Physicians Financial Services, Inc.

13F filer · CIK 0001665518

Reported Jul 21, 2026

13F portfolio value$401MU.S. long equity reported on 13F

Positions104Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight52.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026104 positions
AAPLApple Inc.	$59.2M	14.77%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$27.3M	6.82%	0.00%	Not reported	Q4 2015
AMZNAmazon Com Inc	$24.2M	6.03%	0.00%	Not reported	Q4 2015
NVDANvidia Corp	$20.9M	5.23%	0.00%	Not reported	Q1 2019
CATCaterpillar Inc	$20.3M	5.06%	0.00%	Not reported	Q4 2015
WMTWalmart Inc.	$17.8M	4.45%	0.00%	Not reported	Q4 2015
MSFTMicrosoft Corp	$15.9M	3.97%	0.00%	Not reported	Q4 2015
MAMastercard Inc	$9.26M	2.31%	0.00%	Not reported	Q4 2015
CMICummins Inc	$8.76M	2.19%	0.01%	Not reported	Q4 2015
METAMeta Platforms, Inc.	$7.44M	1.86%	Not reported	Not reported	Q4 2015
COSTCostco Wholesale Corp	$6.5M	1.62%	0.00%	Not reported	Q4 2015
CVXChevron Corp	$6.37M	1.59%	0.00%	Not reported	Q4 2015
LLYELI LILLY & Co	$6.23M	1.55%	0.00%	Not reported	Q4 2015
AMGNAmgen Inc	$6.14M	1.53%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$6.06M	1.51%	0.00%	Not reported	Q4 2015
AVGOBroadcom Inc.	$5.83M	1.46%	0.00%	Not reported	Q1 2021
VVisa Inc.	$5.72M	1.43%	0.00%	Not reported	Q4 2015
PHParker-Hannifin Corp	$5.68M	1.42%	0.00%	Not reported	Q4 2015
MCDMcdonalds Corp	$5.54M	1.38%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$5.25M	1.31%	0.01%	Not reported	Q4 2015
DUKDuke Energy CORP	$5.18M	1.29%	0.01%	Not reported	Q4 2015
LOWLowes Companies Inc	$4.95M	1.23%	0.00%	Not reported	Q4 2015
KOCoca Cola Co	$4.92M	1.23%	0.00%	Not reported	Q4 2015
AMDAdvanced Micro Devices Inc	$4.55M	1.14%	0.00%	Not reported	Q1 2023
BRK.BBerkshire Hathaway Inc	$4.49M	1.12%	Not reported	Not reported	Q4 2015
HDHome Depot, Inc.	$4.46M	1.11%	0.00%	Not reported	Q4 2015
PGPROCTER & GAMBLE Co	$4.04M	1.01%	0.00%	Not reported	Q4 2015
LMTLockheed Martin Corp	$3.81M	0.95%	0.00%	Not reported	Q4 2015
CSCOCisco Systems, Inc.	$3.79M	0.95%	0.00%	Not reported	Q4 2015
ORCLOracle Corp	$3.51M	0.88%	0.00%	Not reported	Q4 2015
DEDeere & Co	$3.24M	0.81%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$3.19M	0.79%	0.00%	Not reported	Q4 2015
GEVGE Vernova Inc.	$3.15M	0.79%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$3.03M	0.76%	0.00%	Not reported	Q4 2015
PEPPepsico Inc	$2.92M	0.73%	0.00%	Not reported	Q4 2015
