PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $329 (100.0% shares, 0.0% debt)

Holdings (105)

AAPL Apple Computer 16.7%
Value ($000) $55 Shares 220,058 Est. Cost $97.47 Unrealized +140.6%
AMZN Amazon.com 6.2%
Value ($000) $20 Shares 92,465 Est. Cost $123.05 Unrealized +66.3%
NVDA Nvidia Corp. 5.8%
Value ($000) $19 Shares 143,457 Est. Cost $93.35 Unrealized +47.6%
MSFT Microsoft 5.5%
Value ($000) $18 Shares 42,846 Est. Cost $91.96 Unrealized +359.3%
GOOGL Alphabet Cl A 4.9%
Value ($000) $16 Shares 84,581 Est. Cost $109.68 Unrealized +58.8%
WMT Wal-Mart Stores Inc. 4.4%
Value ($000) $15 Shares 161,277 Est. Cost $45.36 Unrealized +89.1%
MA Mastercard Inc Cl A 2.9%
Value ($000) $10 Shares 18,213 Est. Cost $135.55 Unrealized +279.7%
META Meta Platforms A 2.3%
Value ($000) $8 Shares 12,943 Est. Cost $302.94 Unrealized +93.0%
ADP Automatic Data Processing 2.1%
Value ($000) $7 Shares 23,186 Est. Cost $92.70 Unrealized +210.6%
CAT Caterpillar 2.0%
Value ($000) $7 Shares 18,383 Est. Cost $100.03 Unrealized +281.6%
LOW Lowes 1.8%
Value ($000) $6 Shares 24,298 Est. Cost $76.17 Unrealized +243.4%
MCD McDonalds 1.8%
Value ($000) $6 Shares 20,262 Est. Cost $115.28 Unrealized +151.7%
V Visa Inc 1.7%
Value ($000) $6 Shares 17,441 Est. Cost $101.05 Unrealized +195.2%
CVX Chevron Corp. 1.7%
Value ($000) $5 Shares 37,893 Est. Cost $76.53 Unrealized +90.1%
COST Costco Wholesale 1.6%
Value ($000) $5 Shares 5,887 Est. Cost $295.81 Unrealized +211.9%
AMGN Amgen 1.4%
Value ($000) $5 Shares 17,847 Est. Cost $154.04 Unrealized +85.7%
HD Home Depot Inc. 1.4%
Value ($000) $5 Shares 11,628 Est. Cost $149.83 Unrealized +165.1%
CMI Cummins Inc. 1.3%
Value ($000) $4 Shares 12,582 Est. Cost $120.99 Unrealized +183.9%
PG Procter & Gamble 1.3%
Value ($000) $4 Shares 25,447 Est. Cost $68.43 Unrealized +142.2%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $4 Shares 8,985 Est. Cost $201.92 Unrealized +128.7%
ORCL Oracle Systems 1.2%
Value ($000) $4 Shares 24,167 Est. Cost $37.82 Unrealized +364.9%
KO Coca-Cola 1.2%
Value ($000) $4 Shares 62,024 Est. Cost $33.06 Unrealized +90.8%
PH Parker Hannifin 1.1%
Value ($000) $4 Shares 5,890 Est. Cost $100.27 Unrealized +553.4%
AVGO Broadcom, Inc. 1.1%
Value ($000) $4 Shares 16,130 Est. Cost $146.93 Unrealized +24.5%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $4 Shares 7,559 Est. Cost $251.19 Unrealized +109.9%
JNJ Johnson & Johnson 1.1%
Value ($000) $4 Shares 24,861 Est. Cost $96.03 Unrealized +55.8%
PEP Pepsi Co 1.0%
Value ($000) $3 Shares 21,974 Est. Cost $91.11 Unrealized +71.8%
ADBE Adobe Systems Inc. 1.0%
Value ($000) $3 Shares 7,349 Est. Cost $236.65 Unrealized +109.2%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $3 Shares 17,344 Est. Cost $75.88 Unrealized +110.2%
ETN Eaton Corp PLC 0.8%
Value ($000) $2 Shares 7,471 Est. Cost $301.91 Unrealized +15.0%
LLY Eli Lilly 0.7%
Value ($000) $2 Shares 3,037 Est. Cost $176.62 Unrealized +364.9%
UPS United Parcel Services CL B 0.7%
Value ($000) $2 Shares 18,460 Est. Cost $87.42 Unrealized +39.9%
IBM International Business Machines 0.7%
Value ($000) $2 Shares 10,458 Est. Cost $90.90 Unrealized +138.0%
ABBV AbbVie 0.7%
Value ($000) $2 Shares 12,150 Est. Cost $88.81 Unrealized +99.8%
