PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 17, 2022

Total Value ($000): $224,734 (100.0% shares, 0.0% debt)

Holdings (115)

AAPL Apple Computer 13.3%
Value ($000) $29,863 Shares 218,423 Est. Cost $92.35 Unrealized +61.0%
MSFT Microsoft 5.0%
Value ($000) $11,277 Shares 43,907 Est. Cost $87.46 Unrealized +201.2%
AMZN Amazon.com 4.4%
Value ($000) $9,946 Shares 93,647 Est. Cost $121.56 Unrealized +2.9%
GOOGL Alphabet Cl A 4.1%
Value ($000) $9,111 Shares 4,181 Est. Cost $54.72 Unrealized +113.5%
WMT Wal-Mart Stores Inc. 2.9%
Value ($000) $6,511 Shares 53,553 Est. Cost $22.62 Unrealized +94.6%
MA Mastercard Inc Cl A 2.5%
Value ($000) $5,650 Shares 17,908 Est. Cost $129.20 Unrealized +161.1%
CVX Chevron Corp. 2.4%
Value ($000) $5,433 Shares 37,525 Est. Cost $70.51 Unrealized +102.4%
JNJ Johnson & Johnson 2.3%
Value ($000) $5,173 Shares 29,140 Est. Cost $96.03 Unrealized +66.6%
MCD McDonalds 2.2%
Value ($000) $5,025 Shares 20,355 Est. Cost $107.93 Unrealized +109.7%
ADP Automatic Data Processing 2.1%
Value ($000) $4,818 Shares 22,940 Est. Cost $84.40 Unrealized +139.9%
LOW Lowes 2.0%
Value ($000) $4,486 Shares 25,680 Est. Cost $71.00 Unrealized +152.9%
AMGN Amgen 2.0%
Value ($000) $4,413 Shares 18,137 Est. Cost $148.42 Unrealized +47.3%
KO Coca-Cola 1.8%
Value ($000) $4,138 Shares 65,771 Est. Cost $32.66 Unrealized +73.8%
UPS United Parcel Services CL B 1.8%
Value ($000) $3,984 Shares 21,827 Est. Cost $85.99 Unrealized +78.3%
PG Procter & Gamble 1.7%
Value ($000) $3,913 Shares 27,210 Est. Cost $66.59 Unrealized +106.2%
V Visa Inc 1.7%
Value ($000) $3,838 Shares 19,500 Est. Cost $93.19 Unrealized +115.8%
PEP Pepsi Co 1.6%
Value ($000) $3,631 Shares 21,785 Est. Cost $86.30 Unrealized +73.6%
LMT Lockheed Martin Corp. 1.5%
Value ($000) $3,415 Shares 7,942 Est. Cost $240.94 Unrealized +65.1%
CAT Caterpillar 1.5%
Value ($000) $3,296 Shares 18,440 Est. Cost $90.78 Unrealized +117.3%
VZ Verizon Communications Inc. 1.4%
Value ($000) $3,249 Shares 64,018 Est. Cost $32.23 Unrealized +24.4%
HD Home Depot Inc. 1.4%
Value ($000) $3,241 Shares 11,818 Est. Cost $147.85 Unrealized +82.0%
MMM 3M Co 1.3%
Value ($000) $2,830 Shares 21,867 Est. Cost $108.08 Unrealized -2.7%
PFE Pfizer Incorporated 1.2%
Value ($000) $2,798 Shares 53,357 Est. Cost $28.37 Unrealized +48.0%
BA Boeing 1.2%
Value ($000) $2,688 Shares 19,658 Est. Cost $176.72 Unrealized -16.5%
CMI Cummins Inc. 1.1%
Value ($000) $2,494 Shares 12,887 Est. Cost $120.99 Unrealized +51.3%
ADBE Adobe Systems Inc. 1.1%
Value ($000) $2,469 Shares 6,744 Est. Cost $216.56 Unrealized +87.9%
QCOM Qualcomm, Inc. 1.1%
Value ($000) $2,407 Shares 18,841 Est. Cost $74.93 Unrealized +66.7%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $2,365 Shares 8,663 Est. Cost $186.16 Unrealized +68.5%
