PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 21, 2021

Total Value ($000): $233,383 (100.0% shares, 0.0% debt)

Holdings (116)

AAPL Apple Computer 11.5%
Value ($000) $26,927 Shares 220,438 Est. Cost $88.80 Unrealized +40.8%
AMZN Amazon.com 6.2%
Value ($000) $14,375 Shares 4,646 Est. Cost $51.70 Unrealized +206.6%
MSFT Microsoft 4.3%
Value ($000) $10,137 Shares 42,996 Est. Cost $77.05 Unrealized +189.3%
GOOGL Alphabet Cl A 3.5%
Value ($000) $8,091 Shares 3,923 Est. Cost $49.25 Unrealized +98.9%
WMT Wal-Mart Stores Inc. 2.9%
Value ($000) $6,765 Shares 49,807 Est. Cost $20.96 Unrealized +106.6%
MA Mastercard Inc Cl A 2.7%
Value ($000) $6,343 Shares 17,816 Est. Cost $126.82 Unrealized +167.8%
LOW Lowes 2.5%
Value ($000) $5,793 Shares 30,458 Est. Cost $68.60 Unrealized +128.8%
BA Boeing 2.2%
Value ($000) $5,080 Shares 19,944 Est. Cost $172.62 Unrealized +28.8%
JNJ Johnson & Johnson 2.1%
Value ($000) $4,877 Shares 29,677 Est. Cost $94.15 Unrealized +49.5%
MCD McDonalds 2.0%
Value ($000) $4,708 Shares 21,005 Est. Cost $103.74 Unrealized +84.4%
ADP Automatic Data Processing 1.9%
Value ($000) $4,460 Shares 23,665 Est. Cost $84.40 Unrealized +85.6%
V Visa Inc 1.8%
Value ($000) $4,284 Shares 20,232 Est. Cost $93.19 Unrealized +118.0%
MMM 3M Co 1.8%
Value ($000) $4,143 Shares 21,502 Est. Cost $107.31 Unrealized +16.6%
CAT Caterpillar 1.7%
Value ($000) $4,070 Shares 17,555 Est. Cost $83.73 Unrealized +125.8%
DIS Walt Disney Company 1.7%
Value ($000) $3,974 Shares 21,535 Est. Cost $107.92 Unrealized +67.0%
PG Procter & Gamble 1.7%
Value ($000) $3,892 Shares 28,736 Est. Cost $65.05 Unrealized +77.8%
VZ Verizon Communications Inc. 1.6%
Value ($000) $3,805 Shares 65,442 Est. Cost $31.76 Unrealized +33.0%
KO Coca-Cola 1.6%
Value ($000) $3,788 Shares 71,858 Est. Cost $32.66 Unrealized +32.9%
AMGN Amgen 1.6%
Value ($000) $3,781 Shares 15,196 Est. Cost $132.28 Unrealized +54.7%
HD Home Depot Inc. 1.6%
Value ($000) $3,737 Shares 12,243 Est. Cost $147.85 Unrealized +65.3%
UPS United Parcel Services CL B 1.5%
Value ($000) $3,560 Shares 20,941 Est. Cost $80.27 Unrealized +64.4%
CVX Chevron Corp. 1.4%
Value ($000) $3,365 Shares 32,114 Est. Cost $66.10 Unrealized +20.4%
ADBE Adobe Systems Inc. 1.4%
Value ($000) $3,234 Shares 6,803 Est. Cost $214.57 Unrealized +117.8%
PEP Pepsi Co 1.3%
Value ($000) $3,083 Shares 21,794 Est. Cost $83.47 Unrealized +41.3%
TGT Target Corp. 1.3%
Value ($000) $3,058 Shares 15,439 Est. Cost $66.47 Unrealized +145.5%
NSC Norfolk Southern 1.2%
Value ($000) $2,692 Shares 10,027 Est. Cost $82.19 Unrealized +178.4%
PYPL Paypal Holdings 1.1%
Value ($000) $2,679 Shares 11,030 Est. Cost $105.38 Unrealized +139.1%
CMI Cummins Inc. 1.1%
