PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 27, 2021

Total Value ($000): $243,836 (100.0% shares, 0.0% debt)

Holdings (111)

AAPL Apple Computer 11.7%
Value ($000) $28,635 Shares 209,077 Est. Cost $88.80 Unrealized +42.4%
AMZN Amazon.com 6.5%
Value ($000) $15,739 Shares 4,575 Est. Cost $51.70 Unrealized +221.5%
MSFT Microsoft 4.8%
Value ($000) $11,601 Shares 42,823 Est. Cost $77.05 Unrealized +217.6%
GOOGL Alphabet Cl A 3.9%
Value ($000) $9,506 Shares 3,893 Est. Cost $49.25 Unrealized +135.4%
WMT Wal-Mart Stores Inc. 3.0%
Value ($000) $7,390 Shares 52,403 Est. Cost $22.09 Unrealized +98.3%
MA Mastercard Inc Cl A 2.7%
Value ($000) $6,482 Shares 17,755 Est. Cost $126.82 Unrealized +185.7%
LOW Lowes 2.0%
Value ($000) $4,965 Shares 25,597 Est. Cost $68.60 Unrealized +161.7%
JNJ Johnson & Johnson 1.9%
Value ($000) $4,718 Shares 28,638 Est. Cost $94.15 Unrealized +53.9%
BA Boeing 1.9%
Value ($000) $4,673 Shares 19,509 Est. Cost $172.62 Unrealized +40.1%
MCD McDonalds 1.9%
Value ($000) $4,664 Shares 20,193 Est. Cost $103.74 Unrealized +101.7%
ADP Automatic Data Processing 1.9%
Value ($000) $4,663 Shares 23,475 Est. Cost $84.40 Unrealized +108.8%
V Visa Inc 1.9%
Value ($000) $4,650 Shares 19,888 Est. Cost $93.19 Unrealized +137.1%
UPS United Parcel Services CL B 1.7%
Value ($000) $4,244 Shares 20,406 Est. Cost $80.27 Unrealized +104.5%
MMM 3M Co 1.7%
Value ($000) $4,065 Shares 20,465 Est. Cost $107.31 Unrealized +30.8%
ADBE Adobe Systems Inc. 1.6%
Value ($000) $3,917 Shares 6,688 Est. Cost $214.57 Unrealized +140.2%
HD Home Depot Inc. 1.6%
Value ($000) $3,823 Shares 11,988 Est. Cost $147.85 Unrealized +92.0%
CAT Caterpillar 1.5%
Value ($000) $3,776 Shares 17,351 Est. Cost $83.73 Unrealized +153.0%
DIS Walt Disney Company 1.5%
Value ($000) $3,756 Shares 21,368 Est. Cost $107.92 Unrealized +62.8%
KO Coca-Cola 1.5%
Value ($000) $3,753 Shares 69,359 Est. Cost $32.66 Unrealized +44.8%
PG Procter & Gamble 1.5%
Value ($000) $3,710 Shares 27,498 Est. Cost $65.05 Unrealized +85.6%
TGT Target Corp. 1.5%
Value ($000) $3,651 Shares 15,105 Est. Cost $66.47 Unrealized +188.2%
VZ Verizon Communications Inc. 1.5%
Value ($000) $3,610 Shares 64,432 Est. Cost $31.76 Unrealized +36.7%
CVX Chevron Corp. 1.4%
Value ($000) $3,450 Shares 32,934 Est. Cost $66.63 Unrealized +30.7%
AMGN Amgen 1.4%
Value ($000) $3,425 Shares 14,051 Est. Cost $132.28 Unrealized +60.6%
PYPL Paypal Holdings 1.3%
Value ($000) $3,196 Shares 10,964 Est. Cost $105.38 Unrealized +150.1%
PEP Pepsi Co 1.3%
Value ($000) $3,179 Shares 21,455 Est. Cost $83.47 Unrealized +51.1%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $2,734 Shares 7,227 Est. Cost $230.25 Unrealized +47.0%
NSC Norfolk Southern 1.1%
Value ($000) $2,641 Shares 9,949 Est. Cost $82.19 Unrealized +204.5%
NKE Nike Inc. 1.1%
Value ($000) $2,589 Shares 16,759 Est. Cost $66.09 Unrealized +90.1%
QCOM Qualcomm, Inc. 1.1%
Value ($000) $2,570 Shares 17,980 Est. Cost $71.45 Unrealized +71.0%
CMI Cummins Inc. 1.0%
Value ($000) $2,460 Shares 10,088 Est. Cost $94.74 Unrealized +141.0%
BRK/B Berkshire Hathaway Inc-B 1.0%
Value ($000) $2,350 Shares 8,457 Est. Cost $181.97 Unrealized +53.6%
NVDA Nvidia Corp. 1.0%
Value ($000) $2,348 Shares 2,935 Est. Cost $5.56 Unrealized +187.5%
TFC Truist Financial Corp 0.9%
Value ($000) $2,292 Shares 41,292 Est. Cost $40.80 Unrealized +15.3%
FDX FedEx Corp 0.9%
Value ($000) $2,078 Shares 6,967 Est. Cost $147.15 Unrealized +83.7%
ORCL Oracle Systems 0.8%
