Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PHYSICIANS FINANCIAL SERVICES, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

PHYSICIANS FINANCIAL SERVICES, INC. (CIK 1665518) reported $365.2M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($52.3M, 14.33%), NVDA ($23.8M, 6.51%), GOOGL ($22.1M, 6.04%), AMZN ($20.6M, 5.63%), WMT ($19.6M, 5.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLApple Computer$52.3M14.33%206,162Trimmed
2NVDANvidia Corp.$23.8M6.51%136,243Added
3GOOGLAlphabet Cl A$22.1M6.04%76,761Trimmed
4AMZNAmazon.com$20.6M5.63%98,701Trimmed
5WMTWal-Mart Stores Inc.$19.6M5.37%157,758Added
6MSFTMicrosoft$15.7M4.29%42,366Added
7CATCaterpillar$13.6M3.72%19,159Added
8MAMastercard Inc Cl A$9.0M2.47%18,058Added
9CVXChevron Corp.$8.1M2.22%39,245Added
10METAMeta Platforms A$7.6M2.08%13,251Added
11COSTCostco Wholesale$7.0M1.91%7,013Added
12CMICummins Inc.$6.6M1.82%12,337Added
13MCDMcDonalds$6.3M1.74%20,428Added
14AMGNAmgen$6.0M1.64%17,017Trimmed
15JNJJohnson & Johnson$5.8M1.60%23,916Added
16LOWLowes$5.3M1.46%22,599Hold
17DUKDuke Energy Corp New$5.3M1.46%40,736Added
18PHParker Hannifin$5.2M1.43%5,835Hold
19VVisa Inc$5.0M1.37%16,588Trimmed
20AVGOBroadcom, Inc.$4.8M1.32%15,585Trimmed
21ADPAuto Data Processing$4.7M1.30%23,350Added
22KOCoca-Cola$4.6M1.26%60,646Added
23LLYEli Lilly$4.6M1.25%4,970Added
24LMTLockheed Martin Corp.$4.5M1.23%7,428Added
25BRK/BBerkshire Hathaway Inc-B$4.3M1.18%8,995Trimmed

Source: SEC Form 13F filings · as of 2026-03-31