Physicians Financial Services, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 107Value: $314.5MLatest: 2025Q1

PHYSICIANS FINANCIAL SERVICES, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 107 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Apple Inc.

AAPL|037833100

Shares:220.5K

Value:$49.0M

% of Portfolio:15573.8% ($49.0M/$314.5K)

AMAZON COM INC

AMZN|023135106

Shares:101.4K

Value:$19.3M

% of Portfolio:6137.0% ($19.3M/$314.5K)

MICROSOFT CORP

MSFT|594918104

Shares:43.3K

Value:$16.3M

% of Portfolio:5170.3% ($16.3M/$314.5K)

NVIDIA CORP

NVDA|67066G104

Shares:142.8K

Value:$15.5M

% of Portfolio:4922.6% ($15.5M/$314.5K)

Walmart Inc.

WMT|931142103

Shares:161.6K

Value:$14.2M

% of Portfolio:4512.0% ($14.2M/$314.5K)

Alphabet Inc.

GOOGL|02079K305

Shares:81.0K

Value:$12.5M

% of Portfolio:3984.8% ($12.5M/$314.5K)

Mastercard Inc

MA|57636Q104

Shares:18.4K

Value:$10.1M

% of Portfolio:3200.6% ($10.1M/$314.5K)

Meta Platforms, Inc.

META|30303M102

Shares:13.0K

Value:$7.5M

% of Portfolio:2388.8% ($7.5M/$314.5K)

Archer-Daniels-Midland Co

ADM|039483102

Shares:23.1K

Value:$7.1M

% of Portfolio:2246.0% ($7.1M/$314.5K)

CHEVRON CORP

CVX|166764100

Shares:39.7K

Value:$6.6M

% of Portfolio:2112.8% ($6.6M/$314.5K)

CATERPILLAR INC

CAT|149123101

Shares:19.3K

Value:$6.4M

% of Portfolio:2027.5% ($6.4M/$314.5K)

MCDONALDS CORP

MCD|580135101

Shares:20.4K

Value:$6.4M

% of Portfolio:2025.0% ($6.4M/$314.5K)

VISA INC.

V|92826C839

Shares:17.4K

Value:$6.1M

% of Portfolio:1943.6% ($6.1M/$314.5K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.4K

Value:$6.0M

% of Portfolio:1913.4% ($6.0M/$314.5K)

LOWES COMPANIES INC

LOW|548661107

Shares:24.3K

Value:$5.7M

% of Portfolio:1800.2% ($5.7M/$314.5K)

AMGEN INC

AMGN|031162100

Shares:17.7K

Value:$5.5M

% of Portfolio:1748.7% ($5.5M/$314.5K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.0K

Value:$4.8M

% of Portfolio:1521.6% ($4.8M/$314.5K)

COCA COLA CO

KO|191216100

Shares:62.4K

Value:$4.5M

% of Portfolio:1421.8% ($4.5M/$314.5K)

HOME DEPOT, INC.

HD|437076102

Shares:11.9K

Value:$4.4M

% of Portfolio:1390.0% ($4.4M/$314.5K)

