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CIK: 0001665518
Total reported value
$400.7M
$400.7M
107 檔
31.4%
At the close of Q2 2025, Physicians Financial Services, Inc. disclosed equity holdings valued at approximately $400.7M, spread across 107 reported holdings.
In Q2 2025, Physicians Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.20% | +0.44% | -2.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.81% | -1.28% | +1.31% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.54% | +0.40% | -1.27% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.30% | -0.32% | -1.87% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.64% | -0.92% | -1.35% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.11% | +0.78% | -3.27% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.06% | -0.16% | -0.41% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.22% | +0.73% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.24% | +1.34% | +0.31% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.09% | +0.01% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.94% | -0.29% | +3.46% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | +0.06% | -2.71% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.77% | -0.36% | -0.49% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.63% | -0.63% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.57% | -0.09% | — | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.51% | -0.23% | -5.97% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.45% | -0.11% | -1.10% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.14% | +2.52% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.03% | -0.21% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.06% | -0.11% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.29% | -0.03% | -1.92% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.23% | -0.17% | +15.19% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.23% | +0.37% | -1.30% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.22% | -0.01% | +0.17% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.08% | -2.15% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.09% | -3.77% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.04% | -0.28% | -0.26% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.04% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.30% | +8.54% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.90% | — | +0.59% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.18% | -3.11% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.18% | -1.47% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.78% | +0.02% | — | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.04% | -0.98% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.67% | — | -0.67% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.27% | -1.37% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | -0.41% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.01% | -0.33% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.07% | -2.85% | |
| 40 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.52% | -0.13% | +2.17% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.48% | -0.02% | +1.17% | |
| 42 | EQIX | Equinix Inc | Stock-Real Estate | 0.47% | -0.02% | — | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.46% | -0.03% | -1.56% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.45% | -0.01% | -1.69% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.14% | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | — | -0.19% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.07% | -2.45% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.41% | -0.12% | -3.18% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.08% | +51.75% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | — | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +2.1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1.9% | +1.31% | Add |
| 3 | MSFT | Microsoft CORP | +1.1% | -1.87% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +0.73% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | — | Unchanged |
| 6 | AVGO | Broadcom Inc | +0.5% | +2.52% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | -1.27% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | +0.31% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +51.75% | Add |
| 10 | GEV | GE Vernova Inc | +0.2% | +49.78% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +64.60% | Add |
| 12 | WMT | Walmart Inc | +0.1% | -1.35% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.27% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.98% | Trim |
| 15 | AXP | American Express Co | +0.1% | +27.82% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 17 | PH | Parker Hannifin CORP | +0.1% | +0.17% | Add |
| 18 | FDS | Factset Research Systems Inc | +0.1% | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.33% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -11.67% | Trim |
| 21 | GNRC | Generac Holdings Inc | +0.1% | NEW | New buy |
| 22 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 23 | DUK | Duke Energy CORP | +0.1% | +15.19% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | -11.65% | Trim |
| 25 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 26 | COST | Costco Wholesale CORP | 0% | +3.46% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | -1.37% | Trim |
| 28 | DE | Deere & Co | 0% | — | Unchanged |
| 29 | COLM | Columbia Sportswear Co | -0.1% | EXIT | Sold out |
| 30 | PFE | Pfizer Inc | -0.1% | -30.90% | Trim |
| 31 | GPC | Genuine Parts Co | -0.1% | -49.35% | Trim |
| 32 | CLX | Clorox Company | -0.1% | -11.04% | Trim |
| 33 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | Sold out |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 35 | BDX | Becton Dickinson And Co | -0.1% | -35.71% | Trim |
| 36 | SJM | Jm Smucker Co/the | -0.1% | EXIT | Sold out |
| 37 | VZ | Verizon Communications Inc | -0.1% | -27.76% | Trim |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.41% | Trim |
| 39 | MA | Mastercard Inc - A | -0.1% | -0.41% | Trim |
| 40 | HON | Honeywell International Inc | -0.2% | -69.49% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -2.15% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | -3.11% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.2% | -3.77% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.11% | Trim |
| 45 | MCD | Mcdonald's CORP | -0.3% | -0.49% | Trim |
| 46 | LOW | Lowe's Cos Inc | -0.3% | -5.97% | Trim |
| 47 | AMGN | Amgen Inc | -0.3% | -1.10% | Trim |
| 48 | CVX | Chevron CORP | -0.4% | -0.63% | Trim |
| 49 | ADM | Archer-daniels-midland Co | -2.3% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -2.4% | -2.01% | Trim |
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 Q2 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, NVDA, AMZN) accounted for 31.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
ADP
市值: $7.0M
Top Position Liquidated / Trimmed
ADM
前期市值: $7.1M
During Q2 2025, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (13.2%)、NVDA (6.8%)、AMZN (6.5%). The largest single position, AAPL, represented 13.2% of total portfolio value.
In Q2 2025, Physicians Financial Services, Inc. made 45 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 26 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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