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
104 檔
34.5%
In Q1 2026, Physicians Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $400.7M, distributed across 104 disclosed stock positions.
In Q1 2026, Physicians Financial Services, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.33% | +0.44% | -2.22% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.51% | -1.28% | +1.17% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.04% | +0.78% | -0.11% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.63% | +0.40% | -0.26% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 5.37% | -0.92% | +0.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.32% | +2.62% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.72% | +1.34% | +1.11% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.47% | -0.16% | +0.28% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.63% | +3.87% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.22% | +1.53% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.29% | +6.71% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 1.82% | +0.37% | +0.98% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.74% | -0.36% | +1.69% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.64% | -0.11% | -0.44% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.09% | +1.86% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.46% | -0.23% | — | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.46% | -0.17% | +16.23% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.43% | -0.01% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.06% | -1.95% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.14% | -0.19% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.30% | +0.01% | +3.74% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.26% | -0.03% | +0.10% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.30% | +21.28% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.28% | +0.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.06% | -0.50% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.03% | +7.50% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.08% | +12.90% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.09% | +0.42% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.18% | +4.78% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.79% | +0.02% | +3.53% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.07% | +1.89% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.04% | +1.90% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.27% | +0.47% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.04% | +0.73% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.01% | +5.85% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.64% | +0.14% | +23.64% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.18% | +5.30% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.07% | — | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.12% | +1.82% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.59% | — | +3.43% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.58% | -0.13% | +2.02% | |
| 42 | EQIX | Equinix Inc | Stock-Real Estate | 0.53% | -0.02% | — | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.51% | -0.03% | — | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | +0.04% | -19.36% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.46% | -0.02% | +1.57% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.70% | -0.62% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.43% | -0.01% | -0.44% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | +0.01% | +111.39% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.39% | +0.34% | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.8% | +1.11% | Add |
| 2 | CVX | Chevron CORP | +0.7% | +3.87% | Add |
| 3 | WMT | Walmart Inc | +0.7% | +0.29% | Add |
| 4 | COST | Costco Wholesale CORP | +0.4% | +6.71% | Add |
| 5 | DUK | Duke Energy CORP | +0.4% | +16.23% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | +1.86% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.3% | +0.18% | Add |
| 8 | GEV | GE Vernova Inc | +0.3% | +23.64% | Add |
| 9 | SBUX | Starbucks CORP | +0.2% | +111.39% | Add |
| 10 | DE | Deere & Co | +0.2% | +3.53% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +12.90% | Add |
| 12 | CMI | Cummins Inc | +0.2% | +0.98% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | -0.44% | Trim |
| 14 | FDX | Fedex CORP | +0.1% | +1.82% | Add |
| 15 | EQIX | Equinix Inc | +0.1% | — | Unchanged |
| 16 | PEP | Pepsico Inc | +0.1% | +4.78% | Add |
| 17 | KO | Coca-cola Co/the | +0.1% | +0.10% | Add |
| 18 | APA | Apa CORP | +0.1% | — | Unchanged |
| 19 | HSY | Hershey Co/the | +0.1% | +2.02% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +1.69% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 22 | AMAT | Applied Materials Inc | +0.1% | +3.19% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +21.28% | Add |
| 24 | RTX | Rtx CORP | +0.1% | +1.89% | Add |
| 25 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | Unchanged |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +1.47% | Add |
| 27 | BA | Boeing Co/the | +0.1% | +35.26% | Add |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +10.15% | Add |
| 29 | COP | Conocophillips | +0.1% | +7.55% | Add |
| 30 | HD | Home Depot Inc | +0.1% | +7.50% | Add |
| 31 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 32 | XOM | Exxon Mobil CORP | 0% | +9.54% | Add |
| 33 | TGT | Target CORP | 0% | -8.02% | Trim |
| 34 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 35 | ITW | Illinois Tool Works | 0% | +1.57% | Add |
| 36 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 37 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 38 | PM | Philip Morris International | 0% | +2.25% | Add |
| 39 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 40 | GNRC | Generac Holdings Inc | 0% | — | Unchanged |
| 41 | NSC | Norfolk Southern CORP | 0% | +25.81% | Add |
| 42 | PFE | Pfizer Inc | 0% | +2.53% | Add |
| 43 | MAR | Marriott International -cl A | 0% | -0.70% | Trim |
| 44 | CSCO | Cisco Systems Inc | 0% | +0.47% | Add |
| 45 | NUE | Nucor CORP | 0% | — | Unchanged |
| 46 | CHD | Church & Dwight Co Inc | 0% | -2.81% | Trim |
| 47 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 48 | VZ | Verizon Communications Inc | 0% | -16.17% | Trim |
| 49 | LH | Labcorp Holdings Inc | 0% | — | Unchanged |
| 50 | EMR | Emerson Electric Co | 0% | — | Unchanged |
According to official SEC Form 13F filings, Physicians Financial Services, Inc. reported a total U.S. public equity portfolio value of $400.7M across 104 disclosed positions in Q1 2026.
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 34.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SO
市值: $270.0K
Top Position Liquidated / Trimmed
ADBE
前期市值: $2.5M
During Q1 2026, Physicians Financial Services, Inc.'s top holdings by market value included AAPL (14.3%)、NVDA (6.5%)、GOOGL (6.0%). The largest single position, AAPL, represented 14.3% of total portfolio value.
In Q1 2026, Physicians Financial Services, Inc. made 79 total portfolio adjustments, initiating 3 new buys, adding to 49 positions, trimming 21 holdings, and fully liquidating 6 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.