PF
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PHYSICIANS FINANCIAL SERVICES, INC.13F | |
| PHYSICIANS FINANCIAL SERVICES, INC. | |
| Last update 2025-05-07 | 107 Stocks (7 new) |
| Value $314.00 Mil | Turnover 5 % |
PHYSICIANS FINANCIAL SERVICES,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 220,480 | 48,980.0 | +0.19% | 15.580 | +0.03% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
AMZN | Amazon.com Inc | 101,436 | 19,300.0 | +9.70% | 6.140 | +0.54% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 43,311 | 16,260.0 | +1.09% | 5.170 | +0.06% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
NVDA | NVIDIA Corp | 142,827 | 15,480.0 | -0.44% | 4.920 | -0.03% | 0.000 | +66.16% | +19.16% | 3,902,009.1 | Semiconductors | |
WMT | Walmart Inc | 161,628 | 14,190.0 | +0.22% | 4.510 | +0.01% | 0.000 | +18.99% | +8.02% | 774,818.8 | Retail - Defensive | |
GOOGL | Alphabet Inc | 81,033 | 12,530.0 | -4.19% | 3.980 | -0.20% | 0.000 | +20.64% | -7.67% | 2,120,182.4 | Interactive Media | |
MA | Mastercard Inc | 18,363 | 10,070.0 | +0.82% | 3.200 | +0.03% | 0.000 | +17.38% | +7.14% | 510,741.7 | Credit Services | |
META | Meta Platforms Inc | 13,033 | 7,510.0 | +0.70% | 2.390 | +0.02% | 0.000 | +41.29% | +23.29% | 1,812,000.2 | Interactive Media | |
ADM | Archer-Daniels-Midland Co | 23,117 | 7,060.0 | +360.31% | 2.250 | +1.76% | 0.000 | +31.87% | +10.31% | 26,208.5 | Consumer Packaged Goods | |
CVX | Chevron Corp | 39,715 | 6,640.0 | +4.81% | 2.110 | +0.10% | 0.000 | +13.27% | +8.28% | 265,446.3 | Oil & Gas |
PHYSICIANS FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns
PHYSICIANS FINANCIAL SERVICES, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADP | Automatic Data Processing Inc | 2025-03-31 | Sold Out Sold Out | -2.06% | 286.85 ($301.63) 318.64 | $306.90 | 1.75% | Sold Out | 0 | -23,186 | |
ADM | Archer-Daniels-Midland Co | 2025-03-31 | Add Add | +1.76% | 45.22 ($48.36) 52.17 | $54.55 | 12.80% | Add 360.31% | 23,117 | 18,095 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.71% | 109.66 ($119.57) 136.26 | $102.38 | -14.38% | Sold Out | 0 | -18,460 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.54% | 190.26 ($217) 242.06 | $219.36 | 1.09% | Add 9.7% | 101,436 | 8,971 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.42% | 105.87 ($113.99) 121.97 | $116.31 | 2.04% | Add 55.11% | 30,362 | 10,788 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.25% | 663000 ($729331) 801950 | $715,269.00 | -1.93% | New holding | 1 | 1 | |
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -0.20% | 202.75 ($214.7) 226.52 | $239.80 | 11.69% | Reduce -44.4% | 3,720 | -2,971 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.20% | 154.33 ($181.36) 206.38 | $174.36 | -3.86% | Reduce -4.19% | 81,033 | -3,548 | |
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +0.19% | 828.4 ($951.01) 1058.6 | $1,275.31 | 34.10% | New holding | 657 | 657 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.16% | 63.17 ($72.04) 81.49 | $97.48 | 35.31% | New holding | 6,659 | 6,659 |
PHYSICIANS FINANCIAL SERVICES, INC. Total Holding History ($B)
PHYSICIANS FINANCIAL SERVICES, INC.'s Asset Allocation
PHYSICIANS FINANCIAL SERVICES, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PHYSICIANS FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2025-03-31
PHYSICIANS FINANCIAL SERVICES, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PHYSICIANS FINANCIAL SERVICES, INC.'s Holdings Heat Map
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PHYSICIANS FINANCIAL SERVICES, INC.'s Holdings Bubble Chart
PHYSICIANS FINANCIAL SERVICES, INC. News
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