PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $255 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL Apple Computer 16.0%
Value ($000) $41 Shares 210,115 Est. Cost $92.90 Unrealized +85.2%
MSFT Microsoft 5.7%
Value ($000) $15 Shares 42,805 Est. Cost $87.46 Unrealized +251.3%
AMZN Amazon.com 4.7%
Value ($000) $12 Shares 90,938 Est. Cost $121.24 Unrealized -5.8%
GOOGL Alphabet Cl A 3.9%
Value ($000) $10 Shares 82,509 Est. Cost $107.27 Unrealized +6.5%
WMT Wal-Mart Stores Inc. 3.3%
Value ($000) $8 Shares 53,559 Est. Cost $22.62 Unrealized +116.4%
MA Mastercard Inc Cl A 2.8%
Value ($000) $7 Shares 18,000 Est. Cost $129.20 Unrealized +186.3%
MCD McDonalds 2.3%
Value ($000) $6 Shares 19,784 Est. Cost $107.93 Unrealized +153.0%
CVX Chevron Corp. 2.2%
Value ($000) $6 Shares 36,329 Est. Cost $70.51 Unrealized +103.1%
NVDA Nvidia Corp. 2.2%
Value ($000) $6 Shares 13,482 Est. Cost $17.50 Unrealized +89.5%
LOW Lowes 2.2%
Value ($000) $6 Shares 24,774 Est. Cost $71.00 Unrealized +178.5%
ADP Automatic Data Processing 2.0%
Value ($000) $5 Shares 23,218 Est. Cost $86.18 Unrealized +135.9%
JNJ Johnson & Johnson 1.8%
Value ($000) $5 Shares 28,195 Est. Cost $96.03 Unrealized +55.0%
CAT Caterpillar 1.8%
Value ($000) $4 Shares 18,245 Est. Cost $90.78 Unrealized +135.5%
V Visa Inc 1.7%
Value ($000) $4 Shares 18,680 Est. Cost $93.19 Unrealized +140.8%
PG Procter & Gamble 1.6%
Value ($000) $4 Shares 26,889 Est. Cost $66.59 Unrealized +112.2%
BA Boeing 1.6%
Value ($000) $4 Shares 19,090 Est. Cost $176.72 Unrealized +17.5%
AMGN Amgen 1.6%
Value ($000) $4 Shares 17,832 Est. Cost $149.48 Unrealized +42.9%
KO Coca-Cola 1.5%
Value ($000) $4 Shares 64,499 Est. Cost $32.66 Unrealized +75.6%
PEP Pepsi Co 1.5%
Value ($000) $4 Shares 20,780 Est. Cost $86.30 Unrealized +97.6%
UPS United Parcel Services CL B 1.5%
Value ($000) $4 Shares 21,220 Est. Cost $85.99 Unrealized +79.7%
HD Home Depot Inc. 1.4%
Value ($000) $4 Shares 11,583 Est. Cost $147.85 Unrealized +87.0%
LMT Lockheed Martin Corp. 1.4%
Value ($000) $4 Shares 7,703 Est. Cost $240.94 Unrealized +79.1%
ADBE Adobe Systems Inc. 1.3%
Value ($000) $3 Shares 6,859 Est. Cost $223.61 Unrealized +80.2%
CMI Cummins Inc. 1.2%
Value ($000) $3 Shares 12,727 Est. Cost $120.99 Unrealized +76.0%
ORCL Oracle Systems 1.1%
Value ($000) $3 Shares 24,218 Est. Cost $34.91 Unrealized +187.6%
BRK/B Berkshire Hathaway Inc-B 1.1%
Value ($000) $3 Shares 8,273 Est. Cost $186.16 Unrealized +75.3%
COST Costco Wholesale 1.1%
Value ($000) $3 Shares 5,117 Est. Cost $228.54 Unrealized +113.1%
HSY Hershey 1.0%
Value ($000) $3 Shares 10,047 Est. Cost $80.73 Unrealized +201.5%
PH Parker Hannifin 0.9%
Value ($000) $2 Shares 5,915 Est. Cost $100.27 Unrealized +227.5%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $2 Shares 18,099 Est. Cost $74.93 Unrealized +44.6%
DE Deere & Co. 0.8%
Value ($000) $2 Shares 5,062 Est. Cost $89.67 Unrealized +310.3%
VZ Verizon Communications Inc. 0.8%
Value ($000) $2 Shares 53,628 Est. Cost $32.23 Unrealized -3.2%
DIS Walt Disney Company 0.8%
Value ($000) $2 Shares 22,156 Est. Cost $118.21 Unrealized -21.7%
TGT Target Corp. 0.7%
Value ($000) $2 Shares 14,373 Est. Cost $66.47 Unrealized +103.1%
