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Physicians Financial Services, Inc.

Portfolio Manager
Physicians Financial Services, Inc.
Performance
-3.90% (2026 Q1)
AUM (13F)
$365.25M
# of Holdings
104
Performance Rank
Allocation (Top 20)
68.41%

Physicians Financial Services, Inc. Holdings Map

Top 50 Physicians Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Computer
14.33%206.2K$52.3M
-2.22%(-4.68K)
2025-Q1: 220.5K shares2025-Q2: 216.0K shares2025-Q3: 214.7K shares2025-Q4: 210.8K shares2026-Q1: 206.2K shares
$53.72(+456.37%)
2026-03-31
NVDA
Nvidia Corp.
6.51%136.2K$23.8M
+1.17%(+1.57K)
2025-Q1: 142.8K shares2025-Q2: 144.7K shares2025-Q3: 140.0K shares2025-Q4: 134.7K shares2026-Q1: 136.2K shares
$19.69(+1046.79%)
2026-03-31
GOOGL
Alphabet Cl A
6.04%76.8K$22.1M
-0.11%(-85)
2025-Q1: 81.0K shares2025-Q2: 78.4K shares2025-Q3: 78.4K shares2025-Q4: 76.8K shares2026-Q1: 76.8K shares
$59.24(+579.60%)
2026-03-31
AMZN
Amazon.com
5.63%98.7K$20.6M
-0.26%(-262)
2025-Q1: 101.4K shares2025-Q2: 100.1K shares2025-Q3: 99.9K shares2025-Q4: 99.0K shares2026-Q1: 98.7K shares
$72.13(+274.49%)
2026-03-31
WMT
Wal-Mart Stores Inc.
5.37%157.8K$19.6M
+0.29%(+455)
2025-Q1: 161.6K shares2025-Q2: 159.4K shares2025-Q3: 159.3K shares2025-Q4: 157.3K shares2026-Q1: 157.8K shares
$24.09(+445.76%)
2026-03-31
MSFT
Microsoft
4.29%42.4K$15.7M
+2.62%(+1.08K)
2025-Q1: 43.3K shares2025-Q2: 42.5K shares2025-Q3: 41.9K shares2025-Q4: 41.3K shares2026-Q1: 42.4K shares
$111.25(+264.23%)
2026-03-31
CAT
Caterpillar
3.72%19.2K$13.6M
+1.11%(+210)
2025-Q1: 19.3K shares2025-Q2: 19.4K shares2025-Q3: 19.3K shares2025-Q4: 18.9K shares2026-Q1: 19.2K shares
$126.46(+613.49%)
2026-03-31
MA
Mastercard Inc Cl A
2.47%18.1K$9.0M
+0.28%(+50)
2025-Q1: 18.4K shares2025-Q2: 18.3K shares2025-Q3: 18.2K shares2025-Q4: 18.0K shares2026-Q1: 18.1K shares
$150.36(+226.30%)
2026-03-31
CVX
Chevron Corp.
2.22%39.2K$8.1M
+3.87%(+1.46K)
2025-Q1: 39.7K shares2025-Q2: 39.5K shares2025-Q3: 39.3K shares2025-Q4: 37.8K shares2026-Q1: 39.2K shares
$106.34(+74.92%)
2026-03-31
META
Meta Platforms A
2.08%13.3K$7.6M
+1.53%(+200)
2025-Q1: 13.0K shares2025-Q2: 13.1K shares2025-Q3: 13.2K shares2025-Q4: 13.1K shares2026-Q1: 13.3K shares
$311.09(+98.21%)
2026-03-31

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