PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 27, 2020

Total Value ($000): $145,497 (100.0% shares, 0.0% debt)

Holdings (103)

AAPL Apple Computer 9.5%
Value ($000) $13,865 Shares 54,523 Est. Cost $29.53 Unrealized +140.7%
AMZN Amazon.com 6.1%
Value ($000) $8,924 Shares 4,577 Est. Cost $43.97 Unrealized +120.1%
MSFT Microsoft 4.3%
Value ($000) $6,192 Shares 39,263 Est. Cost $57.82 Unrealized +170.4%
WMT Wal-Mart Stores Inc. 3.5%
Value ($000) $5,039 Shares 44,351 Est. Cost $17.80 Unrealized +98.7%
MA Mastercard Inc Cl A 2.8%
Value ($000) $4,120 Shares 17,057 Est. Cost $107.59 Unrealized +167.5%
GOOGL Alphabet Cl A 2.6%
Value ($000) $3,788 Shares 3,260 Est. Cost $40.72 Unrealized +65.2%
JNJ Johnson & Johnson 2.4%
Value ($000) $3,488 Shares 26,601 Est. Cost $84.43 Unrealized +42.3%
V Visa Inc 2.3%
Value ($000) $3,416 Shares 21,203 Est. Cost $83.11 Unrealized +117.4%
MCD McDonalds 2.2%
Value ($000) $3,209 Shares 19,407 Est. Cost $94.31 Unrealized +82.2%
VZ Verizon Communications Inc. 2.2%
Value ($000) $3,191 Shares 59,396 Est. Cost $30.38 Unrealized +35.0%
PG Procter & Gamble 2.1%
Value ($000) $3,069 Shares 27,902 Est. Cost $61.03 Unrealized +70.1%
AMGN Amgen 2.1%
Value ($000) $3,063 Shares 15,109 Est. Cost $127.63 Unrealized +42.8%
KO Coca-Cola 2.0%
Value ($000) $2,925 Shares 66,109 Est. Cost $31.55 Unrealized +42.6%
ADP Automatic Data Processing 2.0%
Value ($000) $2,862 Shares 20,941 Est. Cost $75.13 Unrealized +89.0%
LOW Lowes 1.8%
Value ($000) $2,668 Shares 31,005 Est. Cost $66.28 Unrealized +48.3%
BA Boeing 1.8%
Value ($000) $2,627 Shares 17,614 Est. Cost $162.18 Unrealized +68.2%
MMM 3M Co 1.8%
Value ($000) $2,608 Shares 19,108 Est. Cost $104.29 Unrealized +1.6%
PEP Pepsi Co 1.7%
Value ($000) $2,407 Shares 20,038 Est. Cost $79.34 Unrealized +42.1%
LMT Lockheed Martin Corp. 1.6%
Value ($000) $2,352 Shares 6,939 Est. Cost $220.87 Unrealized +51.6%
DIS Walt Disney Company 1.5%
Value ($000) $2,221 Shares 22,991 Est. Cost $102.19 Unrealized +20.9%
CLX Clorox 1.5%
Value ($000) $2,172 Shares 12,538 Est. Cost $99.76 Unrealized +39.0%
ADBE Adobe Systems Inc. 1.5%
Value ($000) $2,116 Shares 6,648 Est. Cost $193.12 Unrealized +77.1%
HD Home Depot Inc. 1.4%
Value ($000) $2,044 Shares 10,946 Est. Cost $129.59 Unrealized +46.7%
CVX Chevron Corp. 1.4%
Value ($000) $2,043 Shares 28,201 Est. Cost $62.71 Unrealized +21.2%
CAT Caterpillar 1.4%
Value ($000) $2,017 Shares 17,385 Est. Cost $74.83 Unrealized +51.5%
UPS United Parcel Services CL B 1.1%
Value ($000) $1,664 Shares 17,807 Est. Cost $74.60 Unrealized +9.8%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $1,639 Shares 8,965 Est. Cost $174.23 Unrealized +22.0%
CSCO Cisco Systems 1.1%
Value ($000) $1,594 Shares 40,543 Est. Cost $22.39 Unrealized +63.8%
INTC Intel 1.1%
Value ($000) $1,568 Shares 28,974 Est. Cost $28.44 Unrealized +84.0%
DUK Duke Energy Corp New 1.0%
Value ($000) $1,459 Shares 18,035 Est. Cost $48.50 Unrealized +49.9%
TFC Truist Financial Corp 1.0%
Value ($000) $1,407 Shares 45,610 Est. Cost $40.70 Unrealized -11.6%
TGT Target Corp. 1.0%
Value ($000) $1,396 Shares 15,011 Est. Cost $56.50 Unrealized +68.1%
ORCL Oracle Systems 0.9%
