PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $270,418 (100.0% shares, 0.0% debt)

Holdings (116)

AAPL Apple Computer 13.5%
Value ($000) $36,609 Shares 206,166 Est. Cost $88.80 Unrealized +74.2%
AMZN Amazon.com 5.6%
Value ($000) $15,181 Shares 4,553 Est. Cost $51.70 Unrealized +231.1%
MSFT Microsoft 5.2%
Value ($000) $14,012 Shares 41,663 Est. Cost $77.05 Unrealized +306.8%
GOOGL Alphabet Cl A 4.3%
Value ($000) $11,721 Shares 4,046 Est. Cost $52.46 Unrealized +172.5%
WMT Wal-Mart Stores Inc. 2.8%
Value ($000) $7,642 Shares 52,817 Est. Cost $22.62 Unrealized +99.7%
LOW Lowes 2.4%
Value ($000) $6,524 Shares 25,241 Est. Cost $68.60 Unrealized +220.4%
MA Mastercard Inc Cl A 2.4%
Value ($000) $6,362 Shares 17,705 Est. Cost $126.82 Unrealized +166.4%
ADP Automatic Data Processing 2.1%
Value ($000) $5,671 Shares 23,000 Est. Cost $84.40 Unrealized +145.6%
MCD McDonalds 2.0%
Value ($000) $5,338 Shares 19,911 Est. Cost $103.74 Unrealized +121.3%
HD Home Depot Inc. 1.8%
Value ($000) $4,913 Shares 11,838 Est. Cost $147.85 Unrealized +132.1%
JNJ Johnson & Johnson 1.8%
Value ($000) $4,860 Shares 28,410 Est. Cost $94.15 Unrealized +54.1%
UPS United Parcel Services CL B 1.7%
Value ($000) $4,500 Shares 20,994 Est. Cost $83.98 Unrealized +100.7%
PG Procter & Gamble 1.6%
Value ($000) $4,385 Shares 26,807 Est. Cost $65.05 Unrealized +106.2%
CVX Chevron Corp. 1.6%
Value ($000) $4,277 Shares 36,446 Est. Cost $68.15 Unrealized +41.0%
V Visa Inc 1.5%
Value ($000) $4,191 Shares 19,339 Est. Cost $93.19 Unrealized +123.3%
AMGN Amgen 1.5%
Value ($000) $4,022 Shares 17,877 Est. Cost $147.40 Unrealized +25.6%
KO Coca-Cola 1.5%
Value ($000) $3,957 Shares 66,834 Est. Cost $32.66 Unrealized +50.6%
BA Boeing 1.4%
Value ($000) $3,827 Shares 19,008 Est. Cost $176.10 Unrealized +20.0%
CAT Caterpillar 1.4%
Value ($000) $3,810 Shares 18,431 Est. Cost $89.71 Unrealized +108.1%
ADBE Adobe Systems Inc. 1.4%
Value ($000) $3,773 Shares 6,653 Est. Cost $214.57 Unrealized +191.3%
MMM 3M Co 1.4%
Value ($000) $3,724 Shares 20,967 Est. Cost $108.20 Unrealized +17.6%
DIS Walt Disney Company 1.4%
Value ($000) $3,679 Shares 23,752 Est. Cost $117.02 Unrealized +34.8%
PEP Pepsi Co 1.3%
Value ($000) $3,641 Shares 20,960 Est. Cost $83.47 Unrealized +71.9%
TGT Target Corp. 1.3%
Value ($000) $3,479 Shares 15,030 Est. Cost $66.47 Unrealized +222.3%
NVDA Nvidia Corp. 1.3%
Value ($000) $3,445 Shares 11,715 Est. Cost $16.93 Unrealized +62.2%
QCOM Qualcomm, Inc. 1.3%
Value ($000) $3,412 Shares 18,660 Est. Cost $74.93 Unrealized +94.9%
VZ Verizon Communications Inc. 1.2%
Value ($000) $3,272 Shares 62,966 Est. Cost $31.93 Unrealized +26.5%
NSC Norfolk Southern 1.2%
Value ($000) $3,126 Shares 10,499 Est. Cost $91.13 Unrealized +180.1%
