PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 19, 2022

Total Value ($000): $206,919 (100.0% shares, 0.0% debt)

Holdings (109)

AAPL Apple Computer 13.9%
Value ($000) $28,784 Shares 208,281 Est. Cost $92.35 Unrealized +67.1%
AMZN Amazon.com 5.0%
Value ($000) $10,263 Shares 90,820 Est. Cost $121.56 Unrealized +4.0%
MSFT Microsoft 4.9%
Value ($000) $10,090 Shares 43,325 Est. Cost $87.46 Unrealized +193.7%
GOOGL Alphabet Cl A 3.8%
Value ($000) $7,926 Shares 82,860 Est. Cost $107.27 Unrealized +2.6%
WMT Wal-Mart Stores Inc. 3.3%
Value ($000) $6,889 Shares 53,117 Est. Cost $22.62 Unrealized +85.6%
ADP Automatic Data Processing 2.5%
Value ($000) $5,166 Shares 22,840 Est. Cost $84.40 Unrealized +159.6%
CVX Chevron Corp. 2.5%
Value ($000) $5,160 Shares 35,919 Est. Cost $70.51 Unrealized +88.3%
MA Mastercard Inc Cl A 2.4%
Value ($000) $5,050 Shares 17,760 Est. Cost $129.20 Unrealized +151.7%
LOW Lowes 2.2%
Value ($000) $4,648 Shares 24,749 Est. Cost $71.00 Unrealized +156.9%
JNJ Johnson & Johnson 2.2%
Value ($000) $4,639 Shares 28,399 Est. Cost $96.03 Unrealized +59.2%
MCD McDonalds 2.2%
Value ($000) $4,563 Shares 19,776 Est. Cost $107.93 Unrealized +118.9%
AMGN Amgen 1.9%
Value ($000) $4,001 Shares 17,752 Est. Cost $148.42 Unrealized +46.8%
KO Coca-Cola 1.8%
Value ($000) $3,624 Shares 64,684 Est. Cost $32.66 Unrealized +71.6%
UPS United Parcel Services CL B 1.7%
Value ($000) $3,446 Shares 21,329 Est. Cost $85.99 Unrealized +86.6%
PG Procter & Gamble 1.6%
Value ($000) $3,412 Shares 27,023 Est. Cost $66.59 Unrealized +96.1%
PEP Pepsi Co 1.6%
Value ($000) $3,412 Shares 20,897 Est. Cost $86.30 Unrealized +78.9%
V Visa Inc 1.6%
Value ($000) $3,373 Shares 18,988 Est. Cost $93.19 Unrealized +112.8%
HD Home Depot Inc. 1.6%
Value ($000) $3,218 Shares 11,663 Est. Cost $147.85 Unrealized +83.1%
LMT Lockheed Martin Corp. 1.5%
Value ($000) $3,014 Shares 7,803 Est. Cost $240.94 Unrealized +58.0%
CAT Caterpillar 1.5%
Value ($000) $3,001 Shares 18,291 Est. Cost $90.78 Unrealized +89.7%
CMI Cummins Inc. 1.3%
Value ($000) $2,612 Shares 12,837 Est. Cost $120.99 Unrealized +62.1%
COST Costco Wholesale 1.1%
Value ($000) $2,367 Shares 5,012 Est. Cost $220.71 Unrealized +125.7%
VZ Verizon Communications Inc. 1.1%
Value ($000) $2,358 Shares 62,113 Est. Cost $32.23 Unrealized +11.0%
BA Boeing 1.1%
Value ($000) $2,317 Shares 19,133 Est. Cost $176.72 Unrealized -13.2%
PFE Pfizer Incorporated 1.1%
Value ($000) $2,294 Shares 52,428 Est. Cost $28.37 Unrealized +42.5%
MMM 3M Co 1.1%
Value ($000) $2,285 Shares 20,680 Est. Cost $108.08 Unrealized -10.8%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $2,212 Shares 8,283 Est. Cost $186.16 Unrealized +52.9%
HSY Hershey 1.1%
Value ($000) $2,210 Shares 10,022 Est. Cost $80.73 Unrealized +154.2%
TGT Target Corp. 1.1%
Value ($000) $2,200 Shares 14,823 Est. Cost $66.47 Unrealized +115.0%
DIS Walt Disney Company 1.1%
Value ($000) $2,180 Shares 23,107 Est. Cost $118.52 Unrealized -11.8%
NSC Norfolk Southern 1.0%
Value ($000) $2,151 Shares 10,261 Est. Cost $91.13 Unrealized +144.5%
QCOM Qualcomm, Inc. 1.0%
Value ($000) $2,126 Shares 18,819 Est. Cost $74.93 Unrealized +69.6%
DUK Duke Energy Corp New 0.9%
Value ($000) $1,831 Shares 19,687 Est. Cost $53.96 Unrealized +74.2%
ADBE Adobe Systems Inc. 0.9%
Value ($000) $1,809 Shares 6,574 Est. Cost $216.56 Unrealized +74.7%
TFC Truist Financial Corp 0.8%
Value ($000) $1,692 Shares 38,861 Est. Cost $40.80 Unrealized -1.5%
