PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

Location: Raleigh, NC

CIK: 0001665518 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 21, 2026

Total Value: $373M

Holdings (107)

AAPL Apple Computer 15.4%
Value $57.32M Shares 210,839 Est. Cost $97.47 Unrealized +175.3%
NVDA Nvidia Corp. 6.7%
Value $25.12M Shares 134,672 Est. Cost $93.77 Unrealized +98.5%
GOOGL Alphabet Cl A 6.5%
Value $24.05M Shares 76,846 Est. Cost $109.68 Unrealized +160.4%
AMZN Amazon.com 6.1%
Value $22.84M Shares 98,963 Est. Cost $131.36 Unrealized +74.2%
MSFT Microsoft 5.4%
Value $19.97M Shares 41,285 Est. Cost $95.32 Unrealized +425.2%
WMT Wal-Mart Stores Inc. 4.7%
Value $17.52M Shares 157,303 Est. Cost $45.36 Unrealized +136.3%
CAT Caterpillar 2.9%
Value $10.86M Shares 18,949 Est. Cost $112.42 Unrealized +394.1%
MA Mastercard Inc Cl A 2.8%
Value $10.28M Shares 18,008 Est. Cost $135.55 Unrealized +312.3%
META Meta Platforms A 2.3%
Value $8.615M Shares 13,051 Est. Cost $302.94 Unrealized +120.3%
CMI Cummins Inc. 1.7%
Value $6.236M Shares 12,217 Est. Cost $123.64 Unrealized +277.2%
MCD McDonalds 1.6%
Value $6.14M Shares 20,088 Est. Cost $115.28 Unrealized +164.6%
V Visa Inc 1.6%
Value $5.933M Shares 16,918 Est. Cost $101.05 Unrealized +236.9%
ADP Auto Data Processing 1.6%
Value $5.79M Shares 22,508 Est. Cost $302.36 Unrealized -12.4%
CVX Chevron Corp. 1.5%
Value $5.758M Shares 37,783 Est. Cost $79.93 Unrealized +89.4%
COST Costco Wholesale 1.5%
Value $5.668M Shares 6,572 Est. Cost $374.80 Unrealized +141.7%
AMGN Amgen 1.5%
Value $5.594M Shares 17,092 Est. Cost $154.04 Unrealized +105.1%
LOW Lowes 1.5%
Value $5.45M Shares 22,599 Est. Cost $76.17 Unrealized +214.9%
AVGO Broadcom, Inc. 1.4%
Value $5.404M Shares 15,615 Est. Cost $148.63 Unrealized +140.2%
PH Parker Hannifin 1.4%
Value $5.129M Shares 5,835 Est. Cost $100.27 Unrealized +715.5%
JNJ Johnson & Johnson 1.3%
Value $4.859M Shares 23,479 Est. Cost $96.03 Unrealized +105.2%
ORCL Oracle Systems 1.2%
Value $4.657M Shares 23,893 Est. Cost $37.82 Unrealized +529.4%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value $4.544M Shares 9,040 Est. Cost $205.84 Unrealized +141.7%
LLY Eli Lilly 1.2%
Value $4.404M Shares 4,098 Est. Cost $342.46 Unrealized +179.0%
KO Coca-Cola 1.1%
Value $4.236M Shares 60,586 Est. Cost $33.06 Unrealized +109.9%
DUK Duke Energy Corp New 1.1%
Value $4.108M Shares 35,047 Est. Cost $81.28 Unrealized +49.6%
HD Home Depot Inc. 1.1%
Value $4.051M Shares 11,773 Est. Cost $155.64 Unrealized +134.3%
LMT Lockheed Martin Corp. 1.0%
Value $3.586M Shares 7,415 Est. Cost $251.19 Unrealized +89.6%
PG Procter & Gamble 0.9%
Value $3.49M Shares 24,355 Est. Cost $68.43 Unrealized +115.1%
IBM International Business Machines 0.8%
Value $2.988M Shares 10,087 Est. Cost $90.90 Unrealized +228.7%
PEP Pepsi Co 0.8%
Value $2.929M Shares 20,407 Est. Cost $91.11 Unrealized +60.1%
QCOM Qualcomm, Inc. 0.8%
Value $2.816M Shares 16,465 Est. Cost $75.88 Unrealized +125.1%
ABBV AbbVie 0.7%
Value $2.708M Shares 11,850 Est. Cost $88.81 Unrealized +156.2%
RTX RTX Corporation 0.7%
Value $2.572M Shares 14,024 Est. Cost $111.08 Unrealized +56.0%
ADBE Adobe Systems Inc. 0.7%
Value $2.533M Shares 7,236 Est. Cost $246.50 Unrealized +38.0%
