PHYSICIANS FINANCIAL SERVICES, INC.
13F Reported Value
ⓘ$365,248
Holdings
104
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PHYSICIANS FINANCIAL SERVICES, INC. disclosed 104 positions worth $365,248 in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 14.3% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $SO and a full exit from $ADBE. The portfolio is most concentrated in Technology (41.7% of disclosed assets). All figures are sourced directly from PHYSICIANS FINANCIAL SERVICES, INC.’s Form 13F-HR filing with the SEC under CIK 1665518.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$52.3K206,162 sh - 90.2#1
Quality
$23.8K136,243 sh - 80.2#45
Quality
$22.1K76,761 sh - 74.6
Quality
$20.6K98,701 sh - 63.2
Quality
$19.6K157,758 sh - 83.7
Quality
$15.7K42,366 sh - 67.8
Quality
$13.6K19,159 sh - 81.7
Quality
$9.0K18,058 sh - 54.7
Quality
$8.1K39,245 sh - 80.9
Quality
$7.6K13,251 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $52.3K | 206,162 |
 NVIDIA CORP$NVDA | 90.2#1 | $23.8K | 136,243 |
 Alphabet Inc.$GOOG | 80.2#45 | $22.1K | 76,761 |
 AMAZON COM INC$AMZN | 74.6 | $20.6K | 98,701 |
 Walmart Inc.$WMT | 63.2 | $19.6K | 157,758 |
 MICROSOFT CORP$MSFT | 83.7 | $15.7K | 42,366 |
 CATERPILLAR INC$CAT | 67.8 | $13.6K | 19,159 |
 Mastercard Inc$MA | 81.7 | $9.0K | 18,058 |
 CHEVRON CORP$CVX | 54.7 | $8.1K | 39,245 |
 Meta Platforms, Inc.$META | 80.9 | $7.6K | 13,251 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PHYSICIANS FINANCIAL SERVICES, INC.'s 104 positions.
Showing top 10 of 104 holdings.
Sector Allocation
Technology
$152,459
Consumer Discretionary
$68,476
Industrials
$50,360
Financials
$28,277
Healthcare
$27,559
Consumer Staples
$15,943
Energy
$9,782
Utilities
$5,604
Full Holdings — PHYSICIANS FINANCIAL SERVICES, INC. (Q1 2026)
All 104 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $52,322 | 14.3% | -2% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $23,761 | 6.5% | +1% | 90.2 |
| 3 | $GOOG | Alphabet Inc. | $22,074 | 6.0% | -0% | 80.2 |
| 4 | $AMZN | AMAZON COM INC | $20,556 | 5.6% | -0% | 74.6 |
| 5 | $WMT | Walmart Inc. | $19,606 | 5.4% | +0% | 63.2 |
| 6 | $MSFT | MICROSOFT CORP | $15,683 | 4.3% | +3% | 83.7 |
| 7 | $CAT | CATERPILLAR INC | $13,573 | 3.7% | +1% | 67.8 |
| 8 | $MA | Mastercard Inc | $9,023 | 2.5% | +0% | 81.7 |
| 9 | $CVX | CHEVRON CORP | $8,120 | 2.2% | +4% | 54.7 |
| 10 | $META | Meta Platforms, Inc. | $7,581 | 2.1% | +2% | 80.9 |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $6,988 | 1.9% | +7% | 67 |
| 12 |  $CMI | CUMMINS INC | $6,638 | 1.8% | +1% | 58.9 |
| 13 |  $MCD | MCDONALDS CORP | $6,349 | 1.7% | +2% | 73.9 |
| 14 |  $AMGN | AMGEN INC | $5,988 | 1.6% | -0% | 79.5 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $5,846 | 1.6% | +2% | 72.8 |
| 16 |  $LOW | LOWES COMPANIES INC | $5,340 | 1.5% | +0% | 63.5 |
| 17 |  $DUK | Duke Energy CORP | $5,334 | 1.5% | +16% | 64 |
| 18 |  $PH | Parker-Hannifin Corp | $5,224 | 1.4% | +0% | 73.8 |
| 19 |  $V | VISA INC. | $5,014 | 1.4% | -2% | 83.5 |