PROCTER & GAMBLE Co

PG|742718109

Shares:25.1K

Value:$4.3M

% of Portfolio:1362.3% ($4.3M/$314.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	220.5K	QoQ +0.19% (-422) YoY +3.71% (+7.9K)	All Managers (Combined)	$49.0M	15573.8% ($49.0M/$314.5K)	QoQ -11.12% (-$6) YoY +34.34% (+$13)
AMAZON COM INC(AMZNcusip023135106)	101.4K	QoQ +9.70% (-9.0K) YoY +13.85% (+12.3K)	All Managers (Combined)	$19.3M	6137.0% ($19.3M/$314.5K)	QoQ -4.86% (-$1) YoY +20.09% (+$3)
MICROSOFT CORP(MSFTcusip594918104)	43.3K	QoQ +1.08% (-465) YoY +1.16% (-497)	All Managers (Combined)	$16.3M	5170.3% ($16.3M/$314.5K)	QoQ -9.97% (-$2) YoY -9.73% (-$2)
NVIDIA CORP(NVDAcusip67066G104)	142.8K	QoQ -0.43% (-630) YoY +959.78% (+129.3K)	All Managers (Combined)	$15.5M	4922.6% ($15.5M/$314.5K)	QoQ -19.64% (-$4) YoY +27.12% (+$3)
Walmart Inc.(WMTcusip931142103)	161.6K	QoQ +0.21% (-351) YoY +0.35% (+571)	All Managers (Combined)	$14.2M	4512.0% ($14.2M/$314.5K)	QoQ -2.62% (-$0) YoY +46.41% (+$4)
Alphabet Inc.(GOOGLcusip02079K305)	81.0K	QoQ -4.19% (-3.5K) YoY -1.99% (-1.6K)	All Managers (Combined)	$12.5M	3984.8% ($12.5M/$314.5K)	QoQ -21.73% (-$3) YoY +0.41% (-$0)
Mastercard Inc(MAcusip57636Q104)	18.4K	QoQ +0.82% (+150) YoY +2.10% (+378)	All Managers (Combined)	$10.1M	3200.6% ($10.1M/$314.5K)	QoQ +4.94% (+$0) YoY +16.21% (+$1)
Meta Platforms, Inc.(METAcusip30303M102)	13.0K	QoQ +0.69% (-90) YoY +3.68% (+463)	All Managers (Combined)	$7.5M	2388.8% ($7.5M/$314.5K)	QoQ -0.87% (-$0) YoY +23.06% (+$1)
Archer-Daniels-Midland Co(ADMcusip039483102)	23.1K	QoQ +360.31% (+18.1K) YoY +192.73% (+15.2K)	All Managers (Combined)	$7.1M	2246.0% ($7.1M/$314.5K)	QoQ +2680.70% (+$7) YoY +1323.99% (+$7)
CHEVRON CORP(CVXcusip166764100)	39.7K	QoQ +4.80% (+1.8K) YoY +9.20% (+3.3K)	All Managers (Combined)	$6.6M	2112.8% ($6.6M/$314.5K)	QoQ +21.04% (+$1) YoY +15.82% (+$1)
CATERPILLAR INC(CATcusip149123101)	19.3K	QoQ +5.17% (-951) YoY +5.56% (-1.0K)	All Managers (Combined)	$6.4M	2027.5% ($6.4M/$314.5K)	QoQ -4.39% (-$0) YoY -4.99% (-$0)
MCDONALDS CORP(MCDcusip580135101)	20.4K	QoQ +0.61% (+125) YoY +3.34% (+660)	All Managers (Combined)	$6.4M	2025.0% ($6.4M/$314.5K)	QoQ +8.40% (+$0) YoY +14.49% (+$1)
VISA INC.(Vcusip92826C839)	17.4K	QoQ 0.00% (+0) YoY +0.78% (+136)	All Managers (Combined)	$6.1M	1943.6% ($6.1M/$314.5K)	QoQ +10.88% (+$1) YoY +26.56% (+$1)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.4K	QoQ +8.06% (+475) YoY +22.29% (+1.2K)	All Managers (Combined)	$6.0M	1913.4% ($6.0M/$314.5K)	QoQ +11.54% (+$1) YoY +57.88% (+$2)
LOWES COMPANIES INC(LOWcusip548661107)	24.3K	QoQ -0.09% (-24) YoY -0.34% (-85)	All Managers (Combined)	$5.7M	1800.2% ($5.7M/$314.5K)	QoQ -5.60% (-$0) YoY -8.76% (-$1)
AMGEN INC(AMGNcusip031162100)	17.7K	QoQ -1.09% (-195) YoY -0.77% (-138)	All Managers (Combined)	$5.5M	1748.7% ($5.5M/$314.5K)	QoQ +18.20% (-$1) YoY +8.71% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.0K	QoQ 0.00% (+0) YoY +8.14% (+677)	All Managers (Combined)	$4.8M	1521.6% ($4.8M/$314.5K)	QoQ +17.48% (+$1) YoY +36.94% (+$1)
COCA COLA CO(KOcusip191216100)	62.4K	QoQ +0.64% (+400) YoY -2.07% (-1.3K)	All Managers (Combined)	$4.5M	1421.8% ($4.5M/$314.5K)	QoQ +15.76% (+$1) YoY +14.64% (-$1)
HOME DEPOT, INC.(HDcusip437076102)	11.9K	QoQ +2.57% (-300) YoY +2.35% (-275)	All Managers (Combined)	$4.4M	1390.0% ($4.4M/$314.5K)	QoQ -3.36% (-$0) YoY -2.21% (-$0)
PROCTER & GAMBLE Co(PGcusip742718109)	25.1K	QoQ -1.21% (-309) YoY -5.63% (-1.5K)	All Managers (Combined)	$4.3M	1362.3% ($4.3M/$314.5K)	QoQ +0.42% (-$0) YoY -0.87% (-$0)