Physicians-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "DUK",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  "LRCX",
  "MA",
  "APA",
  "MSFT",
  "EQIX",
  "FCNCA",
  "GE",
  "GPC",
  "NVS",
  "ADM",
  "HSY",
  "ORCL",
  "NOC",
  "PAYX",
  "PANW",
  "PEP",
  "AAPL",
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "PKG",
  "REGN",
  "SHW",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TM",
  "TFC",
  "UBER",
  "UL",
  "SCHW",
  "AFL",
  "AMD",
  "AMZN",
  "VGT",
  "VEEV",
  "V",
  "WMT",
  "CHKP",
  "LH",
  "SJM",
  "GEV",
  "ZBH",
  "NUE",
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CVX",
  "CMG",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "COLM",
  "COP",
  "COST",
  "DE",
  "DAL",
  "NKE",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 107
Total Value: 314471
Accession Number: 0002013988-25-000003
Form Type: 13F-HR
CIK: physicians-financial-services
Manager Name: Physicians-Financial-Services

Data Enrichment

100% identified

107 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

107 positions • $314.5K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:24.7K

Value:$4.1M

% of Portfolio:1303.5% ($4.1M/$314.5K)

CUMMINS INC

CMI|231021106

Shares:12.7K

Value:$4.0M

% of Portfolio:1269.1% ($4.0M/$314.5K)

Duke Energy CORP

DUK|26441C204

Shares:30.4K

Value:$3.7M

% of Portfolio:1177.5% ($3.7M/$314.5K)

Parker-Hannifin Corp

PH|701094104

Shares:5.9K

Value:$3.6M

% of Portfolio:1133.6% ($3.6M/$314.5K)

ORACLE CORP

ORCL|68389X105

Shares:24.1K

Value:$3.4M

% of Portfolio:1073.2% ($3.4M/$314.5K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:7.5K

Value:$3.4M

% of Portfolio:1072.6% ($3.4M/$314.5K)

PEPSICO INC

PEP|713448108

Shares:21.8K

Value:$3.3M

% of Portfolio:1040.2% ($3.3M/$314.5K)

ELI LILLY & Co

LLY|532457108

Shares:3.6K

Value:$3.0M

% of Portfolio:947.3% ($3.0M/$314.5K)

ADOBE INC.

ADBE|00724F101

Shares:7.7K

Value:$3.0M

% of Portfolio:944.8% ($3.0M/$314.5K)

Broadcom Inc.

AVGO|11135F101

Shares:15.9K

Value:$2.7M

% of Portfolio:844.3% ($2.7M/$314.5K)

QUALCOMM INC/DE

QCOM|747525103

Shares:17.0K

Value:$2.6M

% of Portfolio:831.2% ($2.6M/$314.5K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:10.4K

Value:$2.6M

% of Portfolio:824.9% ($2.6M/$314.5K)

AbbVie Inc.

ABBV|00287Y109

Shares:12.1K

Value:$2.5M

% of Portfolio:807.7% ($2.5M/$314.5K)

DEERE & CO

DE|244199105

Shares:5.2K

Value:$2.4M

% of Portfolio:770.8% ($2.4M/$314.5K)

3M CO

MMM|88579Y101

Shares:14.9K

Value:$2.2M

% of Portfolio:697.0% ($2.2M/$314.5K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:32.8K

Value:$2.0M

% of Portfolio:642.7% ($2.0M/$314.5K)

RTX Corp

RTX|75513E101

Shares:14.8K

Value:$2.0M

% of Portfolio:623.9% ($2.0M/$314.5K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.5K

Value:$1.8M

% of Portfolio:586.1% ($1.8M/$314.5K)

Eaton Corp plc

ETN|G29183103

Shares:6.7K

Value:$1.8M

% of Portfolio:581.3% ($1.8M/$314.5K)

