PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $246,868 (100.0% shares, 0.0% debt)

Holdings (115)

AAPL Apple Computer 11.9%
Value ($000) $29,357 Shares 207,472 Est. Cost $88.80 Unrealized +62.1%
AMZN Amazon.com 6.0%
Value ($000) $14,917 Shares 4,541 Est. Cost $51.70 Unrealized +233.7%
MSFT Microsoft 4.8%
Value ($000) $11,932 Shares 42,323 Est. Cost $77.05 Unrealized +264.4%
GOOGL Alphabet Cl A 4.4%
Value ($000) $10,812 Shares 4,044 Est. Cost $52.46 Unrealized +157.5%
WMT Wal-Mart Stores Inc. 3.0%
Value ($000) $7,474 Shares 53,623 Est. Cost $22.62 Unrealized +101.0%
MA Mastercard Inc Cl A 2.5%
Value ($000) $6,168 Shares 17,740 Est. Cost $126.82 Unrealized +179.7%
LOW Lowes 2.1%
Value ($000) $5,182 Shares 25,547 Est. Cost $68.60 Unrealized +167.6%
MCD McDonalds 2.0%
Value ($000) $4,859 Shares 20,153 Est. Cost $103.74 Unrealized +108.0%
ADP Automatic Data Processing 1.9%
Value ($000) $4,638 Shares 23,199 Est. Cost $84.40 Unrealized +122.4%
BA Boeing 1.9%
Value ($000) $4,609 Shares 20,957 Est. Cost $176.10 Unrealized +26.6%
JNJ Johnson & Johnson 1.9%
Value ($000) $4,597 Shares 28,463 Est. Cost $94.15 Unrealized +59.6%
V Visa Inc 1.8%
Value ($000) $4,430 Shares 19,888 Est. Cost $93.19 Unrealized +143.6%
DIS Walt Disney Company 1.7%
Value ($000) $4,191 Shares 24,772 Est. Cost $117.02 Unrealized +48.8%
HD Home Depot Inc. 1.6%
Value ($000) $3,919 Shares 11,938 Est. Cost $147.85 Unrealized +99.2%
UPS United Parcel Services CL B 1.6%
Value ($000) $3,891 Shares 21,369 Est. Cost $83.98 Unrealized +93.8%
ADBE Adobe Systems Inc. 1.6%
Value ($000) $3,845 Shares 6,678 Est. Cost $214.57 Unrealized +193.3%
AMGN Amgen 1.6%
Value ($000) $3,843 Shares 18,073 Est. Cost $147.40 Unrealized +35.9%
PG Procter & Gamble 1.5%
Value ($000) $3,781 Shares 27,048 Est. Cost $65.05 Unrealized +95.6%
MMM 3M Co 1.5%
Value ($000) $3,700 Shares 21,092 Est. Cost $108.20 Unrealized +26.9%
CVX Chevron Corp. 1.5%
Value ($000) $3,678 Shares 36,252 Est. Cost $68.15 Unrealized +22.2%
KO Coca-Cola 1.5%
Value ($000) $3,595 Shares 68,509 Est. Cost $32.66 Unrealized +49.4%
VZ Verizon Communications Inc. 1.4%
Value ($000) $3,535 Shares 65,457 Est. Cost $31.93 Unrealized +32.6%
CAT Caterpillar 1.4%
Value ($000) $3,525 Shares 18,364 Est. Cost $89.71 Unrealized +114.1%
TGT Target Corp. 1.4%
Value ($000) $3,421 Shares 14,955 Est. Cost $66.47 Unrealized +230.8%
PEP Pepsi Co 1.3%
Value ($000) $3,194 Shares 21,235 Est. Cost $83.47 Unrealized +61.7%
PYPL Paypal Holdings 1.2%
Value ($000) $2,845 Shares 10,934 Est. Cost $105.38 Unrealized +168.6%
CMI Cummins Inc. 1.2%
Value ($000) $2,843 Shares 12,662 Est. Cost $118.25 Unrealized +77.9%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $2,828 Shares 8,195 Est. Cost $240.94 Unrealized +33.1%
