13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001665518
Total reported value
$400.7M
$400.7M
108 檔
35.8%
During the Q3 2025 filing period, Physicians Financial Services, Inc. (CIK: 0001665518) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $400.7M across 108 reported positions.
In Q3 2025, Physicians Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.93% | +0.44% | -0.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.13% | -1.28% | -3.21% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.99% | +0.40% | -0.24% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.93% | -0.32% | -1.36% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.20% | +0.78% | +0.01% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.48% | -0.92% | -0.09% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.83% | -0.16% | -0.30% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.64% | -0.22% | +0.30% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.51% | +1.34% | -0.52% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.83% | -0.09% | -1.04% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.81% | +0.01% | -0.99% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.68% | -0.29% | +1.22% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.68% | -0.36% | -0.12% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.67% | -0.63% | -0.32% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.58% | +0.06% | — | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.56% | -0.23% | -0.11% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.14% | -0.62% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.44% | +0.37% | -0.32% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.33% | -0.11% | -1.35% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | -0.03% | +0.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.06% | +1.40% | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 1.22% | -0.01% | — | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.21% | -0.17% | +2.72% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.09% | -0.78% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.10% | -0.03% | -0.41% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.08% | +0.53% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.28% | -0.40% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.30% | +2.07% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.18% | -0.23% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | +0.04% | -1.34% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.04% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.18% | -0.33% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.75% | — | -0.33% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.01% | +5.08% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.04% | -1.17% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.07% | — | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.64% | +0.02% | — | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.63% | — | -0.34% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.27% | -0.62% | |
| 40 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.54% | -0.13% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.07% | -2.51% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.46% | -0.02% | -0.39% | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.44% | -0.01% | +0.16% | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.44% | -0.03% | -1.58% | |
| 45 | EQIX | Equinix Inc | Stock-Real Estate | 0.42% | -0.02% | — | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.39% | -0.12% | -1.64% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | — | -0.43% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.37% | +0.14% | +7.52% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | — | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.35% | +0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -3.21% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.01% | Trim |
| 3 | MSFT | Microsoft CORP | +0.8% | -1.36% | Trim |
| 4 | ORCL | Oracle CORP | +0.8% | -1.04% | Trim |
| 5 | AVGO | Broadcom Inc | +0.6% | -0.62% | Add |
| 6 | CAT | Caterpillar Inc | +0.5% | -0.52% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +0.30% | Add |
| 8 | GEV | GE Vernova Inc | +0.2% | +7.52% | Add |
| 9 | CMI | Cummins Inc | +0.2% | -0.32% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | — | Add |
| 11 | UBER | Uber Technologies Inc | +0.1% | -0.91% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -2.51% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.55% | Trim |
| 14 | AXP | American Express Co | +0.1% | +0.66% | Add |
| 15 | PH | Parker Hannifin CORP | +0.1% | — | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +5.08% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | -1.17% | Trim |
| 18 | TSLA | Tesla Inc | +0.1% | +2.14% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | — | Trim |
| 20 | BA | Boeing Co/the | +0.1% | +10.83% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | -1.81% | Trim |
| 22 | RTX | Rtx CORP | 0% | — | Trim |
| 23 | DUK | Duke Energy CORP | 0% | +2.72% | Add |
| 24 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 25 | WMT | Walmart Inc | 0% | -0.09% | Trim |
| 26 | IBM | Intl Business Machines CORP | 0% | -1.34% | Trim |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -0.40% | Trim |
| 28 | ABBV | Abbvie Inc | -0.1% | — | Trim |
| 29 | HD | Home Depot Inc | -0.1% | +0.59% | Add |
| 30 | BDX | Becton Dickinson And Co | -0.1% | -0.65% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.78% | Trim |
| 32 | VZ | Verizon Communications Inc | -0.1% | -0.07% | Trim |
| 33 | TGT | Target CORP | -0.1% | -5.35% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.2% | -0.24% | Trim |
| 35 | HON | Honeywell International Inc | -0.2% | -9.69% | Trim |
| 36 | PEP | Pepsico Inc | -0.2% | -0.23% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.3% | +0.53% | Trim |
| 38 | KO | Coca-cola Co/the | -0.3% | -0.41% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.4% | — | Trim |
| 40 | MA | Mastercard Inc - A | -0.4% | -0.30% | Trim |
| 41 | AMGN | Amgen Inc | -0.4% | -1.35% | Trim |
| 42 | CVX | Chevron CORP | -0.4% | -0.32% | Trim |
| 43 | AAPL | Apple Inc | -0.6% | -0.60% | Trim |
| 44 | ADM | Archer-daniels-midland Co | — | EXIT | Sold out |
| 45 | ADP | Automatic Data Processing | — | NEW | New buy |
| 46 | SJM | Jm Smucker Co/the | — | EXIT | Sold out |
| 47 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 48 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 49 | TEL | TE Connectivity plc | — | NEW | New buy |
| 50 | SNPS | Synopsys Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Physicians Financial Services, Inc. reported a total U.S. public equity portfolio value of $400.7M across 108 disclosed positions in Q3 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 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ADP
市值: $6.6M
Top Position Liquidated / Trimmed
ADM
前期市值: $7.1M
During Q3 2025, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (14.9%)、NVDA (7.1%)、AMZN (6.0%). The largest single position, AAPL, represented 14.9% of total portfolio value.
In Q3 2025, Physicians Financial Services, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 30 holdings, and fully liquidating 3 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.