PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $366 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL Apple Computer 14.9%
Value ($000) $55 Shares 214,740 Est. Cost $97.47 Unrealized +131.4%
NVDA Nvidia Corp. 7.1%
Value ($000) $26 Shares 140,047 Est. Cost $93.77 Unrealized +85.9%
AMZN Amazon.com 6.0%
Value ($000) $22 Shares 99,905 Est. Cost $131.36 Unrealized +72.3%
MSFT Microsoft 5.9%
Value ($000) $22 Shares 41,920 Est. Cost $95.32 Unrealized +433.7%
GOOGL Alphabet Cl A 5.2%
Value ($000) $19 Shares 78,396 Est. Cost $109.68 Unrealized +90.7%
WMT Wal-Mart Stores Inc. 4.5%
Value ($000) $16 Shares 159,298 Est. Cost $45.36 Unrealized +118.8%
MA Mastercard Inc Cl A 2.8%
Value ($000) $10 Shares 18,233 Est. Cost $135.55 Unrealized +323.1%
META Meta Platforms A 2.6%
Value ($000) $10 Shares 13,168 Est. Cost $302.94 Unrealized +145.3%
CAT Caterpillar 2.5%
Value ($000) $9 Shares 19,294 Est. Cost $112.42 Unrealized +278.4%
ORCL Oracle Systems 1.8%
Value ($000) $7 Shares 23,893 Est. Cost $37.82 Unrealized +572.0%
ADP Auto Data Processing 1.8%
Value ($000) $7 Shares 22,558 Est. Cost $302.36 Unrealized -1.5%
COST Costco Wholesale 1.7%
Value ($000) $6 Shares 6,662 Est. Cost $374.80 Unrealized +155.3%
MCD McDonalds 1.7%
Value ($000) $6 Shares 20,263 Est. Cost $115.28 Unrealized +161.4%
CVX Chevron Corp. 1.7%
Value ($000) $6 Shares 39,338 Est. Cost $79.93 Unrealized +90.5%
V Visa Inc 1.6%
Value ($000) $6 Shares 16,968 Est. Cost $101.05 Unrealized +241.6%
LOW Lowes 1.6%
Value ($000) $6 Shares 22,799 Est. Cost $76.17 Unrealized +220.6%
AVGO Broadcom, Inc. 1.5%
Value ($000) $5 Shares 16,155 Est. Cost $148.63 Unrealized +105.7%
CMI Cummins Inc. 1.4%
Value ($000) $5 Shares 12,527 Est. Cost $123.64 Unrealized +207.9%
AMGN Amgen 1.3%
Value ($000) $5 Shares 17,222 Est. Cost $154.04 Unrealized +86.0%
HD Home Depot Inc. 1.3%
Value ($000) $5 Shares 11,973 Est. Cost $155.64 Unrealized +150.0%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $5 Shares 9,101 Est. Cost $205.84 Unrealized +135.3%
PH Parker Hannifin 1.2%
Value ($000) $4 Shares 5,875 Est. Cost $100.27 Unrealized +633.1%
DUK Duke Energy Corp New 1.2%
Value ($000) $4 Shares 35,923 Est. Cost $81.28 Unrealized +47.4%
JNJ Johnson & Johnson 1.2%
Value ($000) $4 Shares 23,599 Est. Cost $96.03 Unrealized +76.5%
KO Coca-Cola 1.1%
Value ($000) $4 Shares 60,975 Est. Cost $33.06 Unrealized +105.4%
PG Procter & Gamble 1.0%
Value ($000) $4 Shares 24,729 Est. Cost $68.43 Unrealized +126.4%
LMT Lockheed Martin Corp. 1.0%
Value ($000) $4 Shares 7,500 Est. Cost $251.19 Unrealized +78.4%
LLY Eli Lilly 0.8%
Value ($000) $3 Shares 3,996 Est. Cost $326.81 Unrealized +127.1%
PEP Pepsi Co 0.8%
Value ($000) $3 Shares 21,090 Est. Cost $91.11 Unrealized +54.1%
IBM International Business Machines 0.8%
Value ($000) $3 Shares 10,292 Est. Cost $90.90 Unrealized +185.5%
ABBV AbbVie 0.8%
Value ($000) $3 Shares 12,075 Est. Cost $88.81 Unrealized +127.4%
QCOM Qualcomm, Inc. 0.8%
Value ($000) $3 Shares 16,715 Est. Cost $75.88 Unrealized +107.2%
ADBE Adobe Systems Inc. 0.7%
Value ($000) $3 Shares 7,766 Est. Cost $246.50 Unrealized +45.5%
JPM JP Morgan Chase & Co 0.7%
Value ($000) $2 Shares 7,867 Est. Cost $112.23 Unrealized +163.7%
ETN Eaton Corp PLC 0.7%