NSC Norfolk Southern 1.1%
Value ($000) $2,364 Shares 10,400 Est. Cost $91.13 Unrealized +148.5%
NVDA Nvidia Corp. 1.0%
Value ($000) $2,358 Shares 15,554 Est. Cost $17.56 Unrealized +7.3%
COST Costco Wholesale 1.0%
Value ($000) $2,335 Shares 4,871 Est. Cost $212.68 Unrealized +128.0%
DIS Walt Disney Company 1.0%
Value ($000) $2,240 Shares 24,724 Est. Cost $118.52 Unrealized -8.5%
DUK Duke Energy Corp New 1.0%
Value ($000) $2,172 Shares 20,261 Est. Cost $53.96 Unrealized +76.7%
HSY Hershey 0.9%
Value ($000) $2,133 Shares 9,913 Est. Cost $79.36 Unrealized +150.3%
TGT Target Corp. 0.9%
Value ($000) $2,102 Shares 14,882 Est. Cost $66.47 Unrealized +156.0%
ABBV AbbVie 0.9%
Value ($000) $1,990 Shares 12,995 Est. Cost $85.02 Unrealized +57.7%
TFC Truist Financial Corp 0.8%
Value ($000) $1,902 Shares 40,111 Est. Cost $40.80 Unrealized -0.1%
ORCL Oracle Systems 0.8%
Value ($000) $1,731 Shares 24,778 Est. Cost $34.91 Unrealized +100.0%
NKE Nike Inc. 0.7%
Value ($000) $1,669 Shares 16,331 Est. Cost $66.09 Unrealized +68.4%
FDX FedEx Corp 0.7%
Value ($000) $1,617 Shares 7,133 Est. Cost $150.71 Unrealized +30.5%
DE Deere & Co. 0.7%
Value ($000) $1,532 Shares 5,114 Est. Cost $89.67 Unrealized +289.9%
CSCO Cisco Systems 0.7%
Value ($000) $1,510 Shares 35,402 Est. Cost $23.94 Unrealized +78.8%
IBM International Business Machine 0.7%
Value ($000) $1,462 Shares 10,352 Est. Cost $90.90 Unrealized +29.3%
PH Parker Hannifin 0.6%
Value ($000) $1,440 Shares 5,851 Est. Cost $100.27 Unrealized +154.4%
Raytheon Company 0.6%
Value ($000) $1,419 Shares 14,761 Est. Cost $78.49 Unrealized
HON Honeywell International 0.6%
Value ($000) $1,329 Shares 7,646 Est. Cost $115.92 Unrealized +43.5%
UNP Union Pacific Corp. 0.6%
Value ($000) $1,303 Shares 6,111 Est. Cost $90.86 Unrealized +129.8%
EQIX Equinix Inc 0.6%
Value ($000) $1,300 Shares 1,979 Est. Cost $501.45 Unrealized +28.2%
BMY Bristol-Meyers Squibb 0.6%
Value ($000) $1,273 Shares 16,534 Est. Cost $45.06 Unrealized +44.2%
ITW Illinois Tool Works 0.5%
Value ($000) $1,232 Shares 6,762 Est. Cost $122.84 Unrealized +49.0%
NVS Novartis AG 0.5%
Value ($000) $1,199 Shares 14,183 Est. Cost $83.25 Unrealized
TROW T. Rowe Price Group 0.5%
Value ($000) $1,138 Shares 10,021 Est. Cost $62.24 Unrealized +72.2%
CLX Clorox 0.5%
Value ($000) $1,137 Shares 8,065 Est. Cost $149.25 Unrealized -15.2%
MRK Merck 0.5%
Value ($000) $1,130 Shares 12,395 Est. Cost $46.49 Unrealized +70.4%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,122 Shares 7,304 Est. Cost $52.93 Unrealized +185.2%
BDX Becton Dickinson 0.5%
Value ($000) $1,102 Shares 4,471 Est. Cost $216.99 Unrealized +9.9%
