PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

Location: Raleigh, NC

CIK: 0001665518 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $365M

Holdings (104)

AAPL Apple Computer 14.3%
Value $52.32M Shares 206,162 Est. Cost $97.47 Unrealized +169.6%
NVDA Nvidia Corp. 6.5%
Value $23.76M Shares 136,243 Est. Cost $94.84 Unrealized +96.8%
GOOGL Alphabet Cl A 6.0%
Value $22.07M Shares 76,761 Est. Cost $109.68 Unrealized +194.8%
AMZN Amazon.com 5.6%
Value $20.56M Shares 98,701 Est. Cost $131.36 Unrealized +72.7%
WMT Wal-Mart Stores Inc. 5.4%
Value $19.61M Shares 157,758 Est. Cost $45.36 Unrealized +169.0%
MSFT Microsoft 4.3%
Value $15.68M Shares 42,366 Est. Cost $103.98 Unrealized +318.0%
CAT Caterpillar 3.7%
Value $13.57M Shares 19,159 Est. Cost $118.69 Unrealized +476.6%
MA Mastercard Inc Cl A 2.5%
Value $9.023M Shares 18,058 Est. Cost $135.55 Unrealized +297.7%
CVX Chevron Corp. 2.2%
Value $8.12M Shares 39,245 Est. Cost $83.35 Unrealized +106.2%
META Meta Platforms A 2.1%
Value $7.581M Shares 13,251 Est. Cost $308.26 Unrealized +112.7%
COST Costco Wholesale 1.9%
Value $6.988M Shares 7,013 Est. Cost $411.84 Unrealized +134.0%
CMI Cummins Inc. 1.8%
Value $6.638M Shares 12,337 Est. Cost $123.64 Unrealized +365.5%
MCD McDonalds 1.7%
Value $6.349M Shares 20,428 Est. Cost $118.65 Unrealized +167.4%
AMGN Amgen 1.6%
Value $5.988M Shares 17,017 Est. Cost $154.04 Unrealized +127.0%
JNJ Johnson & Johnson 1.6%
Value $5.846M Shares 23,916 Est. Cost $98.44 Unrealized +131.5%
LOW Lowes 1.5%
Value $5.34M Shares 22,599 Est. Cost $76.17 Unrealized +256.4%
DUK Duke Energy Corp New 1.5%
Value $5.334M Shares 40,736 Est. Cost $86.81 Unrealized +39.2%
PH Parker Hannifin 1.4%
Value $5.224M Shares 5,835 Est. Cost $100.27 Unrealized +855.2%
V Visa Inc 1.4%
Value $5.014M Shares 16,588 Est. Cost $101.05 Unrealized +225.8%
AVGO Broadcom, Inc. 1.3%
Value $4.824M Shares 15,585 Est. Cost $148.63 Unrealized +124.8%
ADP Auto Data Processing 1.3%
Value $4.744M Shares 23,350 Est. Cost $300.14 Unrealized -19.8%
KO Coca-Cola 1.3%
Value $4.612M Shares 60,646 Est. Cost $33.06 Unrealized +126.1%
LLY Eli Lilly 1.3%
Value $4.571M Shares 4,970 Est. Cost $466.09 Unrealized +124.7%
LMT Lockheed Martin Corp. 1.2%
Value $4.489M Shares 7,428 Est. Cost $251.19 Unrealized +139.2%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value $4.31M Shares 8,995 Est. Cost $205.84 Unrealized +139.7%
HD Home Depot Inc. 1.1%
Value $4.162M Shares 12,656 Est. Cost $171.08 Unrealized +120.4%
PG Procter & Gamble 1.1%
Value $3.972M Shares 27,498 Est. Cost $77.96 Unrealized +94.7%
ORCL Oracle Systems 1.0%
Value $3.53M Shares 23,993 Est. Cost $37.82 Unrealized +348.4%
PEP Pepsi Co 0.9%
Value $3.321M Shares 21,383 Est. Cost $94.01 Unrealized +64.6%
DE Deere & Co. 0.8%
Value $2.895M Shares 5,139 Est. Cost $122.72 Unrealized +349.3%
RTX RTX Corporation 0.8%
Value $2.756M Shares 14,289 Est. Cost $112.66 Unrealized +74.5%
ABBV AbbVie 0.7%
Value $2.626M Shares 12,075 Est. Cost $91.30 Unrealized +143.8%
CSCO Cisco Systems 0.7%
Value $2.502M Shares 32,251 Est. Cost $25.27 Unrealized +208.3%