| 20 |  $AVGO | Broadcom Inc. | $4,824 | 1.3% | -0% | 86.4 |
| 21 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4,744 | 1.3% | +4% | 77.9 |
| 22 |  $KO | COCA COLA CO | $4,612 | 1.3% | +0% | 74 |
| 23 |  $LLY | ELI LILLY & Co | $4,571 | 1.3% | +21% | 89.3 |
| 24 |  $LMT | LOCKHEED MARTIN CORP | $4,489 | 1.2% | +0% | 65 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4,310 | 1.2% | -0% | 64.5 |
| 26 |  $HD | HOME DEPOT, INC. | $4,162 | 1.1% | +8% | 69.2 |
| 27 |  $PG | PROCTER & GAMBLE Co | $3,972 | 1.1% | +13% | 72.9 |
| 28 |  $ORCL | ORACLE CORP | $3,530 | 1.0% | +0% | 67.2 |
| 29 |  $PEP | PEPSICO INC | $3,321 | 0.9% | +5% | 62.7 |
| 30 |  $DE | DEERE & CO | $2,895 | 0.8% | +4% | 57.4 |
| 31 |  $RTX | RTX Corp | $2,756 | 0.8% | +2% | 70 |
| 32 |  $ABBV | AbbVie Inc. | $2,626 | 0.7% | +2% | 59.3 |
| 33 |  $CSCO | CISCO SYSTEMS, INC. | $2,502 | 0.7% | +0% | 72.3 |
| 34 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2,463 | 0.7% | +1% | 66.7 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $2,422 | 0.7% | +6% | 35.6 |
| 36 |  $GEV | GE Vernova Inc. | $2,338 | 0.6% | +24% | 70.1 |
| 37 |  $QCOM | QUALCOMM INC/DE | $2,233 | 0.6% | +5% | 81.9 |
| 38 |  $GOOGL | Alphabet Inc. | $2,226 | 0.6% | +0% | 80.2 |
| 39 |  $FDX | FEDEX CORP | $2,188 | 0.6% | +2% | 60.3 |
| 40 |  $MMM | 3M CO | $2,148 | 0.6% | +3% | 60.7 |
| 41 |  $HSY | HERSHEY CO | $2,101 | 0.6% | +2% | 59.4 |
| 42 |  $EQIX | EQUINIX INC | $1,932 | 0.5% | +0% | 61.4 |
| 43 |  $NVS | NOVARTIS AG | $1,876 | 0.5% | +0% | — |
| 44 |  $ETN | Eaton Corp plc | $1,835 | 0.5% | -19% | — |
| 45 |  $ITW | ILLINOIS TOOL WORKS INC | $1,679 | 0.5% | +2% | 71.2 |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $1,594 | 0.4% | -1% | 78.8 |
| 47 |  $TFC | TRUIST FINANCIAL CORP | $1,571 | 0.4% | -0% | — |
| 48 |  $SBUX | STARBUCKS CORP | $1,443 | 0.4% | +111% | 54.6 |
| 49 |  $LRCX | LAM RESEARCH CORP | $1,438 | 0.4% | +0% | 82.4 |
| 50 |  $UNP | UNION PACIFIC CORP | $1,381 | 0.4% | +0% | 74 |
| 51 |  $PM | Philip Morris International Inc. | $1,351 | 0.4% | +2% | 80.5 |
| 52 |  $MRK | Merck & Co., Inc. | $1,326 | 0.4% | +1% | 70.9 |
| 53 |  $TXN | TEXAS INSTRUMENTS INC | $1,281 | 0.3% | +0% | 70.4 |
| 54 |  $AXP | AMERICAN EXPRESS CO | $1,199 | 0.3% | +4% | 73.2 |
| 55 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1,161 | 0.3% | -1% | 65.9 |
| 56 |  $BAC | BANK OF AMERICA CORP /DE/ | $1,121 | 0.3% | +0% | 68.4 |
| 57 |  $NUE | NUCOR CORP | $1,112 | 0.3% | +0% | 58.9 |
| 58 |  $TGT | TARGET CORP | $1,112 | 0.3% | -8% | 53.1 |
| 59 |  $TM | TOYOTA MOTOR CORP/ | $978 | 0.3% | +1% | — |
| 60 |  $AMAT | APPLIED MATERIALS INC /DE | $973 | 0.3% | +3% | 74.8 |
| 61 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $961 | 0.3% | +0% | 54.8 |
| 62 |  $NFLX | NETFLIX INC | $930 | 0.3% | +0% | 86.7 |
| 63 |  $BA | BOEING CO | $909 | 0.3% | +35% | 51.8 |
| 64 |  $APA | APA Corp | $849 | 0.2% | +0% | — |
| 65 |  $UBER | Uber Technologies, Inc | $847 | 0.2% | +10% | 79.3 |
| 66 |  $BMY | BRISTOL MYERS SQUIBB CO | $840 | 0.2% | +10% | 70.1 |
