PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $222 (100.0% shares, 0.0% debt)

Holdings (109)

AAPL Apple Computer 12.2%
Value ($000) $27 Shares 208,597 Est. Cost $92.35 Unrealized +52.3%
MSFT Microsoft 4.6%
Value ($000) $10 Shares 42,750 Est. Cost $87.46 Unrealized +167.6%
AMZN Amazon.com 3.4%
Value ($000) $8 Shares 89,968 Est. Cost $121.56 Unrealized -18.7%
WMT Wal-Mart Stores Inc. 3.4%
Value ($000) $8 Shares 53,284 Est. Cost $22.62 Unrealized +101.8%
GOOGL Alphabet Cl A 3.3%
Value ($000) $7 Shares 82,825 Est. Cost $107.27 Unrealized -12.1%
CVX Chevron Corp. 2.9%
Value ($000) $7 Shares 36,211 Est. Cost $70.51 Unrealized +117.3%
MA Mastercard Inc Cl A 2.8%
Value ($000) $6 Shares 17,850 Est. Cost $129.20 Unrealized +150.3%
ADP Automatic Data Processing 2.5%
Value ($000) $6 Shares 23,125 Est. Cost $86.18 Unrealized +165.7%
MCD McDonalds 2.3%
Value ($000) $5 Shares 19,740 Est. Cost $107.93 Unrealized +127.2%
JNJ Johnson & Johnson 2.2%
Value ($000) $5 Shares 28,050 Est. Cost $96.03 Unrealized +63.6%
LOW Lowes 2.2%
Value ($000) $5 Shares 24,624 Est. Cost $71.00 Unrealized +165.0%
AMGN Amgen 2.1%
Value ($000) $5 Shares 17,952 Est. Cost $149.48 Unrealized +62.4%
CAT Caterpillar 2.0%
Value ($000) $4 Shares 18,220 Est. Cost $90.78 Unrealized +127.6%
KO Coca-Cola 1.9%
Value ($000) $4 Shares 64,634 Est. Cost $32.66 Unrealized +68.2%
PG Procter & Gamble 1.8%
Value ($000) $4 Shares 26,989 Est. Cost $66.59 Unrealized +94.9%
V Visa Inc 1.7%
Value ($000) $4 Shares 18,680 Est. Cost $93.19 Unrealized +111.4%
PEP Pepsi Co 1.7%
Value ($000) $4 Shares 20,897 Est. Cost $86.30 Unrealized +86.4%
LMT Lockheed Martin Corp. 1.7%
Value ($000) $4 Shares 7,728 Est. Cost $240.94 Unrealized +77.0%
UPS United Parcel Services CL B 1.7%
Value ($000) $4 Shares 21,304 Est. Cost $85.99 Unrealized +72.1%
HD Home Depot Inc. 1.7%
Value ($000) $4 Shares 11,613 Est. Cost $147.85 Unrealized +90.2%
BA Boeing 1.7%
Value ($000) $4 Shares 19,246 Est. Cost $176.72 Unrealized -7.4%
CMI Cummins Inc. 1.4%
Value ($000) $3 Shares 12,857 Est. Cost $120.99 Unrealized +82.5%
PFE Pfizer Incorporated 1.2%
Value ($000) $3 Shares 51,618 Est. Cost $28.37 Unrealized +41.7%
NSC Norfolk Southern 1.2%
Value ($000) $3 Shares 10,409 Est. Cost $92.97 Unrealized +137.1%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $3 Shares 8,283 Est. Cost $186.16 Unrealized +59.5%
HSY Hershey 1.0%
Value ($000) $2 Shares 10,022 Est. Cost $80.73 Unrealized +162.7%
COST Costco Wholesale 1.0%
Value ($000) $2 Shares 4,957 Est. Cost $220.71 Unrealized +112.4%
VZ Verizon Communications Inc. 1.0%
Value ($000) $2 Shares 56,392 Est. Cost $32.23 Unrealized -4.6%
ADBE Adobe Systems Inc. 1.0%
Value ($000) $2 Shares 6,574 Est. Cost $216.56 Unrealized +47.7%
TGT Target Corp. 1.0%
Value ($000) $2 Shares 14,643 Est. Cost $66.47 Unrealized +112.0%
DE Deere & Co. 1.0%
Value ($000) $2 Shares 5,012 Est. Cost $89.67 Unrealized +333.5%
DUK Duke Energy Corp New 0.9%
Value ($000) $2 Shares 19,844 Est. Cost $53.96 Unrealized +57.2%
MMM 3M Co 0.9%
Value ($000) $2 Shares 16,810 Est. Cost $108.08 Unrealized -16.1%
NVDA Nvidia Corp. 0.9%
Value ($000) $2 Shares 13,752 Est. Cost $17.50 Unrealized -16.3%
QCOM Qualcomm, Inc. 0.9%
Value ($000) $2 Shares 18,264 Est. Cost $74.93 Unrealized +45.3%