Value ($000) $1,377 Shares 28,493 Est. Cost $34.44 Unrealized +37.9%
HSY Hershey 0.9%
Value ($000) $1,360 Shares 10,260 Est. Cost $75.16 Unrealized +70.9%
NSC Norfolk Southern 0.9%
Value ($000) $1,356 Shares 9,290 Est. Cost $74.37 Unrealized +120.0%
EQIX Equinix Inc 0.9%
Value ($000) $1,319 Shares 2,112 Est. Cost $501.45 Unrealized +6.9%
IBM International Business Machine 0.9%
Value ($000) $1,280 Shares 11,541 Est. Cost $89.41 Unrealized +9.9%
COST Costco Wholesale 0.9%
Value ($000) $1,239 Shares 4,345 Est. Cost $146.71 Unrealized +89.3%
GOOG Alphabet Cl C 0.8%
Value ($000) $1,221 Shares 1,050 Est. Cost $36.00 Unrealized +87.0%
CMI Cummins Inc. 0.8%
Value ($000) $1,186 Shares 8,763 Est. Cost $82.59 Unrealized +63.1%
NKE Nike Inc. 0.8%
Value ($000) $1,107 Shares 13,374 Est. Cost $56.27 Unrealized +52.6%
NVS Novartis AG 0.7%
Value ($000) $1,066 Shares 12,929 Est. Cost $82.62 Unrealized
TROW T. Rowe Price Group 0.7%
Value ($000) $999 Shares 10,229 Est. Cost $57.55 Unrealized +66.0%
GILD Gilead Sciences Inc 0.7%
Value ($000) $989 Shares 13,226 Est. Cost $63.02 Unrealized -12.8%
PFE Pfizer Incorporated 0.7%
Value ($000) $946 Shares 28,989 Est. Cost $23.77 Unrealized +8.7%
NVDA Nvidia Corp. 0.6%
Value ($000) $942 Shares 3,575 Est. Cost $4.00 Unrealized +56.9%
ILMN Illumina Inc 0.6%
Value ($000) $861 Shares 3,153 Est. Cost $180.65 Unrealized +54.8%
BMY Bristol-Meyers Squibb 0.6%
Value ($000) $857 Shares 15,369 Est. Cost $43.76 Unrealized +11.0%
ITW Illinois Tool Works 0.6%
Value ($000) $856 Shares 6,021 Est. Cost $106.31 Unrealized +38.8%
PYPL Paypal Holdings 0.6%
Value ($000) $849 Shares 8,865 Est. Cost $77.66 Unrealized +41.8%
MRK Merck 0.6%
Value ($000) $847 Shares 11,010 Est. Cost $41.75 Unrealized +55.9%
UNP Union Pacific Corp. 0.6%
Value ($000) $835 Shares 5,923 Est. Cost $77.55 Unrealized +87.0%
FDX FedEx Corp 0.6%
Value ($000) $826 Shares 6,812 Est. Cost $136.63 Unrealized -7.7%
QCOM Qualcomm, Inc. 0.5%
Value ($000) $785 Shares 11,603 Est. Cost $42.08 Unrealized +70.9%
DE Deere & Co. 0.5%
Value ($000) $781 Shares 5,650 Est. Cost $68.90 Unrealized +111.5%
PH Parker Hannifin 0.5%
Value ($000) $768 Shares 5,923 Est. Cost $100.27 Unrealized +66.2%
TXN Texas Instruments Inc 0.5%
Value ($000) $756 Shares 7,560 Est. Cost $45.72 Unrealized +122.3%
GIS General Mills Inc. 0.5%
Value ($000) $750 Shares 14,220 Est. Cost $41.75 Unrealized +3.7%
United Technologies Corp 0.5%
Value ($000) $735 Shares 7,795 Est. Cost $104.68 Unrealized
HON Honeywell International 0.5%
Value ($000) $715 Shares 5,342 Est. Cost $84.27 Unrealized +62.1%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $706 Shares 7,842 Est. Cost $91.73 Unrealized +13.0%
TM Toyota 0.4%
Value ($000) $604 Shares 5,032 Est. Cost $123.61 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $552 Shares 2,925 Est. Cost $38.03 Unrealized +89.6%
BAC BankAmerica Corp 0.4%
Value ($000) $520 Shares 24,479 Est. Cost $23.45 Unrealized +10.5%
MKC McCormick & Co. 0.4%
Value ($000) $515 Shares 3,649 Est. Cost $39.36 Unrealized +75.2%
PM Philip Morris Intl Inc 0.3%
Value ($000) $506 Shares 6,931 Est. Cost $58.86 Unrealized +3.2%
Raytheon Company 0.3%
Value ($000) $500 Shares 3,816 Est. Cost $136.42 Unrealized
Unilever PLC 0.3%
