Top 50 Physicians Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Computer | 14.33% | 206.2K | $52.3M | -2.22%(-4.68K) | $53.72(+456.37%) | 2026-03-31 | |
| NVDA | Nvidia Corp. | 6.51% | 136.2K | $23.8M | +1.17%(+1.57K) | $19.69(+1046.79%) | 2026-03-31 | |
| GOOGL | Alphabet Cl A | 6.04% | 76.8K | $22.1M | -0.11%(-85) | $59.24(+579.60%) | 2026-03-31 | |
| AMZN | Amazon.com | 5.63% | 98.7K | $20.6M | -0.26%(-262) | $72.13(+274.49%) | 2026-03-31 | |
| WMT | Wal-Mart Stores Inc. | 5.37% | 157.8K | $19.6M | +0.29%(+455) | $24.09(+445.76%) | 2026-03-31 | |
| MSFT | Microsoft | 4.29% | 42.4K | $15.7M | +2.62%(+1.08K) | $111.25(+264.23%) | 2026-03-31 | |
| CAT | Caterpillar | 3.72% | 19.2K | $13.6M | +1.11%(+210) | $126.46(+613.49%) | 2026-03-31 | |
| MA | Mastercard Inc Cl A | 2.47% | 18.1K | $9.0M | +0.28%(+50) | $150.36(+226.30%) | 2026-03-31 | |
| CVX | Chevron Corp. | 2.22% | 39.2K | $8.1M | +3.87%(+1.46K) | $106.34(+74.92%) | 2026-03-31 | |
| META | Meta Platforms A | 2.08% | 13.3K | $7.6M | +1.53%(+200) | $311.09(+98.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.38% | +70.16% |
| Top 20 Holdings Unweighted | +18.39% | +65.93% |
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