LRCXLam Research Corp	$2.92M	0.73%	0.00%	Not reported	Q2 2020
IBMInternational Business Machines Corp	$2.86M	0.71%	0.00%	Not reported	Q4 2015
GOOGAlphabet Inc.	$2.74M	0.68%	Not reported	Not reported	Q4 2015
RTXRTX Corp	$2.71M	0.68%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$2.7M	0.67%	0.00%	Not reported	Q4 2015
MMM3m Co	$2.37M	0.59%	0.00%	Not reported	Q4 2015
ETNEaton Corp plc	$2.18M	0.54%	0.00%	Not reported	Q4 2015
EQIXEquinix Inc	$2.06M	0.51%	0.00%	Not reported	Q4 2015
AMATApplied Materials Inc	$2.03M	0.51%	0.00%	Not reported	Q4 2015
TXNTexas Instruments Inc	$1.97M	0.49%	0.00%	Not reported	Q4 2015
FDXFedex Corp	$1.92M	0.48%	0.00%	Not reported	Q4 2015
NVSNovartis AG	$1.92M	0.48%	0.00%	Not reported	Q4 2015
HSYHershey Co	$1.8M	0.45%	0.01%	Not reported	Q4 2015
ITWIllinois Tool Works Inc	$1.75M	0.44%	0.00%	Not reported	Q4 2015
TFCTruist Financial Corp	$1.7M	0.42%	0.00%	Not reported	Q4 2019

Q4 2025Reported Jan 21, 2026105 positions
AAPLApple Inc.	$57.3M	15.38%	0.00%	Not reported	Q4 2015
NVDANvidia Corp	$25.1M	6.74%	0.00%	Not reported	Q1 2019
GOOGLAlphabet Inc.	$24.1M	6.45%	0.00%	Not reported	Q4 2015
AMZNAmazon Com Inc	$22.8M	6.13%	0.00%	Not reported	Q4 2015
MSFTMicrosoft Corp	$20M	5.36%	0.00%	Not reported	Q4 2015
WMTWalmart Inc.	$17.5M	4.70%	0.00%	Not reported	Q4 2015
CATCaterpillar Inc	$10.9M	2.91%	0.00%	Not reported	Q4 2015
MAMastercard Inc	$10.3M	2.76%	0.00%	Not reported	Q4 2015
METAMeta Platforms, Inc.	$8.62M	2.31%	Not reported	Not reported	Q4 2015
CMICummins Inc	$6.24M	1.67%	0.01%	Not reported	Q4 2015
MCDMcdonalds Corp	$6.14M	1.65%	0.00%	Not reported	Q4 2015
VVisa Inc.	$5.93M	1.59%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$5.79M	1.55%	0.01%	Not reported	Q4 2015
CVXChevron Corp	$5.76M	1.54%	0.00%	Not reported	Q4 2015
COSTCostco Wholesale Corp	$5.67M	1.52%	0.00%	Not reported	Q4 2015
AMGNAmgen Inc	$5.59M	1.50%	0.00%	Not reported	Q4 2015
LOWLowes Companies Inc	$5.45M	1.46%	0.00%	Not reported	Q4 2015
AVGOBroadcom Inc.	$5.4M	1.45%	0.00%	Not reported	Q1 2021
PHParker-Hannifin Corp	$5.13M	1.38%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$4.86M	1.30%	0.00%	Not reported	Q4 2015
ORCLOracle Corp	$4.66M	1.25%	0.00%	Not reported	Q4 2015
BRK.BBerkshire Hathaway Inc	$4.54M	1.22%	Not reported	Not reported	Q4 2015
LLYELI LILLY & Co	$4.4M	1.18%	0.00%	Not reported	Q4 2015
KOCoca Cola Co	$4.24M	1.14%	0.00%	Not reported	Q4 2015
