PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 10, 2020

Total Value ($000): $200,338 (100.0% shares, 0.0% debt)

Holdings (105)

AAPL Apple Computer 12.5%
Value ($000) $25,136 Shares 217,049 Est. Cost $86.68 Unrealized +22.2%
AMZN Amazon.com 7.3%
Value ($000) $14,613 Shares 4,641 Est. Cost $44.95 Unrealized +250.7%
MSFT Microsoft 4.5%
Value ($000) $8,917 Shares 42,394 Est. Cost $67.44 Unrealized +197.7%
WMT Wal-Mart Stores Inc. 3.2%
Value ($000) $6,494 Shares 46,412 Est. Cost $18.52 Unrealized +123.1%
MA Mastercard Inc Cl A 3.0%
Value ($000) $6,062 Shares 17,926 Est. Cost $116.87 Unrealized +170.1%
GOOGL Alphabet Cl A 2.8%
Value ($000) $5,587 Shares 3,812 Est. Cost $44.94 Unrealized +68.3%
LOW Lowes 2.5%
Value ($000) $5,069 Shares 30,562 Est. Cost $66.28 Unrealized +111.0%
MCD McDonalds 2.2%
Value ($000) $4,417 Shares 20,124 Est. Cost $97.62 Unrealized +85.8%
JNJ Johnson & Johnson 2.1%
Value ($000) $4,254 Shares 28,572 Est. Cost $86.97 Unrealized +46.0%
V Visa Inc 2.0%
Value ($000) $4,081 Shares 20,406 Est. Cost $83.11 Unrealized +131.3%
PG Procter & Gamble 1.9%
Value ($000) $3,873 Shares 27,867 Est. Cost $61.03 Unrealized +90.6%
AMGN Amgen 1.9%
Value ($000) $3,862 Shares 15,196 Est. Cost $129.09 Unrealized +62.3%
VZ Verizon Communications Inc. 1.8%
Value ($000) $3,607 Shares 60,636 Est. Cost $30.55 Unrealized +39.4%
HD Home Depot Inc. 1.7%
Value ($000) $3,404 Shares 12,259 Est. Cost $139.07 Unrealized +70.9%
ADBE Adobe Systems Inc. 1.7%
Value ($000) $3,347 Shares 6,825 Est. Cost $198.35 Unrealized +134.5%
UPS United Parcel Services CL B 1.7%
Value ($000) $3,318 Shares 19,911 Est. Cost $75.27 Unrealized +55.9%
KO Coca-Cola 1.7%
Value ($000) $3,311 Shares 67,062 Est. Cost $31.55 Unrealized +29.3%
ADP Automatic Data Processing 1.6%
Value ($000) $3,280 Shares 23,515 Est. Cost $80.74 Unrealized +54.8%
MMM 3M Co 1.6%
Value ($000) $3,146 Shares 19,639 Est. Cost $104.20 Unrealized +5.9%
PEP Pepsi Co 1.5%
Value ($000) $2,950 Shares 21,287 Est. Cost $81.30 Unrealized +41.7%
DIS Walt Disney Company 1.4%
Value ($000) $2,861 Shares 23,059 Est. Cost $102.34 Unrealized +19.3%
BA Boeing 1.4%
Value ($000) $2,849 Shares 17,240 Est. Cost $162.18 Unrealized +5.1%
CAT Caterpillar 1.3%
Value ($000) $2,611 Shares 17,505 Est. Cost $75.28 Unrealized +68.5%
LMT Lockheed Martin Corp. 1.3%
Value ($000) $2,610 Shares 6,809 Est. Cost $220.87 Unrealized +49.0%
CLX Clorox 1.2%
Value ($000) $2,406 Shares 11,450 Est. Cost $99.76 Unrealized +89.4%
TGT Target Corp. 1.2%
Value ($000) $2,404 Shares 15,272 Est. Cost $57.56 Unrealized +106.2%
NKE Nike Inc. 1.1%
Value ($000) $2,167 Shares 17,262 Est. Cost $63.09 Unrealized +57.9%
NSC Norfolk Southern 1.1%
Value ($000) $2,158 Shares 10,085 Est. Cost $82.19 Unrealized +118.9%
CMI Cummins Inc. 1.0%
Value ($000) $2,088 Shares 9,888 Est. Cost $90.03 Unrealized +94.2%
CVX Chevron Corp. 1.0%
Value ($000) $2,062 Shares 28,645 Est. Cost $62.78 Unrealized +5.9%
NVDA Nvidia Corp. 1.0%
Value ($000) $1,913 Shares 3,535 Est. Cost $4.55 Unrealized +154.8%
DUK Duke Energy Corp New 0.9%
Value ($000) $1,884 Shares 21,274 Est. Cost $51.38 Unrealized +29.9%
BRK/B Berkshire Hathaway Inc-B 0.9%
Value ($000) $1,873 Shares 8,795 Est. Cost $174.44 Unrealized +17.3%
PYPL Paypal Holdings 0.9%