HERSHEY CO

HSY|427866108

Shares:10.4K

Value:$1.8M

% of Portfolio:563.5% ($1.8M/$314.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	24.7K	QoQ -0.58% (-145) YoY -4.74% (-1.2K)	All Managers (Combined)	$4.1M	1303.5% ($4.1M/$314.5K)	QoQ +14.01% (-$1) YoY -0.14% (-$0)
CUMMINS INC(CMIcusip231021106)	12.7K	QoQ +1.19% (-150) YoY +0.63% (+80)	All Managers (Combined)	$4.0M	1269.1% ($4.0M/$314.5K)	QoQ -9.00% (-$0) YoY +7.05% (+$0)
Duke Energy CORP(DUKcusip26441C204)	30.4K	QoQ +55.11% (+10.8K) YoY +55.05% (+10.8K)	All Managers (Combined)	$3.7M	1177.5% ($3.7M/$314.5K)	QoQ +75.58% (+$2) YoY +95.51% (+$2)
Parker-Hannifin Corp(PHcusip701094104)	5.9K	QoQ -0.42% (-25) YoY +0.42% (+25)	All Managers (Combined)	$3.6M	1133.6% ($3.6M/$314.5K)	QoQ -4.83% (-$0) YoY +9.82% (+$0)
ORACLE CORP(ORCLcusip68389X105)	24.1K	QoQ -0.09% (-24) YoY +0.31% (+75)	All Managers (Combined)	$3.4M	1073.2% ($3.4M/$314.5K)	QoQ -16.19% (-$1) YoY +11.64% (+$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	7.5K	QoQ -0.11% (-9) YoY -0.14% (-11)	All Managers (Combined)	$3.4M	1072.6% ($3.4M/$314.5K)	QoQ -8.16% (-$0) YoY -1.91% (-$0)
PEPSICO INC(PEPcusip713448108)	21.8K	QoQ -0.71% (-157) YoY +3.01% (-639)	All Managers (Combined)	$3.3M	1040.2% ($3.3M/$314.5K)	QoQ -2.09% (-$0) YoY -11.73% (-$0)
ELI LILLY & Co(LLYcusip532457108)	3.6K	QoQ +18.76% (+570) YoY +28.22% (+794)	All Managers (Combined)	$3.0M	947.3% ($3.0M/$314.5K)	QoQ +27.03% (+$1) YoY +36.15% (+$1)
ADOBE INC.(ADBEcusip00724F101)	7.7K	QoQ +5.40% (-397) YoY +11.30% (-787)	All Managers (Combined)	$3.0M	944.8% ($3.0M/$314.5K)	QoQ -9.08% (-$0) YoY -15.40% (-$1)
Broadcom Inc.(AVGOcusip11135F101)	15.9K	QoQ -1.70% (-275) YoY +879.91% (+14.2K)	All Managers (Combined)	$2.7M	844.3% ($2.7M/$314.5K)	QoQ -29.01% (-$1) YoY +23.77% (+$1)
QUALCOMM INC/DE(QCOMcusip747525103)	17.0K	QoQ -1.86% (-324) YoY -2.62% (-459)	All Managers (Combined)	$2.6M	831.2% ($2.6M/$314.5K)	QoQ -1.87% (-$0) YoY -11.65% (-$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	10.4K	QoQ -0.24% (-26) YoY +0.73% (+76)	All Managers (Combined)	$2.6M	824.9% ($2.6M/$314.5K)	QoQ +12.83% (-$0) YoY +31.14% (+$1)
AbbVie Inc.(ABBVcusip00287Y109)	12.1K	QoQ -0.20% (-25) YoY +2.01% (+240)	All Managers (Combined)	$2.5M	807.7% ($2.5M/$314.5K)	QoQ +17.64% (-$0) YoY +17.37% (+$0)
DEERE & CO(DEcusip244199105)	5.2K	QoQ +1.97% (+100) YoY +2.01% (+102)	All Managers (Combined)	$2.4M	770.8% ($2.4M/$314.5K)	QoQ +12.95% (+$0) YoY +16.59% (+$0)
3M CO(MMMcusip88579Y101)	14.9K	QoQ +1.19% (+176) YoY +8.33% (+1.1K)	All Managers (Combined)	$2.2M	697.0% ($2.2M/$314.5K)	QoQ +15.12% (+$0) YoY +49.93% (+$1)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	32.8K	QoQ +0.92% (+301) YoY +8.28% (+2.5K)	All Managers (Combined)	$2.0M	642.7% ($2.0M/$314.5K)	QoQ +5.20% (+$0) YoY +33.84% (+$1)
RTX Corp(RTXcusip75513E101)	14.8K	QoQ 0.00% (+0) YoY NEW(+14.8K)	All Managers (Combined)	$2.0M	623.9% ($2.0M/$314.5K)	QoQ +14.46% (+$0) YoY NEW(+$2)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.5K	QoQ +2.24% (+165) YoY -0.66% (-50)	All Managers (Combined)	$1.8M	586.1% ($1.8M/$314.5K)	QoQ +4.65% (+$0) YoY +21.65% (-$0)
Eaton Corp plc(ETNcusipG29183103)	6.7K	QoQ -10.01% (-748) YoY NEW(+6.7K)	All Managers (Combined)	$1.8M	581.3% ($1.8M/$314.5K)	QoQ -26.26% (-$1) YoY NEW(+$2)
HERSHEY CO(HSYcusip427866108)	10.4K	QoQ -2.89% (-309) YoY +0.84% (-87)	All Managers (Combined)	$1.8M	563.5% ($1.8M/$314.5K)	QoQ -1.93% (-$0) YoY -11.31% (-$0)