DUKDuke Energy CORP	$4.11M	1.10%	0.00%	Not reported	Q4 2015
HDHome Depot, Inc.	$4.05M	1.09%	0.00%	Not reported	Q4 2015
LMTLockheed Martin Corp	$3.59M	0.96%	0.00%	Not reported	Q4 2015
PGPROCTER & GAMBLE Co	$3.49M	0.94%	0.00%	Not reported	Q4 2015
IBMInternational Business Machines Corp	$2.99M	0.80%	0.00%	Not reported	Q4 2015
PEPPepsico Inc	$2.93M	0.79%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$2.82M	0.76%	0.00%	Not reported	Q4 2015
ABBVAbbVie Inc.	$2.71M	0.73%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$2.57M	0.69%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$2.53M	0.68%	0.00%	Not reported	Q4 2015
JPMJPMorgan Chase & Co	$2.51M	0.67%	0.00%	Not reported	Q4 2015
CSCOCisco Systems, Inc.	$2.47M	0.66%	0.00%	Not reported	Q4 2015
GOOGAlphabet Inc.	$2.44M	0.65%	Not reported	Not reported	Q4 2015
DEDeere & Co	$2.31M	0.62%	0.00%	Not reported	Q4 2015
MMM3m Co	$2.29M	0.61%	0.00%	Not reported	Q4 2015
ETNEaton Corp plc	$2.03M	0.54%	0.00%	Not reported	Q4 2015
HSYHershey Co	$1.8M	0.48%	0.00%	Not reported	Q4 2015
FDXFedex Corp	$1.74M	0.47%	0.00%	Not reported	Q4 2015
NVSNovartis AG	$1.69M	0.45%	0.00%	Not reported	Q4 2015
TFCTruist Financial Corp	$1.69M	0.45%	0.00%	Not reported	Q4 2019
AMDAdvanced Micro Devices Inc	$1.69M	0.45%	0.00%	Not reported	Q1 2023
ITWIllinois Tool Works Inc	$1.56M	0.42%	0.00%	Not reported	Q4 2015
EQIXEquinix Inc	$1.51M	0.41%	0.00%	Not reported	Q4 2015
GEVGE Vernova Inc.	$1.42M	0.38%	0.00%	Not reported	Q2 2024
AXPAmerican Express Co	$1.41M	0.38%	0.00%	Not reported	Q4 2015
UNPUnion Pacific Corp	$1.32M	0.35%	0.00%	Not reported	Q4 2015

Q2 2025Reported Aug 14, 2025106 positions
AAPLApple Inc.	$44.3M	13.20%	0.00%	-2.0%	Q4 2015
NVDANvidia Corp	$22.9M	6.81%	0.00%	+1.3%	Q1 2019
AMZNAmazon Com Inc	$22M	6.54%	0.00%	-1.3%	Q4 2015
MSFTMicrosoft Corp	$21.1M	6.30%	0.00%	-1.9%	Q4 2015
WMTWalmart Inc.	$15.6M	4.64%	0.00%	-1.4%	Q4 2015
GOOGLAlphabet Inc.	$13.8M	4.11%	0.00%	-3.3%	Q4 2015
MAMastercard Inc	$10.3M	3.06%	0.00%	-0.4%	Q4 2015
METAMeta Platforms, Inc.	$9.69M	2.89%	Not reported	+0.7%	Q4 2015
CATCaterpillar Inc	$7.53M	2.24%	0.00%	+0.3%	Q4 2015
ADPAutomatic Data Processing Inc	$7.03M	2.09%	0.01%	Not reported	Q4 2015
COSTCostco Wholesale Corp	$6.52M	1.94%	0.00%	+3.5%	Q4 2015
VVisa Inc.	$6.03M	1.79%	0.00%	-2.7%	Q4 2015
MCDMcdonalds Corp	$5.93M	1.77%	0.00%	-0.5%	Q4 2015
CVXChevron Corp	$5.65M	1.68%	0.00%	-0.6%	Q4 2015
