PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $336 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL Apple Computer 13.2%
Value ($000) $44 Shares 216,046 Est. Cost $97.47 Unrealized +106.6%
NVDA Nvidia Corp. 6.8%
Value ($000) $23 Shares 144,698 Est. Cost $93.77 Unrealized +34.2%
AMZN Amazon.com 6.5%
Value ($000) $22 Shares 100,147 Est. Cost $131.36 Unrealized +50.6%
MSFT Microsoft 6.3%
Value ($000) $21 Shares 42,499 Est. Cost $95.32 Unrealized +353.6%
WMT Wal-Mart Stores Inc. 4.6%
Value ($000) $16 Shares 159,448 Est. Cost $45.36 Unrealized +108.9%
GOOGL Alphabet Cl A 4.1%
Value ($000) $14 Shares 78,385 Est. Cost $109.68 Unrealized +48.9%
MA Mastercard Inc Cl A 3.1%
Value ($000) $10 Shares 18,288 Est. Cost $135.55 Unrealized +306.8%
META Meta Platforms A 2.9%
Value ($000) $10 Shares 13,128 Est. Cost $302.94 Unrealized +103.5%
CAT Caterpillar 2.2%
Value ($000) $8 Shares 19,394 Est. Cost $112.42 Unrealized +194.3%
ADP Auto Data Processing 2.1%
Value ($000) $7 Shares 22,783 Est. Cost $302.36 Unrealized 0.0%
COST Costco Wholesale 1.9%
Value ($000) $7 Shares 6,582 Est. Cost $367.73 Unrealized +169.4%
V Visa Inc 1.8%
Value ($000) $6 Shares 16,968 Est. Cost $101.05 Unrealized +243.4%
MCD McDonalds 1.8%
Value ($000) $6 Shares 20,288 Est. Cost $115.28 Unrealized +163.3%
CVX Chevron Corp. 1.7%
Value ($000) $6 Shares 39,463 Est. Cost $79.93 Unrealized +71.4%
ORCL Oracle Systems 1.6%
Value ($000) $5 Shares 24,143 Est. Cost $37.82 Unrealized +325.2%
LOW Lowes 1.5%
Value ($000) $5 Shares 22,824 Est. Cost $76.17 Unrealized +189.6%
AMGN Amgen 1.5%
Value ($000) $5 Shares 17,457 Est. Cost $154.04 Unrealized +80.3%
AVGO Broadcom, Inc. 1.3%
Value ($000) $4 Shares 16,255 Est. Cost $148.63 Unrealized +45.3%
HD Home Depot Inc. 1.3%
Value ($000) $4 Shares 11,903 Est. Cost $155.64 Unrealized +128.7%
BRK/B Berkshire Hathaway Inc-B 1.3%
Value ($000) $4 Shares 8,975 Est. Cost $201.92 Unrealized +151.5%
KO Coca-Cola 1.3%
Value ($000) $4 Shares 61,225 Est. Cost $33.06 Unrealized +111.1%
DUK Duke Energy Corp New 1.2%
Value ($000) $4 Shares 34,973 Est. Cost $80.23 Unrealized +43.9%
CMI Cummins Inc. 1.2%
Value ($000) $4 Shares 12,567 Est. Cost $123.64 Unrealized +147.2%
PH Parker Hannifin 1.2%
Value ($000) $4 Shares 5,875 Est. Cost $100.27 Unrealized +526.5%
PG Procter & Gamble 1.2%
Value ($000) $4 Shares 24,598 Est. Cost $68.43 Unrealized +134.9%
JNJ Johnson & Johnson 1.1%
Value ($000) $4 Shares 23,784 Est. Cost $96.03 Unrealized +57.1%
LMT Lockheed Martin Corp. 1.0%
Value ($000) $3 Shares 7,530 Est. Cost $251.19 Unrealized +82.8%
IBM International Business Machines 0.9%
Value ($000) $3 Shares 10,432 Est. Cost $90.90 Unrealized +179.2%
LLY Eli Lilly 0.9%
Value ($000) $3 Shares 3,915 Est. Cost $318.21 Unrealized +143.0%
ADBE Adobe Systems Inc. 0.9%
Value ($000) $3 Shares 7,792 Est. Cost $246.50 Unrealized +56.3%
PEP Pepsi Co 0.8%
Value ($000) $3 Shares 21,139 Est. Cost $91.11 Unrealized +43.8%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $3 Shares 16,770 Est. Cost $75.88 Unrealized +91.1%
DE Deere & Co. 0.8%
Value ($000) $3 Shares 5,164 Est. Cost $107.61 Unrealized +350.4%
ETN Eaton Corp PLC 0.7%
Value ($000) $2 Shares 6,657 Est. Cost $301.91 Unrealized +1.6%
MMM 3M Co 0.7%
