PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 22, 2022

Total Value ($000): $261,944 (100.0% shares, 0.0% debt)

Holdings (117)

AAPL Apple Computer 13.9%
Value ($000) $36,460 Shares 208,806 Est. Cost $89.76 Unrealized +83.6%
AMZN Amazon.com 5.7%
Value ($000) $14,843 Shares 4,553 Est. Cost $51.70 Unrealized +198.9%
MSFT Microsoft 5.1%
Value ($000) $13,274 Shares 43,055 Est. Cost $83.98 Unrealized +247.0%
GOOGL Alphabet Cl A 4.3%
Value ($000) $11,373 Shares 4,089 Est. Cost $53.32 Unrealized +152.8%
WMT Wal-Mart Stores Inc. 3.0%
Value ($000) $7,910 Shares 53,117 Est. Cost $22.62 Unrealized +97.1%
MA Mastercard Inc Cl A 2.4%
Value ($000) $6,327 Shares 17,705 Est. Cost $126.82 Unrealized +177.3%
CVX Chevron Corp. 2.3%
Value ($000) $5,917 Shares 36,337 Est. Cost $68.15 Unrealized +80.1%
ADP Automatic Data Processing 2.0%
Value ($000) $5,233 Shares 23,000 Est. Cost $84.40 Unrealized +133.3%
LOW Lowes 1.9%
Value ($000) $5,080 Shares 25,124 Est. Cost $68.60 Unrealized +211.0%
JNJ Johnson & Johnson 1.9%
Value ($000) $5,017 Shares 28,308 Est. Cost $94.15 Unrealized +61.2%
MCD McDonalds 1.9%
Value ($000) $4,862 Shares 19,661 Est. Cost $103.74 Unrealized +119.6%
UPS United Parcel Services CL B 1.7%
Value ($000) $4,545 Shares 21,194 Est. Cost $83.98 Unrealized +111.0%
AMGN Amgen 1.7%
Value ($000) $4,323 Shares 17,877 Est. Cost $147.40 Unrealized +37.9%
V Visa Inc 1.6%
Value ($000) $4,300 Shares 19,388 Est. Cost $93.19 Unrealized +125.4%
PG Procter & Gamble 1.6%
Value ($000) $4,070 Shares 26,633 Est. Cost $65.05 Unrealized +118.5%
CAT Caterpillar 1.6%
Value ($000) $4,068 Shares 18,256 Est. Cost $89.71 Unrealized +117.9%
KO Coca-Cola 1.5%
Value ($000) $4,045 Shares 65,234 Est. Cost $32.66 Unrealized +65.5%
BA Boeing 1.4%
Value ($000) $3,734 Shares 19,500 Est. Cost $176.72 Unrealized +13.6%
HD Home Depot Inc. 1.4%
Value ($000) $3,543 Shares 11,838 Est. Cost $147.85 Unrealized +112.4%
PEP Pepsi Co 1.3%
Value ($000) $3,491 Shares 20,856 Est. Cost $83.47 Unrealized +77.8%
DIS Walt Disney Company 1.3%
Value ($000) $3,474 Shares 25,327 Est. Cost $118.52 Unrealized +19.2%
LMT Lockheed Martin Corp. 1.3%
Value ($000) $3,472 Shares 7,867 Est. Cost $240.94 Unrealized +51.5%
NVDA Nvidia Corp. 1.3%
Value ($000) $3,305 Shares 12,114 Est. Cost $17.20 Unrealized +45.6%
TGT Target Corp. 1.2%
Value ($000) $3,146 Shares 14,823 Est. Cost $66.47 Unrealized +187.8%
VZ Verizon Communications Inc. 1.2%
Value ($000) $3,140 Shares 61,641 Est. Cost $31.93 Unrealized +30.0%
MMM 3M Co 1.2%
Value ($000) $3,124 Shares 20,985 Est. Cost $108.20 Unrealized +5.9%
ADBE Adobe Systems Inc. 1.2%
Value ($000) $3,041 Shares 6,674 Est. Cost $214.57 Unrealized +124.2%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $2,960 Shares 8,388 Est. Cost $181.97 Unrealized +77.8%
