PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value ($000): $207,161 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 13.3%
Value ($000) $27,637 Shares 208,286 Est. Cost $86.68 Unrealized +35.0%
AMZN Amazon.com 6.9%
Value ($000) $14,233 Shares 4,370 Est. Cost $44.95 Unrealized +255.0%
MSFT Microsoft 4.3%
Value ($000) $8,972 Shares 40,337 Est. Cost $67.44 Unrealized +205.5%
WMT Wal-Mart Stores Inc. 3.1%
Value ($000) $6,473 Shares 44,902 Est. Cost $18.52 Unrealized +144.3%
GOOGL Alphabet Cl A 3.0%
Value ($000) $6,317 Shares 3,604 Est. Cost $44.94 Unrealized +85.8%
MA Mastercard Inc Cl A 2.9%
Value ($000) $6,075 Shares 17,020 Est. Cost $116.87 Unrealized +176.7%
LOW Lowes 2.3%
Value ($000) $4,763 Shares 29,677 Est. Cost $66.28 Unrealized +123.4%
MCD McDonalds 2.0%
Value ($000) $4,213 Shares 19,631 Est. Cost $97.62 Unrealized +98.0%
V Visa Inc 2.0%
Value ($000) $4,054 Shares 18,533 Est. Cost $83.11 Unrealized +137.3%
JNJ Johnson & Johnson 2.0%
Value ($000) $4,047 Shares 25,716 Est. Cost $86.97 Unrealized +46.6%
ADP Automatic Data Processing 1.9%
Value ($000) $3,969 Shares 22,525 Est. Cost $80.74 Unrealized +82.6%
PG Procter & Gamble 1.8%
Value ($000) $3,704 Shares 26,621 Est. Cost $61.03 Unrealized +101.8%
DIS Walt Disney Company 1.7%
Value ($000) $3,622 Shares 19,993 Est. Cost $102.34 Unrealized +37.0%
KO Coca-Cola 1.7%
Value ($000) $3,571 Shares 65,118 Est. Cost $31.55 Unrealized +40.3%
BA Boeing 1.7%
Value ($000) $3,527 Shares 16,479 Est. Cost $162.18 Unrealized +18.5%
VZ Verizon Communications Inc. 1.7%
Value ($000) $3,445 Shares 58,645 Est. Cost $30.55 Unrealized +44.0%
AMGN Amgen 1.6%
Value ($000) $3,347 Shares 14,556 Est. Cost $129.09 Unrealized +52.1%
UPS United Parcel Services CL B 1.6%
Value ($000) $3,216 Shares 19,098 Est. Cost $75.27 Unrealized +81.9%
MMM 3M Co 1.5%
Value ($000) $3,199 Shares 18,303 Est. Cost $104.20 Unrealized +12.8%
ADBE Adobe Systems Inc. 1.5%
Value ($000) $3,197 Shares 6,393 Est. Cost $198.35 Unrealized +143.6%
PEP Pepsi Co 1.5%
Value ($000) $3,040 Shares 20,502 Est. Cost $81.30 Unrealized +49.1%
HD Home Depot Inc. 1.4%
Value ($000) $2,981 Shares 11,223 Est. Cost $139.07 Unrealized +74.4%
CAT Caterpillar 1.4%
Value ($000) $2,958 Shares 16,251 Est. Cost $75.28 Unrealized +104.5%
PYPL Paypal Holdings 1.2%
Value ($000) $2,547 Shares 10,875 Est. Cost $103.29 Unrealized +100.1%
TGT Target Corp. 1.2%
Value ($000) $2,496 Shares 14,137 Est. Cost $57.56 Unrealized +151.7%
NSC Norfolk Southern 1.1%
Value ($000) $2,361 Shares 9,935 Est. Cost $82.19 Unrealized +149.1%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $2,324 Shares 6,548 Est. Cost $220.87 Unrealized +44.4%
NKE Nike Inc. 1.1%
Value ($000) $2,244 Shares 15,862 Est. Cost $63.09 Unrealized +95.3%
CMI Cummins Inc. 1.1%
Value ($000) $2,211 Shares 9,738 Est. Cost $90.03 Unrealized +120.2%
CVX Chevron Corp. 1.0%
Value ($000) $2,175 Shares 25,752 Est. Cost $62.78 Unrealized +3.6%
TFC Truist Financial Corp 0.9%
Value ($000) $1,958 Shares 40,851 Est. Cost $40.70 Unrealized -12.4%
CLX Clorox 0.9%
Value ($000) $1,912 Shares 9,469 Est. Cost $99.76 Unrealized +76.8%
DUK Duke Energy Corp New 0.9%
Value ($000) $1,877 Shares 20,495 Est. Cost $51.38 Unrealized +47.3%
QCOM Qualcomm, Inc. 0.9%
Value ($000) $1,830 Shares 12,010 Est. Cost $44.52 Unrealized +180.1%
BRK/B Berkshire Hathaway Inc-B 0.9%