NSC Norfolk Southern 1.0%
Value ($000) $2,530 Shares 10,574 Est. Cost $91.13 Unrealized +156.2%
QCOM Qualcomm, Inc. 1.0%
Value ($000) $2,469 Shares 19,140 Est. Cost $74.93 Unrealized +71.9%
NVDA Nvidia Corp. 1.0%
Value ($000) $2,432 Shares 11,740 Est. Cost $16.93 Unrealized +22.4%
NKE Nike Inc. 1.0%
Value ($000) $2,419 Shares 16,659 Est. Cost $66.09 Unrealized +130.8%
TFC Truist Financial Corp 1.0%
Value ($000) $2,410 Shares 41,092 Est. Cost $40.80 Unrealized +10.6%
BRK/B Berkshire Hathaway Inc-B 0.9%
Value ($000) $2,308 Shares 8,457 Est. Cost $181.97 Unrealized +54.3%
ORCL Oracle Systems 0.9%
Value ($000) $2,267 Shares 26,018 Est. Cost $34.91 Unrealized +138.7%
PFE Pfizer Incorporated 0.9%
Value ($000) $2,225 Shares 51,728 Est. Cost $27.87 Unrealized +28.0%
COST Costco Wholesale 0.8%
Value ($000) $2,053 Shares 4,569 Est. Cost $188.19 Unrealized +122.2%
DUK Duke Energy Corp New 0.8%
Value ($000) $2,032 Shares 20,817 Est. Cost $52.79 Unrealized +65.3%
TROW T. Rowe Price Group 0.8%
Value ($000) $2,007 Shares 10,201 Est. Cost $61.12 Unrealized +184.6%
CSCO Cisco Systems 0.8%
Value ($000) $1,984 Shares 36,455 Est. Cost $23.45 Unrealized +109.9%
DE Deere & Co. 0.7%
Value ($000) $1,713 Shares 5,112 Est. Cost $84.38 Unrealized +302.1%
HSY Hershey 0.7%
Value ($000) $1,696 Shares 10,022 Est. Cost $79.36 Unrealized +100.1%
PH Parker Hannifin 0.7%
Value ($000) $1,637 Shares 5,855 Est. Cost $100.27 Unrealized +179.7%
FDX FedEx Corp 0.6%
Value ($000) $1,584 Shares 7,222 Est. Cost $150.71 Unrealized +64.5%
EQIX Equinix Inc 0.6%
Value ($000) $1,564 Shares 1,979 Est. Cost $501.45 Unrealized +52.0%
IBM International Business Machine 0.6%
Value ($000) $1,493 Shares 10,750 Est. Cost $90.25 Unrealized +24.2%
HON Honeywell International 0.6%
Value ($000) $1,484 Shares 6,990 Est. Cost $110.74 Unrealized +75.7%
ILMN Illumina Inc 0.6%
Value ($000) $1,440 Shares 3,550 Est. Cost $218.28 Unrealized +110.7%
ITW Illinois Tool Works 0.6%
Value ($000) $1,408 Shares 6,812 Est. Cost $121.80 Unrealized +66.6%
TXN Texas Instruments Inc 0.6%
Value ($000) $1,384 Shares 7,199 Est. Cost $51.50 Unrealized +226.1%
CLX Clorox 0.6%
Value ($000) $1,360 Shares 8,210 Est. Cost $149.37 Unrealized 0.0%
BAC BankAmerica Corp 0.5%
Value ($000) $1,353 Shares 31,876 Est. Cost $26.34 Unrealized +37.0%
ABBV AbbVie 0.5%
Value ($000) $1,353 Shares 12,545 Est. Cost $82.33 Unrealized +18.1%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $1,319 Shares 8,057 Est. Cost $96.11 Unrealized +46.0%
Raytheon Company 0.5%
Value ($000) $1,290 Shares 15,011 Est. Cost $78.49 Unrealized
UNP Union Pacific Corp. 0.5%
Value ($000) $1,233 Shares 6,288 Est. Cost $90.86 Unrealized +114.9%
