StockDriftsStockDriftsTop 50 Physicians Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Computer | 14.77% | 204.6K | $59.2M | -0.77%(-1.59K) | $53.72(+468.49%) | 2026-06-30 | |
| GOOGL | Alphabet Cl A | 6.82% | 76.5K | $27.3M | -0.33%(-255) | $59.24(+481.86%) | 2026-06-30 | |
| AMZN | Amazon.com | 6.03% | 101.4K | $24.2M | +2.69%(+2.65K) | $75.99(+245.48%) | 2026-06-30 | |
| NVDA | Nvidia Corp. | 5.23% | 104.7K | $20.9M | -23.17%(-31.57K) | $19.69(+1047.98%) | 2026-06-30 | |
| CAT | Caterpillar | 5.06% | 19.0K | $20.3M | -0.63%(-120) | $126.46(+587.54%) | 2026-06-30 | |
| WMT | Wal-Mart Stores Inc. | 4.45% | 157.4K | $17.8M | -0.20%(-311) | $24.09(+377.02%) | 2026-06-30 | |
| MSFT | Microsoft | 3.97% | 42.6K | $15.9M | +0.56%(+236) | $112.66(+331.44%) | 2026-06-30 | |
| MA | Mastercard Inc Cl A | 2.31% | 18.0K | $9.3M | -0.11%(-20) | $150.36(+276.99%) | 2026-06-30 | |
| CMI | Cummins Inc. | 2.19% | 12.3K | $8.8M | -0.41%(-50) | $152.10(+322.82%) | 2026-06-30 | |
| META | Meta Platforms A | 1.86% | 13.2K | $7.4M | -0.30%(-40) | $311.09(+86.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.24% | +78.23% | +13.33% | +86.93% |
| Top 20 Holdings Unweighted | +18.58% | +66.75% | +12.32% | +78.76% |
Physicians Financial Services INC reports $400.74M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.8%), GOOGL (6.8%) and AMZN (6.0%). The top 20 holdings account for 67.49% of reported assets. Its disclosed equity book has returned +78.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Physicians Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665518). View Physicians Financial Services INC’s 13F filings on SEC