Value ($000) $1,717 Shares 8,715 Est. Cost $77.66 Unrealized +142.0%
FDX FedEx Corp 0.9%
Value ($000) $1,706 Shares 6,781 Est. Cost $136.63 Unrealized +32.4%
ORCL Oracle Systems 0.8%
Value ($000) $1,678 Shares 28,109 Est. Cost $34.44 Unrealized +53.2%
TFC Truist Financial Corp 0.8%
Value ($000) $1,671 Shares 43,909 Est. Cost $40.70 Unrealized -27.8%
CSCO Cisco Systems 0.8%
Value ($000) $1,538 Shares 39,054 Est. Cost $22.39 Unrealized +65.5%
COST Costco Wholesale 0.8%
Value ($000) $1,525 Shares 4,295 Est. Cost $146.71 Unrealized +110.7%
EQIX Equinix Inc 0.8%
Value ($000) $1,504 Shares 1,979 Est. Cost $501.45 Unrealized +36.3%
HSY Hershey 0.7%
Value ($000) $1,469 Shares 10,250 Est. Cost $75.16 Unrealized +66.1%
QCOM Qualcomm, Inc. 0.7%
Value ($000) $1,467 Shares 12,467 Est. Cost $44.52 Unrealized +113.7%
INTC Intel 0.7%
Value ($000) $1,358 Shares 26,226 Est. Cost $28.44 Unrealized +63.6%
IBM IBM 0.7%
Value ($000) $1,328 Shares 10,912 Est. Cost $89.41 Unrealized +5.0%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,318 Shares 10,281 Est. Cost $58.03 Unrealized +80.9%
PH Parker Hannifin 0.6%
Value ($000) $1,199 Shares 5,925 Est. Cost $100.27 Unrealized +82.3%
NVS Novartis AG 0.6%
Value ($000) $1,192 Shares 13,710 Est. Cost $82.84 Unrealized
DE Deere & Co. 0.6%
Value ($000) $1,181 Shares 5,330 Est. Cost $70.98 Unrealized +153.3%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,168 Shares 5,935 Est. Cost $77.55 Unrealized +112.6%
ITW Illinois Tool Works 0.6%
Value ($000) $1,167 Shares 6,039 Est. Cost $106.31 Unrealized +57.4%
PFE Pfizer Incorporated 0.5%
Value ($000) $1,071 Shares 29,195 Est. Cost $23.77 Unrealized +14.1%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,065 Shares 7,461 Est. Cost $45.72 Unrealized +155.5%
MRK Merck 0.5%
Value ($000) $1,059 Shares 12,770 Est. Cost $45.09 Unrealized +46.2%
HON Honeywell International 0.5%
Value ($000) $969 Shares 5,885 Est. Cost $87.94 Unrealized +51.5%
ILMN Illumina Inc 0.5%
Value ($000) $949 Shares 3,070 Est. Cost $180.65 Unrealized +90.7%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $909 Shares 15,069 Est. Cost $43.76 Unrealized +11.0%
Raytheon Company 0.5%
Value ($000) $905 Shares 15,728 Est. Cost $78.56 Unrealized
TSLA Tesla Inc. 0.4%
Value ($000) $875 Shares 2,040 Est. Cost $111.01 Unrealized +6.4%
GILD Gilead Sciences Inc 0.4%
Value ($000) $874 Shares 13,825 Est. Cost $62.96 Unrealized -10.9%
GIS General Mills Inc. 0.4%
Value ($000) $851 Shares 13,798 Est. Cost $41.75 Unrealized +24.8%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $846 Shares 8,789 Est. Cost $90.86 Unrealized -6.0%
MKC McCormick & Co. 0.4%
Value ($000) $708 Shares 3,649 Est. Cost $39.36 Unrealized +122.7%
SBUX Starbucks Corp. 0.4%
Value ($000) $704 Shares 8,197 Est. Cost $52.83 Unrealized +34.0%
SWKS Skyworks Solutions 0.3%
Value ($000) $687 Shares 4,720 Est. Cost $85.69 Unrealized +41.9%
EW Edwards Lifesciences 0.3%
Value ($000) $684 Shares 8,575 Est. Cost $60.05 Unrealized +29.9%
ABT Abbott Labs 0.3%
Value ($000) $646 Shares 5,937 Est. Cost $48.14 Unrealized +91.8%
BAC BankAmerica Corp 0.3%
Value ($000) $603 Shares 25,029 Est. Cost $23.38 Unrealized -6.7%
BDX Becton Dickinson 0.3%
Value ($000) $601 Shares 2,585 Est. Cost $207.93 Unrealized +8.4%