ORCLOracle Corp	$5.28M	1.57%	0.00%	Not reported	Q4 2015
LOWLowes Companies Inc	$5.06M	1.51%	0.00%	-6.0%	Q4 2015
AMGNAmgen Inc	$4.87M	1.45%	0.00%	-1.1%	Q4 2015
AVGOBroadcom Inc.	$4.48M	1.33%	0.00%	+2.5%	Q1 2021
HDHome Depot, Inc.	$4.36M	1.30%	0.00%	-0.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$4.36M	1.30%	Not reported	-0.1%	Q4 2015
KOCoca Cola Co	$4.33M	1.29%	0.00%	-1.9%	Q4 2015
DUKDuke Energy CORP	$4.13M	1.23%	0.00%	+15.2%	Q4 2015
CMICummins Inc	$4.12M	1.23%	0.01%	-1.3%	Q4 2015
PHParker-Hannifin Corp	$4.1M	1.22%	0.00%	+0.2%	Q4 2015
PGPROCTER & GAMBLE Co	$3.92M	1.17%	0.00%	-2.2%	Q4 2015
JNJJohnson & Johnson	$3.63M	1.08%	0.00%	-3.8%	Q4 2015
LMTLockheed Martin Corp	$3.49M	1.04%	0.00%	-0.3%	Q4 2015
IBMInternational Business Machines Corp	$3.08M	0.92%	0.00%	Not reported	Q4 2015
LLYELI LILLY & Co	$3.05M	0.91%	0.00%	+8.5%	Q4 2015
ADBEAdobe Inc.	$3.02M	0.90%	0.00%	+0.6%	Q4 2015
PEPPepsico Inc	$2.79M	0.83%	0.00%	-3.1%	Q4 2015
QCOMQualcomm Inc	$2.67M	0.80%	0.00%	-1.5%	Q4 2015
DEDeere & Co	$2.63M	0.78%	0.00%	Not reported	Q4 2015
ETNEaton Corp plc	$2.38M	0.71%	0.00%	-1.0%	Q4 2015
MMM3m Co	$2.26M	0.67%	0.00%	-0.7%	Q4 2015
ABBVAbbVie Inc.	$2.24M	0.67%	0.00%	-0.4%	Q4 2015
CSCOCisco Systems, Inc.	$2.24M	0.67%	0.00%	-1.4%	Q4 2015
JPMJPMorgan Chase & Co	$2.17M	0.65%	0.00%	-0.3%	Q4 2015
RTXRTX Corp	$2.1M	0.63%	0.00%	-2.9%	Q4 2024
HSYHershey Co	$1.76M	0.52%	0.01%	+2.2%	Q4 2015
ITWIllinois Tool Works Inc	$1.6M	0.48%	0.00%	+1.2%	Q4 2015
EQIXEquinix Inc	$1.57M	0.47%	0.00%	Not reported	Q4 2015
NVSNovartis AG	$1.53M	0.46%	0.00%	-1.6%	Q4 2015
TFCTruist Financial Corp	$1.5M	0.45%	0.00%	-1.7%	Q4 2019
TXNTexas Instruments Inc	$1.46M	0.44%	0.00%	Not reported	Q4 2015
PMPhilip Morris International Inc.	$1.46M	0.44%	0.00%	-0.2%	Q4 2015
GOOGAlphabet Inc.	$1.41M	0.42%	Not reported	-2.5%	Q4 2015
FDXFedex Corp	$1.39M	0.41%	0.00%	-3.2%	Q4 2015
NFLXNetflix Inc	$1.34M	0.40%	0.00%	+51.8%	Q4 2015
UNPUnion Pacific Corp	$1.33M	0.40%	0.00%	0.0%	Q4 2015

Q1 2025Reported May 7, 2025106 positions
AAPLApple Inc.	$49M	15.57%	0.00%	+0.2%	Q4 2015
AMZNAmazon Com Inc	$19.3M	6.14%	0.00%	+9.7%	Q4 2015
MSFTMicrosoft Corp	$16.3M	5.17%	0.00%	+1.1%	Q4 2015
NVDANvidia Corp	$15.5M	4.92%	0.00%	-0.4%	Q1 2019
WMTWalmart Inc.	$14.2M	4.51%	0.00%	+0.2%	Q4 2015
GOOGLAlphabet Inc.	$12.5M	3.98%	0.00%	-4.2%	Q4 2015
MAMastercard Inc	$10.1M	3.20%	0.00%	+0.8%	Q4 2015
