized +46.4%
IBM International Business Machine 0.8%
Value ($000) $1,567 Shares 11,691 Est. Cost $89.41 Unrealized +11.7%
HSY Hershey 0.8%
Value ($000) $1,560 Shares 10,610 Est. Cost $75.16 Unrealized +70.9%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,471 Shares 1,100 Est. Cost $36.00 Unrealized +77.9%
COST Costco Wholesale 0.7%
Value ($000) $1,351 Shares 4,595 Est. Cost $146.71 Unrealized +85.1%
NKE Nike Inc. 0.7%
Value ($000) $1,327 Shares 13,099 Est. Cost $55.65 Unrealized +56.0%
ADBE Adobe Systems Inc. 0.7%
Value ($000) $1,324 Shares 4,013 Est. Cost $95.33 Unrealized +208.6%
EQIX Equinix Inc 0.7%
Value ($000) $1,293 Shares 2,216 Est. Cost $501.45 Unrealized 0.0%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,271 Shares 10,429 Est. Cost $57.55 Unrealized +59.0%
NVS Novartis AG 0.7%
Value ($000) $1,253 Shares 13,229 Est. Cost $82.62 Unrealized
United Technologies Corp 0.7%
Value ($000) $1,248 Shares 8,335 Est. Cost $104.68 Unrealized
PH Parker Hannifin 0.7%
Value ($000) $1,240 Shares 6,023 Est. Cost $100.27 Unrealized +77.2%
FDX FedEx Corp 0.6%
Value ($000) $1,189 Shares 7,862 Est. Cost $136.63 Unrealized +0.6%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,143 Shares 6,323 Est. Cost $77.55 Unrealized +92.6%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $1,103 Shares 12,503 Est. Cost $42.08 Unrealized +73.1%
ITW Illinois Tool Works 0.6%
Value ($000) $1,095 Shares 6,096 Est. Cost $106.31 Unrealized +37.6%
ILMN Illumina Inc 0.6%
Value ($000) $1,079 Shares 3,253 Est. Cost $180.65 Unrealized +67.8%
TXN Texas Instruments Inc 0.6%
Value ($000) $1,034 Shares 8,060 Est. Cost $45.72 Unrealized +126.9%
JPM JP Morgan Chase & Co 0.6%
Value ($000) $1,025 Shares 7,350 Est. Cost $90.93 Unrealized +19.5%
PFE Pfizer Incorporated 0.5%
Value ($000) $1,010 Shares 25,787 Est. Cost $23.51 Unrealized +13.6%
DE Deere & Co. 0.5%
Value ($000) $1,008 Shares 5,820 Est. Cost $68.90 Unrealized +129.3%
MRK Merck 0.5%
Value ($000) $1,001 Shares 11,010 Est. Cost $41.75 Unrealized +61.8%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $999 Shares 15,569 Est. Cost $43.76 Unrealized +3.3%
HON Honeywell International 0.5%
Value ($000) $960 Shares 5,422 Est. Cost $84.27 Unrealized +70.8%
PYPL Paypal Holdings 0.5%
Value ($000) $959 Shares 8,865 Est. Cost $77.66 Unrealized +33.9%
Raytheon Company 0.5%
Value ($000) $882 Shares 4,016 Est. Cost $136.42 Unrealized
GILD Gilead Sciences Inc 0.5%
Value ($000) $879 Shares 13,526 Est. Cost $63.02 Unrealized -18.6%
NVDA Nvidia Corp. 0.5%
Value ($000) $859 Shares 3,650 Est. Cost $4.00 Unrealized +29.3%
EW Edwards Lifesciences 0.4%
Value ($000) $752 Shares 3,225 Est. Cost $38.03 Unrealized +105.3%
Unilever PLC 0.4%
Value ($000) $740 Shares 12,952 Est. Cost $45.63 Unrealized
TM Toyota 0.4%
Value ($000) $735 Shares 5,232 Est. Cost $123.61 Unrealized
BAC BankAmerica Corp 0.4%
Value ($000) $718 Shares 20,379 Est. Cost $22.95 Unrealized +21.1%
GPC Genuine Parts 0.4%
Value ($000) $687 Shares 6,471 Est. Cost $72.94 Unrealized +18.2%
GIS General Mills Inc. 0.4%
Value ($000) $677 Shares 12,648 Est. Cost $41.55 Unrealized +3.0%
MKC McCormick & Co. 0.4%
Value ($000) $670 Shares 3,949 Est. Cost $39.36 Unrealized +86.2%
SBUX Starbucks Corp. 0.4%
Value ($000) $652 Shares 7,416 Est. Cost $48.66 Unrealized +53.1%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $643 Shares 6,861 Est. Cost $77.94 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $615 Shares 7,229 Est. Cost $58.86 Unrealized +2.0%
SWKS Skyworks Solutions 0.3%
Value ($000) $607 Shares 5,020 Est. Cost $85.69 Unrealized -1.0%
MAR Marriott Intl Cl A 0.3%
Value ($000) $606 Shares 4,000 Est. Cost $89.23 Unrealized +44.0%
ABT Abbott Labs 0.3%
Value ($000) $535 Shares 6,162 Est. Cost $47.56 Unrealized +58.3%
AFL AFLAC, Inc. 0.3%
Value ($000) $489 Shares 9,246 Est. Cost $31.36 Unrealized +46.2%
MO Altria Group 0.3%
Value ($000) $475 Shares 9,519 Est. Cost $30.73 Unrealized -6.3%