GPC Genuine Parts 0.3%
Value ($000) $566 Shares 5,946 Est. Cost $72.94 Unrealized +9.7%
Unilever PLC 0.3%
Value ($000) $564 Shares 9,137 Est. Cost $45.63 Unrealized
GOOG Alphabet Cl C 0.3%
Value ($000) $562 Shares 383 Est. Cost $36.00 Unrealized +110.3%
PM Philip Morris Intl Inc 0.3%
Value ($000) $514 Shares 6,859 Est. Cost $58.86 Unrealized +0.0%
KMB Kimberly Clark 0.2%
Value ($000) $479 Shares 3,243 Est. Cost $87.45 Unrealized +41.2%
SHW Sherwin Williams 0.2%
Value ($000) $474 Shares 680 Est. Cost $142.21 Unrealized +46.4%
SYK Stryker Corp 0.2%
Value ($000) $473 Shares 2,270 Est. Cost $145.12 Unrealized +26.5%
TM Toyota 0.2%
Value ($000) $455 Shares 3,432 Est. Cost $125.44 Unrealized
D Dominion Energy 0.2%
Value ($000) $420 Shares 5,318 Est. Cost $57.46 Unrealized +8.0%
LLY Lilly Eli & Co 0.2%
Value ($000) $410 Shares 2,768 Est. Cost $101.37 Unrealized +43.8%
CHD Church & Dwight 0.2%
Value ($000) $399 Shares 4,261 Est. Cost $45.48 Unrealized +87.4%
SAP SAP 0.2%
Value ($000) $389 Shares 2,499 Est. Cost $115.78 Unrealized
Vmware, Inc. 0.2%
Value ($000) $388 Shares 2,701 Est. Cost $163.85 Unrealized
EMR Emerson Electric Company 0.2%
Value ($000) $369 Shares 5,628 Est. Cost $42.61 Unrealized +38.0%
MO Altria Group 0.2%
Value ($000) $366 Shares 9,473 Est. Cost $30.68 Unrealized -11.4%
VGT Vanguard Information 0.2%
Value ($000) $353 Shares 1,134 Est. Cost $200.72 Unrealized
MDT Medtronic, plc 0.2%
Value ($000) $332 Shares 3,191 Est. Cost $60.99 Unrealized +41.4%
GNRC Generac Holdings Inc. 0.2%
Value ($000) $329 Shares 1,700 Est. Cost $105.29 Unrealized +56.3%
ABBV AbbVie 0.2%
Value ($000) $318 Shares 3,633 Est. Cost $65.90 Unrealized +15.8%
PAYX Paychex, Inc. 0.2%
Value ($000) $315 Shares 3,952 Est. Cost $41.48 Unrealized +55.6%
NOC Northrop Grumman 0.2%
Value ($000) $315 Shares 1,000 Est. Cost $155.62 Unrealized +91.5%
SJM JM Smucker Co 0.1%
Value ($000) $291 Shares 2,515 Est. Cost $84.06 Unrealized +11.2%
Kellogg Co 0.1%
Value ($000) $289 Shares 4,471 Est. Cost $49.70 Unrealized +5.2%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $286 Shares 2,103 Est. Cost $107.44 Unrealized +16.3%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $280 Shares 3,454 Est. Cost $77.94 Unrealized
BF/B Brown Forman Corp 0.1%
Value ($000) $272 Shares 3,612 Est. Cost $36.07 Unrealized +79.5%
AFL AFLAC, Inc. 0.1%
Value ($000) $262 Shares 7,214 Est. Cost $31.36 Unrealized +2.3%
XLC Select Sector SPDR TR 0.1%
Value ($000) $261 Shares 4,400 Est. Cost $54.09 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $245 Shares 1,302 Est. Cost $165.90 Unrealized
COLM Columbia Sportwear 0.1%
Value ($000) $244 Shares 2,800 Est. Cost $52.08 Unrealized +47.8%
Activision Blizzard 0.1%
Value ($000) $227 Shares 2,809 Est. Cost $59.33 Unrealized
Syneos Health Inc. 0.1%
Value ($000) $213 Shares 4,000 Est. Cost $58.25 Unrealized
TTC Toro 0.1%
Value ($000) $213 Shares 2,540 Est. Cost $74.83 Unrealized 0.0%
MAR Marriott Intl Inc NEW 0.1%
Value ($000) $204 Shares 2,200 Est. Cost $90.98 Unrealized 0.0%
AXP American Express 0.1%
Value ($000) $202 Shares 2,012 Est. Cost $91.89 Unrealized 0.0%
Apache Corp 0.1%
Value ($000) $189 Shares 20,000 Est. Cost $13.50 Unrealized
General Electric 0.0%
Value ($000) $64 Shares 10,277 Est. Cost $7.63 Unrealized