METAMeta Platforms, Inc.	$7.51M	2.39%	Not reported	+0.7%	Q4 2015
ADMArcher-Daniels-Midland Co	$7.06M	2.25%	0.00%	+360.3%	Q4 2015
CVXChevron Corp	$6.64M	2.11%	0.00%	+4.8%	Q4 2015
CATCaterpillar Inc	$6.38M	2.03%	0.00%	+5.2%	Q4 2015
MCDMcdonalds Corp	$6.37M	2.02%	0.00%	+0.6%	Q4 2015
VVisa Inc.	$6.11M	1.94%	0.00%	Not reported	Q4 2015
COSTCostco Wholesale Corp	$6.02M	1.91%	0.00%	+8.1%	Q4 2015
LOWLowes Companies Inc	$5.66M	1.80%	0.00%	-0.1%	Q4 2015
AMGNAmgen Inc	$5.5M	1.75%	0.00%	-1.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$4.79M	1.52%	Not reported	Not reported	Q4 2015
KOCoca Cola Co	$4.47M	1.42%	0.00%	+0.6%	Q4 2015
HDHome Depot, Inc.	$4.37M	1.39%	0.00%	+2.6%	Q4 2015
PGPROCTER & GAMBLE Co	$4.28M	1.36%	0.00%	-1.2%	Q4 2015
JNJJohnson & Johnson	$4.1M	1.30%	0.00%	-0.6%	Q4 2015
CMICummins Inc	$3.99M	1.27%	0.01%	+1.2%	Q4 2015
DUKDuke Energy CORP	$3.7M	1.18%	0.00%	+55.1%	Q4 2015
PHParker-Hannifin Corp	$3.57M	1.13%	0.00%	-0.4%	Q4 2015
ORCLOracle Corp	$3.38M	1.07%	0.00%	-0.1%	Q4 2015
LMTLockheed Martin Corp	$3.37M	1.07%	0.00%	-0.1%	Q4 2015
PEPPepsico Inc	$3.27M	1.04%	0.00%	-0.7%	Q4 2015
LLYELI LILLY & Co	$2.98M	0.95%	0.00%	+18.8%	Q4 2015
ADBEAdobe Inc.	$2.97M	0.94%	0.00%	+5.4%	Q4 2015
AVGOBroadcom Inc.	$2.66M	0.84%	0.00%	-1.7%	Q1 2021
QCOMQualcomm Inc	$2.61M	0.83%	0.00%	-1.9%	Q4 2015
IBMInternational Business Machines Corp	$2.59M	0.82%	0.00%	-0.3%	Q4 2015
ABBVAbbVie Inc.	$2.54M	0.81%	0.00%	-0.2%	Q4 2015
DEDeere & Co	$2.42M	0.77%	0.00%	+2.0%	Q4 2015
MMM3m Co	$2.19M	0.70%	0.00%	+1.2%	Q4 2015
CSCOCisco Systems, Inc.	$2.02M	0.64%	0.00%	+0.9%	Q4 2015
RTXRTX Corp	$1.96M	0.62%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.84M	0.59%	0.00%	+2.3%	Q4 2015
ETNEaton Corp plc	$1.83M	0.58%	0.00%	-10.0%	Q4 2015
HSYHershey Co	$1.77M	0.56%	0.01%	-2.9%	Q4 2015
EQIXEquinix Inc	$1.61M	0.51%	0.00%	-1.3%	Q4 2015
ITWIllinois Tool Works Inc	$1.59M	0.50%	0.00%	+1.6%	Q4 2015
FDXFedex Corp	$1.53M	0.49%	0.00%	-10.7%	Q4 2015
TFCTruist Financial Corp	$1.46M	0.47%	0.00%	-3.4%	Q4 2019
NVSNovartis AG	$1.43M	0.46%	0.00%	-1.8%	Q4 2015
UNPUnion Pacific Corp	$1.37M	0.44%	0.00%	-1.7%	Q4 2015
TGTTarget Corp	$1.3M	0.41%	0.00%	-5.6%	Q4 2015
PMPhilip Morris International Inc.	$1.28M	0.41%	0.00%	-1.2%	Q4 2015
GOOGAlphabet Inc.	$1.28M	0.41%	Not reported	Not reported	Q4 2015
TXNTexas Instruments Inc	$1.27M	0.40%	0.00%	-0.7%	Q4 2015

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