Value ($000) $2 Shares 14,828 Est. Cost $107.67 Unrealized +31.2%
CSCO Cisco Systems 0.7%
Value ($000) $2 Shares 32,301 Est. Cost $25.27 Unrealized +139.0%
ABBV AbbVie 0.7%
Value ($000) $2 Shares 12,075 Est. Cost $88.81 Unrealized +105.7%
JPM JP Morgan Chase & Co 0.6%
Value ($000) $2 Shares 7,487 Est. Cost $102.91 Unrealized +145.5%
RTX RTX Corporation 0.6%
Value ($000) $2 Shares 14,391 Est. Cost $111.08 Unrealized +18.6%
HSY Hershey 0.5%
Value ($000) $2 Shares 10,584 Est. Cost $90.20 Unrealized +79.2%
ITW Illinois Tool Works 0.5%
Value ($000) $2 Shares 6,477 Est. Cost $131.05 Unrealized +81.0%
EQIX Equinix Inc 0.5%
Value ($000) $2 Shares 1,971 Est. Cost $505.29 Unrealized +65.4%
NVS Novartis AG 0.5%
Value ($000) $2 Shares 12,634 Est. Cost $83.25 Unrealized
TFC Truist Financial Corp 0.4%
Value ($000) $2 Shares 34,943 Est. Cost $40.66 Unrealized -6.5%
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 7,049 Est. Cost $60.83 Unrealized +186.5%
PM Philip Morris Intl Inc 0.4%
Value ($000) $1 Shares 8,030 Est. Cost $70.10 Unrealized +138.8%
GOOG Alphabet Cl C 0.4%
Value ($000) $1 Shares 7,960 Est. Cost $111.94 Unrealized +47.3%
FDX FedEx Corp 0.4%
Value ($000) $1 Shares 6,094 Est. Cost $156.16 Unrealized +37.8%
NFLX NETFLIX INC 0.4%
Value ($000) $1 Shares 997 Est. Cost $101.23 Unrealized +11.7%
UNP Union Pacific Corp. 0.4%
Value ($000) $1 Shares 5,794 Est. Cost $95.07 Unrealized +129.8%
AXP American Express 0.4%
Value ($000) $1 Shares 3,790 Est. Cost $174.64 Unrealized +60.0%
TGT Target Corp. 0.3%
Value ($000) $1 Shares 11,660 Est. Cost $66.47 Unrealized +40.4%
AMD Advanced Micro Devices 0.3%
Value ($000) $1 Shares 8,028 Est. Cost $85.27 Unrealized +27.7%
NKE Nike Inc. 0.3%
Value ($000) $1 Shares 15,927 Est. Cost $67.46 Unrealized -12.4%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 23,764 Est. Cost $26.34 Unrealized +57.3%
GEV GE VERNOVA INC 0.3%
Value ($000) $1 Shares 2,061 Est. Cost $370.69 Unrealized +12.2%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +145.2%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 10,961 Est. Cost $76.08 Unrealized +8.2%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,650 Est. Cost $150.75 Unrealized +65.3%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,371 Est. Cost $167.15 Unrealized +122.3%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $1 Shares 16,483 Est. Cost $55.34 Unrealized -8.1%
MRK Merck 0.3%
Value ($000) $1 Shares 11,110 Est. Cost $47.38 Unrealized +63.3%
NUE Nucor Corp 0.3%
Value ($000) $1 Shares 6,775 Est. Cost $96.60 Unrealized +19.6%
TM Toyota 0.2%
Value ($000) $1 Shares 4,797 Est. Cost $90.49 Unrealized
TROW T. Rowe Price Group 0.2%
Value ($000) $1 Shares 8,380 Est. Cost $62.24 Unrealized +42.4%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
VZ Verizon Communications Inc. 0.2%
Value ($000) $1 Shares 16,886 Est. Cost $32.23 Unrealized +29.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1 Shares 1 Est. Cost $729330.75 Unrealized +4.5%
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 2,120 Est. Cost $241.23 Unrealized +42.8%
PLTR Palantir Technologies 0.2%
