PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 17, 2023

Total Value ($000): $237 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 14.7%
Value ($000) $35 Shares 210,763 Est. Cost $92.90 Unrealized +56.6%
MSFT Microsoft 5.2%
Value ($000) $12 Shares 42,800 Est. Cost $87.46 Unrealized +185.2%
AMZN Amazon.com 4.0%
Value ($000) $9 Shares 91,128 Est. Cost $121.24 Unrealized -20.3%
GOOGL Alphabet Cl A 3.7%
Value ($000) $9 Shares 83,225 Est. Cost $107.27 Unrealized -11.2%
WMT Wal-Mart Stores Inc. 3.3%
Value ($000) $8 Shares 53,650 Est. Cost $22.62 Unrealized +102.4%
MA Mastercard Inc Cl A 2.8%
Value ($000) $7 Shares 17,975 Est. Cost $129.20 Unrealized +176.7%
CVX Chevron Corp. 2.5%
Value ($000) $6 Shares 36,311 Est. Cost $70.51 Unrealized +110.5%
MCD McDonalds 2.3%
Value ($000) $6 Shares 19,834 Est. Cost $107.93 Unrealized +132.1%
ADP Automatic Data Processing 2.2%
Value ($000) $5 Shares 23,325 Est. Cost $86.18 Unrealized +145.4%
LOW Lowes 2.1%
Value ($000) $5 Shares 24,699 Est. Cost $71.00 Unrealized +170.7%
JNJ Johnson & Johnson 1.8%
Value ($000) $4 Shares 28,144 Est. Cost $96.03 Unrealized +54.0%
AMGN Amgen 1.8%
Value ($000) $4 Shares 17,952 Est. Cost $149.48 Unrealized +49.9%
V Visa Inc 1.8%
Value ($000) $4 Shares 18,680 Est. Cost $93.19 Unrealized +133.8%
CAT Caterpillar 1.8%
Value ($000) $4 Shares 18,295 Est. Cost $90.78 Unrealized +154.0%
UPS United Parcel Services CL B 1.8%
Value ($000) $4 Shares 21,419 Est. Cost $85.99 Unrealized +83.9%
BA Boeing 1.7%
Value ($000) $4 Shares 19,256 Est. Cost $176.72 Unrealized +17.6%
PG Procter & Gamble 1.7%
Value ($000) $4 Shares 26,937 Est. Cost $66.59 Unrealized +100.0%
KO Coca-Cola 1.7%
Value ($000) $4 Shares 64,524 Est. Cost $32.66 Unrealized +69.7%
PEP Pepsi Co 1.6%
Value ($000) $4 Shares 20,997 Est. Cost $86.30 Unrealized +83.9%
NVDA Nvidia Corp. 1.6%
Value ($000) $4 Shares 13,562 Est. Cost $17.50 Unrealized +23.5%
LMT Lockheed Martin Corp. 1.5%
Value ($000) $4 Shares 7,678 Est. Cost $240.94 Unrealized +79.8%
HD Home Depot Inc. 1.5%
Value ($000) $3 Shares 11,673 Est. Cost $147.85 Unrealized +92.5%
CMI Cummins Inc. 1.3%
Value ($000) $3 Shares 12,857 Est. Cost $120.99 Unrealized +88.4%
ADBE Adobe Systems Inc. 1.1%
Value ($000) $3 Shares 6,674 Est. Cost $218.64 Unrealized +62.6%
HSY Hershey 1.1%
Value ($000) $3 Shares 10,047 Est. Cost $80.73 Unrealized +169.0%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $3 Shares 8,273 Est. Cost $186.16 Unrealized +65.5%
COST Costco Wholesale 1.1%
Value ($000) $3 Shares 5,117 Est. Cost $228.54 Unrealized +106.2%
TGT Target Corp. 1.0%
Value ($000) $2 Shares 14,598 Est. Cost $66.47 Unrealized +123.6%
QCOM Qualcomm, Inc. 1.0%
Value ($000) $2 Shares 18,299 Est. Cost $74.93 Unrealized +55.4%
ORCL Oracle Systems 1.0%
Value ($000) $2 Shares 24,218 Est. Cost $34.91 Unrealized +142.9%
DIS Walt Disney Company 1.0%
Value ($000) $2 Shares 22,447 Est. Cost $118.21 Unrealized -16.7%
VZ Verizon Communications Inc. 0.9%
Value ($000) $2 Shares 55,112 Est. Cost $32.23 Unrealized +1.4%
PFE Pfizer Incorporated 0.9%
Value ($000) $2 Shares 51,668 Est. Cost $28.37 Unrealized +28.8%
DE Deere & Co. 0.9%
Value ($000) $2 Shares 5,062 Est. Cost $89.67 Unrealized +342.8%
