PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $284 (100.0% shares, 0.0% debt)

Holdings (103)

AAPL Apple Computer 12.8%
Value ($000) $36 Shares 212,590 Est. Cost $93.98 Unrealized +91.8%
MSFT Microsoft 6.3%
Value ($000) $18 Shares 42,814 Est. Cost $87.46 Unrealized +356.5%
AMZN Amazon.com 5.7%
Value ($000) $16 Shares 89,089 Est. Cost $121.24 Unrealized +37.7%
GOOGL Alphabet Cl A 4.4%
Value ($000) $12 Shares 82,682 Est. Cost $107.27 Unrealized +32.4%
NVDA Nvidia Corp. 4.3%
Value ($000) $12 Shares 13,477 Est. Cost $17.50 Unrealized +313.9%
WMT Wal-Mart Stores Inc. 3.4%
Value ($000) $10 Shares 161,057 Est. Cost $44.87 Unrealized +24.9%
MA Mastercard Inc Cl A 3.0%
Value ($000) $9 Shares 17,985 Est. Cost $129.20 Unrealized +250.3%
CAT Caterpillar 2.4%
Value ($000) $7 Shares 18,315 Est. Cost $90.78 Unrealized +242.7%
LOW Lowes 2.2%
Value ($000) $6 Shares 24,359 Est. Cost $72.73 Unrealized +205.3%
META Meta Platforms A 2.1%
Value ($000) $6 Shares 12,570 Est. Cost $299.50 Unrealized +48.0%
ADP Automatic Data Processing 2.1%
Value ($000) $6 Shares 23,393 Est. Cost $86.18 Unrealized +171.8%
CVX Chevron Corp. 2.0%
Value ($000) $6 Shares 36,366 Est. Cost $73.10 Unrealized +90.2%
MCD McDonalds 2.0%
Value ($000) $6 Shares 19,727 Est. Cost $107.93 Unrealized +157.6%
AMGN Amgen 1.8%
Value ($000) $5 Shares 17,790 Est. Cost $149.48 Unrealized +84.7%
V Visa Inc 1.7%
Value ($000) $5 Shares 17,305 Est. Cost $93.19 Unrealized +192.3%
HD Home Depot Inc. 1.6%
Value ($000) $4 Shares 11,653 Est. Cost $147.85 Unrealized +135.7%
PG Procter & Gamble 1.5%
Value ($000) $4 Shares 26,639 Est. Cost $66.59 Unrealized +125.1%
JNJ Johnson & Johnson 1.4%
Value ($000) $4 Shares 25,947 Est. Cost $96.03 Unrealized +56.5%
KO Coca-Cola 1.4%
Value ($000) $4 Shares 63,744 Est. Cost $32.66 Unrealized +73.6%
COST Costco Wholesale 1.3%
Value ($000) $4 Shares 5,202 Est. Cost $228.54 Unrealized +209.2%
CMI Cummins Inc. 1.3%
Value ($000) $4 Shares 12,652 Est. Cost $120.99 Unrealized +104.6%
PEP Pepsi Co 1.3%
Value ($000) $4 Shares 21,178 Est. Cost $87.14 Unrealized +80.5%
BA Boeing 1.3%
Value ($000) $4 Shares 18,963 Est. Cost $176.72 Unrealized +16.3%
ADBE Adobe Systems Inc. 1.2%
Value ($000) $4 Shares 6,959 Est. Cost $223.61 Unrealized +156.3%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $3 Shares 8,308 Est. Cost $186.16 Unrealized +111.3%
LMT Lockheed Martin Corp. 1.2%
Value ($000) $3 Shares 7,561 Est. Cost $240.94 Unrealized +72.6%
PH Parker Hannifin 1.1%
Value ($000) $3 Shares 5,840 Est. Cost $100.27 Unrealized +397.2%
UPS United Parcel Services CL B 1.1%
Value ($000) $3 Shares 20,557 Est. Cost $85.99 Unrealized +58.6%
ORCL Oracle Systems 1.1%
Value ($000) $3 Shares 24,068 Est. Cost $34.91 Unrealized +221.8%
QCOM Qualcomm, Inc. 1.0%
Value ($000) $3 Shares 17,479 Est. Cost $74.93 Unrealized +98.2%
TGT Target Corp. 0.8%
Value ($000) $2 Shares 13,391 Est. Cost $66.47 Unrealized +113.7%
LLY Eli Lilly 0.8%
Value ($000) $2 Shares 2,813 Est. Cost $123.61 Unrealized +468.3%
ABBV AbbVie 0.8%