NVS Novartis AG 0.5%
Value ($000) $1,231 Shares 15,058 Est. Cost $83.25 Unrealized
INTC Intel 0.5%
Value ($000) $1,194 Shares 22,414 Est. Cost $30.39 Unrealized +63.9%
BDX Becton Dickinson 0.4%
Value ($000) $1,062 Shares 4,322 Est. Cost $216.68 Unrealized +5.2%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $997 Shares 16,854 Est. Cost $45.06 Unrealized +21.7%
GOOG Alphabet Cl C 0.4%
Value ($000) $973 Shares 365 Est. Cost $40.48 Unrealized +238.1%
EW Edwards Lifesciences 0.4%
Value ($000) $959 Shares 8,475 Est. Cost $60.91 Unrealized +87.4%
MRK Merck 0.4%
Value ($000) $959 Shares 12,770 Est. Cost $46.49 Unrealized +42.3%
SBUX Starbucks Corp. 0.4%
Value ($000) $898 Shares 8,137 Est. Cost $55.98 Unrealized +88.8%
GILD Gilead Sciences Inc 0.3%
Value ($000) $856 Shares 12,258 Est. Cost $62.72 Unrealized -5.3%
GIS General Mills Inc. 0.3%
Value ($000) $851 Shares 14,220 Est. Cost $43.03 Unrealized +18.4%
SWKS Skyworks Solutions 0.3%
Value ($000) $778 Shares 4,720 Est. Cost $88.76 Unrealized +82.3%
AVGO Broadcom, Inc. 0.3%
Value ($000) $741 Shares 1,529 Est. Cost $41.88 Unrealized +6.2%
GPC Genuine Parts 0.3%
Value ($000) $718 Shares 5,926 Est. Cost $75.12 Unrealized +47.0%
ABT Abbott Labs 0.3%
Value ($000) $672 Shares 5,687 Est. Cost $49.18 Unrealized +130.7%
GNRC Generac Holdings Inc. 0.3%
Value ($000) $654 Shares 1,600 Est. Cost $105.29 Unrealized +306.8%
Unilever PLC 0.3%
Value ($000) $631 Shares 11,635 Est. Cost $49.35 Unrealized
LLY Eli Lilly 0.2%
Value ($000) $616 Shares 2,668 Est. Cost $105.37 Unrealized +124.6%
TM Toyota 0.2%
Value ($000) $610 Shares 3,432 Est. Cost $126.33 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $599 Shares 2,271 Est. Cost $156.92 Unrealized +62.6%
SHW Sherwin Williams 0.2%
Value ($000) $579 Shares 2,070 Est. Cost $226.01 Unrealized +24.5%
TSLA Tesla Inc. 0.2%
Value ($000) $574 Shares 740 Est. Cost $111.01 Unrealized +112.0%
APD Air Products & Chemical 0.2%
Value ($000) $565 Shares 2,207 Est. Cost $246.97 Unrealized 0.0%
PM Philip Morris Intl Inc 0.2%
Value ($000) $539 Shares 5,685 Est. Cost $60.16 Unrealized +34.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $512 Shares 8,527 Est. Cost $55.34 Unrealized -4.3%
EMR Emerson Electric Company 0.2%
Value ($000) $510 Shares 5,417 Est. Cost $43.63 Unrealized +109.0%
MAR Marriott Intl 0.2%
Value ($000) $507 Shares 3,425 Est. Cost $134.79 Unrealized -0.1%
MKC McCormick & Co. 0.2%
Value ($000) $506 Shares 6,248 Est. Cost $60.05 Unrealized +29.9%
SMG Scotts Miracle-Gro 0.2%
Value ($000) $504 Shares 3,445 Est. Cost $137.36 Unrealized 0.0%
SJM JM Smucker Co 0.2%
Value ($000) $455 Shares 3,790 Est. Cost $89.51 Unrealized +22.7%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $455 Shares 1,135 Est. Cost $200.72 Unrealized