JPM JP Morgan Chase & Co 0.7%
Value $2.506M Shares 7,777 Est. Cost $112.23 Unrealized +175.8%
CSCO Cisco Systems 0.7%
Value $2.473M Shares 32,101 Est. Cost $25.27 Unrealized +192.0%
GOOG Alphabet Cl C 0.7%
Value $2.435M Shares 7,760 Est. Cost $111.94 Unrealized +155.8%
DE Deere & Co. 0.6%
Value $2.311M Shares 4,964 Est. Cost $107.61 Unrealized +334.6%
MMM 3M Co 0.6%
Value $2.289M Shares 14,297 Est. Cost $107.67 Unrealized +51.6%
ETN Eaton Corp PLC 0.5%
Value $2.027M Shares 6,363 Est. Cost $301.91 Unrealized +17.4%
HSY Hershey 0.5%
Value $1.803M Shares 9,908 Est. Cost $90.20 Unrealized +101.9%
FDX FedEx Corp 0.5%
Value $1.743M Shares 6,034 Est. Cost $156.16 Unrealized +67.5%
NVS Novartis AG 0.5%
Value $1.694M Shares 12,284 Est. Cost $83.25 Unrealized
TFC Truist Financial Corp 0.5%
Value $1.689M Shares 34,315 Est. Cost $40.66 Unrealized +12.7%
AMD Advanced Micro Devices 0.5%
Value $1.688M Shares 7,883 Est. Cost $85.27 Unrealized +163.4%
ITW Illinois Tool Works 0.4%
Value $1.564M Shares 6,352 Est. Cost $131.05 Unrealized +88.9%
EQIX Equinix Inc 0.4%
Value $1.51M Shares 1,971 Est. Cost $505.29 Unrealized +54.6%
GEV GE VERNOVA INC 0.4%
Value $1.416M Shares 2,166 Est. Cost $387.11 Unrealized +57.3%
AXP American Express 0.4%
Value $1.411M Shares 3,815 Est. Cost $174.64 Unrealized +104.4%
UNP Union Pacific Corp. 0.4%
Value $1.317M Shares 5,694 Est. Cost $95.07 Unrealized +139.1%
PM Philip Morris Intl Inc 0.3%
Value $1.282M Shares 7,991 Est. Cost $70.10 Unrealized +119.1%
BAC BankAmerica Corp 0.3%
Value $1.265M Shares 22,994 Est. Cost $26.34 Unrealized +99.9%
LRCX LAM Research 0.3%
Value $1.152M Shares 6,730 Est. Cost $74.98 Unrealized +107.2%
TXN Texas Instruments Inc 0.3%
Value $1.145M Shares 6,599 Est. Cost $60.83 Unrealized +180.6%
MRK Merck 0.3%
Value $1.143M Shares 10,860 Est. Cost $47.38 Unrealized +96.8%
MAR Marriott Intl 0.3%
Value $1.109M Shares 3,575 Est. Cost $150.75 Unrealized +89.3%
FCNCA First Citizens Bank 0.3%
Value $1.095M Shares 510 Est. Cost $737.70 Unrealized +155.3%
NUE Nucor Corp 0.3%
Value $1.072M Shares 6,575 Est. Cost $96.60 Unrealized +55.1%
PLTR Palantir Technologies 0.3%
Value $1.028M Shares 5,782 Est. Cost $70.47 Unrealized +156.9%
TM Toyota 0.3%
Value $1.005M Shares 4,697 Est. Cost $140.92 Unrealized
TSLA Tesla Inc. 0.3%
Value $999K Shares 2,221 Est. Cost $222.30 Unrealized +99.4%
TGT Target Corp. 0.3%
Value $975K Shares 9,978 Est. Cost $66.47 Unrealized +37.9%
NFLX NETFLIX INC 0.2%
Value $907K Shares 9,670 Est. Cost $107.13 Unrealized +0.6%
NKE Nike Inc. 0.2%
Value $889K Shares 13,953 Est. Cost $67.46 Unrealized -3.8%
UBER UBER TECHNOLOGIES INC 0.2%
Value $871K Shares 10,661 Est. Cost $76.08 Unrealized +18.4%
VGT Vanguard Information Tech ETF 0.2%
Value $855K Shares 1,135 Est. Cost $200.72 Unrealized
SYK Stryker Corp 0.2%
Value $833K Shares 2,371 Est. Cost $167.15 Unrealized +117.4%
TROW T. Rowe Price Group 0.2%
Value $801K Shares 7,821 Est. Cost $62.24 Unrealized +64.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $755K Shares 1 Est. Cost $729330.75 Unrealized +2.3%
BA Boeing 0.2%
Value $733K Shares 3,375 Est. Cost $183.20 Unrealized +12.3%
AFL AFLAC, Inc. 0.2%