GIS General Mills Inc. 0.4%
Value ($000) $1,007 Shares 13,353 Est. Cost $43.03 Unrealized +43.7%
BAC BankAmerica Corp 0.4%
Value ($000) $946 Shares 30,386 Est. Cost $26.34 Unrealized +24.3%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $881 Shares 7,827 Est. Cost $96.54 Unrealized +17.1%
LLY Eli Lilly 0.4%
Value ($000) $865 Shares 2,668 Est. Cost $105.37 Unrealized +176.1%
GOOG Alphabet Cl C 0.4%
Value ($000) $857 Shares 392 Est. Cost $46.22 Unrealized +153.7%
APD Air Products & Chemical 0.4%
Value ($000) $845 Shares 3,512 Est. Cost $240.98 Unrealized -8.3%
EW Edwards Lifesciences 0.4%
Value ($000) $798 Shares 8,391 Est. Cost $60.91 Unrealized +70.0%
AVGO Broadcom, Inc. 0.3%
Value ($000) $783 Shares 1,611 Est. Cost $43.24 Unrealized +21.2%
INTC Intel 0.3%
Value ($000) $775 Shares 20,716 Est. Cost $30.39 Unrealized +33.7%
PYPL Paypal Holdings 0.3%
Value ($000) $765 Shares 10,958 Est. Cost $105.38 Unrealized -17.9%
TSLA Tesla Inc. 0.3%
Value ($000) $750 Shares 1,113 Est. Cost $166.91 Unrealized +63.5%
GPC Genuine Parts 0.3%
Value ($000) $748 Shares 5,626 Est. Cost $75.12 Unrealized +60.2%
ILMN Illumina Inc 0.3%
Value ($000) $730 Shares 3,960 Est. Cost $231.67 Unrealized +10.2%
APA APA Corp 0.3%
Value ($000) $698 Shares 20,000 Est. Cost $37.71 Unrealized 0.0%
ABT Abbott Labs 0.3%
Value ($000) $693 Shares 6,378 Est. Cost $55.10 Unrealized +92.6%
SBUX Starbucks Corp. 0.3%
Value ($000) $634 Shares 8,302 Est. Cost $57.73 Unrealized +21.9%
ADM Archer Daniels Midland 0.3%
Value ($000) $631 Shares 8,127 Est. Cost $55.34 Unrealized +41.8%
PM Philip Morris Intl Inc 0.3%
Value ($000) $600 Shares 6,072 Est. Cost $61.84 Unrealized +38.1%
TM Toyota 0.2%
Value ($000) $529 Shares 3,432 Est. Cost $126.33 Unrealized
MAR Marriott Intl 0.2%
Value ($000) $523 Shares 3,847 Est. Cost $138.00 Unrealized +15.6%
MKC McCormick & Co. 0.2%
Value ($000) $520 Shares 6,248 Est. Cost $60.05 Unrealized +45.0%
Unilever PLC 0.2%
Value ($000) $507 Shares 11,058 Est. Cost $49.35 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $490 Shares 3,830 Est. Cost $90.35 Unrealized +30.3%
SYK Stryker Corp 0.2%
Value ($000) $472 Shares 2,371 Est. Cost $159.83 Unrealized +41.3%
NOC Northrop Grumman 0.2%
Value ($000) $467 Shares 975 Est. Cost $155.62 Unrealized +178.1%
PAYX Paychex, Inc. 0.2%
Value ($000) $439 Shares 3,852 Est. Cost $43.33 Unrealized +160.5%
EMR Emerson Electric Company 0.2%
Value ($000) $432 Shares 5,434 Est. Cost $46.57 Unrealized +75.8%
SHW Sherwin Williams 0.2%
Value ($000) $430 Shares 1,920 Est. Cost $226.01 Unrealized +9.8%
SWKS Skyworks Solutions 0.2%
Value ($000) $423 Shares 4,570 Est. Cost $88.76 Unrealized +8.9%
AFL AFLAC, Inc. 0.2%
