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CIK: 0001665518
Total reported value
$400.7M
$400.7M
107 檔
37.3%
The Q4 2025 SEC filing reveals that Physicians Financial Services, Inc. held a total portfolio value of $400.7M, covering 107 public equity positions.
In Q4 2025, Physicians Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.38% | +0.44% | -1.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.74% | -1.28% | -3.84% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.45% | +0.78% | -1.98% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.13% | +0.40% | -0.94% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.32% | -1.51% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.70% | -0.92% | -1.25% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.91% | +1.34% | -1.79% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.76% | -0.16% | -1.23% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.31% | -0.22% | -0.89% | |
| 10 | CMI | Cummins Inc | Stock-Industrials | 1.67% | +0.37% | -2.47% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.65% | -0.36% | -0.86% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.06% | -0.29% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.55% | +0.01% | -0.22% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.63% | -3.95% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.29% | -1.35% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.50% | -0.11% | -0.75% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.46% | -0.23% | -0.88% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.14% | -3.34% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.38% | -0.01% | -0.68% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.09% | -0.51% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.25% | -0.09% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.06% | -0.67% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.30% | +2.55% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.14% | -0.03% | -0.64% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.10% | -0.17% | -2.44% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.03% | -1.67% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.28% | -1.13% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.08% | -1.51% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.04% | -1.99% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.18% | -3.24% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.18% | -1.50% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.04% | -1.86% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.07% | -2.55% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.68% | — | -6.82% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | -1.14% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.27% | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.07% | — | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.02% | -3.87% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.61% | — | -3.25% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.04% | -3.28% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.48% | -0.13% | -6.39% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.47% | -0.12% | +0.67% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.45% | -0.03% | -1.21% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.45% | -0.01% | -1.95% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.70% | — | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.42% | -0.02% | -1.55% | |
| 47 | EQIX | Equinix Inc | Stock-Real Estate | 0.41% | -0.02% | — | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | +0.14% | -2.26% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.38% | — | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.35% | — | -1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -1.98% | Trim |
| 2 | AAPL | Apple Inc | +0.5% | -1.82% | Trim |
| 3 | CAT | Caterpillar Inc | +0.4% | -1.79% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.4% | +2.55% | Add |
| 5 | CMI | Cummins Inc | +0.2% | -2.47% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -1.25% | Trim |
| 7 | AMGN | Amgen Inc | +0.2% | -0.75% | Trim |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.68% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.94% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.51% | Trim |
| 12 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 13 | FDX | Fedex CORP | +0.1% | +0.67% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 15 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -1.36% | Trim |
| 17 | KO | Coca-cola Co/the | 0% | -0.64% | Trim |
| 18 | MAR | Marriott International -cl A | 0% | -2.05% | Trim |
| 19 | NUE | Nucor CORP | 0% | -2.95% | Trim |
| 20 | RTX | Rtx CORP | 0% | -2.55% | Trim |
| 21 | AXP | American Express Co | 0% | — | Unchanged |
| 22 | FCNCA | First Citizens Bcshs -cl A | 0% | -7.27% | Trim |
| 23 | V | Visa Inc-class A Shares | 0% | -0.29% | Trim |
| 24 | VZ | Verizon Communications Inc | 0% | -9.59% | Trim |
| 25 | CLX | Clorox Company | 0% | -4.07% | Trim |
| 26 | TXN | Texas Instruments Inc | 0% | -6.38% | Trim |
| 27 | VEEV | Veeva Systems Inc-class A | 0% | — | Unchanged |
| 28 | ITW | Illinois Tool Works | 0% | -1.55% | Trim |
| 29 | NKE | Nike Inc -cl B | -0.1% | -12.67% | Trim |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.1% | -25.79% | Trim |
| 31 | UBER | Uber Technologies Inc | -0.1% | -1.84% | Trim |
| 32 | HSY | Hershey Co/the | -0.1% | -6.39% | Trim |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -1.13% | Trim |
| 34 | ADBE | Adobe Inc | -0.1% | -6.82% | Trim |
| 35 | NFLX | Netflix Inc | -0.1% | +869.91% | Add |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -1.51% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.88% | Trim |
| 38 | DUK | Duke Energy CORP | -0.1% | -2.44% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.1% | -3.28% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | -3.95% | Trim |
| 41 | COST | Costco Wholesale CORP | -0.2% | -1.35% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -1.67% | Trim |
| 43 | ADP | Automatic Data Processing | -0.3% | -0.22% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -0.89% | Trim |
| 45 | NVDA | Nvidia CORP | -0.4% | -3.84% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -1.51% | Trim |
| 47 | ORCL | Oracle CORP | -0.6% | — | Unchanged |
| 48 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 49 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 50 | ZBH | Zimmer Biomet Holdings 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 107 disclosed positions in Q4 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, GOOGL) accounted for 37.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLE
市值: $276.0K
Top Position Liquidated / Trimmed
HON
前期市值: $216.0K
During Q4 2025, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (15.4%)、NVDA (6.7%)、GOOGL (6.5%). The largest single position, AAPL, represented 15.4% of total portfolio value.
In Q4 2025, Physicians Financial Services, Inc. made 43 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 37 holdings, and fully liquidating 2 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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