Value $726K Shares 6,586 Est. Cost $33.80 Unrealized +224.9%
AMAT Applied Matls Inc 0.2%
Value $709K Shares 2,758 Est. Cost $81.94 Unrealized +192.3%
BMY Bristol-Meyers Squibb 0.2%
Value $678K Shares 12,567 Est. Cost $45.69 Unrealized +4.0%
SHW Sherwin Williams 0.2%
Value $677K Shares 2,090 Est. Cost $241.23 Unrealized +38.5%
ABT Abbott Labs 0.2%
Value $657K Shares 5,240 Est. Cost $55.90 Unrealized +127.7%
SBUX Starbucks Corp. 0.2%
Value $642K Shares 7,619 Est. Cost $59.81 Unrealized +40.5%
VZ Verizon Communications Inc. 0.2%
Value $621K Shares 15,255 Est. Cost $32.23 Unrealized +25.6%
EMR Emerson Electric Company 0.2%
Value $612K Shares 4,609 Est. Cost $50.12 Unrealized +164.1%
Unilever PLC 0.2%
Value $577K Shares 8,828 Est. Cost $49.35 Unrealized
APA APA Corporation 0.1%
Value $489K Shares 20,000 Est. Cost $28.82 Unrealized -16.3%
NOC Northrop Grumman 0.1%
Value $479K Shares 840 Est. Cost $203.95 Unrealized +183.8%
CMG Chipotle Mexican Grill Inc 0.1%
Value $460K Shares 12,445 Est. Cost $55.16 Unrealized -34.4%
GE GE Aerospace 0.1%
Value $437K Shares 1,420 Est. Cost $127.66 Unrealized +135.6%
VEEV Veeva SyS Inc 0.1%
Value $422K Shares 1,890 Est. Cost $199.58 Unrealized +33.0%
PAYX Paychex, Inc. 0.1%
Value $415K Shares 3,702 Est. Cost $54.97 Unrealized +112.0%
PANW Palto Alto Networks Inc 0.1%
Value $400K Shares 2,171 Est. Cost $174.91 Unrealized +15.3%
CLX Clorox 0.1%
Value $366K Shares 3,634 Est. Cost $149.04 Unrealized -27.4%
MKC McCormick & Co. 0.1%
Value $361K Shares 5,299 Est. Cost $60.66 Unrealized +8.7%
DAL Delta Air Lines Inc DEL 0.1%
Value $354K Shares 5,100 Est. Cost $48.81 Unrealized +27.9%
PFE Pfizer Incorporated 0.1%
Value $338K Shares 13,575 Est. Cost $28.37 Unrealized -11.7%
REGN Regeneron Pharms Inc 0.1%
Value $309K Shares 400 Est. Cost $616.24 Unrealized +10.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value $305K Shares 3,050 Est. Cost $78.32 Unrealized +21.0%
LH Labcorp Holdings 0.1%
Value $302K Shares 1,202 Est. Cost $226.47 Unrealized +17.1%
CHD Church & Dwight 0.1%
Value $298K Shares 3,553 Est. Cost $48.32 Unrealized +76.5%
COP ConocoPhillips 0.1%
Value $279K Shares 2,982 Est. Cost $86.04 Unrealized +4.6%
XLE Select Sector SPDR TR 0.1%
Value $276K Shares 6,178 Est. Cost $44.67 Unrealized
XOM Exxon Mobil Corp 0.1%
Value $252K Shares 2,097 Est. Cost $110.42 Unrealized +4.6%
INTU INTUIT 0.1%
Value $252K Shares 381 Est. Cost $611.70 Unrealized +8.0%
TEL TE Connectivity PLC 0.1%
Value $251K Shares 1,102 Est. Cost $200.01 Unrealized +15.6%
BDX Becton Dickinson 0.1%
Value $243K Shares 1,250 Est. Cost $217.25 Unrealized -12.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value $239K Shares 1,290 Est. Cost $211.17 Unrealized -8.4%
PKG Packaging Corp Amer 0.1%
Value $237K Shares 1,150 Est. Cost $174.41 Unrealized +16.0%
GPC Genuine Parts 0.1%
Value $236K Shares 1,920 Est. Cost $75.12 Unrealized +71.3%
RY Royal Bank of Canada 0.1%
Value $235K Shares 1,379 Est. Cost $137.85 Unrealized +11.4%
GIS General Mills Inc. 0.1%
Value $228K Shares 4,897 Est. Cost $43.25 Unrealized +9.7%
NSC Norfolk Southern 0.1%
Value $224K Shares 775 Est. Cost $233.06 Unrealized +23.8%
GNRC Generac 0.1%
Value $205K Shares 1,500 Est. Cost $122.00 Unrealized +32.3%