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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 XLE Select Sector SPDR TR 6,178.0 $276K 0.07% NEW $44.67 +32.4%

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%