Value ($000) $2,562 Shares 9,888 Est. Cost $92.03 Unrealized +141.1%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $2,536 Shares 6,862 Est. Cost $224.49 Unrealized +33.6%
TFC Truist Financial Corp 1.1%
Value ($000) $2,476 Shares 42,449 Est. Cost $40.80 Unrealized +6.8%
BRK/B Berkshire Hathaway Inc-B 1.0%
Value ($000) $2,250 Shares 8,807 Est. Cost $181.97 Unrealized +33.4%
NKE Nike Inc. 0.9%
Value ($000) $2,208 Shares 16,612 Est. Cost $66.09 Unrealized +96.0%
DUK Duke Energy Corp New 0.9%
Value ($000) $2,102 Shares 21,774 Est. Cost $52.79 Unrealized +42.9%
CSCO Cisco Systems 0.9%
Value ($000) $2,032 Shares 39,305 Est. Cost $23.45 Unrealized +73.2%
FDX FedEx Corp 0.9%
Value ($000) $2,011 Shares 7,081 Est. Cost $147.15 Unrealized +59.2%
DE Deere & Co. 0.9%
Value ($000) $1,994 Shares 5,330 Est. Cost $84.38 Unrealized +264.4%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $1,956 Shares 14,756 Est. Cost $60.38 Unrealized +114.8%
ORCL Oracle Systems 0.8%
Value ($000) $1,946 Shares 27,728 Est. Cost $34.91 Unrealized +73.6%
NVDA Nvidia Corp. 0.8%
Value ($000) $1,874 Shares 3,510 Est. Cost $5.56 Unrealized +141.0%
PH Parker Hannifin 0.8%
Value ($000) $1,869 Shares 5,925 Est. Cost $100.27 Unrealized +169.8%
TROW T. Rowe Price Group 0.8%
Value ($000) $1,764 Shares 10,281 Est. Cost $61.12 Unrealized +115.8%
COST Costco Wholesale 0.7%
Value ($000) $1,696 Shares 4,810 Est. Cost $188.19 Unrealized +75.2%
HSY Hershey 0.7%
Value ($000) $1,641 Shares 10,376 Est. Cost $79.36 Unrealized +68.9%
INTC Intel 0.7%
Value ($000) $1,631 Shares 25,486 Est. Cost $30.39 Unrealized +78.0%
IBM IBM 0.7%
Value ($000) $1,544 Shares 11,583 Est. Cost $90.25 Unrealized +8.7%
ABBV AbbVie 0.6%
Value ($000) $1,452 Shares 13,413 Est. Cost $82.33 Unrealized +8.0%
ITW Illinois Tool Works 0.6%
Value ($000) $1,443 Shares 6,512 Est. Cost $118.06 Unrealized +56.7%
TXN Texas Instruments Inc 0.6%
Value ($000) $1,382 Shares 7,312 Est. Cost $51.50 Unrealized +193.9%
NVS Novartis AG 0.6%
Value ($000) $1,363 Shares 15,943 Est. Cost $83.25 Unrealized
EQIX Equinix Inc 0.6%
Value ($000) $1,345 Shares 1,979 Est. Cost $501.45 Unrealized +24.5%
JPM JP Morgan Chase & Co 0.6%
Value ($000) $1,340 Shares 8,802 Est. Cost $96.11 Unrealized +32.4%
BAC BankAmerica Corp 0.6%
Value ($000) $1,313 Shares 33,941 Est. Cost $26.34 Unrealized +16.3%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,308 Shares 5,935 Est. Cost $83.77 Unrealized +124.5%
HON Honeywell International 0.5%
Value ($000) $1,267 Shares 5,835 Est. Cost $94.32 Unrealized +87.3%
ILMN Illumina Inc 0.5%
Value ($000) $1,262 Shares 3,285 Est. Cost $203.12 Unrealized +100.7%
Raytheon Company 0.5%
Value ($000) $1,221 Shares 15,806 Est. Cost $78.49 Unrealized