Value ($000) $2 Shares 6,579 Est. Cost $301.91 Unrealized +20.3%
RTX RTX Corporation 0.7%
Value ($000) $2 Shares 14,391 Est. Cost $111.08 Unrealized +38.9%
DE Deere & Co. 0.6%
Value ($000) $2 Shares 5,164 Est. Cost $107.61 Unrealized +355.0%
MMM 3M Co 0.6%
Value ($000) $2 Shares 14,778 Est. Cost $107.67 Unrealized +42.2%
CSCO Cisco Systems 0.6%
Value ($000) $2 Shares 32,101 Est. Cost $25.27 Unrealized +166.6%
HSY Hershey 0.5%
Value ($000) $2 Shares 10,584 Est. Cost $90.20 Unrealized +99.2%
GOOG Alphabet Cl C 0.5%
Value ($000) $2 Shares 7,760 Est. Cost $111.94 Unrealized +87.5%
ITW Illinois Tool Works 0.5%
Value ($000) $2 Shares 6,452 Est. Cost $131.05 Unrealized +96.4%
TFC Truist Financial Corp 0.4%
Value ($000) $2 Shares 34,999 Est. Cost $40.66 Unrealized +9.1%
NVS Novartis AG 0.4%
Value ($000) $2 Shares 12,434 Est. Cost $83.25 Unrealized
EQIX Equinix Inc 0.4%
Value ($000) $2 Shares 1,971 Est. Cost $505.29 Unrealized +53.2%
FDX FedEx Corp 0.4%
Value ($000) $1 Shares 5,994 Est. Cost $156.16 Unrealized +46.2%
UNP Union Pacific Corp. 0.4%
Value ($000) $1 Shares 5,769 Est. Cost $95.07 Unrealized +134.7%
GEV GE VERNOVA INC 0.4%
Value ($000) $1 Shares 2,216 Est. Cost $387.11 Unrealized +56.4%
PM Philip Morris Intl Inc 0.4%
Value ($000) $1 Shares 8,030 Est. Cost $70.10 Unrealized +135.6%
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 7,049 Est. Cost $60.83 Unrealized +217.7%
AMD Advanced Micro Devices 0.3%
Value ($000) $1 Shares 7,883 Est. Cost $85.27 Unrealized +89.3%
AXP American Express 0.3%
Value ($000) $1 Shares 3,815 Est. Cost $174.64 Unrealized +81.3%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 23,694 Est. Cost $26.34 Unrealized +83.5%
NFLX NETFLIX INC 0.3%
Value ($000) $1 Shares 997 Est. Cost $101.23 Unrealized +20.6%
NKE Nike Inc. 0.3%
Value ($000) $1 Shares 15,978 Est. Cost $67.46 Unrealized +9.4%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 10,861 Est. Cost $76.08 Unrealized +22.9%
TGT Target Corp. 0.3%
Value ($000) $1 Shares 11,036 Est. Cost $66.47 Unrealized +45.5%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +166.8%
PLTR Palantir Technologies 0.3%
Value ($000) $1 Shares 5,382 Est. Cost $62.26 Unrealized +160.3%
TSLA Tesla Inc. 0.3%
Value ($000) $1 Shares 2,145 Est. Cost $214.47 Unrealized +61.7%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,650 Est. Cost $150.75 Unrealized +77.4%
MRK Merck 0.3%
Value ($000) $1 Shares 11,010 Est. Cost $47.38 Unrealized +71.0%
NUE Nucor Corp 0.3%
Value ($000) $1 Shares 6,775 Est. Cost $96.60 Unrealized +45.5%
TM Toyota 0.3%
Value ($000) $1 Shares 4,797 Est. Cost $90.49 Unrealized
LRCX LAM Research 0.2%
Value ($000) $1 Shares 6,730 Est. Cost $74.98 Unrealized +40.7%
SYK Stryker Corp 0.2%
Value ($000) $1 Shares 2,371 Est. Cost $167.15 Unrealized +130.0%
TROW T. Rowe Price Group 0.2%
Value ($000) $1 Shares 8,346 Est. Cost $62.24 Unrealized +65.2%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1 Shares 1 Est. Cost $729330.75 Unrealized -0.3%
VZ Verizon Communications Inc. 0.2%
Value ($000) $1 Shares 16,874 Est. Cost $32.23 Unrealized +31.8%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,586 Est. Cost $33.80 Unrealized +208.2%
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 2,120 Est. Cost $241.23 Unrealized +45.7%