Value ($000) $2,064 Shares 26,518 Est. Cost $34.91 Unrealized +110.8%
DUK Duke Energy Corp New 0.8%
Value ($000) $2,057 Shares 20,833 Est. Cost $52.79 Unrealized +58.9%
TROW T. Rowe Price Group 0.8%
Value ($000) $2,029 Shares 10,251 Est. Cost $61.12 Unrealized +147.8%
CSCO Cisco Systems 0.8%
Value ($000) $1,932 Shares 36,455 Est. Cost $23.45 Unrealized +95.4%
DE Deere & Co. 0.8%
Value ($000) $1,844 Shares 5,228 Est. Cost $84.38 Unrealized +306.3%
COST Costco Wholesale 0.7%
Value ($000) $1,817 Shares 4,594 Est. Cost $188.19 Unrealized +90.8%
PH Parker Hannifin 0.7%
Value ($000) $1,813 Shares 5,905 Est. Cost $100.27 Unrealized +190.3%
HSY Hershey 0.7%
Value ($000) $1,796 Shares 10,310 Est. Cost $79.36 Unrealized +89.8%
ILMN Illumina Inc 0.7%
Value ($000) $1,682 Shares 3,555 Est. Cost $218.28 Unrealized +84.5%
IBM International Business Machine 0.7%
Value ($000) $1,620 Shares 11,050 Est. Cost $90.25 Unrealized +25.7%
PFE Pfizer Incorporated 0.7%
Value ($000) $1,618 Shares 41,308 Est. Cost $25.91 Unrealized +19.6%
EQIX Equinix Inc 0.7%
Value ($000) $1,588 Shares 1,979 Est. Cost $501.45 Unrealized +35.4%
ITW Illinois Tool Works 0.6%
Value ($000) $1,456 Shares 6,512 Est. Cost $118.06 Unrealized +73.6%
ABBV AbbVie 0.6%
Value ($000) $1,436 Shares 12,753 Est. Cost $82.33 Unrealized +15.1%
NVS Novartis AG 0.6%
Value ($000) $1,401 Shares 15,358 Est. Cost $83.25 Unrealized
TXN Texas Instruments Inc 0.6%
Value ($000) $1,399 Shares 7,274 Est. Cost $51.50 Unrealized +218.8%
HON Honeywell International 0.6%
Value ($000) $1,374 Shares 6,265 Est. Cost $101.04 Unrealized +90.2%
BAC BankAmerica Corp 0.5%
Value ($000) $1,327 Shares 32,176 Est. Cost $26.34 Unrealized +38.8%
Raytheon Company 0.5%
Value ($000) $1,306 Shares 15,311 Est. Cost $78.49 Unrealized
INTC Intel 0.5%
Value ($000) $1,296 Shares 23,089 Est. Cost $30.39 Unrealized +76.3%
UNP Union Pacific Corp. 0.5%
Value ($000) $1,295 Shares 5,888 Est. Cost $83.77 Unrealized +139.2%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $1,288 Shares 8,282 Est. Cost $96.11 Unrealized +45.4%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $1,126 Shares 16,854 Est. Cost $45.06 Unrealized +19.6%
MRK Merck 0.4%
Value ($000) $985 Shares 12,670 Est. Cost $46.49 Unrealized +38.0%
GOOG Alphabet Cl C 0.4%
Value ($000) $915 Shares 365 Est. Cost $40.48 Unrealized +192.2%
SBUX Starbucks Corp. 0.4%
Value ($000) $910 Shares 8,137 Est. Cost $55.98 Unrealized +81.6%
SWKS Skyworks Solutions 0.4%
Value ($000) $905 Shares 4,720 Est. Cost $88.76 Unrealized +76.4%
GIS General Mills Inc. 0.4%
Value ($000) $897 Shares 14,720 Est. Cost $43.03 Unrealized +22.9%
EW Edwards Lifesciences 0.4%
Value ($000) $888 Shares 8,575 Est. Cost $60.91 Unrealized +54.7%
GILD Gilead Sciences Inc 0.3%
Value ($000) $851 Shares 12,358 Est. Cost $62.72 Unrealized -10.9%
GPC Genuine Parts 0.3%
Value ($000) $749 Shares 5,926 Est. Cost $75.12 Unrealized +47.4%
AVGO Avago Technologies 0.3%
Value ($000) $736 Shares 1,544 Est. Cost $41.88 Unrealized +0.4%
GNRC Generac Holdings Inc. 0.3%
Value ($000) $685 Shares 1,650 Est. Cost $105.29 Unrealized +218.6%
Unilever PLC 0.3%
Value ($000) $681 Shares 11,635 Est. Cost $49.35 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $671 Shares 5,787 Est. Cost $49.18 Unrealized +118.1%
BDX Becton Dickinson 0.3%
Value ($000) $668 Shares 2,747 Est. Cost $210.17 Unrealized +5.7%
LLY Eli Lilly 0.3%
Value ($000) $612 Shares 2,668 Est. Cost $105.37 Unrealized +82.1%
TM Toyota 0.2%
Value ($000) $600 Shares 3,432 Est. Cost $126.33 Unrealized