PFE Pfizer Incorporated 1.1%
Value ($000) $3,108 Shares 52,628 Est. Cost $28.09 Unrealized +43.2%
LMT Lockheed Martin Corp. 1.0%
Value ($000) $2,808 Shares 7,902 Est. Cost $240.94 Unrealized +28.2%
CMI Cummins Inc. 1.0%
Value ($000) $2,718 Shares 12,462 Est. Cost $118.25 Unrealized +74.1%
NKE Nike Inc. 1.0%
Value ($000) $2,710 Shares 16,259 Est. Cost $66.09 Unrealized +133.8%
COST Costco Wholesale 0.9%
Value ($000) $2,537 Shares 4,469 Est. Cost $188.19 Unrealized +159.4%
BRK/B Berkshire Hathaway Inc-B 0.9%
Value ($000) $2,506 Shares 8,382 Est. Cost $181.97 Unrealized +57.4%
TFC Truist Financial Corp 0.9%
Value ($000) $2,358 Shares 40,271 Est. Cost $40.80 Unrealized +21.8%
ORCL Oracle Systems 0.8%
Value ($000) $2,261 Shares 25,928 Est. Cost $34.91 Unrealized +154.6%
CSCO Cisco Systems 0.8%
Value ($000) $2,231 Shares 35,205 Est. Cost $23.45 Unrealized +115.2%
DUK Duke Energy Corp New 0.8%
Value ($000) $2,093 Shares 19,954 Est. Cost $52.79 Unrealized +63.4%
PYPL Paypal Holdings 0.8%
Value ($000) $2,059 Shares 10,916 Est. Cost $105.38 Unrealized +104.9%
TROW T. Rowe Price Group 0.7%
Value ($000) $1,927 Shares 9,801 Est. Cost $61.12 Unrealized +175.9%
HSY Hershey 0.7%
Value ($000) $1,915 Shares 9,897 Est. Cost $79.36 Unrealized +106.1%
PH Parker Hannifin 0.7%
Value ($000) $1,863 Shares 5,855 Est. Cost $100.27 Unrealized +191.9%
FDX FedEx Corp 0.7%
Value ($000) $1,837 Shares 7,102 Est. Cost $150.71 Unrealized +45.9%
DE Deere & Co. 0.6%
Value ($000) $1,719 Shares 5,012 Est. Cost $84.38 Unrealized +289.4%
ABBV AbbVie 0.6%
Value ($000) $1,680 Shares 12,410 Est. Cost $82.33 Unrealized +23.5%
EQIX Equinix Inc 0.6%
Value ($000) $1,674 Shares 1,979 Est. Cost $501.45 Unrealized +47.2%
ITW Illinois Tool Works 0.6%
Value ($000) $1,645 Shares 6,667 Est. Cost $121.80 Unrealized +72.7%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,540 Shares 6,113 Est. Cost $90.86 Unrealized +136.6%
HON Honeywell International 0.5%
Value ($000) $1,480 Shares 7,100 Est. Cost $111.89 Unrealized +65.4%
CLX Clorox 0.5%
Value ($000) $1,479 Shares 8,485 Est. Cost $149.25 Unrealized -2.4%
ILMN Illumina Inc 0.5%
Value ($000) $1,408 Shares 3,700 Est. Cost $224.79 Unrealized +68.6%
BAC BankAmerica Corp 0.5%
Value ($000) $1,376 Shares 30,926 Est. Cost $26.34 Unrealized +55.7%
IBM International Business Machine 0.5%
Value ($000) $1,371 Shares 10,258 Est. Cost $90.25 Unrealized +18.0%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,357 Shares 7,199 Est. Cost $51.50 Unrealized +230.4%
NVS Novartis AG 0.5%
Value ($000) $1,271 Shares 14,533 Est. Cost $83.25 Unrealized
Raytheon Company 0.5%
Value ($000) $1,267 Shares 14,727 Est. Cost $78.49 Unrealized
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1,212 Shares 7,657 Est. Cost $96.11 Unrealized +53.8%