ABBV AbbVie 0.9%
Value ($000) $2 Shares 12,295 Est. Cost $85.02 Unrealized +61.4%
ORCL Oracle Systems 0.9%
Value ($000) $2 Shares 24,218 Est. Cost $34.91 Unrealized +109.7%
DIS Walt Disney Company 0.9%
Value ($000) $2 Shares 22,097 Est. Cost $118.52 Unrealized -21.2%
NKE Nike Inc. 0.8%
Value ($000) $2 Shares 15,877 Est. Cost $66.09 Unrealized +44.2%
PH Parker Hannifin 0.8%
Value ($000) $2 Shares 5,915 Est. Cost $100.27 Unrealized +174.7%
TFC Truist Financial Corp 0.8%
Value ($000) $2 Shares 38,861 Est. Cost $40.80 Unrealized -9.1%
HON Honeywell International 0.7%
Value ($000) $2 Shares 7,680 Est. Cost $116.57 Unrealized +53.4%
CSCO Cisco Systems 0.7%
Value ($000) $2 Shares 32,146 Est. Cost $23.94 Unrealized +73.2%
ITW Illinois Tool Works 0.7%
Value ($000) $1 Shares 6,682 Est. Cost $122.84 Unrealized +60.8%
Raytheon Company 0.7%
Value ($000) $1 Shares 14,579 Est. Cost $78.49 Unrealized
IBM International Business Machine 0.7%
Value ($000) $1 Shares 10,381 Est. Cost $90.90 Unrealized +35.4%
MRK Merck 0.6%
Value ($000) $1 Shares 12,195 Est. Cost $46.49 Unrealized +99.6%
EQIX Equinix Inc 0.6%
Value ($000) $1 Shares 1,967 Est. Cost $501.45 Unrealized +15.5%
NVS Novartis AG 0.6%
Value ($000) $1 Shares 14,083 Est. Cost $83.25 Unrealized
UNP Union Pacific Corp. 0.6%
Value ($000) $1 Shares 6,113 Est. Cost $90.86 Unrealized +109.3%
TXN Texas Instruments Inc 0.5%
Value ($000) $1 Shares 7,199 Est. Cost $52.93 Unrealized +187.0%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $1 Shares 16,504 Est. Cost $45.06 Unrealized +44.8%
BDX Becton Dickinson 0.5%
Value ($000) $1 Shares 4,577 Est. Cost $217.25 Unrealized +2.7%
FDX FedEx Corp 0.5%
Value ($000) $1 Shares 6,700 Est. Cost $150.71 Unrealized +2.9%
GIS General Mills Inc. 0.5%
Value ($000) $1 Shares 13,150 Est. Cost $43.03 Unrealized +69.5%
TROW T. Rowe Price Group 0.5%
Value ($000) $1 Shares 9,781 Est. Cost $62.24 Unrealized +56.6%
CLX Clorox 0.5%
Value ($000) $1 Shares 7,460 Est. Cost $149.25 Unrealized -14.3%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $1 Shares 7,577 Est. Cost $96.54 Unrealized +21.9%
APD Air Products & Chemical 0.5%
Value ($000) $1 Shares 3,295 Est. Cost $240.98 Unrealized +7.7%
BAC BankAmerica Corp 0.5%
Value ($000) $1 Shares 30,286 Est. Cost $26.34 Unrealized +20.4%
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 2,668 Est. Cost $105.37 Unrealized +228.2%
GPC Genuine Parts 0.4%
Value ($000) $1 Shares 5,601 Est. Cost $75.12 Unrealized +111.8%
AVGO Broadcom, Inc. 0.4%
Value ($000) $1 Shares 1,661 Est. Cost $43.39 Unrealized +9.7%
ILMN Illumina Inc 0.4%
Value ($000) $1 Shares 4,480 Est. Cost $228.07 Unrealized -9.1%
SBUX Starbucks Corp. 0.4%
Value ($000) $1 Shares 7,937 Est. Cost $57.73 Unrealized +51.7%
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 8,127 Est. Cost $55.34 Unrealized +51.2%
GOOG Alphabet Cl C 0.3%
Value ($000) $1 Shares 7,647 Est. Cost $107.00 Unrealized -11.5%
EW Edwards Lifesciences 0.3%
Value ($000) $1 Shares 8,331 Est. Cost $60.91 Unrealized +26.5%
ABT Abbott Labs 0.3%
Value ($000) $1 Shares 5,665 Est. Cost $55.10 Unrealized +77.2%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1 Shares 5,815 Est. Cost $61.84 Unrealized +31.5%
SJM JM Smucker Co 0.3%