Value ($000) $392 Shares 7,086 Est. Cost $31.83 Unrealized +70.8%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $371 Shares 1,135 Est. Cost $200.72 Unrealized
Kellogg Co 0.2%
Value ($000) $344 Shares 4,821 Est. Cost $50.23 Unrealized +14.1%
FCNCA First Citizens Bank 0.2%
Value ($000) $340 Shares 520 Est. Cost $737.87 Unrealized -12.8%
KMB Kimberly Clark 0.1%
Value ($000) $337 Shares 2,490 Est. Cost $93.94 Unrealized +22.2%
CHD Church & Dwight 0.1%
Value ($000) $329 Shares 3,552 Est. Cost $47.51 Unrealized +90.3%
GNRC Generac Holdings Inc. 0.1%
Value ($000) $327 Shares 1,555 Est. Cost $105.29 Unrealized +133.5%
NUE Nucor Corp 0.1%
Value ($000) $311 Shares 2,975 Est. Cost $56.08 Unrealized +128.0%
PRU Prudential Financial 0.1%
Value ($000) $306 Shares 3,200 Est. Cost $81.88 Unrealized +8.1%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $305 Shares 1,302 Est. Cost $165.90 Unrealized
MO Altria Group 0.1%
Value ($000) $293 Shares 7,015 Est. Cost $30.98 Unrealized +24.1%
Syneos Health Inc. 0.1%
Value ($000) $287 Shares 4,000 Est. Cost $71.75 Unrealized
AXP American Express 0.1%
Value ($000) $280 Shares 2,020 Est. Cost $92.68 Unrealized +70.0%
HPQ HP, Inc. 0.1%
Value ($000) $276 Shares 8,435 Est. Cost $27.18 Unrealized +18.0%
Vmware, Inc. 0.1%
Value ($000) $275 Shares 2,417 Est. Cost $163.60 Unrealized
XLE Select SPDR Energy ETF 0.1%
Value ($000) $268 Shares 3,746 Est. Cost $76.37 Unrealized
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $259 Shares 505 Est. Cost $431.23 Unrealized +9.2%
AMAT Applied Matls Inc 0.1%
Value ($000) $240 Shares 2,641 Est. Cost $71.66 Unrealized +48.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $236 Shares 3,370 Est. Cost $36.07 Unrealized +73.3%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $233 Shares 395 Est. Cost $618.58 Unrealized +4.5%
LAM Research Corp 0.1%
Value ($000) $226 Shares 531 Est. Cost $592.36 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $225 Shares 2,510 Est. Cost $80.54 Unrealized +11.7%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $224 Shares 2,129 Est. Cost $107.55 Unrealized +6.8%
FISV Fiserv Inc 0.1%
Value ($000) $215 Shares 2,412 Est. Cost $100.47 Unrealized -3.5%
CVS CVS Health Corp. 0.1%
Value ($000) $214 Shares 2,308 Est. Cost $80.65 Unrealized +6.5%
SO Southern Co 0.1%
Value ($000) $206 Shares 2,889 Est. Cost $64.29 Unrealized 0.0%
Activision Blizzard 0.1%
Value ($000) $203 Shares 2,609 Est. Cost $77.81 Unrealized
COLM Columbia Sportwear 0.1%
Value ($000) $200 Shares 2,800 Est. Cost $54.92 Unrealized +37.0%
Renesola LTD 0.0%
Value ($000) $57 Shares 12,000 Est. Cost $4.75 Unrealized
Velodyne Lidar Inc 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $0.93 Unrealized