MKC McCormick & Co. 0.2%
Value ($000) $578 Shares 6,548 Est. Cost $60.05 Unrealized +34.4%
SYK Stryker Corp 0.2%
Value ($000) $564 Shares 2,171 Est. Cost $152.40 Unrealized +59.8%
SHW Sherwin Williams 0.2%
Value ($000) $564 Shares 2,070 Est. Cost $226.01 Unrealized +16.3%
PM Philip Morris Intl Inc 0.2%
Value ($000) $549 Shares 5,535 Est. Cost $59.60 Unrealized +28.2%
EMR Emerson Electric Company 0.2%
Value ($000) $526 Shares 5,467 Est. Cost $43.63 Unrealized +96.0%
TSLA Tesla Inc. 0.2%
Value ($000) $503 Shares 740 Est. Cost $111.01 Unrealized +95.5%
SJM JM Smucker Co 0.2%
Value ($000) $491 Shares 3,790 Est. Cost $89.51 Unrealized +27.2%
TSM Taiwan Semiconductor MFG LTD 0.2%
Value ($000) $454 Shares 3,780 Est. Cost $110.27 Unrealized
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $452 Shares 1,135 Est. Cost $200.72 Unrealized
ADM Archer Daniels Midland 0.2%
Value ($000) $438 Shares 7,227 Est. Cost $55.76 Unrealized 0.0%
MAR Marriott Intl 0.2%
Value ($000) $433 Shares 3,175 Est. Cost $134.80 Unrealized +3.1%
Vmware, Inc. 0.2%
Value ($000) $432 Shares 2,701 Est. Cost $163.60 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $413 Shares 3,850 Est. Cost $41.48 Unrealized +112.9%
D Dominion Energy 0.2%
Value ($000) $404 Shares 5,493 Est. Cost $57.58 Unrealized +8.9%
MO Altria Group 0.2%
Value ($000) $397 Shares 8,327 Est. Cost $30.66 Unrealized +10.8%
MDT Medtronic, plc 0.2%
Value ($000) $396 Shares 3,191 Est. Cost $64.39 Unrealized +70.1%
AFL AFLAC, Inc. 0.2%
Value ($000) $392 Shares 7,314 Est. Cost $31.60 Unrealized +55.2%
KMB Kimberly Clark 0.2%
Value ($000) $387 Shares 2,895 Est. Cost $92.26 Unrealized +21.8%
AMAT Applied Matls Inc 0.2%
Value ($000) $370 Shares 2,600 Est. Cost $70.69 Unrealized +82.2%
NOC Northrop Grumman 0.1%
Value ($000) $363 Shares 1,000 Est. Cost $155.62 Unrealized +114.5%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $359 Shares 1,302 Est. Cost $165.90 Unrealized
CHD Church & Dwight 0.1%
Value ($000) $350 Shares 4,102 Est. Cost $47.51 Unrealized +72.4%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $338 Shares 2,103 Est. Cost $107.44 Unrealized +45.0%
FCNCA First Citizens Bank 0.1%
Value ($000) $333 Shares 400 Est. Cost $712.61 Unrealized +17.8%
AXP American Express 0.1%
Value ($000) $330 Shares 2,000 Est. Cost $91.89 Unrealized +60.9%
PRU Prudential Financial 0.1%
Value ($000) $323 Shares 3,150 Est. Cost $81.79 Unrealized 0.0%
LAM Research Corp 0.1%
Value ($000) $306 Shares 470 Est. Cost $595.74 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $295 Shares 3,075 Est. Cost $56.08 Unrealized +55.1%
MLM Martin Marietta Materials 0.1%
Value ($000) $285 Shares 810 Est. Cost $309.80 Unrealized +11.7%
TTC Toro 0.1%
Value ($000) $279 Shares 2,540 Est. Cost $74.83 Unrealized +46.9%
COLM Columbia Sportwear 0.1%
Value ($000) $275 Shares 2,800 Est. Cost $54.92 Unrealized +77.9%
Kellogg Co 0.1%
Value ($000) $274 Shares 4,264 Est. Cost $49.58 Unrealized +4.0%
HPQ HP, Inc. 0.1%
Value ($000) $270 Shares 8,945 Est. Cost $27.18 Unrealized 0.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $267 Shares 3,562 Est. Cost $36.07 Unrealized +92.2%
USB US Bancorp 0.1%
Value ($000) $209 Shares 3,667 Est. Cost $40.32 Unrealized +18.4%
VUG Vanguard Growth Index ETF 0.1%
Value ($000) $209 Shares 729 Est. Cost $286.69 Unrealized
AKAM Akamai Technology 0.1%
Value ($000) $207 Shares 1,775 Est. Cost $111.54 Unrealized 0.0%
Activision Billard 0.1%
Value ($000) $201 Shares 2,101 Est. Cost $93.14 Unrealized