Value ($000) $2 Shares 11,885 Est. Cost $85.02 Unrealized +90.5%
AVGO Broadcom, Inc. 0.8%
Value ($000) $2 Shares 1,618 Est. Cost $43.39 Unrealized +179.4%
DE Deere & Co. 0.7%
Value ($000) $2 Shares 5,062 Est. Cost $89.67 Unrealized +315.4%
FDX FedEx Corp 0.7%
Value ($000) $2 Shares 6,950 Est. Cost $152.96 Unrealized +56.8%
HSY Hershey 0.7%
Value ($000) $2 Shares 10,272 Est. Cost $84.15 Unrealized +116.4%
IBM International Business Machines 0.7%
Value ($000) $2 Shares 10,356 Est. Cost $90.90 Unrealized +89.8%
DUK Duke Energy Corp New 0.7%
Value ($000) $2 Shares 19,582 Est. Cost $53.96 Unrealized +63.9%
ITW Illinois Tool Works 0.6%
Value ($000) $2 Shares 6,307 Est. Cost $127.88 Unrealized +93.6%
EQIX Equinix Inc 0.6%
Value ($000) $2 Shares 1,992 Est. Cost $505.29 Unrealized +59.8%
VZ Verizon Communications Inc. 0.6%
Value ($000) $2 Shares 38,639 Est. Cost $32.23 Unrealized +11.5%
MRK Merck 0.6%
Value ($000) $2 Shares 12,095 Est. Cost $46.49 Unrealized +149.0%
AMD Advanced Micro Devices 0.5%
Value ($000) $2 Shares 8,519 Est. Cost $83.03 Unrealized +110.5%
NKE Nike Inc. 0.5%
Value ($000) $2 Shares 16,177 Est. Cost $66.66 Unrealized +46.7%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $2 Shares 7,562 Est. Cost $97.69 Unrealized +77.7%
CSCO Cisco Systems 0.5%
Value ($000) $2 Shares 30,246 Est. Cost $23.94 Unrealized +97.2%
HON Honeywell International 0.5%
Value ($000) $1 Shares 7,180 Est. Cost $116.57 Unrealized +55.1%
MMM 3M Co 0.5%
Value ($000) $1 Shares 13,780 Est. Cost $108.08 Unrealized -26.6%
Raytheon Company 0.5%
Value ($000) $1 Shares 14,879 Est. Cost $76.91 Unrealized
TFC Truist Financial Corp 0.5%
Value ($000) $1 Shares 36,827 Est. Cost $40.75 Unrealized -18.1%
UNP Union Pacific Corp. 0.5%
Value ($000) $1 Shares 5,763 Est. Cost $90.86 Unrealized +159.3%
NVS Novartis AG 0.5%
Value ($000) $1 Shares 13,543 Est. Cost $83.25 Unrealized
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 7,099 Est. Cost $52.93 Unrealized +198.3%
PFE Pfizer Incorporated 0.4%
Value ($000) $1 Shares 42,998 Est. Cost $28.37 Unrealized -13.1%
GOOG Alphabet Cl C 0.4%
Value ($000) $1 Shares 7,700 Est. Cost $106.86 Unrealized +34.1%
TROW T. Rowe Price Group 0.4%
Value ($000) $1 Shares 9,441 Est. Cost $62.24 Unrealized +63.5%
BDX Becton Dickinson 0.4%
Value ($000) $1 Shares 4,362 Est. Cost $217.25 Unrealized +6.2%
BAC BankAmerica Corp 0.4%
Value ($000) $1 Shares 27,451 Est. Cost $26.34 Unrealized +24.5%
CLX Clorox 0.3%
Value ($000) $1 Shares 6,145 Est. Cost $149.04 Unrealized -6.0%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +102.4%
TM Toyota 0.3%
Value ($000) $1 Shares 3,482 Est. Cost $124.60 Unrealized
GIS General Mills Inc. 0.3%
Value ($000) $1 Shares 12,120 Est. Cost $43.03 Unrealized +40.8%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,347 Est. Cost $138.00 Unrealized +72.2%
BMY Bristol-Meyers Squibb 0.3%
Value ($000) $1 Shares 15,288 Est. Cost $45.69 Unrealized +1.0%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,271 Est. Cost $159.83 Unrealized +106.7%
