PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 28, 2020

Total Value ($000): $180,948 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 11.1%
Value ($000) $20,099 Shares 55,095 Est. Cost $30.00 Unrealized +150.3%
AMZN Amazon.com 7.1%
Value ($000) $12,790 Shares 4,636 Est. Cost $44.95 Unrealized +168.7%
MSFT Microsoft 4.8%
Value ($000) $8,718 Shares 42,838 Est. Cost $67.44 Unrealized +156.6%
GOOGL Alphabet Cl A 3.0%
Value ($000) $5,511 Shares 3,886 Est. Cost $44.94 Unrealized +48.9%
WMT Wal-Mart Stores Inc. 3.0%
Value ($000) $5,507 Shares 45,972 Est. Cost $18.52 Unrealized +105.6%
MA Mastercard Inc Cl A 3.0%
Value ($000) $5,343 Shares 18,068 Est. Cost $116.87 Unrealized +133.9%
LOW Lowes 2.3%
Value ($000) $4,136 Shares 30,607 Est. Cost $66.28 Unrealized +55.9%
JNJ Johnson & Johnson 2.2%
Value ($000) $3,995 Shares 28,411 Est. Cost $86.97 Unrealized +42.9%
V Visa Inc 2.2%
Value ($000) $3,980 Shares 20,603 Est. Cost $83.11 Unrealized +111.2%
MCD McDonalds 2.1%
Value ($000) $3,767 Shares 20,421 Est. Cost $97.62 Unrealized +64.9%
AMGN Amgen 2.0%
Value ($000) $3,647 Shares 15,461 Est. Cost $129.09 Unrealized +48.5%
ADP Automatic Data Processing 1.9%
Value ($000) $3,398 Shares 22,821 Est. Cost $79.40 Unrealized +59.9%
PG Procter & Gamble 1.9%
Value ($000) $3,354 Shares 28,052 Est. Cost $61.03 Unrealized +66.4%
VZ Verizon Communications Inc. 1.8%
Value ($000) $3,298 Shares 59,822 Est. Cost $30.38 Unrealized +34.1%
BA Boeing 1.8%
Value ($000) $3,195 Shares 17,431 Est. Cost $162.18 Unrealized -5.2%
HD Home Depot Inc. 1.8%
Value ($000) $3,170 Shares 12,656 Est. Cost $139.07 Unrealized +43.6%
MMM 3M Co 1.7%
Value ($000) $3,130 Shares 20,068 Est. Cost $104.20 Unrealized -1.7%
ADBE Adobe Systems Inc. 1.6%
Value ($000) $2,982 Shares 6,850 Est. Cost $198.35 Unrealized +86.8%
KO Coca-Cola 1.6%
Value ($000) $2,968 Shares 66,427 Est. Cost $31.55 Unrealized +22.8%
PEP Pepsi Co 1.6%
Value ($000) $2,827 Shares 21,372 Est. Cost $81.30 Unrealized +36.3%
DIS Walt Disney Company 1.5%
Value ($000) $2,636 Shares 23,643 Est. Cost $102.34 Unrealized +5.4%
CLX Clorox 1.5%
Value ($000) $2,628 Shares 11,980 Est. Cost $99.76 Unrealized +69.1%
CVX Chevron Corp. 1.4%
Value ($000) $2,514 Shares 28,171 Est. Cost $62.71 Unrealized +11.3%
LMT Lockheed Martin Corp. 1.4%
Value ($000) $2,478 Shares 6,790 Est. Cost $220.87 Unrealized +46.6%
UPS United Parcel Services CL B 1.3%
Value ($000) $2,280 Shares 20,511 Est. Cost $75.27 Unrealized +5.9%
CAT Caterpillar 1.2%
Value ($000) $2,231 Shares 17,635 Est. Cost $75.28 Unrealized +41.1%
CSCO Cisco Systems 1.0%
Value ($000) $1,889 Shares 40,494 Est. Cost $22.39 Unrealized +65.2%
TGT Target Corp. 1.0%
Value ($000) $1,800 Shares 15,012 Est. Cost $56.50 Unrealized +73.8%
CMI Cummins Inc. 1.0%
Value ($000) $1,748 Shares 10,088 Est. Cost $90.03 Unrealized +54.7%
NKE Nike Inc. 0.9%
Value ($000) $1,711 Shares 17,454 Est. Cost $63.09 Unrealized +35.5%
TFC Truist Financial Corp 0.9%
Value ($000) $1,701 Shares 45,292 Est. Cost $40.70 Unrealized -31.8%
INTC Intel 0.9%
Value ($000) $1,671 Shares 27,926 Est. Cost $28.44 Unrealized +87.0%
NSC Norfolk Southern 0.9%
Value ($000) $1,662 Shares 9,464 Est. Cost $75.78 Unrealized +99.2%
DUK Duke Energy Corp New 0.9%
Value ($000) $1,647 Shares 20,617 Est. Cost $50.89 Unrealized +32.9%
BRK/B Berkshire Hathaway Inc-B 0.9%