Value ($000) $463 Shares 9,152 Est. Cost $45.63 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $461 Shares 5,837 Est. Cost $47.56 Unrealized +58.4%
BDX Becton Dickinson 0.3%
Value ($000) $457 Shares 1,990 Est. Cost $204.23 Unrealized +10.1%
SWKS Skyworks Solutions 0.3%
Value ($000) $440 Shares 4,920 Est. Cost $85.69 Unrealized +8.1%
SBUX Starbucks Corp. 0.3%
Value ($000) $422 Shares 6,416 Est. Cost $48.66 Unrealized +45.9%
GPC Genuine Parts 0.3%
Value ($000) $417 Shares 6,196 Est. Cost $72.94 Unrealized +3.1%
MAR Marriott Intl Cl A 0.3%
Value ($000) $411 Shares 5,500 Est. Cost $97.53 Unrealized +22.7%
KMB Kimberly Clark 0.3%
Value ($000) $396 Shares 3,093 Est. Cost $86.23 Unrealized +30.0%
LLY Eli Lilly 0.3%
Value ($000) $384 Shares 2,768 Est. Cost $101.37 Unrealized +26.4%
SYK Stryker Corp 0.2%
Value ($000) $361 Shares 2,171 Est. Cost $143.36 Unrealized +27.9%
MO Altria Group 0.2%
Value ($000) $360 Shares 9,319 Est. Cost $30.73 Unrealized -10.3%
SHW Sherwin Williams 0.2%
Value ($000) $331 Shares 720 Est. Cost $142.21 Unrealized +20.4%
MDT Medtronic, plc 0.2%
Value ($000) $324 Shares 3,591 Est. Cost $60.99 Unrealized +47.8%
AFL AFLAC, Inc. 0.2%
Value ($000) $317 Shares 9,246 Est. Cost $31.36 Unrealized +26.5%
SJM JM Smucker Co 0.2%
Value ($000) $307 Shares 2,765 Est. Cost $84.06 Unrealized +5.0%
NOC Northrop Grumman 0.2%
Value ($000) $303 Shares 1,000 Est. Cost $155.62 Unrealized +102.7%
D Dominion Energy 0.2%
Value ($000) $303 Shares 4,204 Est. Cost $56.10 Unrealized +12.5%
SAP SAP 0.2%
Value ($000) $276 Shares 2,499 Est. Cost $115.78 Unrealized
EMR Emerson Electric Company 0.2%
Value ($000) $275 Shares 5,761 Est. Cost $41.37 Unrealized +39.6%
CHD Church & Dwight 0.2%
Value ($000) $273 Shares 4,260 Est. Cost $45.48 Unrealized +45.6%
Vmware, Inc. 0.2%
Value ($000) $266 Shares 2,200 Est. Cost $165.93 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $255 Shares 4,052 Est. Cost $41.48 Unrealized +62.5%
T AT&T 0.2%
Value ($000) $250 Shares 8,571 Est. Cost $12.97 Unrealized +40.0%
BF/B Brown Forman Corp 0.2%
Value ($000) $246 Shares 4,437 Est. Cost $36.07 Unrealized +60.4%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $244 Shares 3,450 Est. Cost $77.94 Unrealized
VGT Vanguard Information 0.2%
Value ($000) $240 Shares 1,132 Est. Cost $200.72 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $230 Shares 3,870 Est. Cost $49.58 Unrealized +11.5%
Kellogg Co 0.2%
Value ($000) $229 Shares 3,821 Est. Cost $49.60 Unrealized 0.0%
Royal Dutch Shell PLC 0.2%
Value ($000) $227 Shares 6,937 Est. Cost $52.13 Unrealized
Activision Blizzard 0.2%
Value ($000) $221 Shares 3,708 Est. Cost $59.33 Unrealized
ALC Alcon, Inc. 0.1%
Value ($000) $218 Shares 4,280 Est. Cost $57.87 Unrealized -2.1%
ABBV AbbVie 0.1%
Value ($000) $216 Shares 2,833 Est. Cost $64.60 Unrealized +4.0%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $213 Shares 2,103 Est. Cost $107.44 Unrealized +16.2%
BUD Anheuser Bush 0.1%
Value ($000) $213 Shares 4,830 Est. Cost $107.85 Unrealized
COLM Columbia Sportwear 0.1%
Value ($000) $201 Shares 2,875 Est. Cost $52.08 Unrealized +50.9%
General Electric 0.1%
Value ($000) $83 Shares 10,501 Est. Cost $7.63 Unrealized