PFE Pfizer Incorporated 0.7%
Value ($000) $2 Shares 51,418 Est. Cost $28.37 Unrealized +17.1%
NKE Nike Inc. 0.7%
Value ($000) $2 Shares 15,977 Est. Cost $66.66 Unrealized +67.0%
DUK Duke Energy Corp New 0.7%
Value ($000) $2 Shares 19,618 Est. Cost $53.96 Unrealized +57.8%
FDX FedEx Corp 0.7%
Value ($000) $2 Shares 6,850 Est. Cost $151.59 Unrealized +42.5%
ITW Illinois Tool Works 0.7%
Value ($000) $2 Shares 6,632 Est. Cost $122.84 Unrealized +78.8%
ABBV AbbVie 0.6%
Value ($000) $2 Shares 12,260 Est. Cost $85.02 Unrealized +57.3%
CSCO Cisco Systems 0.6%
Value ($000) $2 Shares 31,846 Est. Cost $23.94 Unrealized +90.1%
MMM 3M Co 0.6%
Value ($000) $2 Shares 16,080 Est. Cost $108.08 Unrealized -28.2%
HON Honeywell International 0.6%
Value ($000) $2 Shares 7,530 Est. Cost $116.57 Unrealized +50.6%
EQIX Equinix Inc 0.6%
Value ($000) $2 Shares 1,967 Est. Cost $501.45 Unrealized +38.1%
Raytheon Company 0.6%
Value ($000) $1 Shares 14,579 Est. Cost $78.49 Unrealized
NVS Novartis AG 0.6%
Value ($000) $1 Shares 14,083 Est. Cost $83.25 Unrealized
MRK Merck 0.6%
Value ($000) $1 Shares 12,295 Est. Cost $46.49 Unrealized +124.7%
AVGO Broadcom, Inc. 0.6%
Value ($000) $1 Shares 1,628 Est. Cost $43.39 Unrealized +58.4%
IBM International Business Machines 0.5%
Value ($000) $1 Shares 10,431 Est. Cost $90.90 Unrealized +29.9%
TXN Texas Instruments Inc 0.5%
Value ($000) $1 Shares 7,099 Est. Cost $52.93 Unrealized +200.5%
LLY Eli Lilly 0.5%
Value ($000) $1 Shares 2,718 Est. Cost $111.00 Unrealized +270.7%
BDX Becton Dickinson 0.5%
Value ($000) $1 Shares 4,552 Est. Cost $217.25 Unrealized +11.4%
UNP Union Pacific Corp. 0.5%
Value ($000) $1 Shares 5,863 Est. Cost $90.86 Unrealized +105.8%
CLX Clorox 0.5%
Value ($000) $1 Shares 7,535 Est. Cost $149.04 Unrealized -1.0%
TFC Truist Financial Corp 0.5%
Value ($000) $1 Shares 38,361 Est. Cost $40.75 Unrealized -33.9%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1 Shares 7,812 Est. Cost $97.69 Unrealized +32.7%
BMY Bristol-Meyers Squibb 0.4%
Value ($000) $1 Shares 17,288 Est. Cost $45.69 Unrealized +29.0%
TROW T. Rowe Price Group 0.4%
Value ($000) $1 Shares 9,831 Est. Cost $62.24 Unrealized +54.9%
GIS General Mills Inc. 0.4%
Value ($000) $1 Shares 13,277 Est. Cost $43.03 Unrealized +80.1%
AMD Advanced Micro Devices 0.4%
Value ($000) $1 Shares 8,369 Est. Cost $81.38 Unrealized +27.8%
GPC Genuine Parts 0.4%
Value ($000) $1 Shares 5,601 Est. Cost $75.12 Unrealized +101.4%
APD Air Products & Chemical 0.4%
Value ($000) $1 Shares 3,148 Est. Cost $240.98 Unrealized +10.1%
GOOG Alphabet Cl C 0.4%
Value ($000) $1 Shares 7,747 Est. Cost $106.86 Unrealized +7.5%
ILMN Illumina Inc 0.3%
Value ($000) $1 Shares 4,485 Est. Cost $227.84 Unrealized -11.2%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 29,051 Est. Cost $26.34 Unrealized +1.1%
SBUX Starbucks Corp. 0.3%
Value ($000) $1 Shares 8,117 Est. Cost $58.60 Unrealized +66.0%
EW Edwards Lifesciences 0.3%
Value ($000) $1 Shares 8,231 Est. Cost $60.91 Unrealized +42.7%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +55.3%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,271 Est. Cost $159.83 Unrealized +76.0%
TSLA Tesla Inc. 0.3%