PFE Pfizer Incorporated 0.5%
Value ($000) $1,081 Shares 29,843 Est. Cost $23.95 Unrealized +17.0%
MRK Merck 0.5%
Value ($000) $1,074 Shares 13,935 Est. Cost $46.49 Unrealized +35.6%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $1,061 Shares 16,804 Est. Cost $45.06 Unrealized +13.2%
SBUX Starbucks Corp. 0.4%
Value ($000) $929 Shares 8,498 Est. Cost $55.98 Unrealized +68.0%
GIS General Mills Inc. 0.4%
Value ($000) $911 Shares 14,850 Est. Cost $43.03 Unrealized +13.7%
SWKS Skyworks Solutions 0.4%
Value ($000) $866 Shares 4,720 Est. Cost $88.76 Unrealized +72.3%
GILD Gilead Sciences Inc 0.4%
Value ($000) $859 Shares 13,284 Est. Cost $62.72 Unrealized -14.9%
GOOG Alphabet Cl C 0.3%
Value ($000) $780 Shares 377 Est. Cost $40.48 Unrealized +143.3%
GPC Genuine Parts 0.3%
Value ($000) $720 Shares 6,226 Est. Cost $75.12 Unrealized +23.9%
EW Edwards Lifesciences 0.3%
Value ($000) $717 Shares 8,575 Est. Cost $60.91 Unrealized +38.8%
ABT Abbott Labs 0.3%
Value ($000) $700 Shares 5,837 Est. Cost $49.18 Unrealized +120.9%
Unilever PLC 0.3%
Value ($000) $697 Shares 12,479 Est. Cost $49.35 Unrealized
TSLA Tesla Inc. 0.3%
Value ($000) $688 Shares 1,030 Est. Cost $111.01 Unrealized +126.2%
BDX Becton Dickinson 0.3%
Value ($000) $634 Shares 2,607 Est. Cost $209.53 Unrealized +7.7%
PM Philip Morris Intl Inc 0.3%
Value ($000) $610 Shares 6,869 Est. Cost $59.60 Unrealized +12.1%
MKC McCormick & Co. 0.3%
Value ($000) $593 Shares 6,648 Est. Cost $60.05 Unrealized +33.6%
GNRC Generac Holdings Inc. 0.2%
Value ($000) $557 Shares 1,700 Est. Cost $105.29 Unrealized +179.9%
SYK Stryker Corp 0.2%
Value ($000) $553 Shares 2,271 Est. Cost $152.40 Unrealized +49.5%
LLY Lilly Eli & Co 0.2%
Value ($000) $543 Shares 2,905 Est. Cost $105.37 Unrealized +76.6%
TM Toyota 0.2%
Value ($000) $536 Shares 3,432 Est. Cost $126.33 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $509 Shares 690 Est. Cost $152.17 Unrealized +49.9%
EMR Emerson Electric Company 0.2%
Value ($000) $499 Shares 5,528 Est. Cost $43.63 Unrealized +78.3%
SJM JM Smucker Co 0.2%
Value ($000) $486 Shares 3,840 Est. Cost $89.51 Unrealized +12.3%
MO Altria Group 0.2%
Value ($000) $485 Shares 9,478 Est. Cost $30.66 Unrealized -0.8%
KMB Kimberly Clark 0.2%
Value ($000) $480 Shares 3,454 Est. Cost $92.26 Unrealized +20.2%
D Dominion Energy 0.2%
Value ($000) $425 Shares 5,594 Est. Cost $57.58 Unrealized +1.6%
TSM Taiwan Semiconductor MFG LTD 0.2%
Value ($000) $412 Shares 3,480 Est. Cost $109.42 Unrealized
MDT Medtronic, plc 0.2%
Value ($000) $411 Shares 3,481 Est. Cost $64.39 Unrealized +58.0%
VGT Vanguard Information 0.2%
Value ($000) $407 Shares 1,135 Est. Cost $200.72 Unrealized
Vmware, Inc. 0.2%