PH Parker Hannifin 0.8%
Value ($000) $2 Shares 5,915 Est. Cost $100.27 Unrealized +219.2%
ABBV AbbVie 0.8%
Value ($000) $2 Shares 12,295 Est. Cost $85.02 Unrealized +62.5%
NKE Nike Inc. 0.8%
Value ($000) $2 Shares 15,777 Est. Cost $66.09 Unrealized +76.5%
DUK Duke Energy Corp New 0.8%
Value ($000) $2 Shares 19,668 Est. Cost $53.96 Unrealized +63.4%
MMM 3M Co 0.7%
Value ($000) $2 Shares 16,460 Est. Cost $108.08 Unrealized -21.5%
CSCO Cisco Systems 0.7%
Value ($000) $2 Shares 31,846 Est. Cost $23.94 Unrealized +87.3%
ITW Illinois Tool Works 0.7%
Value ($000) $2 Shares 6,657 Est. Cost $122.84 Unrealized +77.2%
FDX FedEx Corp 0.7%
Value ($000) $2 Shares 6,850 Est. Cost $151.59 Unrealized +25.8%
HON Honeywell International 0.6%
Value ($000) $1 Shares 7,680 Est. Cost $116.57 Unrealized +51.5%
Raytheon Company 0.6%
Value ($000) $1 Shares 14,579 Est. Cost $78.49 Unrealized
EQIX Equinix Inc 0.6%
Value ($000) $1 Shares 1,967 Est. Cost $501.45 Unrealized +32.1%
IBM International Business Machines 0.6%
Value ($000) $1 Shares 10,381 Est. Cost $90.90 Unrealized +32.8%
TFC Truist Financial Corp 0.6%
Value ($000) $1 Shares 39,461 Est. Cost $40.75 Unrealized -8.5%
TXN Texas Instruments Inc 0.6%
Value ($000) $1 Shares 7,199 Est. Cost $52.93 Unrealized +204.8%
MRK Merck 0.5%
Value ($000) $1 Shares 12,195 Est. Cost $46.49 Unrealized +112.3%
NVS Novartis AG 0.5%
Value ($000) $1 Shares 13,983 Est. Cost $83.25 Unrealized
UNP Union Pacific Corp. 0.5%
Value ($000) $1 Shares 6,063 Est. Cost $90.86 Unrealized +108.4%
CLX Clorox 0.5%
Value ($000) $1 Shares 7,585 Est. Cost $149.04 Unrealized -8.6%
BMY Bristol-Meyers Squibb 0.5%
Value ($000) $1 Shares 16,504 Est. Cost $45.06 Unrealized +36.5%
BDX Becton Dickinson 0.5%
Value ($000) $1 Shares 4,577 Est. Cost $217.25 Unrealized +6.9%
GIS General Mills Inc. 0.5%
Value ($000) $1 Shares 13,251 Est. Cost $43.03 Unrealized +67.2%
TROW T. Rowe Price Group 0.5%
Value ($000) $1 Shares 9,781 Est. Cost $62.24 Unrealized +59.9%
AVGO Broadcom, Inc. 0.5%
Value ($000) $1 Shares 1,661 Est. Cost $43.39 Unrealized +32.7%
ILMN Illumina Inc 0.4%
Value ($000) $1 Shares 4,525 Est. Cost $227.84 Unrealized -10.2%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1 Shares 7,862 Est. Cost $97.69 Unrealized +31.2%
APD Air Products & Chemical 0.4%
Value ($000) $1 Shares 3,295 Est. Cost $240.98 Unrealized +12.1%
GPC Genuine Parts 0.4%
Value ($000) $1 Shares 5,601 Est. Cost $75.12 Unrealized +106.3%
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 2,668 Est. Cost $105.37 Unrealized +213.1%
BAC BankAmerica Corp 0.4%
Value ($000) $1 Shares 30,286 Est. Cost $26.34 Unrealized +16.1%
SBUX Starbucks Corp. 0.4%
Value ($000) $1 Shares 8,117 Est. Cost $58.60 Unrealized +65.6%
AMD Advanced Micro Devices 0.3%
Value ($000) $1 Shares 8,369 Est. Cost $81.38 Unrealized 0.0%
GOOG Alphabet Cl C 0.3%
Value ($000) $1 Shares 7,747 Est. Cost $106.86 Unrealized -10.3%
EW Edwards Lifesciences 0.3%
Value ($000) $1 Shares 8,231 Est. Cost $60.91 Unrealized +29.0%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,271 Est. Cost $159.83 Unrealized +61.3%
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 8,127 Est. Cost $55.34 Unrealized +34.4%
SJM JM Smucker Co 0.2%