NSC Norfolk Southern 1.1%
Value ($000) $2,951 Shares 10,346 Est. Cost $91.13 Unrealized +177.5%
QCOM Qualcomm, Inc. 1.1%
Value ($000) $2,864 Shares 18,739 Est. Cost $74.93 Unrealized +105.0%
PFE Pfizer Incorporated 1.0%
Value ($000) $2,706 Shares 52,278 Est. Cost $28.09 Unrealized +51.2%
CMI Cummins Inc. 1.0%
Value ($000) $2,648 Shares 12,912 Est. Cost $120.99 Unrealized +62.5%
COST Costco Wholesale 1.0%
Value ($000) $2,574 Shares 4,469 Est. Cost $188.19 Unrealized +166.1%
TFC Truist Financial Corp 0.9%
Value ($000) $2,278 Shares 40,170 Est. Cost $40.80 Unrealized +24.1%
DUK Duke Energy Corp New 0.8%
Value ($000) $2,200 Shares 19,704 Est. Cost $52.79 Unrealized +68.9%
NKE Nike Inc. 0.8%
Value ($000) $2,190 Shares 16,277 Est. Cost $66.09 Unrealized +99.6%
HSY Hershey 0.8%
Value ($000) $2,144 Shares 9,897 Est. Cost $79.36 Unrealized +132.3%
ORCL Oracle Systems 0.8%
Value ($000) $2,141 Shares 25,878 Est. Cost $34.91 Unrealized +120.5%
DE Deere & Co. 0.8%
Value ($000) $2,082 Shares 5,012 Est. Cost $84.38 Unrealized +330.2%
ABBV AbbVie 0.8%
Value ($000) $1,997 Shares 12,320 Est. Cost $82.33 Unrealized +53.5%
CSCO Cisco Systems 0.7%
Value ($000) $1,924 Shares 34,508 Est. Cost $23.45 Unrealized +114.4%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,670 Shares 6,113 Est. Cost $90.86 Unrealized +153.8%
PH Parker Hannifin 0.6%
Value ($000) $1,653 Shares 5,826 Est. Cost $100.27 Unrealized +185.5%
FDX FedEx Corp 0.6%
Value ($000) $1,641 Shares 7,090 Est. Cost $150.71 Unrealized +43.3%
HON Honeywell International 0.6%
Value ($000) $1,484 Shares 7,625 Est. Cost $115.92 Unrealized +47.0%
TROW T. Rowe Price Group 0.6%
Value ($000) $1,478 Shares 9,776 Est. Cost $61.12 Unrealized +111.1%
EQIX Equinix Inc 0.6%
Value ($000) $1,468 Shares 1,979 Est. Cost $501.45 Unrealized +32.5%
Raytheon Company 0.6%
Value ($000) $1,463 Shares 14,767 Est. Cost $78.49 Unrealized
ITW Illinois Tool Works 0.5%
Value ($000) $1,392 Shares 6,647 Est. Cost $121.80 Unrealized +67.2%
ILMN Illumina Inc 0.5%
Value ($000) $1,377 Shares 3,940 Est. Cost $231.67 Unrealized +45.8%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,321 Shares 7,199 Est. Cost $51.50 Unrealized +205.4%
IBM International Business Machine 0.5%
Value ($000) $1,314 Shares 10,108 Est. Cost $90.25 Unrealized +24.2%
PYPL Paypal Holdings 0.5%
Value ($000) $1,271 Shares 10,987 Est. Cost $105.38 Unrealized +26.0%
BAC BankAmerica Corp 0.5%
Value ($000) $1,261 Shares 30,586 Est. Cost $26.34 Unrealized +55.0%
NVS Novartis AG 0.5%
Value ($000) $1,247 Shares 14,208 Est. Cost $83.25 Unrealized
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $1,205 Shares 16,504 Est. Cost $45.06 Unrealized +26.1%
BDX Becton Dickinson 0.5%
Value ($000) $1,200 Shares 4,512 Est. Cost $216.99 Unrealized +11.1%