Value ($000) $1,642 Shares 9,197 Est. Cost $174.44 Unrealized +4.7%
NVDA Nvidia Corp. 0.9%
Value ($000) $1,571 Shares 4,135 Est. Cost $4.55 Unrealized +77.0%
ORCL Oracle Systems 0.9%
Value ($000) $1,553 Shares 28,094 Est. Cost $34.44 Unrealized +42.2%
PYPL Paypal Holdings 0.9%
Value ($000) $1,545 Shares 8,865 Est. Cost $77.66 Unrealized +77.5%
EQIX Equinix Inc 0.8%
Value ($000) $1,410 Shares 2,008 Est. Cost $501.45 Unrealized +21.4%
HSY Hershey 0.7%
Value ($000) $1,330 Shares 10,260 Est. Cost $75.16 Unrealized +56.6%
IBM International Business Machine 0.7%
Value ($000) $1,318 Shares 10,910 Est. Cost $89.41 Unrealized +2.2%
COST Costco Wholesale 0.7%
Value ($000) $1,302 Shares 4,295 Est. Cost $146.71 Unrealized +90.3%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,282 Shares 10,381 Est. Cost $58.03 Unrealized +54.8%
ILMN Illumina Inc 0.6%
Value ($000) $1,165 Shares 3,145 Est. Cost $180.65 Unrealized +78.1%
QCOM Qualcomm, Inc. 0.6%
Value ($000) $1,156 Shares 12,674 Est. Cost $44.52 Unrealized +59.4%
NVS Novartis AG 0.6%
Value ($000) $1,138 Shares 13,032 Est. Cost $82.62 Unrealized
PH Parker Hannifin 0.6%
Value ($000) $1,086 Shares 5,925 Est. Cost $100.27 Unrealized +49.0%
ITW Illinois Tool Works 0.6%
Value ($000) $1,056 Shares 6,039 Est. Cost $106.31 Unrealized +34.4%
GILD Gilead Sciences Inc 0.6%
Value ($000) $1,054 Shares 13,693 Est. Cost $62.96 Unrealized -2.4%
Raytheon Company 0.6%
Value ($000) $1,038 Shares 16,846 Est. Cost $78.56 Unrealized
UNP Union Pacific Corp. 0.6%
Value ($000) $1,002 Shares 5,925 Est. Cost $77.55 Unrealized +82.4%
FDX FedEx Corp 0.5%
Value ($000) $955 Shares 6,814 Est. Cost $136.63 Unrealized -17.2%
PFE Pfizer Incorporated 0.5%
Value ($000) $948 Shares 28,991 Est. Cost $23.77 Unrealized +9.4%
TXN Texas Instruments Inc 0.5%
Value ($000) $947 Shares 7,462 Est. Cost $45.72 Unrealized +117.6%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $904 Shares 15,369 Est. Cost $43.76 Unrealized +9.5%
GIS General Mills Inc. 0.5%
Value ($000) $875 Shares 14,197 Est. Cost $41.75 Unrealized +19.5%
MRK Merck 0.5%
Value ($000) $851 Shares 11,010 Est. Cost $41.75 Unrealized +50.6%
DE Deere & Co. 0.5%
Value ($000) $822 Shares 5,230 Est. Cost $68.90 Unrealized +94.8%
HON Honeywell International 0.5%
Value ($000) $820 Shares 5,669 Est. Cost $86.21 Unrealized +36.7%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $780 Shares 8,292 Est. Cost $91.19 Unrealized -10.4%
MKC McCormick & Co. 0.4%
Value ($000) $655 Shares 3,649 Est. Cost $39.36 Unrealized +86.7%
SWKS Skyworks Solutions 0.3%
Value ($000) $629 Shares 4,920 Est. Cost $85.69 Unrealized +12.6%
BDX Becton Dickinson 0.3%
Value ($000) $619 Shares 2,585 Est. Cost $207.93 Unrealized +6.0%
GOOG Alphabet Cl C 0.3%
Value ($000) $619 Shares 438 Est. Cost $36.00 Unrealized +86.0%
SBUX Starbucks Corp. 0.3%
Value ($000) $618 Shares 8,397 Est. Cost $52.83 Unrealized +25.6%
EW Edwards Lifesciences 0.3%
Value ($000) $606 Shares 8,775 Est. Cost $60.05 Unrealized +18.3%
BAC BankAmerica Corp 0.3%
Value ($000) $596 Shares 25,079 Est. Cost $23.38 Unrealized -12.0%
ABT Abbott Labs 0.3%
Value ($000) $543 Shares 5,937 Est. Cost $48.14 Unrealized +70.2%
GPC Genuine Parts 0.3%
Value ($000) $543 Shares 6,246 Est. Cost $72.94 Unrealized -7.7%
Unilever PLC 0.3%
