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Portfolio (Quarterly) Guide ↗

PHYSICIANS FINANCIAL SERVICES, INC.

· CIK 0001665518
13F Portfolio $373M AUM 107 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 7 Added 68 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY Eli Lilly Healthcare 4,098.0 $4.4M 1.18% +102.0 +2.5% $1074.67 -3.1%
2 FDX FedEx Corp Industrials 6,034.0 $1.7M 0.47% +40.0 +0.7% $288.86 +34.6%
3 PLTR Palantir Technologies Technology 5,782.0 $1.0M 0.28% +400.0 +7.4% $177.79 -22.9%
4 TSLA Tesla Inc. Consumer Cyclical 2,221.0 $999K 0.27% +76.0 +3.5% $449.80 -7.2%
5 NFLX NETFLIX INC Communication Services 9,670.0 $907K 0.24% +9K +869.9% $93.80 -4.8%
6 BA Boeing Industrials 3,375.0 $733K 0.20% +50.0 +1.5% $217.19 +1.1%
7 XOM Exxon Mobil Corp Energy 2,097.0 $252K 0.07% +111.0 +5.6% $120.17 +30.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Industrials 13.3%
Consumer Cyclical 12.0%
Consumer Defensive 10.8%
Communication Services 10.0%
Financial Services 7.2%
Healthcare 6.6%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%