CLX Clorox 0.4%
Value ($000) $1,162 Shares 8,360 Est. Cost $149.25 Unrealized -9.7%
GOOG Alphabet Cl C 0.4%
Value ($000) $1,047 Shares 375 Est. Cost $43.00 Unrealized +213.8%
AVGO Broadcom, Inc. 0.4%
Value ($000) $1,046 Shares 1,661 Est. Cost $43.24 Unrealized +27.4%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1,040 Shares 7,627 Est. Cost $96.11 Unrealized +39.1%
INTC Intel 0.4%
Value ($000) $1,040 Shares 20,989 Est. Cost $30.39 Unrealized +52.0%
MRK Merck 0.4%
Value ($000) $1,017 Shares 12,395 Est. Cost $46.49 Unrealized +50.2%
EW Edwards Lifesciences 0.4%
Value ($000) $988 Shares 8,391 Est. Cost $60.91 Unrealized +84.2%
GIS General Mills Inc. 0.3%
Value ($000) $895 Shares 13,222 Est. Cost $43.03 Unrealized +36.6%
TSLA Tesla Inc. 0.3%
Value ($000) $848 Shares 787 Est. Cost $122.98 Unrealized +153.3%
SBUX Starbucks Corp. 0.3%
Value ($000) $777 Shares 8,537 Est. Cost $57.73 Unrealized +48.9%
APD Air Products & Chemical 0.3%
Value ($000) $764 Shares 3,057 Est. Cost $243.98 Unrealized -4.9%
LLY Eli Lilly 0.3%
Value ($000) $764 Shares 2,668 Est. Cost $105.37 Unrealized +135.8%
ADM Archer Daniels Midland 0.3%
Value ($000) $743 Shares 8,227 Est. Cost $55.34 Unrealized +25.8%
GPC Genuine Parts 0.3%
Value ($000) $712 Shares 5,651 Est. Cost $75.12 Unrealized +54.6%
ABT Abbott Labs 0.3%
Value ($000) $676 Shares 5,715 Est. Cost $49.18 Unrealized +134.6%
GILD Gilead Sciences Inc 0.2%
Value ($000) $628 Shares 10,558 Est. Cost $62.72 Unrealized -12.1%
MKC McCormick & Co. 0.2%
Value ($000) $624 Shares 6,248 Est. Cost $60.05 Unrealized +49.1%
TM Toyota 0.2%
Value ($000) $619 Shares 3,432 Est. Cost $126.33 Unrealized
SWKS Skyworks Solutions 0.2%
Value ($000) $609 Shares 4,570 Est. Cost $88.76 Unrealized +40.9%
SYK Stryker Corp 0.2%
Value ($000) $607 Shares 2,271 Est. Cost $156.92 Unrealized +58.2%
MAR Marriott Intl 0.2%
Value ($000) $588 Shares 3,347 Est. Cost $134.79 Unrealized +18.9%
PM Philip Morris Intl Inc 0.2%
Value ($000) $538 Shares 5,724 Est. Cost $60.41 Unrealized +37.1%
PAYX Paychex, Inc. 0.2%
Value ($000) $512 Shares 3,752 Est. Cost $41.48 Unrealized +164.6%
Unilever PLC 0.2%
Value ($000) $510 Shares 11,201 Est. Cost $49.35 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $503 Shares 3,715 Est. Cost $89.51 Unrealized +33.5%
EMR Emerson Electric Company 0.2%
Value ($000) $492 Shares 5,017 Est. Cost $43.63 Unrealized +100.4%
SHW Sherwin Williams 0.2%
Value ($000) $479 Shares 1,920 Est. Cost $226.01 Unrealized +17.9%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $473 Shares 1,135 Est. Cost $200.72 Unrealized
GNRC Generac Holdings Inc. 0.2%
Value ($000) $462 Shares 1,555 Est. Cost $105.29 Unrealized +184.9%
AFL AFLAC, Inc. 0.2%
Value ($000) $452 Shares 7,014 Est. Cost $31.60 Unrealized +81.3%