GPC Genuine Parts 0.3%
Value ($000) $1 Shares 5,126 Est. Cost $75.12 Unrealized +83.1%
APD Air Products & Chemical 0.3%
Value ($000) $1 Shares 2,987 Est. Cost $240.27 Unrealized -3.2%
EW Edwards Lifesciences 0.3%
Value ($000) $1 Shares 7,441 Est. Cost $60.91 Unrealized +37.9%
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 2,020 Est. Cost $230.34 Unrealized +36.1%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,617 Est. Cost $59.00 Unrealized +50.2%
AMAT Applied Matls Inc 0.2%
Value ($000) $1 Shares 3,376 Est. Cost $80.15 Unrealized +125.0%
LAM Research Corp 0.2%
Value ($000) $1 Shares 693 Est. Cost $534.18 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,340 Est. Cost $55.90 Unrealized +98.2%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $1 Shares 2,975 Est. Cost $59.71 Unrealized +196.8%
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 5,098 Est. Cost $46.57 Unrealized +113.4%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,686 Est. Cost $31.83 Unrealized +147.4%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +118.6%
PM Philip Morris Intl Inc 0.2%
Value ($000) $1 Shares 5,885 Est. Cost $62.14 Unrealized +36.7%
Unilever PLC 0.2%
Value ($000) $1 Shares 10,563 Est. Cost $49.35 Unrealized
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,798 Est. Cost $60.53 Unrealized +7.0%
AXP American Express 0.2%
Value ($000) $1 Shares 2,270 Est. Cost $101.55 Unrealized +99.8%
PAYX Paychex, Inc. 0.2%
Value ($000) $1 Shares 4,152 Est. Cost $51.36 Unrealized +123.2%
ADM Archer Daniels Midland 0.2%
Value ($000) $0 Shares 7,897 Est. Cost $55.34 Unrealized -0.9%
SJM JM Smucker Co 0.2%
Value ($000) $0 Shares 3,620 Est. Cost $90.35 Unrealized +30.3%
SWKS Skyworks Solutions 0.2%
Value ($000) $0 Shares 3,970 Est. Cost $88.76 Unrealized +10.6%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +52.9%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $47.51 Unrealized +105.9%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,613 Est. Cost $83.23 Unrealized +29.3%
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,065 Est. Cost $100.47 Unrealized +45.0%
PRU Prudential Financial 0.1%
Value ($000) $0 Shares 2,750 Est. Cost $81.88 Unrealized +20.4%
SNPS Synopsys, Inc. 0.1%
Value ($000) $0 Shares 560 Est. Cost $357.27 Unrealized +54.1%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $0 Shares 3,393 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 +14.0%
MO Altria Group 0.1%
Value ($000) $0 Shares 6,079 Est. Cost $30.98 Unrealized +15.2%
TSLA Tesla Inc. 0.1%
Value ($000) $0 Shares 1,346 Est. Cost $229.47 Unrealized -14.9%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +7.7%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $76.46 Unrealized +0.5%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 7,390 Est. Cost $27.18 Unrealized +0.5%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,675 Est. Cost $93.94 Unrealized +21.4%
GE General Electric 0.1%
Value ($000) $0 Shares 1,144 Est. Cost $116.41 Unrealized 0.0%