IBM International Business Machines 0.7%
Value $2.463M Shares 10,161 Est. Cost $90.90 Unrealized +212.4%
JPM JP Morgan Chase & Co 0.7%
Value $2.422M Shares 8,232 Est. Cost $123.24 Unrealized +152.7%
GEV GE VERNOVA INC 0.6%
Value $2.338M Shares 2,678 Est. Cost $453.99 Unrealized +62.3%
QCOM Qualcomm, Inc. 0.6%
Value $2.233M Shares 17,338 Est. Cost $79.81 Unrealized +92.8%
GOOG Alphabet Cl C 0.6%
Value $2.226M Shares 7,760 Est. Cost $111.94 Unrealized +189.2%
FDX FedEx Corp 0.6%
Value $2.188M Shares 6,144 Est. Cost $159.43 Unrealized +112.6%
MMM 3M Co 0.6%
Value $2.148M Shares 14,788 Est. Cost $109.54 Unrealized +49.7%
HSY Hershey 0.6%
Value $2.101M Shares 10,108 Est. Cost $92.47 Unrealized +121.4%
EQIX Equinix Inc 0.5%
Value $1.932M Shares 1,971 Est. Cost $505.29 Unrealized +51.2%
NVS Novartis AG 0.5%
Value $1.876M Shares 12,284 Est. Cost $83.25 Unrealized
ETN Eaton Corp PLC 0.5%
Value $1.835M Shares 5,131 Est. Cost $301.91 Unrealized +17.1%
ITW Illinois Tool Works 0.5%
Value $1.679M Shares 6,452 Est. Cost $133.25 Unrealized +105.1%
AMD Advanced Micro Devices 0.4%
Value $1.594M Shares 7,834 Est. Cost $85.27 Unrealized +160.0%
TFC Truist Financial Corp 0.4%
Value $1.571M Shares 34,165 Est. Cost $40.66 Unrealized +25.8%
SBUX Starbucks Corp. 0.4%
Value $1.443M Shares 16,106 Est. Cost $77.63 Unrealized +20.6%
LRCX LAM Research 0.4%
Value $1.438M Shares 6,730 Est. Cost $74.98 Unrealized +201.3%
UNP Union Pacific Corp. 0.4%
Value $1.381M Shares 5,694 Est. Cost $95.07 Unrealized +155.9%
PM Philip Morris Intl Inc 0.4%
Value $1.351M Shares 8,171 Est. Cost $72.43 Unrealized +142.9%
MRK Merck 0.4%
Value $1.326M Shares 11,020 Est. Cost $48.36 Unrealized +136.3%
TXN Texas Instruments Inc 0.4%
Value $1.281M Shares 6,599 Est. Cost $60.83 Unrealized +239.1%
AXP American Express 0.3%
Value $1.199M Shares 3,965 Est. Cost $181.51 Unrealized +96.2%
MAR Marriott Intl 0.3%
Value $1.161M Shares 3,550 Est. Cost $150.75 Unrealized +119.4%
BAC BankAmerica Corp 0.3%
Value $1.121M Shares 22,994 Est. Cost $26.34 Unrealized +103.7%
NUE Nucor Corp 0.3%
Value $1.112M Shares 6,575 Est. Cost $96.60 Unrealized +84.7%
TGT Target Corp. 0.3%
Value $1.112M Shares 9,178 Est. Cost $66.47 Unrealized +64.3%
TM Toyota 0.3%
Value $978K Shares 4,747 Est. Cost $141.61 Unrealized
AMAT Applied Matls Inc 0.3%
Value $973K Shares 2,846 Est. Cost $89.50 Unrealized +264.9%
FCNCA First Citizens Bank 0.3%
Value $961K Shares 510 Est. Cost $737.70 Unrealized +183.7%
NFLX NETFLIX INC 0.3%
Value $930K Shares 9,670 Est. Cost $107.13 Unrealized -21.7%
BA Boeing 0.2%
Value $909K Shares 4,565 Est. Cost $197.62 Unrealized +20.7%
APA APA Corporation 0.2%
Value $849K Shares 20,000 Est. Cost $28.82 Unrealized -8.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value $847K Shares 11,772 Est. Cost $76.33 Unrealized +3.1%
BMY Bristol-Meyers Squibb 0.2%
Value $840K Shares 13,842 Est. Cost $46.77 Unrealized +22.8%
TSLA Tesla Inc. 0.2%
Value $833K Shares 2,241 Est. Cost $222.30 Unrealized +91.6%
VGT Vanguard Information Tech ETF 0.2%
Value $792K Shares 1,135 Est. Cost $200.72 Unrealized
PLTR Palantir Technologies 0.2%