Value ($000) $1 Shares 2,546 Est. Cost $229.47 Unrealized -12.9%
MAR Marriott Intl 0.2%
Value ($000) $1 Shares 3,347 Est. Cost $138.00 Unrealized +22.4%
ADM Archer Daniels Midland 0.2%
Value ($000) $1 Shares 8,127 Est. Cost $55.34 Unrealized +25.3%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,515 Est. Cost $55.10 Unrealized +84.2%
PM Philip Morris Intl Inc 0.2%
Value ($000) $1 Shares 5,885 Est. Cost $62.14 Unrealized +36.0%
Unilever PLC 0.2%
Value ($000) $1 Shares 11,001 Est. Cost $49.35 Unrealized
TM Toyota 0.2%
Value ($000) $1 Shares 3,482 Est. Cost $126.39 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $1 Shares 3,640 Est. Cost $90.35 Unrealized +53.3%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +112.7%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,098 Est. Cost $60.05 Unrealized +37.9%
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 1,920 Est. Cost $226.01 Unrealized +1.8%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
AMAT Applied Matls Inc 0.2%
Value ($000) $0 Shares 3,406 Est. Cost $80.15 Unrealized +52.5%
NUE Nucor Corp 0.2%
Value ($000) $0 Shares 2,975 Est. Cost $58.13 Unrealized +141.3%
AFL AFLAC, Inc. 0.2%
Value ($000) $0 Shares 6,886 Est. Cost $31.83 Unrealized +98.6%
SWKS Skyworks Solutions 0.2%
Value ($000) $0 Shares 4,270 Est. Cost $88.76 Unrealized +9.0%
EMR Emerson Electric Company 0.2%
Value ($000) $0 Shares 5,198 Est. Cost $46.57 Unrealized +72.0%
PAYX Paychex, Inc. 0.2%
Value ($000) $0 Shares 4,152 Est. Cost $49.20 Unrealized +105.3%
LAM Research Corp 0.2%
Value ($000) $0 Shares 693 Est. Cost $534.18 Unrealized
PYPL Paypal Holdings 0.2%
Value ($000) $0 Shares 6,489 Est. Cost $105.38 Unrealized -35.5%
AXP American Express 0.1%
Value ($000) $0 Shares 2,070 Est. Cost $93.88 Unrealized +66.4%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $47.51 Unrealized +92.2%
Vmware, Inc. 0.1%
Value ($000) $0 Shares 2,417 Est. Cost $163.60 Unrealized
XLE Select SPDR Energy ETF 0.1%
Value ($000) $0 Shares 4,073 Est. Cost $66.50 Unrealized
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +23.4%
Kellogg Co 0.1%
Value ($000) $0 Shares 4,564 Est. Cost $50.23 Unrealized +16.1%
MO Altria Group 0.1%
Value ($000) $0 Shares 6,379 Est. Cost $30.98 Unrealized +18.1%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +24.0%
PRU Prudential Financial 0.1%
Value ($000) $0 Shares 3,200 Est. Cost $81.88 Unrealized -10.3%
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,215 Est. Cost $100.47 Unrealized +17.2%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,942 Est. Cost $93.94 Unrealized +33.9%
SNPS Synopsys, Inc. 0.1%
Value ($000) $0 Shares 610 Est. Cost $357.27 Unrealized +12.7%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +19.8%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,363 Est. Cost $80.54 Unrealized +17.3%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 7,940 Est. Cost $27.18 Unrealized -0.2%
GNRC Generac Holdings 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $114.00 Unrealized 0.0%
BF/B Brown Forman Corp 0.1%
Value ($000) $0 Shares 3,362 Est. Cost $36.07 Unrealized +67.4%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $76.46 Unrealized +0.8%