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PHYSICIANS FINANCIAL SERVICES, INC. 13F portfolio summary

PHYSICIANS FINANCIAL SERVICES, INC. of PHYSICIANS FINANCIAL SERVICES, INC. has 106 current stock holdings with a reported portfolio value of $400.7M. The portfolio 1 year return is +23.36%. Top holdings include AAPL (14.77%), GOOGL (6.82%), AMZN (6.03%), NVDA (5.23%), CAT (5.06%).

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PHYSICIANS FINANCIAL SERVICES, INC.

PHYSICIANS FINANCIAL SERVICES, INC.
Latest filing: 2026-06-30

PHYSICIANS FINANCIAL SERVICES, INC. runs PHYSICIANS FINANCIAL SERVICES, INC. and currently holds 106 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $400.74M. Their top holdings are AAPL, GOOGL, AMZN, NVDA, CAT. The top five represent 37.9% of reported portfolio weight. PHYSICIANS FINANCIAL SERVICES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PHYSICIANS FINANCIAL SERVICES, INC. initiated 2 new positions. They added to 17 existing positions. They trimmed 40 positions. Their current best-performing preview position is AMD with returns of +185.52%.

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Top 5 Holdings
AAPL14.8%
GOOGL6.8%
AMZN6.0%
NVDA5.2%
CAT5.1%
Top 5: 37.9%
Portfolio Returns
1 Year
+23.36%
#0/1000
3 Year
+62.15%
#0/1000
5 Year
+70.46%
#0/1000

Portfolio Value

$400.74M

Alpha Score

52.6

#0 of 1000

Holdings

106

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106 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
Apple Computer
14.77%$53.18$309.35+481.70%
Trimmed
-0.77%
GOOGL
Alphabet Cl A
6.82%$62.35$344.82+453.04%
Trimmed
-0.33%
AMZN
Amazon.com
6.03%$76.63$258.63+237.50%
Added
+2.69%
NVDA
Nvidia Corp.
5.23%$21.27$214.76+909.69%
Trimmed
-23.17%
CAT
Caterpillar
5.06%$135.45$827.65+511.04%
Trimmed
-0.63%
WMT
Wal-Mart Stores Inc.
4.45%$28.33$103.70+266.04%
Trimmed
-0.20%
MSFT
Microsoft
3.97%$115.31$483.24+319.08%
Added
+0.56%
MA
Mastercard Inc Cl A
2.31%$152.08$580.56+281.75%
Trimmed
-0.11%
CMI
Cummins Inc.
2.19%$143.90$587.51+308.28%
Trimmed
-0.41%
META
Meta Platforms A
1.86%$317.68$549.90+73.10%
Trimmed
-0.30%

Showing 1-10 of 106