| 67 |  $TSLA | Tesla, Inc. | $833 | 0.2% | +1% | 50.1 |
| 68 | — | Vanguard Information Tech ETF | $792 | 0.2% | +0% | — |
| 69 |  $PLTR | Palantir Technologies Inc. | $790 | 0.2% | -7% | 85.8 |
| 70 |  $SYK | STRYKER CORP | $779 | 0.2% | +0% | 69.8 |
| 71 |  $NKE | NIKE, Inc. | $729 | 0.2% | -1% | 53.4 |
| 72 |  $AFL | AFLAC INC | $723 | 0.2% | +0% | 60.3 |
| 73 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718 | 0.2% | +0% | 64.5 |
| 74 |  $TROW | PRICE T ROWE GROUP INC | $705 | 0.2% | +0% | 75.8 |
| 75 |  $SHW | SHERWIN WILLIAMS CO | $670 | 0.2% | +0% | 65.3 |
| 76 |  $VZ | VERIZON COMMUNICATIONS INC | $642 | 0.2% | -16% | 71.6 |
| 77 |  $EMR | EMERSON ELECTRIC CO | $604 | 0.2% | +0% | 65.9 |
| 78 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $573 | 0.2% | +0% | 60.5 |
| 79 |  $ABT | ABBOTT LABORATORIES | $538 | 0.1% | +0% | 67 |
| 80 |  $UL | UNILEVER PLC | $481 | 0.1% | -4% | — |
| 81 |  $COP | CONOCOPHILLIPS | $423 | 0.1% | +8% | 74.8 |
| 82 |  $GE | GENERAL ELECTRIC CO | $419 | 0.1% | +4% | 74.8 |
| 83 |  $PFE | PFIZER INC | $391 | 0.1% | +3% | 69 |
| 84 |  $XOM | EXXON MOBIL CORP | $390 | 0.1% | +10% | 61.8 |
| 85 | — | Select Sector SPDR TR | $378 | 0.1% | +0% | — |
| 86 |  $PANW | Palo Alto Networks Inc | $364 | 0.1% | +5% | 66.5 |
| 87 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $360 | 0.1% | -10% | 72.9 |
| 88 |  $PAYX | PAYCHEX INC | $341 | 0.1% | +0% | 75.1 |
| 89 |  $VEEV | VEEVA SYSTEMS INC | $332 | 0.1% | +0% | 77.8 |
| 90 |  $DAL | DELTA AIR LINES, INC. | $332 | 0.1% | -2% | 64.4 |
| 91 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $322 | 0.1% | -3% | 65.3 |
| 92 |  $LH | LABCORP HOLDINGS INC. | $321 | 0.1% | +0% | 54.8 |
| 93 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $309 | 0.1% | +0% | 75.1 |
| 94 |  $GNRC | GENERAC HOLDINGS INC. | $293 | 0.1% | +0% | 58.2 |
| 95 |  $SCHW | SCHWAB CHARLES CORP | $287 | 0.1% | +0% | 77.2 |
| 96 |  $NSC | NORFOLK SOUTHERN CORP | $280 | 0.1% | +26% | 70.8 |
| 97 |  $CLX | CLOROX CO /DE/ | $277 | 0.1% | -26% | 63.5 |
| 98 |  $SO | SOUTHERN CO | $270 | 0.1% | NEW | 65.1 |
| 99 |  $MKC | MCCORMICK & CO INC | $264 | 0.1% | -1% | 73.7 |
| 100 |  $PKG | PACKAGING CORP OF AMERICA | $244 | 0.1% | +0% | 70 |
| 101 |  $TTC | TORO CO | $237 | 0.1% | NEW | 69.5 |
| 102 |  $HON | HONEYWELL INTERNATIONAL INC | $232 | 0.1% | NEW | 65.7 |
| 103 |  $TEL | TE Connectivity plc | $230 | 0.1% | +0% | — |
| 104 |  $RY | ROYAL BANK OF CANADA | $223 | 0.1% | +0% | — |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for PHYSICIANS FINANCIAL SERVICES, INC. including:
Track PHYSICIANS FINANCIAL SERVICES, INC.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for PHYSICIANS FINANCIAL SERVICES, INC. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: PHYSICIANS FINANCIAL SERVICES, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For PHYSICIANS FINANCIAL SERVICES, INC. (SEC CIK: 1665518), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PHYSICIANS FINANCIAL SERVICES, INC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.