NUE Nucor Corp 0.2%
Value ($000) $442 Shares 2,975 Est. Cost $56.08 Unrealized +106.0%
NOC Northrop Grumman 0.2%
Value ($000) $436 Shares 975 Est. Cost $155.62 Unrealized +149.1%
D Dominion Energy 0.2%
Value ($000) $424 Shares 4,993 Est. Cost $57.58 Unrealized +16.2%
PRU Prudential Financial 0.2%
Value ($000) $396 Shares 3,350 Est. Cost $81.88 Unrealized +15.0%
CHD Church & Dwight 0.1%
Value ($000) $388 Shares 3,902 Est. Cost $47.51 Unrealized +100.2%
AXP American Express 0.1%
Value ($000) $378 Shares 2,020 Est. Cost $92.68 Unrealized +85.3%
SMG Scotts Miracle-Gro 0.1%
Value ($000) $368 Shares 2,995 Est. Cost $137.36 Unrealized -13.9%
MO Altria Group 0.1%
Value ($000) $352 Shares 6,729 Est. Cost $30.66 Unrealized +21.1%
AMAT Applied Matls Inc 0.1%
Value ($000) $348 Shares 2,641 Est. Cost $71.66 Unrealized +85.4%
FCNCA First Citizens Bank 0.1%
Value ($000) $346 Shares 520 Est. Cost $737.87 Unrealized +4.1%
MDT Medtronic, plc 0.1%
Value ($000) $346 Shares 3,121 Est. Cost $64.39 Unrealized +45.5%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $343 Shares 1,302 Est. Cost $165.90 Unrealized
HPQ HP, Inc. 0.1%
Value ($000) $306 Shares 8,425 Est. Cost $27.18 Unrealized +17.9%
Kellogg Co 0.1%
Value ($000) $288 Shares 4,464 Est. Cost $49.66 Unrealized +5.8%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $286 Shares 3,745 Est. Cost $76.37 Unrealized
LAM Research Corp 0.1%
Value ($000) $284 Shares 528 Est. Cost $592.36 Unrealized
KMB Kimberly Clark 0.1%
Value ($000) $284 Shares 2,305 Est. Cost $92.26 Unrealized +23.6%
Vmware, Inc. 0.1%
Value ($000) $281 Shares 2,467 Est. Cost $163.60 Unrealized
REGN Regeneron Pharms Inc 0.1%
Value ($000) $276 Shares 395 Est. Cost $618.58 Unrealized +1.7%
MLM Martin Marietta Materials 0.1%
Value ($000) $273 Shares 710 Est. Cost $309.80 Unrealized +22.1%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $272 Shares 2,129 Est. Cost $107.55 Unrealized +8.3%
COLM Columbia Sportwear 0.1%
Value ($000) $253 Shares 2,800 Est. Cost $54.92 Unrealized +58.0%
CVS CVS Health Corp. 0.1%
Value ($000) $234 Shares 2,308 Est. Cost $80.65 Unrealized +14.1%
COP ConocoPhillips 0.1%
Value ($000) $229 Shares 2,293 Est. Cost $79.66 Unrealized 0.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $225 Shares 3,362 Est. Cost $36.07 Unrealized +71.7%
TTC Toro 0.1%
Value ($000) $217 Shares 2,540 Est. Cost $74.83 Unrealized +24.4%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $216 Shares 424 Est. Cost $423.62 Unrealized +6.5%
SNPS Synopsys, Inc. 0.1%
Value ($000) $212 Shares 635 Est. Cost $337.23 Unrealized -7.4%
RY Royal Bank of Canada 0.1%
Value ($000) $203 Shares 1,844 Est. Cost $112.12 Unrealized 0.0%
FISV Fiserv Inc 0.1%
Value ($000) $202 Shares 1,990 Est. Cost $101.21 Unrealized 0.0%