Value ($000) $1 Shares 3,715 Est. Cost $90.35 Unrealized +51.7%
PM Philip Morris Intl Inc 0.2%
Value ($000) $1 Shares 5,885 Est. Cost $62.14 Unrealized +39.9%
Unilever PLC 0.2%
Value ($000) $1 Shares 11,001 Est. Cost $49.35 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,515 Est. Cost $55.10 Unrealized +81.5%
MAR Marriott Intl 0.2%
Value ($000) $1 Shares 3,347 Est. Cost $138.00 Unrealized +17.2%
FCNCA First Citizens Bank 0.2%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized -0.4%
TSLA Tesla Inc. 0.2%
Value ($000) $1 Shares 2,546 Est. Cost $229.47 Unrealized -24.0%
PYPL Paypal Holdings 0.2%
Value ($000) $1 Shares 6,719 Est. Cost $105.38 Unrealized -27.1%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,098 Est. Cost $60.05 Unrealized +18.4%
SWKS Skyworks Solutions 0.2%
Value ($000) $1 Shares 4,270 Est. Cost $88.76 Unrealized +13.8%
TM Toyota 0.2%
Value ($000) $0 Shares 3,482 Est. Cost $126.39 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $0 Shares 4,152 Est. Cost $49.20 Unrealized +112.0%
NUE Nucor Corp 0.2%
Value ($000) $0 Shares 2,975 Est. Cost $58.13 Unrealized +162.0%
EMR Emerson Electric Company 0.2%
Value ($000) $0 Shares 5,198 Est. Cost $46.57 Unrealized +77.4%
AFL AFLAC, Inc. 0.2%
Value ($000) $0 Shares 6,986 Est. Cost $31.83 Unrealized +101.9%
NOC Northrop Grumman 0.2%
Value ($000) $0 Shares 975 Est. Cost $155.62 Unrealized +184.0%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $0 Shares 1,135 Est. Cost $200.72 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $0 Shares 1,920 Est. Cost $226.01 Unrealized -1.3%
AMAT Applied Matls Inc 0.2%
Value ($000) $0 Shares 3,406 Est. Cost $80.15 Unrealized +39.6%
LAM Research Corp 0.2%
Value ($000) $0 Shares 693 Est. Cost $534.18 Unrealized
XLE Select SPDR Energy ETF 0.2%
Value ($000) $0 Shares 4,305 Est. Cost $66.50 Unrealized
AXP American Express 0.1%
Value ($000) $0 Shares 2,070 Est. Cost $93.88 Unrealized +70.4%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +21.3%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $47.51 Unrealized +69.8%
Kellogg Co 0.1%
Value ($000) $0 Shares 4,564 Est. Cost $50.23 Unrealized +13.9%
Vmware, Inc. 0.1%
Value ($000) $0 Shares 2,417 Est. Cost $163.60 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
MO Altria Group 0.1%
Value ($000) $0 Shares 6,579 Est. Cost $30.98 Unrealized +17.1%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +30.1%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +13.7%
PRU Prudential Financial 0.1%
Value ($000) $0 Shares 3,200 Est. Cost $81.88 Unrealized +1.0%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $76.46 Unrealized +11.6%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,942 Est. Cost $93.94 Unrealized +23.8%
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,215 Est. Cost $100.47 Unrealized +9.5%
SNPS Synopsys, Inc. 0.1%
Value ($000) $0 Shares 610 Est. Cost $357.27 Unrealized 0.0%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 7,975 Est. Cost $27.18 Unrealized -5.4%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,363 Est. Cost $80.54 Unrealized +23.5%
BF/B Brown Forman Corp 0.1%
Value ($000) $0 Shares 3,362 Est. Cost $36.07 Unrealized +69.4%