Value ($000) $1,817 Shares 7,837 Est. Cost $174.44 Unrealized +26.2%
ORCL Oracle Systems 0.9%
Value ($000) $1,761 Shares 27,228 Est. Cost $34.44 Unrealized +61.2%
CSCO Cisco Systems 0.8%
Value ($000) $1,656 Shares 37,008 Est. Cost $22.39 Unrealized +57.5%
FDX FedEx Corp 0.8%
Value ($000) $1,640 Shares 6,317 Est. Cost $136.63 Unrealized +83.8%
NVDA Nvidia Corp. 0.8%
Value ($000) $1,624 Shares 3,110 Est. Cost $4.55 Unrealized +193.2%
PH Parker Hannifin 0.8%
Value ($000) $1,614 Shares 5,925 Est. Cost $100.27 Unrealized +130.7%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,491 Shares 9,851 Est. Cost $58.03 Unrealized +97.1%
HSY Hershey 0.7%
Value ($000) $1,468 Shares 9,635 Est. Cost $75.16 Unrealized +74.3%
EQIX Equinix Inc 0.7%
Value ($000) $1,413 Shares 1,979 Est. Cost $501.45 Unrealized +34.6%
COST Costco Wholesale 0.7%
Value ($000) $1,402 Shares 3,720 Est. Cost $146.71 Unrealized +136.8%
DE Deere & Co. 0.7%
Value ($000) $1,353 Shares 5,028 Est. Cost $70.98 Unrealized +227.0%
IBM IBM 0.6%
Value ($000) $1,316 Shares 10,455 Est. Cost $89.41 Unrealized +4.5%
NVS Novartis AG 0.6%
Value ($000) $1,268 Shares 13,433 Est. Cost $82.84 Unrealized
INTC Intel 0.6%
Value ($000) $1,173 Shares 23,551 Est. Cost $28.44 Unrealized +54.8%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,166 Shares 5,601 Est. Cost $77.55 Unrealized +129.6%
HON Honeywell International 0.6%
Value ($000) $1,152 Shares 5,415 Est. Cost $87.94 Unrealized +86.2%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,134 Shares 6,912 Est. Cost $45.72 Unrealized +194.4%
ITW Illinois Tool Works 0.5%
Value ($000) $1,129 Shares 5,539 Est. Cost $106.31 Unrealized +70.3%
ILMN Illumina Inc 0.5%
Value ($000) $1,095 Shares 2,960 Est. Cost $180.65 Unrealized +76.5%
Raytheon Company 0.5%
Value ($000) $1,069 Shares 14,946 Est. Cost $78.56 Unrealized
MRK Merck 0.5%
Value ($000) $1,051 Shares 12,845 Est. Cost $45.09 Unrealized +43.8%
PFE Pfizer Incorporated 0.5%
Value ($000) $1,050 Shares 28,528 Est. Cost $23.77 Unrealized +20.5%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $957 Shares 7,532 Est. Cost $90.86 Unrealized +8.0%
TSLA Tesla Inc. 0.4%
Value ($000) $903 Shares 1,280 Est. Cost $111.01 Unrealized +53.7%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $856 Shares 13,799 Est. Cost $43.76 Unrealized +14.3%
SBUX Starbucks Corp. 0.4%
Value ($000) $840 Shares 7,848 Est. Cost $52.83 Unrealized +61.2%
EW Edwards Lifesciences 0.4%
Value ($000) $755 Shares 8,275 Est. Cost $60.05 Unrealized +38.1%
GILD Gilead Sciences Inc 0.4%
Value ($000) $754 Shares 12,950 Est. Cost $62.96 Unrealized -21.6%
GIS General Mills Inc. 0.3%
Value ($000) $717 Shares 12,196 Est. Cost $41.75 Unrealized +21.8%
Unilever PLC 0.3%
Value ($000) $715 Shares 11,849 Est. Cost $49.00 Unrealized
SWKS Skyworks Solutions 0.3%
Value ($000) $689 Shares 4,505 Est. Cost $85.69 Unrealized +49.8%
MKC McCormick & Co. 0.3%
Value ($000) $640 Shares 6,698 Est. Cost $60.05 Unrealized +41.2%
ABT Abbott Labs 0.3%
Value ($000) $628 Shares 5,737 Est. Cost $48.14 Unrealized +106.2%
GOOG Alphabet Cl C 0.3%
Value ($000) $613 Shares 350 Est. Cost $36.00 Unrealized +132.6%
BAC BankAmerica Corp 0.3%
Value ($000) $609 Shares 20,081 Est. Cost $23.38 Unrealized +1.2%
BDX Becton Dickinson 0.3%
Value ($000) $594 Shares 2,372 Est. Cost $207.93 Unrealized +3.2%