Value ($000) $1 Shares 3,680 Est. Cost $90.35 Unrealized +47.7%
SYK Stryker Corp 0.2%
Value ($000) $1 Shares 2,271 Est. Cost $159.83 Unrealized +37.5%
Unilever PLC 0.2%
Value ($000) $1 Shares 11,001 Est. Cost $49.35 Unrealized
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 975 Est. Cost $155.62 Unrealized +218.2%
INTC Intel 0.2%
Value ($000) $1 Shares 19,403 Est. Cost $30.39 Unrealized -12.3%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,148 Est. Cost $60.05 Unrealized +24.6%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 7,086 Est. Cost $31.83 Unrealized +96.3%
EMR Emerson Electric Company 0.2%
Value ($000) $0 Shares 5,198 Est. Cost $46.57 Unrealized +81.5%
MAR Marriott Intl 0.2%
Value ($000) $0 Shares 3,347 Est. Cost $138.00 Unrealized +8.1%
PYPL Paypal Holdings 0.2%
Value ($000) $0 Shares 6,894 Est. Cost $105.38 Unrealized -24.2%
TM Toyota 0.2%
Value ($000) $0 Shares 3,482 Est. Cost $126.39 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $0 Shares 1,920 Est. Cost $226.01 Unrealized -0.6%
PAYX Paychex, Inc. 0.2%
Value ($000) $0 Shares 3,752 Est. Cost $43.33 Unrealized +146.0%
FCNCA First Citizens Bank 0.2%
Value ($000) $0 Shares 520 Est. Cost $737.87 Unrealized +7.9%
NUE Nucor Corp 0.2%
Value ($000) $0 Shares 2,975 Est. Cost $58.13 Unrealized +123.0%
SWKS Skyworks Solutions 0.2%
Value ($000) $0 Shares 4,270 Est. Cost $88.76 Unrealized -8.5%
XLE Select SPDR Energy ETF 0.2%
Value ($000) $0 Shares 4,304 Est. Cost $66.50 Unrealized
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $0 Shares 1,135 Est. Cost $200.72 Unrealized
Kellogg Co 0.1%
Value ($000) $0 Shares 4,564 Est. Cost $50.23 Unrealized +21.3%
PRU Prudential Financial 0.1%
Value ($000) $0 Shares 3,200 Est. Cost $81.88 Unrealized +5.9%
TSLA Tesla Inc. 0.1%
Value ($000) $0 Shares 2,531 Est. Cost $229.47 Unrealized -17.5%
MO Altria Group 0.1%
Value ($000) $0 Shares 6,729 Est. Cost $30.98 Unrealized +13.1%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
AXP American Express 0.1%
Value ($000) $0 Shares 2,070 Est. Cost $93.88 Unrealized +51.6%
Vmware, Inc. 0.1%
Value ($000) $0 Shares 2,417 Est. Cost $163.60 Unrealized
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +23.8%
LAM Research Corp 0.1%
Value ($000) $0 Shares 683 Est. Cost $541.99 Unrealized
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +18.6%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $47.51 Unrealized +55.6%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,388 Est. Cost $80.54 Unrealized +35.8%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +4.9%
AMAT Applied Matls Inc 0.1%
Value ($000) $0 Shares 2,741 Est. Cost $72.45 Unrealized +28.7%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,942 Est. Cost $93.94 Unrealized +20.0%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $76.46 Unrealized 0.0%
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,265 Est. Cost $100.47 Unrealized -0.9%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 8,325 Est. Cost $27.18 Unrealized -9.7%
BF/B Brown Forman Corp 0.1%
Value ($000) $0 Shares 3,362 Est. Cost $36.07 Unrealized +76.5%
CVS CVS Health Corp. 0.1%
Value ($000) $0 Shares 2,308 Est. Cost $80.65 Unrealized +6.6%
NEE Nextera Energy 0.1%
Value ($000) $0 Shares 2,434 Est. Cost $73.82 Unrealized 0.0%