BA Boeing 0.2%
Value ($000) $1 Shares 3,325 Est. Cost $182.86 Unrealized +23.3%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,240 Est. Cost $55.90 Unrealized +133.6%
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $1 Shares 16,770 Est. Cost $55.16 Unrealized -18.4%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,631 Est. Cost $59.81 Unrealized +48.1%
AMAT Applied Matls Inc 0.2%
Value ($000) $1 Shares 3,058 Est. Cost $81.94 Unrealized +120.6%
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 4,609 Est. Cost $50.12 Unrealized +170.3%
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 12,906 Est. Cost $45.69 Unrealized -0.4%
VEEV Veeva SyS Inc 0.2%
Value ($000) $1 Shares 1,890 Est. Cost $199.58 Unrealized +41.0%
NOC Northrop Grumman 0.1%
Value ($000) $1 Shares 875 Est. Cost $203.95 Unrealized +176.2%
APA APA Corporation 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $28.82 Unrealized -27.7%
PANW Palto Alto Networks Inc 0.1%
Value ($000) $0 Shares 2,351 Est. Cost $174.91 Unrealized +9.4%
PAYX Paychex, Inc. 0.1%
Value ($000) $0 Shares 3,702 Est. Cost $54.97 Unrealized +149.5%
CLX Clorox 0.1%
Value ($000) $0 Shares 3,788 Est. Cost $149.04 Unrealized -18.0%
MKC McCormick & Co. 0.1%
Value ($000) $0 Shares 6,699 Est. Cost $60.66 Unrealized +13.8%
GE GE Aerospace 0.1%
Value ($000) $0 Shares 1,420 Est. Cost $127.66 Unrealized +113.6%
PFE Pfizer Incorporated 0.1%
Value ($000) $0 Shares 13,882 Est. Cost $28.37 Unrealized -14.9%
LH Labcorp Holdings 0.1%
Value ($000) $0 Shares 1,202 Est. Cost $226.47 Unrealized +17.8%
GIS General Mills Inc. 0.1%
Value ($000) $0 Shares 6,497 Est. Cost $43.25 Unrealized +14.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 3,350 Est. Cost $78.32 Unrealized +20.7%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,552 Est. Cost $48.32 Unrealized +93.0%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 3,081 Est. Cost $86.04 Unrealized +8.4%
DAL Delta Air Lines Inc DEL 0.1%
Value ($000) $0 Shares 5,100 Est. Cost $48.81 Unrealized +16.4%
BDX Becton Dickinson 0.1%
Value ($000) $0 Shares 1,520 Est. Cost $217.25 Unrealized -15.3%
INTU INTUIT 0.1%
Value ($000) $0 Shares 406 Est. Cost $611.70 Unrealized +17.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $0 Shares 1,290 Est. Cost $211.17 Unrealized -4.6%
GPC Genuine Parts 0.1%
Value ($000) $0 Shares 1,920 Est. Cost $75.12 Unrealized +76.2%
GNRC Generac 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $122.00 Unrealized +43.6%
PKG Packaging Corp Amer 0.1%
Value ($000) $0 Shares 1,150 Est. Cost $174.41 Unrealized +17.0%
NSC Norfolk Southern 0.1%
Value ($000) $0 Shares 825 Est. Cost $233.06 Unrealized +18.4%
TEL TE Connectivity PLC 0.1%
Value ($000) $0 Shares 1,102 Est. Cost $200.01 Unrealized 0.0%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 400 Est. Cost $616.24 Unrealized -8.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $0 Shares 1,986 Est. Cost $110.13 Unrealized -0.4%
HON Honeywell International 0.1%
Value ($000) $0 Shares 1,025 Est. Cost $116.57 Unrealized +77.7%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $98.59 Unrealized 0.0%
RY Royal Bank of Canada 0.1%
Value ($000) $0 Shares 1,379 Est. Cost $137.85 Unrealized 0.0%