Physicians Financial Services, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$365K
Q ending 2026-03-31
Prior quarter
$373K
Q ending 2025-12-31
Change
-2.0% QoQ · +16.4% YoY
Positions
104
reported holdings

Largest positions

Top 100 of 104 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple ComputerAAPLShares$52K206K
Nvidia Corp.NVDAShares$24K136K
Alphabet Cl AGOOGLShares$22K77K
Amazon.ComAMZNShares$21K99K
Wal-Mart Stores Inc.WMTShares$20K158K
MicrosoftMSFTShares$16K42K
CaterpillarCATShares$14K19K
Mastercard Inc Cl AMAShares$9K18K
Chevron Corp.CVXShares$8K39K
Meta Platforms AMETAShares$8K13K
Costco WholesaleCOSTShares$7K7K
Cummins Inc.CMIShares$7K12K
McdonaldsMCDShares$6K20K
AmgenAMGNShares$6K17K
Johnson & JohnsonJNJShares$6K24K
LowesLOWShares$5K23K
Duke Energy Corp NewDUKShares$5K41K
Parker HannifinPHShares$5K6K
Visa IncVShares$5K17K
Broadcom, Inc.AVGOShares$5K16K
Auto Data ProcessingADPShares$5K23K
Coca-ColaKOShares$5K61K
Eli LillyLLYShares$5K5K
Lockheed Martin Corp.LMTShares$4K7K
Berkshire Hathaway Inc-BBRK/BShares$4K9K
Home Depot Inc.HDShares$4K13K
Procter & GamblePGShares$4K27K
Oracle SystemsORCLShares$4K24K
Pepsi CoPEPShares$3K21K
Deere & Co.DEShares$3K5K
Rtx CorporationRTXShares$3K14K
AbbvieABBVShares$3K12K
Cisco SystemsCSCOShares$3K32K
International Business MachinesIBMShares$2K10K
Jp Morgan Chase & CoJPMShares$2K8K
Ge Vernova IncGEVShares$2K3K
Qualcomm, Inc.QCOMShares$2K17K
Alphabet Cl CGOOGShares$2K8K
Fedex CorpFDXShares$2K6K
3M CoMMMShares$2K15K
HersheyHSYShares$2K10K
Equinix IncEQIXShares$2K2K
Novartis AgNVSShares$2K12K
Eaton Corp PlcShares$2K5K
Illinois Tool WorksITWShares$2K6K
Advanced Micro DevicesAMDShares$2K8K
Truist Financial CorpTFCShares$2K34K
Starbucks Corp.SBUXShares$1K16K
Lam ResearchLRCXShares$1K7K
Union Pacific Corp.UNPShares$1K6K
Philip Morris Intl IncPMShares$1K8K
MerckMRKShares$1K11K
Texas Instruments IncTXNShares$1K7K
American ExpressAXPShares$1K4K
Marriott IntlMARShares$1K4K
Bankamerica CorpBACShares$1K23K
Nucor CorpNUEShares$1K7K
Target Corp.TGTShares$1K9K
ToyotaTMShares$9785K
Applied Matls IncAMATShares$9733K
First Citizens BankFCNCAShares$961510
Netflix IncNFLXShares$93010K
BoeingBAShares$9095K
Apa CorporationAPAShares$84920K
Uber Technologies IncUBERShares$84712K
Bristol-Meyers SquibbBMYShares$84014K
Tesla Inc.TSLAShares$8332K
Vanguard Information Tech EtfVGTShares$7921K
Palantir TechnologiesPLTRShares$7905K
Stryker CorpSYKShares$7792K
Nike Inc.NKEShares$72914K
Aflac, Inc.AFLShares$7237K
Berkshire Hathaway Inc DelBRK/AShares$7181
T. Rowe Price GroupTROWShares$7058K
Sherwin WilliamsSHWShares$6702K
Verizon Communications Inc.VZShares$64213K
Emerson Electric CompanyEMRShares$6045K
Northrop GrummanNOCShares$573840
Abbott LabsABTShares$5385K
Unilever PlcShares$4818K
ConocophillipsCOPShares$4233K
Ge AerospaceGEShares$4191K
Pfizer IncorporatedPFEShares$39114K
Exxon Mobil CorpXOMShares$3902K
Select Sector Spdr TrXLEShares$3786K
Palto Alto Networks IncPANWShares$3642K
Chipotle Mexican Grill IncCMGShares$36011K
Paychex, Inc.PAYXShares$3414K
Delta Air Lines Inc DelDALShares$3325K
Veeva Sys IncVEEVShares$3322K
Church & DwightCHDShares$3223K
Labcorp HoldingsLHShares$3211K
Regeneron Pharms IncREGNShares$309400
GeneracGNRCShares$2932K
Schwab Charles CorpSCHWShares$2873K
Norfolk SouthernNSCShares$280975
CloroxCLXShares$2773K
Southern CoSOShares$2703K
Mccormick & Co.MKCShares$2645K
Packaging Corp AmerPKGShares$2441K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.