BDX Becton Dickinson 0.4%
Value ($000) $1,138 Shares 4,527 Est. Cost $216.99 Unrealized +3.0%
INTC Intel 0.4%
Value ($000) $1,108 Shares 21,514 Est. Cost $30.39 Unrealized +55.6%
EW Edwards Lifesciences 0.4%
Value ($000) $1,091 Shares 8,425 Est. Cost $60.91 Unrealized +91.5%
GOOG Alphabet Cl C 0.4%
Value ($000) $1,056 Shares 365 Est. Cost $40.48 Unrealized +254.4%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $1,029 Shares 16,504 Est. Cost $45.06 Unrealized +9.3%
AVGO Broadcom, Inc. 0.4%
Value ($000) $991 Shares 1,489 Est. Cost $41.88 Unrealized +23.7%
MRK Merck 0.4%
Value ($000) $954 Shares 12,445 Est. Cost $46.49 Unrealized +50.3%
SBUX Starbucks Corp. 0.3%
Value ($000) $940 Shares 8,037 Est. Cost $55.98 Unrealized +82.6%
GIS General Mills Inc. 0.3%
Value ($000) $908 Shares 13,471 Est. Cost $43.03 Unrealized +28.4%
ABT Abbott Labs 0.3%
Value ($000) $800 Shares 5,687 Est. Cost $49.18 Unrealized +141.4%
GPC Genuine Parts 0.3%
Value ($000) $792 Shares 5,651 Est. Cost $75.12 Unrealized +57.1%
GILD Gilead Sciences Inc 0.3%
Value ($000) $788 Shares 10,858 Est. Cost $62.72 Unrealized -6.2%
TSLA Tesla Inc. 0.3%
Value ($000) $782 Shares 740 Est. Cost $111.01 Unrealized +202.1%
LLY Eli Lilly 0.3%
Value ($000) $737 Shares 2,668 Est. Cost $105.37 Unrealized +131.4%
SWKS Skyworks Solutions 0.3%
Value ($000) $717 Shares 4,620 Est. Cost $88.76 Unrealized +60.0%
APD Air Products & Chemical 0.3%
Value ($000) $706 Shares 2,322 Est. Cost $247.80 Unrealized +6.4%
SHW Sherwin Williams 0.2%
Value ($000) $676 Shares 1,920 Est. Cost $226.01 Unrealized +37.7%
TM Toyota 0.2%
Value ($000) $636 Shares 3,432 Est. Cost $126.33 Unrealized
Unilever PLC 0.2%
Value ($000) $608 Shares 11,301 Est. Cost $49.35 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $607 Shares 2,271 Est. Cost $156.92 Unrealized +60.0%
MKC McCormick & Co. 0.2%
Value ($000) $604 Shares 6,248 Est. Cost $60.05 Unrealized +29.4%
ADM Archer Daniels Midland 0.2%
Value ($000) $563 Shares 8,327 Est. Cost $55.34 Unrealized +3.7%
MAR Marriott Intl 0.2%
Value ($000) $549 Shares 3,325 Est. Cost $134.79 Unrealized +12.6%
PM Philip Morris Intl Inc 0.2%
Value ($000) $548 Shares 5,773 Est. Cost $60.41 Unrealized +26.3%
GNRC Generac Holdings Inc. 0.2%
Value ($000) $547 Shares 1,555 Est. Cost $105.29 Unrealized +293.9%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $520 Shares 1,135 Est. Cost $200.72 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $512 Shares 3,752 Est. Cost $41.48 Unrealized +164.9%
SJM JM Smucker Co 0.2%
Value ($000) $505 Shares 3,715 Est. Cost $89.51 Unrealized +24.0%
SMG Scotts Miracle-Gro 0.2%
Value ($000) $482 Shares 2,995 Est. Cost $137.36 Unrealized -5.2%