Value ($000) $406 Shares 2,701 Est. Cost $163.60 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $387 Shares 3,952 Est. Cost $41.48 Unrealized +93.8%
CHD Church & Dwight 0.2%
Value ($000) $372 Shares 4,262 Est. Cost $47.51 Unrealized +65.8%
AFL AFLAC, Inc. 0.2%
Value ($000) $369 Shares 7,214 Est. Cost $31.36 Unrealized +36.7%
Apache Corp 0.2%
Value ($000) $358 Shares 20,000 Est. Cost $13.50 Unrealized
AMAT Applied Matls Inc 0.1%
Value ($000) $347 Shares 2,600 Est. Cost $70.69 Unrealized +49.5%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $337 Shares 2,103 Est. Cost $107.44 Unrealized +38.4%
FCNCA First Citizens Bank 0.1%
Value ($000) $334 Shares 400 Est. Cost $712.61 Unrealized 0.0%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $332 Shares 1,302 Est. Cost $165.90 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $324 Shares 1,000 Est. Cost $155.62 Unrealized +78.8%
AVGO Broadcom, Inc. 0.1%
Value ($000) $311 Shares 670 Est. Cost $41.65 Unrealized 0.0%
Syneos Health Inc. 0.1%
Value ($000) $303 Shares 4,000 Est. Cost $58.25 Unrealized
COLM Columbia Sportwear 0.1%
Value ($000) $296 Shares 2,800 Est. Cost $54.92 Unrealized +67.3%
AXP American Express 0.1%
Value ($000) $283 Shares 2,000 Est. Cost $91.89 Unrealized +35.3%
Kellogg Co 0.1%
Value ($000) $280 Shares 4,421 Est. Cost $49.58 Unrealized -5.2%
LAM Research Corp 0.1%
Value ($000) $280 Shares 470 Est. Cost $595.74 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $272 Shares 810 Est. Cost $309.80 Unrealized 0.0%
MAR Marriott Intl 0.1%
Value ($000) $270 Shares 1,825 Est. Cost $131.67 Unrealized 0.0%
DAL Delta Air Lines Inc 0.1%
Value ($000) $262 Shares 5,425 Est. Cost $35.98 Unrealized +19.6%
TTC Toro 0.1%
Value ($000) $262 Shares 2,540 Est. Cost $74.83 Unrealized +33.6%
NUE Nucor Corp 0.1%
Value ($000) $247 Shares 3,075 Est. Cost $56.08 Unrealized 0.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $246 Shares 3,562 Est. Cost $36.07 Unrealized +84.6%
Activision Billard 0.1%
Value ($000) $243 Shares 2,609 Est. Cost $93.14 Unrealized
BBY Best Buy 0.1%
Value ($000) $230 Shares 2,000 Est. Cost $90.56 Unrealized 0.0%
CVS CVS Health Corp 0.1%
Value ($000) $229 Shares 3,045 Est. Cost $55.22 Unrealized +12.8%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $224 Shares 601 Est. Cost $308.19 Unrealized +3.7%
NEE Nextera Energy 0.1%
Value ($000) $206 Shares 2,720 Est. Cost $68.82 Unrealized 0.0%
USB US Bancorp 0.1%
Value ($000) $203 Shares 3,667 Est. Cost $40.32 Unrealized 0.0%
Velodyne Lidar Inc. 0.1%
Value ($000) $171 Shares 15,000 Est. Cost $22.80 Unrealized
Renesola LTD 0.1%
Value ($000) $148 Shares 12,000 Est. Cost $12.33 Unrealized
General Electric 0.1%
Value ($000) $139 Shares 10,583 Est. Cost $7.72 Unrealized