TSM Taiwan Semiconductor MFG LTD 0.2%
Value ($000) $425 Shares 3,805 Est. Cost $110.27 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $422 Shares 3,752 Est. Cost $41.48 Unrealized +139.4%
Vmware, Inc. 0.2%
Value ($000) $402 Shares 2,701 Est. Cost $163.60 Unrealized
MDT Medtronic, plc 0.2%
Value ($000) $400 Shares 3,191 Est. Cost $64.39 Unrealized +76.2%
AFL AFLAC, Inc. 0.2%
Value ($000) $376 Shares 7,214 Est. Cost $31.60 Unrealized +56.5%
MO Altria Group 0.2%
Value ($000) $374 Shares 8,227 Est. Cost $30.66 Unrealized +10.9%
D Dominion Energy 0.2%
Value ($000) $374 Shares 5,118 Est. Cost $57.58 Unrealized +8.4%
KMB Kimberly Clark 0.1%
Value ($000) $370 Shares 2,795 Est. Cost $92.26 Unrealized +25.2%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $366 Shares 1,302 Est. Cost $165.90 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $360 Shares 1,000 Est. Cost $155.62 Unrealized +116.2%
PRU Prudential Financial 0.1%
Value ($000) $352 Shares 3,350 Est. Cost $81.88 Unrealized +1.9%
FCNCA First Citizens Bank 0.1%
Value ($000) $337 Shares 400 Est. Cost $712.61 Unrealized +14.9%
AMAT Applied Matls Inc 0.1%
Value ($000) $335 Shares 2,600 Est. Cost $70.69 Unrealized +84.7%
AXP American Express 0.1%
Value ($000) $335 Shares 2,000 Est. Cost $91.89 Unrealized +72.2%
CHD Church & Dwight 0.1%
Value ($000) $322 Shares 3,902 Est. Cost $47.51 Unrealized +69.4%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $308 Shares 2,103 Est. Cost $107.44 Unrealized +31.8%
NUE Nucor Corp 0.1%
Value ($000) $303 Shares 3,075 Est. Cost $56.08 Unrealized +77.0%
LAM Research Corp 0.1%
Value ($000) $296 Shares 520 Est. Cost $593.20 Unrealized
Kellogg Co 0.1%
Value ($000) $276 Shares 4,314 Est. Cost $49.60 Unrealized +3.6%
COLM Columbia Sportwear 0.1%
Value ($000) $268 Shares 2,800 Est. Cost $54.92 Unrealized +71.6%
VUG Vanguard Growth Index ETF 0.1%
Value ($000) $263 Shares 905 Est. Cost $287.46 Unrealized
MLM Martin Marietta Materials 0.1%
Value ($000) $260 Shares 760 Est. Cost $309.80 Unrealized +14.2%
TTC Toro 0.1%
Value ($000) $247 Shares 2,540 Est. Cost $74.83 Unrealized +45.8%
BF/B Brown Forman Corp 0.1%
Value ($000) $239 Shares 3,562 Est. Cost $36.07 Unrealized +79.1%
HPQ HP, Inc. 0.1%
Value ($000) $233 Shares 8,525 Est. Cost $27.18 Unrealized -9.5%
USB US Bancorp 0.1%
Value ($000) $218 Shares 3,667 Est. Cost $40.32 Unrealized +15.7%
ALGN Align Technology 0.1%
Value ($000) $216 Shares 325 Est. Cost $679.09 Unrealized 0.0%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $215 Shares 355 Est. Cost $617.39 Unrealized 0.0%
Hill-Rom Holdings 0.1%
Value ($000) $215 Shares 1,434 Est. Cost $149.93 Unrealized