EMR Emerson Electric Company 0.2%
Value ($000) $471 Shares 5,067 Est. Cost $43.63 Unrealized +98.3%
TSM Taiwan Semiconductor MFG LTD 0.2%
Value ($000) $446 Shares 3,705 Est. Cost $110.27 Unrealized
FCNCA First Citizens Bank 0.2%
Value ($000) $432 Shares 520 Est. Cost $737.87 Unrealized +11.4%
AFL AFLAC, Inc. 0.2%
Value ($000) $410 Shares 7,014 Est. Cost $31.60 Unrealized +61.3%
AMAT Applied Matls Inc 0.2%
Value ($000) $409 Shares 2,600 Est. Cost $70.69 Unrealized +97.5%
Laboratory Corp of Amer Hldgs 0.2%
Value ($000) $409 Shares 1,302 Est. Cost $165.90 Unrealized
D Dominion Energy 0.1%
Value ($000) $402 Shares 5,118 Est. Cost $57.58 Unrealized +7.9%
CHD Church & Dwight 0.1%
Value ($000) $400 Shares 3,902 Est. Cost $47.51 Unrealized +81.8%
NOC Northrop Grumman 0.1%
Value ($000) $377 Shares 975 Est. Cost $155.62 Unrealized +123.8%
LAM Research Corp 0.1%
Value ($000) $374 Shares 520 Est. Cost $593.20 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $363 Shares 3,350 Est. Cost $81.88 Unrealized +8.5%
NUE Nucor Corp 0.1%
Value ($000) $351 Shares 3,075 Est. Cost $56.08 Unrealized +82.8%
KMB Kimberly Clark 0.1%
Value ($000) $337 Shares 2,355 Est. Cost $92.26 Unrealized +24.9%
MDT Medtronic, plc 0.1%
Value ($000) $330 Shares 3,191 Est. Cost $64.39 Unrealized +58.5%
AXP American Express 0.1%
Value ($000) $327 Shares 2,000 Est. Cost $91.89 Unrealized +76.1%
MO Altria Group 0.1%
Value ($000) $324 Shares 6,829 Est. Cost $30.66 Unrealized +7.0%
HPQ HP, Inc. 0.1%
Value ($000) $321 Shares 8,525 Est. Cost $27.18 Unrealized +3.7%
MLM Martin Marietta Materials 0.1%
Value ($000) $313 Shares 710 Est. Cost $309.80 Unrealized +27.5%
Kellogg Co 0.1%
Value ($000) $291 Shares 4,514 Est. Cost $49.66 Unrealized +2.9%
Vmware, Inc. 0.1%
Value ($000) $286 Shares 2,467 Est. Cost $163.60 Unrealized
COLM Columbia Sportwear 0.1%
Value ($000) $273 Shares 2,800 Est. Cost $54.92 Unrealized +69.7%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $267 Shares 2,103 Est. Cost $107.44 Unrealized +17.5%
BF/B Brown Forman Corp 0.1%
Value ($000) $260 Shares 3,562 Est. Cost $36.07 Unrealized +81.2%
TTC Toro 0.1%
Value ($000) $254 Shares 2,540 Est. Cost $74.83 Unrealized +33.1%
CVS CVS Health Corp. 0.1%
Value ($000) $235 Shares 2,275 Est. Cost $80.49 Unrealized 0.0%
SNPS Synopsys, Inc. 0.1%
Value ($000) $234 Shares 635 Est. Cost $337.23 Unrealized 0.0%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $224 Shares 355 Est. Cost $617.39 Unrealized -1.0%
WHR Whirlpool Corp 0.1%
Value ($000) $224 Shares 955 Est. Cost $219.62 Unrealized 0.0%
ALGN Align Technology 0.1%
Value ($000) $214 Shares 325 Est. Cost $679.09 Unrealized -5.3%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $203 Shares 403 Est. Cost $422.19 Unrealized 0.0%