Value $790K Shares 5,403 Est. Cost $70.47 Unrealized +118.8%
SYK Stryker Corp 0.2%
Value $779K Shares 2,371 Est. Cost $167.15 Unrealized +118.2%
NKE Nike Inc. 0.2%
Value $729K Shares 13,802 Est. Cost $67.46 Unrealized -5.2%
AFL AFLAC, Inc. 0.2%
Value $723K Shares 6,586 Est. Cost $33.80 Unrealized +229.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $718K Shares 1 Est. Cost $729330.75 Unrealized +1.5%
TROW T. Rowe Price Group 0.2%
Value $705K Shares 7,822 Est. Cost $62.24 Unrealized +62.6%
SHW Sherwin Williams 0.2%
Value $670K Shares 2,090 Est. Cost $241.23 Unrealized +47.3%
VZ Verizon Communications Inc. 0.2%
Value $642K Shares 12,788 Est. Cost $32.23 Unrealized +35.9%
EMR Emerson Electric Company 0.2%
Value $604K Shares 4,609 Est. Cost $50.12 Unrealized +196.2%
NOC Northrop Grumman 0.2%
Value $573K Shares 840 Est. Cost $203.95 Unrealized +230.3%
ABT Abbott Labs 0.1%
Value $538K Shares 5,240 Est. Cost $55.90 Unrealized +106.5%
Unilever PLC 0.1%
Value $481K Shares 8,444 Est. Cost $49.35 Unrealized
COP ConocoPhillips 0.1%
Value $423K Shares 3,207 Est. Cost $87.21 Unrealized +17.7%
GE GE Aerospace 0.1%
Value $419K Shares 1,476 Est. Cost $134.89 Unrealized +135.9%
PFE Pfizer Incorporated 0.1%
Value $391K Shares 13,919 Est. Cost $28.31 Unrealized -7.5%
XOM Exxon Mobil Corp 0.1%
Value $390K Shares 2,297 Est. Cost $112.88 Unrealized +22.9%
XLE Select Sector SPDR TR 0.1%
Value $378K Shares 6,178 Est. Cost $44.67 Unrealized
PANW Palto Alto Networks Inc 0.1%
Value $364K Shares 2,271 Est. Cost $174.78 Unrealized -1.5%
CMG Chipotle Mexican Grill Inc 0.1%
Value $360K Shares 11,250 Est. Cost $55.16 Unrealized -29.7%
PAYX Paychex, Inc. 0.1%
Value $341K Shares 3,702 Est. Cost $54.97 Unrealized +85.5%
DAL Delta Air Lines Inc DEL 0.1%
Value $332K Shares 5,000 Est. Cost $48.81 Unrealized +43.1%
VEEV Veeva SyS Inc 0.1%
Value $332K Shares 1,890 Est. Cost $199.58 Unrealized +2.2%
CHD Church & Dwight 0.1%
Value $322K Shares 3,453 Est. Cost $48.32 Unrealized +96.2%
LH Labcorp Holdings 0.1%
Value $321K Shares 1,202 Est. Cost $226.47 Unrealized +19.7%
REGN Regeneron Pharms Inc 0.1%
Value $309K Shares 400 Est. Cost $616.24 Unrealized +24.8%
GNRC Generac 0.1%
Value $293K Shares 1,500 Est. Cost $122.00 Unrealized +50.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value $287K Shares 3,050 Est. Cost $78.32 Unrealized +27.8%
NSC Norfolk Southern 0.1%
Value $280K Shares 975 Est. Cost $246.42 Unrealized +21.0%
CLX Clorox 0.1%
Value $277K Shares 2,675 Est. Cost $149.04 Unrealized -23.2%
SO Southern Co 0.1%
Value $270K Shares 2,802 Est. Cost $89.54 Unrealized 0.0%
MKC McCormick & Co. 0.1%
Value $264K Shares 5,225 Est. Cost $60.66 Unrealized +9.9%
PKG Packaging Corp Amer 0.1%
Value $244K Shares 1,150 Est. Cost $174.41 Unrealized +29.8%
TTC Toro Co 0.1%
Value $237K Shares 2,540 Est. Cost $93.09 Unrealized 0.0%
HON Honeywell 0.1%
Value $232K Shares 1,025 Est. Cost $225.93 Unrealized 0.0%
TEL TE Connectivity PLC 0.1%
Value $230K Shares 1,102 Est. Cost $200.01 Unrealized +14.9%
RY Royal Bank of Canada 0.1%
Value $223K Shares 1,379 Est. Cost $137.85 Unrealized +23.3%