GPC Genuine Parts 0.3%
Value ($000) $557 Shares 5,551 Est. Cost $72.94 Unrealized +16.3%
PM Philip Morris Intl Inc 0.2%
Value ($000) $516 Shares 6,233 Est. Cost $58.86 Unrealized +2.5%
TM Toyota 0.2%
Value ($000) $515 Shares 3,332 Est. Cost $125.44 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $507 Shares 2,071 Est. Cost $145.12 Unrealized +47.9%
LLY Lilly Eli & Co 0.2%
Value ($000) $467 Shares 2,768 Est. Cost $101.37 Unrealized +39.4%
SHW Sherwin Williams 0.2%
Value ($000) $448 Shares 610 Est. Cost $142.21 Unrealized +59.4%
ABBV AbbVie 0.2%
Value ($000) $440 Shares 4,108 Est. Cost $67.41 Unrealized +17.1%
EMR Emerson Electric Company 0.2%
Value ($000) $431 Shares 5,367 Est. Cost $42.61 Unrealized +56.8%
VGT Vanguard Information 0.2%
Value ($000) $401 Shares 1,135 Est. Cost $200.72 Unrealized
GNRC Generac Holdings Inc. 0.2%
Value ($000) $387 Shares 1,700 Est. Cost $105.29 Unrealized +104.4%
MDT Medtronic, plc 0.2%
Value ($000) $374 Shares 3,191 Est. Cost $60.99 Unrealized +55.9%
Vmware, Inc. 0.2%
Value ($000) $372 Shares 2,651 Est. Cost $163.85 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $370 Shares 2,744 Est. Cost $87.45 Unrealized +32.6%
D Dominion Energy 0.2%
Value ($000) $369 Shares 4,913 Est. Cost $57.46 Unrealized +10.4%
PAYX Paychex, Inc. 0.2%
Value ($000) $368 Shares 3,952 Est. Cost $41.48 Unrealized +85.5%
TSM Taiwan Semiconductor MFG LTD 0.2%
Value ($000) $366 Shares 3,355 Est. Cost $109.09 Unrealized
MO Altria Group 0.2%
Value ($000) $359 Shares 8,764 Est. Cost $30.68 Unrealized -13.0%
CHD Church & Dwight 0.2%
Value ($000) $349 Shares 4,002 Est. Cost $45.48 Unrealized +83.3%
Velodyne Lidar Inc. 0.2%
Value ($000) $342 Shares 15,000 Est. Cost $22.80 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $334 Shares 2,890 Est. Cost $85.89 Unrealized +14.3%
ZBH Zimmer Biomet Holdings 0.2%
Value ($000) $324 Shares 2,103 Est. Cost $107.44 Unrealized +26.0%
AFL AFLAC, Inc. 0.2%
Value ($000) $321 Shares 7,214 Est. Cost $31.36 Unrealized +15.9%
NOC Northrop Grumman 0.1%
Value ($000) $305 Shares 1,000 Est. Cost $155.62 Unrealized +80.5%
XLC Select Sector SPDR TR 0.1%
Value ($000) $297 Shares 4,400 Est. Cost $54.09 Unrealized
Apache Corp 0.1%
Value ($000) $284 Shares 20,000 Est. Cost $13.50 Unrealized
BF/B Brown Forman Corp 0.1%
Value ($000) $283 Shares 3,562 Est. Cost $36.07 Unrealized +94.0%
Syneos Health Inc. 0.1%
Value ($000) $273 Shares 4,000 Est. Cost $58.25 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $265 Shares 1,302 Est. Cost $165.90 Unrealized
Kellogg Co 0.1%
Value ($000) $262 Shares 4,214 Est. Cost $49.70 Unrealized +0.6%
AXP American Express 0.1%
Value ($000) $242 Shares 2,000 Est. Cost $91.89 Unrealized +13.0%
TTC Toro 0.1%
Value ($000) $241 Shares 2,540 Est. Cost $74.83 Unrealized +18.1%
COLM Columbia Sportwear 0.1%
Value ($000) $227 Shares 2,600 Est. Cost $52.08 Unrealized +54.9%
AMAT Applied Matls Inc 0.1%
Value ($000) $224 Shares 2,600 Est. Cost $70.69 Unrealized 0.0%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $211 Shares 601 Est. Cost $308.19 Unrealized 0.0%
CVS CVS Health Corp 0.1%
Value ($000) $208 Shares 3,045 Est. Cost $55.22 Unrealized 0.0%
DAL Delta Air Lines Inc 0.1%
Value ($000) $201 Shares 5,000 Est. Cost $35.38 Unrealized 0.0%
General Electric 0.1%
Value ($000) $114 Shares 10,572 Est. Cost $7.72 Unrealized