DE Deere & Co. 0.7%
Value ($000) $2 Shares 5,064 Est. Cost $100.62 Unrealized +311.4%
DUK Duke Energy Corp New 0.6%
Value ($000) $2 Shares 19,574 Est. Cost $55.24 Unrealized +97.0%
FDX FedEx Corp 0.6%
Value ($000) $2 Shares 7,051 Est. Cost $156.16 Unrealized +74.0%
CSCO Cisco Systems 0.6%
Value ($000) $2 Shares 32,450 Est. Cost $25.27 Unrealized +119.1%
MMM 3M Co 0.6%
Value ($000) $2 Shares 14,752 Est. Cost $107.23 Unrealized +19.7%
EQIX Equinix Inc 0.6%
Value ($000) $2 Shares 1,996 Est. Cost $505.29 Unrealized +77.6%
HSY Hershey 0.5%
Value ($000) $2 Shares 10,668 Est. Cost $88.65 Unrealized +95.0%
TGT Target Corp. 0.5%
Value ($000) $2 Shares 13,180 Est. Cost $66.47 Unrealized +105.6%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $2 Shares 7,347 Est. Cost $99.59 Unrealized +129.0%
RTX RTX Corporation 0.5%
Value ($000) $2 Shares 14,813 Est. Cost $111.08 Unrealized +6.5%
ITW Illinois Tool Works 0.5%
Value ($000) $2 Shares 6,302 Est. Cost $127.88 Unrealized +101.2%
TFC Truist Financial Corp 0.5%
Value ($000) $2 Shares 36,785 Est. Cost $40.66 Unrealized +4.1%
GOOG Alphabet Cl C 0.5%
Value ($000) $2 Shares 8,160 Est. Cost $111.94 Unrealized +56.9%
HON Honeywell International 0.5%
Value ($000) $2 Shares 6,691 Est. Cost $116.57 Unrealized +74.7%
UNP Union Pacific Corp. 0.4%
Value ($000) $1 Shares 5,893 Est. Cost $95.07 Unrealized +142.2%
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 7,099 Est. Cost $60.83 Unrealized +217.5%
VZ Verizon Communications Inc. 0.4%
Value ($000) $1 Shares 32,615 Est. Cost $32.23 Unrealized +22.2%
NVS Novartis AG 0.4%
Value ($000) $1 Shares 13,068 Est. Cost $83.25 Unrealized
MRK Merck 0.4%
Value ($000) $1 Shares 11,710 Est. Cost $47.38 Unrealized +108.3%
FCNCA First Citizens Bank 0.4%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +182.7%
BAC BankAmerica Corp 0.4%
Value ($000) $1 Shares 26,371 Est. Cost $26.34 Unrealized +62.6%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,822 Est. Cost $150.75 Unrealized +80.1%
NKE Nike Inc. 0.3%
Value ($000) $1 Shares 13,746 Est. Cost $66.66 Unrealized +14.7%
TROW T. Rowe Price Group 0.3%
Value ($000) $1 Shares 9,041 Est. Cost $62.24 Unrealized +75.2%
AMD Advanced Micro Devices 0.3%
Value ($000) $1 Shares 8,364 Est. Cost $83.03 Unrealized +73.3%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $1 Shares 16,493 Est. Cost $55.35 Unrealized +8.9%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1 Shares 8,144 Est. Cost $70.10 Unrealized +72.0%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,370 Est. Cost $167.15 Unrealized +119.2%
TSLA Tesla Inc. 0.3%
Value ($000) $1 Shares 2,096 Est. Cost $209.90 Unrealized +53.3%
CLX Clorox 0.3%
Value ($000) $1 Shares 5,155 Est. Cost $149.04 Unrealized +5.6%
PFE Pfizer Incorporated 0.2%
Value ($000) $1 Shares 29,259 Est. Cost $28.37 Unrealized -11.5%
BMY Bristol-Meyers Squibb 0.2%
Value ($000) $1 Shares 13,581 Est. Cost $45.69 Unrealized +15.1%
GIS General Mills Inc. 0.2%
Value ($000) $1 Shares 12,045 Est. Cost $43.25 Unrealized +48.2%
BDX Becton Dickinson 0.2%
Value ($000) $1 Shares 3,307 Est. Cost $217.25 Unrealized +3.7%
TM Toyota 0.2%
Value ($000) $1 Shares 3,772 Est. Cost $115.04 Unrealized