Value ($000) $1 Shares 5,300 Est. Cost $60.71 Unrealized +93.2%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,240 Est. Cost $55.90 Unrealized +133.6%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,621 Est. Cost $59.81 Unrealized +42.4%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,586 Est. Cost $33.80 Unrealized +206.6%
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 5,009 Est. Cost $50.12 Unrealized +126.5%
TSLA Tesla Inc. 0.2%
Value ($000) $1 Shares 2,100 Est. Cost $211.64 Unrealized +42.4%
LRCX LAM Research 0.2%
Value ($000) $1 Shares 6,730 Est. Cost $74.98 Unrealized +5.2%
BA Boeing 0.2%
Value ($000) $1 Shares 3,000 Est. Cost $178.24 Unrealized +6.0%
Unilever PLC 0.2%
Value ($000) $1 Shares 10,148 Est. Cost $49.35 Unrealized
BMY Bristol-Meyers Squibb 0.2%
Value ($000) $1 Shares 13,206 Est. Cost $45.69 Unrealized +3.3%
AMAT Applied Matls Inc 0.2%
Value ($000) $1 Shares 3,058 Est. Cost $81.94 Unrealized +92.2%
VEEV Veeva SyS Inc 0.2%
Value ($000) $1 Shares 1,890 Est. Cost $199.58 Unrealized +24.3%
PAYX Paychex, Inc. 0.2%
Value ($000) $1 Shares 3,702 Est. Cost $54.97 Unrealized +168.4%
MKC McCormick & Co. 0.2%
Value ($000) $1 Shares 6,888 Est. Cost $60.66 Unrealized +21.0%
CLX Clorox 0.1%
Value ($000) $1 Shares 4,168 Est. Cost $149.04 Unrealized -12.5%
PANW Palto Alto Networks Inc 0.1%
Value ($000) $0 Shares 2,246 Est. Cost $174.13 Unrealized +6.6%
NOC Northrop Grumman 0.1%
Value ($000) $0 Shares 875 Est. Cost $203.95 Unrealized +138.3%
APA APA Corporation 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $28.82 Unrealized -41.5%
GE GE Aerospace 0.1%
Value ($000) $0 Shares 1,420 Est. Cost $127.66 Unrealized +71.2%
PFE Pfizer Incorporated 0.1%
Value ($000) $0 Shares 14,945 Est. Cost $28.37 Unrealized -21.2%
LH Labcorp Holdings 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $226.47 Unrealized +6.8%
GIS General Mills Inc. 0.1%
Value ($000) $0 Shares 6,597 Est. Cost $43.25 Unrealized +24.3%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,553 Est. Cost $48.32 Unrealized +102.4%
INTU INTUIT 0.1%
Value ($000) $0 Shares 406 Est. Cost $611.70 Unrealized +10.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 3,350 Est. Cost $78.32 Unrealized +6.2%
SNPS Synopsys Inc 0.1%
Value ($000) $0 Shares 555 Est. Cost $522.72 Unrealized -10.9%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 3,081 Est. Cost $86.04 Unrealized +2.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $211.90 Unrealized +3.8%
HON Honeywell International 0.1%
Value ($000) $0 Shares 1,135 Est. Cost $116.57 Unrealized +71.3%
BDX Becton Dickinson 0.1%
Value ($000) $0 Shares 1,530 Est. Cost $217.25 Unrealized -16.9%
FDS FactSet Research Systems 0.1%
Value ($000) $0 Shares 575 Est. Cost $434.35 Unrealized 0.0%
DAL Delta Air Lines Inc DEL 0.1%
Value ($000) $0 Shares 5,100 Est. Cost $48.81 Unrealized -6.7%
GPC Genuine Parts 0.1%
Value ($000) $0 Shares 1,920 Est. Cost $75.12 Unrealized +56.8%
PKG Packaging Corp Amer 0.1%
Value ($000) $0 Shares 1,150 Est. Cost $174.41 Unrealized +6.5%
GNRC Generac 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $122.00 Unrealized 0.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $0 Shares 1,986 Est. Cost $110.13 Unrealized -5.1%
NSC Norfolk Southern 0.1%
Value ($000) $0 Shares 825 Est. Cost $233.06 Unrealized 0.0%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 400 Est. Cost $616.24 Unrealized -9.8%