DE Deere & Co. 0.8%
Value ($000) $1,673 Shares 5,012 Est. Cost $89.67 Unrealized +264.1%
ABBV AbbVie 0.8%
Value ($000) $1,650 Shares 12,295 Est. Cost $85.02 Unrealized +49.5%
NVDA Nvidia Corp. 0.8%
Value ($000) $1,636 Shares 13,481 Est. Cost $17.56 Unrealized -10.1%
ORCL Oracle Systems 0.7%
Value ($000) $1,516 Shares 24,818 Est. Cost $34.91 Unrealized +101.0%
PH Parker Hannifin 0.7%
Value ($000) $1,427 Shares 5,890 Est. Cost $100.27 Unrealized +158.4%
CSCO Cisco Systems 0.7%
Value ($000) $1,355 Shares 33,867 Est. Cost $23.94 Unrealized +67.3%
NKE Nike Inc. 0.7%
Value ($000) $1,345 Shares 16,177 Est. Cost $66.09 Unrealized +53.7%
HON Honeywell International 0.6%
Value ($000) $1,295 Shares 7,755 Est. Cost $116.57 Unrealized +39.1%
IBM International Business Machine 0.6%
Value ($000) $1,231 Shares 10,361 Est. Cost $90.90 Unrealized +27.2%
ITW Illinois Tool Works 0.6%
Value ($000) $1,213 Shares 6,712 Est. Cost $122.84 Unrealized +47.9%
Raytheon Company 0.6%
Value ($000) $1,199 Shares 14,646 Est. Cost $78.49 Unrealized
UNP Union Pacific Corp. 0.6%
Value ($000) $1,191 Shares 6,113 Est. Cost $90.86 Unrealized +124.8%
BMY Bristol-Meyers Squibb 0.6%
Value ($000) $1,173 Shares 16,504 Est. Cost $45.06 Unrealized +38.3%
EQIX Equinix Inc 0.5%
Value ($000) $1,119 Shares 1,967 Est. Cost $501.45 Unrealized +21.5%
TXN Texas Instruments Inc 0.5%
Value ($000) $1,114 Shares 7,199 Est. Cost $52.93 Unrealized +186.5%
NVS Novartis AG 0.5%
Value ($000) $1,070 Shares 14,083 Est. Cost $83.25 Unrealized
FDX FedEx Corp 0.5%
Value ($000) $1,054 Shares 7,100 Est. Cost $150.71 Unrealized +29.9%
MRK Merck 0.5%
Value ($000) $1,050 Shares 12,195 Est. Cost $46.49 Unrealized +73.0%
CLX Clorox 0.5%
Value ($000) $1,035 Shares 8,060 Est. Cost $149.25 Unrealized -13.7%
TROW T. Rowe Price Group 0.5%
Value ($000) $1,027 Shares 9,781 Est. Cost $62.24 Unrealized +63.4%
BDX Becton Dickinson 0.5%
Value ($000) $1,007 Shares 4,517 Est. Cost $217.17 Unrealized +8.0%
GIS General Mills Inc. 0.5%
Value ($000) $1,004 Shares 13,099 Est. Cost $43.03 Unrealized +57.5%
PYPL Paypal Holdings 0.4%
Value ($000) $919 Shares 10,677 Est. Cost $105.38 Unrealized -16.1%
BAC BankAmerica Corp 0.4%
Value ($000) $918 Shares 30,386 Est. Cost $26.34 Unrealized +16.1%
LLY Eli Lilly 0.4%
Value ($000) $863 Shares 2,668 Est. Cost $105.37 Unrealized +192.4%
GPC Genuine Parts 0.4%
Value ($000) $840 Shares 5,626 Est. Cost $75.12 Unrealized +82.9%
ILMN Illumina Inc 0.4%
Value ($000) $825 Shares 4,325 Est. Cost $228.82 Unrealized -13.5%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $792 Shares 7,577 Est. Cost $96.54 Unrealized +9.4%
APD Air Products & Chemical 0.4%
Value ($000) $769 Shares 3,305 Est. Cost $240.98 Unrealized -6.1%
AVGO Broadcom, Inc. 0.4%
Value ($000) $738 Shares 1,661 Est. Cost $43.39 Unrealized +10.8%
GOOG Alphabet Cl C 0.3%
Value ($000) $712 Shares 7,400 Est. Cost $107.41 Unrealized +3.2%
EW Edwards Lifesciences 0.3%
Value ($000) $688 Shares 8,331 Est. Cost $60.91 Unrealized +58.0%
SBUX Starbucks Corp. 0.3%
Value ($000) $669 Shares 7,937 Est. Cost $57.73 Unrealized +35.7%
TSLA Tesla Inc. 0.3%
Value ($000) $666 Shares 2,511 Est. Cost $229.47 Unrealized +21.7%
ADM Archer Daniels Midland 0.3%
Value ($000) $654 Shares 8,127 Est. Cost $55.34 Unrealized +34.2%
ABT Abbott Labs 0.3%
Value ($000) $584 Shares 6,037 Est. Cost $55.10 Unrealized +81.5%
SJM JM Smucker Co 0.2%
