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CIK: 0001665518
Total reported value
$400.7M
$400.7M
105 檔
32.1%
In Q4 2024, Physicians Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $400.7M, distributed across 105 disclosed stock positions.
Physicians Financial Services, Inc. executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 5 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.73% | +0.44% | +0.75% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.16% | +0.40% | +0.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.85% | -1.28% | -0.61% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.32% | -0.07% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.86% | +0.78% | +1.46% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.42% | -0.92% | +1.23% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.91% | -0.16% | +1.67% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.22% | +0.94% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 2.06% | +0.01% | +3.34% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.02% | +1.34% | +2.22% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.82% | -0.23% | -0.26% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.78% | -0.36% | +1.89% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | +0.06% | -3.71% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.67% | -0.63% | -0.97% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.29% | +1.73% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.41% | -0.11% | +1.71% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | -0.03% | -0.43% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.33% | +0.37% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.08% | -1.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.06% | +1.70% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.09% | +2.11% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | -0.03% | +1.35% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.14% | -0.01% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.14% | +1.57% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.12% | -0.28% | +2.72% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.09% | -0.68% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | -0.18% | +1.10% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.99% | — | +5.05% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.18% | +1.14% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | +0.04% | +1.45% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.30% | +0.26% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.71% | — | -7.22% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.04% | +0.97% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.04% | +0.45% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.65% | +0.02% | -3.80% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.17% | +0.27% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.12% | -1.41% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.27% | +0.62% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.58% | — | -0.34% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.57% | -0.02% | — | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.55% | -0.13% | +1.93% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.54% | — | -1.58% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.01% | -0.34% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.07% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.49% | -0.02% | — | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.48% | -0.01% | +0.82% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.07% | -2.74% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.46% | -0.06% | EXIT | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | — | -0.94% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.14% | +5.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +0.75% | Add |
| 2 | AMZN | Amazon.com Inc | +0.8% | +0.71% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.46% | Add |
| 4 | WMT | Walmart Inc | +0.4% | +1.23% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | -0.61% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | +1.57% | Add |
| 7 | MA | Mastercard Inc - A | +0.2% | +1.67% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 9 | ADP | Automatic Data Processing | +0.1% | +3.34% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | +0.1% | -3.71% | Trim |
| 12 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 14 | SNPS | Synopsys Inc | +0.1% | NEW | New buy |
| 15 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.34% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.62% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +1.73% | Add |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -2.74% | Trim |
| 20 | META | Meta Platforms Inc-class A | 0% | +0.94% | Add |
| 21 | BBY | Best Buy Co Inc | -0.1% | EXIT | Sold out |
| 22 | ADM | Archer-daniels-midland Co | -0.1% | -34.33% | Trim |
| 23 | PFE | Pfizer Inc | -0.1% | -13.17% | Trim |
| 24 | BDX | Becton Dickinson And Co | -0.1% | -15.79% | Trim |
| 25 | HSY | Hershey Co/the | -0.1% | +1.93% | Add |
| 26 | KMB | Kimberly-clark CORP | -0.1% | EXIT | Sold out |
| 27 | ABBV | Abbvie Inc | -0.1% | +0.45% | Add |
| 28 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 29 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | Sold out |
| 30 | NKE | Nike Inc -cl B | -0.1% | -8.15% | Trim |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.88% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.35% | Trim |
| 33 | QCOM | Qualcomm Inc | -0.1% | +1.14% | Add |
| 34 | HD | Home Depot Inc | -0.1% | -0.43% | Trim |
| 35 | MCD | Mcdonald's CORP | -0.1% | +1.89% | Add |
| 36 | SWKS | Skyworks Solutions Inc | -0.1% | EXIT | Sold out |
| 37 | VZ | Verizon Communications Inc | -0.1% | -10.79% | Trim |
| 38 | TGT | Target CORP | -0.1% | -1.58% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.1% | +0.26% | Add |
| 40 | AMD | Advanced Micro Devices | -0.1% | -2.90% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -7.22% | Trim |
| 42 | PEP | Pepsico Inc | -0.1% | +1.10% | Add |
| 43 | ADBE | Adobe Inc | -0.1% | +5.05% | Add |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.68% | Trim |
| 45 | CAT | Caterpillar Inc | -0.2% | +2.22% | Add |
| 46 | KO | Coca-cola Co/the | -0.2% | +1.35% | Add |
| 47 | LMT | Lockheed Martin CORP | -0.2% | +2.72% | Add |
| 48 | LOW | Lowe's Cos Inc | -0.2% | -0.26% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | -0.07% | Trim |
| 50 | AMGN | Amgen Inc | -0.4% | +1.71% | Add |
According to official SEC Form 13F filings, Physicians Financial Services, Inc. reported a total U.S. public equity portfolio value of $400.7M across 105 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, NVDA) accounted for 32.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $508.0K
Top Position Liquidated / Trimmed
SWKS
前期市值: $347.0K
During Q4 2024, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (16.7%)、AMZN (6.2%)、NVDA (5.8%). The largest single position, AAPL, represented 16.7% of total portfolio value.
In Q4 2024, Physicians Financial Services, Inc. made 48 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 5 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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