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CIK: 0001665518
Total reported value
$400.7M
$400.7M
107 檔
28.5%
The Q1 2025 SEC filing reveals that Physicians Financial Services, Inc. held a total portfolio value of $400.7M, covering 107 public equity positions.
In Q1 2025, Physicians Financial Services, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.57% | +0.44% | +0.19% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.14% | +0.40% | +9.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.32% | +1.09% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.92% | -1.28% | -0.44% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.51% | -0.92% | +0.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.98% | +0.78% | -4.19% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.20% | -0.16% | +0.82% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.22% | +0.70% | |
| 9 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.25% | — | +360.31% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.11% | -0.63% | +4.81% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.03% | +1.34% | +5.17% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.02% | -0.36% | +0.62% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.06% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.29% | +8.07% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.80% | -0.23% | -0.10% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.75% | -0.11% | -1.09% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.06% | — | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.42% | -0.03% | +0.64% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | -0.03% | +2.58% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.08% | -1.21% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.09% | -0.58% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.27% | +0.37% | +1.19% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.18% | -0.17% | +55.11% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.13% | -0.01% | -0.42% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.09% | -0.10% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | -0.28% | -0.12% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.18% | -0.71% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.30% | +18.77% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.94% | — | +5.40% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.14% | -1.70% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.18% | -1.87% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.04% | -0.25% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.04% | -0.21% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.77% | +0.02% | +1.97% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.70% | — | +1.19% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.27% | +0.93% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.07% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | +2.25% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.04% | -10.01% | |
| 40 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.56% | -0.13% | -2.90% | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.51% | -0.02% | -1.25% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.02% | +1.59% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.49% | -0.12% | -10.74% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.47% | -0.01% | -3.38% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.46% | -0.03% | -1.79% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | — | -1.70% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.41% | — | -5.57% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | — | -1.22% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.07% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.14% | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | WMT | Walmart Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 10 | CVX | Chevron CORP | — | NEW | New buy |
| 11 | CAT | Caterpillar Inc | — | NEW | New buy |
| 12 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 16 | AMGN | Amgen Inc | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | KO | Coca-cola Co/the | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 21 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 22 | CMI | Cummins Inc | — | NEW | New buy |
| 23 | DUK | Duke Energy CORP | — | NEW | New buy |
| 24 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 25 | ORCL | Oracle CORP | — | NEW | New buy |
| 26 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | AVGO | Broadcom Inc | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | DE | Deere & Co | — | NEW | New buy |
| 35 | MMM | 3m Co | — | NEW | New buy |
| 36 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 40 | HSY | Hershey Co/the | — | NEW | New buy |
| 41 | EQIX | Equinix Inc | — | NEW | New buy |
| 42 | ITW | Illinois Tool Works | — | NEW | New buy |
| 43 | FDX | Fedex CORP | — | NEW | New buy |
| 44 | TFC | Truist Financial CORP | — | NEW | New buy |
| 45 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 46 | UNP | Union Pacific CORP | — | NEW | New buy |
| 47 | TGT | Target CORP | — | NEW | New buy |
| 48 | PM | Philip Morris International | — | NEW | New buy |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | TXN | Texas Instruments Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Physicians Financial Services, Inc. reported a total U.S. public equity portfolio value of $400.7M across 107 disclosed positions in Q1 2025.
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, MSFT) accounted for 28.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $49.0M
During Q1 2025, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (15.6%)、AMZN (6.1%)、MSFT (5.2%). The largest single position, AAPL, represented 15.6% of total portfolio value.
In Q1 2025, Physicians Financial Services, Inc. made 50 total portfolio adjustments, initiating 50 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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