Value ($000) $510 Shares 3,715 Est. Cost $90.35 Unrealized +34.2%
INTC Intel 0.2%
Value ($000) $508 Shares 19,702 Est. Cost $30.39 Unrealized +6.3%
PM Philip Morris Intl Inc 0.2%
Value ($000) $495 Shares 5,958 Est. Cost $61.84 Unrealized +30.9%
Unilever PLC 0.2%
Value ($000) $482 Shares 11,001 Est. Cost $49.35 Unrealized
MAR Marriott Intl 0.2%
Value ($000) $469 Shares 3,347 Est. Cost $138.00 Unrealized +7.0%
SYK Stryker Corp 0.2%
Value ($000) $460 Shares 2,271 Est. Cost $159.83 Unrealized +27.0%
NOC Northrop Grumman 0.2%
Value ($000) $459 Shares 975 Est. Cost $155.62 Unrealized +189.6%
TM Toyota 0.2%
Value ($000) $454 Shares 3,482 Est. Cost $126.39 Unrealized
MKC McCormick & Co. 0.2%
Value ($000) $438 Shares 6,148 Est. Cost $60.05 Unrealized +28.9%
PAYX Paychex, Inc. 0.2%
Value ($000) $421 Shares 3,752 Est. Cost $43.33 Unrealized +158.7%
FCNCA First Citizens Bank 0.2%
Value ($000) $415 Shares 520 Est. Cost $737.87 Unrealized +4.6%
AFL AFLAC, Inc. 0.2%
Value ($000) $398 Shares 7,086 Est. Cost $31.83 Unrealized +71.4%
SHW Sherwin Williams 0.2%
Value ($000) $393 Shares 1,920 Est. Cost $226.01 Unrealized +1.6%
EMR Emerson Electric Company 0.2%
Value ($000) $381 Shares 5,198 Est. Cost $46.57 Unrealized +66.7%
SWKS Skyworks Solutions 0.2%
Value ($000) $370 Shares 4,345 Est. Cost $88.76 Unrealized +3.8%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $349 Shares 1,135 Est. Cost $200.72 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $329 Shares 3,075 Est. Cost $58.13 Unrealized +104.9%
Kellogg Co 0.2%
Value ($000) $325 Shares 4,664 Est. Cost $50.23 Unrealized +21.7%
GNRC Generac Holdings Inc. 0.1%
Value ($000) $277 Shares 1,555 Est. Cost $105.29 Unrealized +117.7%
PRU Prudential Financial 0.1%
Value ($000) $274 Shares 3,200 Est. Cost $81.88 Unrealized -0.5%
AXP American Express 0.1%
Value ($000) $273 Shares 2,020 Est. Cost $92.68 Unrealized +56.4%
MO Altria Group 0.1%
Value ($000) $272 Shares 6,729 Est. Cost $30.98 Unrealized +6.7%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $272 Shares 395 Est. Cost $618.58 Unrealized +1.2%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $270 Shares 3,747 Est. Cost $76.37 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $267 Shares 1,302 Est. Cost $165.90 Unrealized
Vmware, Inc. 0.1%
Value ($000) $257 Shares 2,417 Est. Cost $163.60 Unrealized
CHD Church & Dwight 0.1%
Value ($000) $250 Shares 3,502 Est. Cost $47.51 Unrealized +74.3%
LAM Research Corp 0.1%
Value ($000) $250 Shares 683 Est. Cost $541.99 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $244 Shares 2,388 Est. Cost $80.54 Unrealized +9.5%
KMB Kimberly Clark 0.1%
Value ($000) $243 Shares 2,155 Est. Cost $93.94 Unrealized +21.7%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $227 Shares 450 Est. Cost $431.23 Unrealized +14.8%
AMAT Applied Matls Inc 0.1%
Value ($000) $225 Shares 2,741 Est. Cost $72.45 Unrealized +29.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $224 Shares 3,362 Est. Cost $36.07 Unrealized +88.6%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $223 Shares 2,129 Est. Cost $107.55 Unrealized -1.0%
FISV Fiserv Inc 0.1%
Value ($000) $221 Shares 2,365 Est. Cost $100.47 Unrealized +1.4%
CVS CVS Health Corp. 0.1%
Value ($000) $220 Shares 2,308 Est. Cost $80.65 Unrealized +8.7%
TTC Toro Company 0.1%
Value ($000) $220 Shares 2,540 Est. Cost $85.59 Unrealized 0.0%
HPQ HP, Inc. 0.1%
Value ($000) $210 Shares 8,425 Est. Cost $27.18 Unrealized -0.7%