BDX Becton Dickinson 0.3%
Value ($000) $463 Shares 1,703 Est. Cost $200.74 Unrealized +12.8%
SYK Stryker Corp 0.2%
Value ($000) $456 Shares 2,171 Est. Cost $143.36 Unrealized +35.5%
KMB Kimberly Clark 0.2%
Value ($000) $453 Shares 3,293 Est. Cost $86.23 Unrealized +26.2%
EMR Emerson Electric Company 0.2%
Value ($000) $439 Shares 5,761 Est. Cost $41.37 Unrealized +51.9%
Royal Dutch Shell PLC 0.2%
Value ($000) $434 Shares 7,237 Est. Cost $52.13 Unrealized
BUD Anheuser Bush 0.2%
Value ($000) $423 Shares 5,155 Est. Cost $107.85 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $420 Shares 720 Est. Cost $142.21 Unrealized +27.0%
Vmware, Inc. 0.2%
Value ($000) $410 Shares 2,700 Est. Cost $165.93 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $409 Shares 7,603 Est. Cost $41.92 Unrealized +6.6%
MDT Medtronic, plc 0.2%
Value ($000) $407 Shares 3,591 Est. Cost $60.99 Unrealized +51.8%
SAP SAP 0.2%
Value ($000) $375 Shares 2,799 Est. Cost $115.78 Unrealized
LLY Eli Lilly 0.2%
Value ($000) $364 Shares 2,768 Est. Cost $101.37 Unrealized +6.1%
PAYX Paychex, Inc. 0.2%
Value ($000) $362 Shares 4,252 Est. Cost $41.48 Unrealized +70.4%
WYNN Wynn Resorts 0.2%
Value ($000) $347 Shares 2,500 Est. Cost $121.12 Unrealized -3.6%
DOW Dow Inc. 0.2%
Value ($000) $345 Shares 6,308 Est. Cost $35.77 Unrealized +2.6%
NOC Northrop Grumman 0.2%
Value ($000) $344 Shares 1,000 Est. Cost $155.62 Unrealized +104.1%
T AT&T 0.2%
Value ($000) $343 Shares 8,771 Est. Cost $12.97 Unrealized +45.4%
DAL Delta Air Lines Inc 0.2%
Value ($000) $327 Shares 5,600 Est. Cost $53.29 Unrealized +1.5%
ZBH Zimmer Biomet Holdings 0.2%
Value ($000) $315 Shares 2,103 Est. Cost $107.44 Unrealized +22.2%
ALC Alcon, Inc. 0.2%
Value ($000) $313 Shares 5,540 Est. Cost $57.87 Unrealized -2.4%
D Dominion Energy 0.2%
Value ($000) $307 Shares 3,709 Est. Cost $55.16 Unrealized +13.1%
BF/B Brown Forman Corp 0.2%
Value ($000) $300 Shares 4,437 Est. Cost $36.07 Unrealized +61.5%
CHD Church & Dwight 0.2%
Value ($000) $300 Shares 4,259 Est. Cost $45.48 Unrealized +45.2%
CVS CVS Health Corp 0.2%
Value ($000) $289 Shares 3,890 Est. Cost $49.58 Unrealized +16.5%
COLM Columbia Sportwear 0.2%
Value ($000) $288 Shares 2,875 Est. Cost $52.08 Unrealized +68.4%
SJM JM Smucker Co 0.2%
Value ($000) $278 Shares 2,665 Est. Cost $83.90 Unrealized +3.2%
VGT Vanguard Information 0.1%
Value ($000) $276 Shares 1,127 Est. Cost $200.72 Unrealized
VFC VF Corp 0.1%
Value ($000) $271 Shares 2,716 Est. Cost $78.19 Unrealized +14.6%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $262 Shares 5,770 Est. Cost $55.68 Unrealized -28.0%
MLM Martin Marietta Materials, Inc 0.1%
Value ($000) $254 Shares 910 Est. Cost $238.48 Unrealized +7.2%
ABBV AbbVie 0.1%
Value ($000) $251 Shares 2,833 Est. Cost $64.60 Unrealized +0.0%
AXP American Express 0.1%
Value ($000) $249 Shares 2,000 Est. Cost $95.01 Unrealized +15.9%
NUE Nucor Corp. 0.1%
Value ($000) $238 Shares 4,223 Est. Cost $32.97 Unrealized +46.2%
USB US Bancorp 0.1%
Value ($000) $237 Shares 4,000 Est. Cost $41.29 Unrealized +7.4%
XLC Select Sector SPDR 0.1%
Value ($000) $236 Shares 4,400 Est. Cost $49.32 Unrealized
ADM Archer Daniels Midland 0.1%
Value ($000) $227 Shares 4,908 Est. Cost $30.36 Unrealized +17.7%
IP International Paper 0.1%
Value ($000) $226 Shares 4,907 Est. Cost $31.89 Unrealized 0.0%
Laboratory Corp 0.1%
Value ($000) $220 Shares 1,300 Est. Cost $173.08 Unrealized
Activision Blizzard 0.1%
Value ($000) $220 Shares 3,708 Est. Cost $59.33 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $218 Shares 7,233 Est. Cost $23.11 Unrealized 0.0%
FCNCA First Citizens Bancshares 0.1%
Value ($000) $213 Shares 400 Est. Cost $495.52 Unrealized 0.0%
TTC Toro Co 0.1%
Value ($000) $202 Shares 2,540 Est. Cost $76.58 Unrealized 0.0%
GNRC Generac Holdings 0.1%
Value ($000) $201 Shares 2,000 Est. Cost $93.09 Unrealized 0.0%
General Electric 0.1%
Value ($000) $118 Shares 10,600 Est. Cost $7.63 Unrealized