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 2,120 Est. Cost $235.18 Unrealized +57.1%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,770 Est. Cost $59.81 Unrealized +57.1%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,134 Est. Cost $200.72 Unrealized
AXP American Express 0.2%
Value ($000) $1 Shares 2,320 Est. Cost $104.64 Unrealized +171.0%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,611 Est. Cost $33.80 Unrealized +214.8%
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 5,059 Est. Cost $50.12 Unrealized +137.5%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,340 Est. Cost $55.90 Unrealized +102.7%
Unilever PLC 0.2%
Value ($000) $1 Shares 10,497 Est. Cost $49.35 Unrealized
PAYX Paychex, Inc. 0.2%
Value ($000) $1 Shares 4,052 Est. Cost $54.97 Unrealized +149.8%
GPC Genuine Parts 0.2%
Value ($000) $1 Shares 4,856 Est. Cost $75.12 Unrealized +59.9%
AMAT Applied Matls Inc 0.2%
Value ($000) $1 Shares 3,426 Est. Cost $81.94 Unrealized +118.7%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +141.7%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,918 Est. Cost $60.66 Unrealized +25.5%
LRCX LAM Research 0.2%
Value ($000) $1 Shares 7,030 Est. Cost $74.98 Unrealized 0.0%
APA APA Corporation 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $28.82 Unrealized -23.2%
BA Boeing 0.1%
Value ($000) $0 Shares 2,600 Est. Cost $176.72 Unrealized -11.2%
PLTR Palantir Technologies 0.1%
Value ($000) $0 Shares 5,500 Est. Cost $58.25 Unrealized 0.0%
PANW Palto Alto Networks Inc 0.1%
Value ($000) $0 Shares 2,190 Est. Cost $173.84 Unrealized +8.7%
VEEV Veeva SyS Inc 0.1%
Value ($000) $0 Shares 1,784 Est. Cost $197.66 Unrealized +11.3%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,552 Est. Cost $48.32 Unrealized +115.3%
NUE Nucor Corp 0.1%
Value ($000) $0 Shares 2,975 Est. Cost $59.71 Unrealized +136.0%
SJM JM Smucker Co 0.1%
Value ($000) $0 Shares 3,060 Est. Cost $90.35 Unrealized +21.7%
DAL Delta Air Lines Inc DEL 0.1%
Value ($000) $0 Shares 5,300 Est. Cost $48.81 Unrealized +19.5%
LH Labcorp Holdings 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $226.47 Unrealized 0.0%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 385 Est. Cost $618.58 Unrealized +34.9%
SNPS Synopsys Inc 0.1%
Value ($000) $0 Shares 560 Est. Cost $522.72 Unrealized 0.0%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,730 Est. Cost $84.99 Unrealized +20.4%
PKG Packaging Corp Amer 0.1%
Value ($000) $0 Shares 1,150 Est. Cost $174.41 Unrealized +28.7%
ADM Archer Daniels Midland 0.1%
Value ($000) $0 Shares 5,022 Est. Cost $55.34 Unrealized -6.4%
GNRC Generac Hldgs Inc 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $138.20 Unrealized +25.0%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $76.46 Unrealized +7.3%
GE GE Aerospace 0.1%
Value ($000) $0 Shares 1,398 Est. Cost $124.34 Unrealized +42.5%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized -1.4%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 6,865 Est. Cost $27.18 Unrealized +25.8%
XOM Exxon Mobil Corp 0.1%
Value ($000) $0 Shares 1,922 Est. Cost $110.21 Unrealized +2.0%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized -2.0%