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CIK: 0001665518
Total reported value
$400.7M
$400.7M
103 檔
23.8%
As reported in its official Q1 2024 Form 13F filing, Physicians Financial Services, Inc.'s tracked investment portfolio stood at $400.7M with 103 total positions.
During Q1 2024, Physicians Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.84% | +0.44% | -0.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.34% | -0.32% | -0.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.66% | +0.40% | +0.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.39% | +0.78% | -0.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | -1.28% | — | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.41% | -0.92% | +199.07% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.05% | -0.16% | — | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.36% | +1.34% | +0.11% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.18% | -0.23% | -0.20% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.22% | -0.79% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.06% | +0.01% | +0.75% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.02% | -0.63% | +3.93% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.36% | -0.79% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.78% | -0.11% | -0.15% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.06% | -0.29% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.03% | +0.43% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.08% | -0.82% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.09% | -3.96% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.37% | -0.03% | -0.16% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.29% | +0.48% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.31% | +0.37% | -0.20% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.18% | +1.19% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.29% | — | -0.65% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.24% | — | +0.80% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.06% | -0.24% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.21% | -0.28% | -0.46% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.14% | -0.01% | — | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.08% | — | -0.48% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.06% | -0.09% | -0.82% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.04% | +0.18% | +0.75% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.84% | — | -2.37% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.30% | +2.18% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.04% | -3.06% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.14% | -0.31% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.73% | +0.02% | -0.98% | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 0.71% | -0.12% | — | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.70% | -0.13% | -1.20% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.04% | -0.48% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.67% | -0.17% | +0.58% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | -0.02% | +4.21% | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.58% | -0.02% | +1.27% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.05% | -4.08% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.01% | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.70% | +1.79% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.54% | -0.06% | +0.62% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.01% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.27% | -2.02% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.06% | EXIT | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.51% | — | -2.27% | |
| 50 | RTN1USD | Raytheon Company | Stock-Other | 0.51% | — | +2.06% |
According to official SEC Form 13F filings, Physicians Financial Services, Inc. reported a total U.S. public equity portfolio value of $400.7M across 103 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 23.8% of total reported equity market value during Q1 2024.
During Q1 2024, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (12.8%)、MSFT (6.3%)、AMZN (5.7%). The largest single position, AAPL, represented 12.8% of total portfolio value.
In Q1 2024, Physicians Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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