Value ($000) $497 Shares 9,055 Est. Cost $45.63 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $480 Shares 6,858 Est. Cost $58.86 Unrealized -6.9%
KMB Kimberly Clark 0.3%
Value ($000) $458 Shares 3,243 Est. Cost $87.45 Unrealized +28.9%
LLY Eli Lilly 0.3%
Value ($000) $454 Shares 2,768 Est. Cost $101.37 Unrealized +42.0%
D Dominion Energy 0.2%
Value ($000) $422 Shares 5,194 Est. Cost $57.35 Unrealized +9.2%
Vmware, Inc. 0.2%
Value ($000) $418 Shares 2,701 Est. Cost $163.85 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $416 Shares 720 Est. Cost $142.21 Unrealized +20.7%
SYK Stryker Corp 0.2%
Value ($000) $391 Shares 2,171 Est. Cost $143.36 Unrealized +21.2%
MO Altria Group 0.2%
Value ($000) $366 Shares 9,323 Est. Cost $30.73 Unrealized -18.8%
ABBV AbbVie 0.2%
Value ($000) $357 Shares 3,633 Est. Cost $65.90 Unrealized +7.0%
SAP SAP 0.2%
Value ($000) $350 Shares 2,499 Est. Cost $115.78 Unrealized
TM Toyota 0.2%
Value ($000) $343 Shares 2,732 Est. Cost $123.61 Unrealized
CHD Church & Dwight 0.2%
Value ($000) $329 Shares 4,262 Est. Cost $45.48 Unrealized +49.7%
EMR Emerson Electric Company 0.2%
Value ($000) $324 Shares 5,228 Est. Cost $41.37 Unrealized +21.6%
MDT Medtronic, plc 0.2%
Value ($000) $320 Shares 3,491 Est. Cost $60.99 Unrealized +34.1%
VGT Vanguard Information 0.2%
Value ($000) $316 Shares 1,135 Est. Cost $200.72 Unrealized
NOC Northrop Grumman 0.2%
Value ($000) $307 Shares 1,000 Est. Cost $155.62 Unrealized +91.8%
PAYX Paychex, Inc. 0.2%
Value ($000) $299 Shares 3,952 Est. Cost $41.48 Unrealized +42.1%
SJM JM Smucker Co 0.2%
Value ($000) $287 Shares 2,715 Est. Cost $84.06 Unrealized +11.2%
AFL AFLAC, Inc. 0.2%
Value ($000) $285 Shares 7,914 Est. Cost $31.36 Unrealized +0.7%
Activision Blizzard 0.2%
Value ($000) $282 Shares 3,709 Est. Cost $59.33 Unrealized
Kellogg Co 0.2%
Value ($000) $282 Shares 4,271 Est. Cost $49.58 Unrealized -0.2%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $272 Shares 3,454 Est. Cost $77.94 Unrealized
Apache Corp 0.1%
Value ($000) $270 Shares 20,000 Est. Cost $13.50 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $251 Shares 3,870 Est. Cost $49.58 Unrealized +6.1%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $251 Shares 2,103 Est. Cost $107.44 Unrealized +2.4%
GNRC Generac Holdings Inc. 0.1%
Value ($000) $244 Shares 2,000 Est. Cost $105.29 Unrealized 0.0%
TSLA Tesla Inc. 0.1%
Value ($000) $243 Shares 225 Est. Cost $54.10 Unrealized 0.0%
XLC Select Sector SPDR TR 0.1%
Value ($000) $238 Shares 4,400 Est. Cost $54.09 Unrealized
Syneos Health Inc. 0.1%
Value ($000) $233 Shares 4,000 Est. Cost $58.25 Unrealized
BF/B Brown Forman Corp 0.1%
Value ($000) $230 Shares 3,612 Est. Cost $36.07 Unrealized +59.5%
COLM Columbia Sportwear 0.1%
Value ($000) $226 Shares 2,800 Est. Cost $52.08 Unrealized +30.0%
TWLO Twilio Inc CL A 0.1%
Value ($000) $219 Shares 1,000 Est. Cost $160.56 Unrealized 0.0%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $216 Shares 1,302 Est. Cost $165.90 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $209 Shares 1,010 Est. Cost $185.11 Unrealized 0.0%
GTM ZoomInfo Video Communications 0.1%
Value ($000) $203 Shares 800 Est. Cost $47.80 Unrealized 0.0%
LAM Research Corp 0.1%
Value ($000) $201 Shares 620 Est. Cost $324.19 Unrealized
General Electric 0.0%
Value ($000) $70 Shares 10,257 Est. Cost $7.63 Unrealized