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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
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKC McCormick & Co. Consumer Defensive 5,299.0 $361K 0.10% -1K -20.9% $68.13 -31.1%
62 PFE Pfizer Incorporated Healthcare 13,575.0 $338K 0.09% -307.0 -2.2% $24.90 +4.2%
63 SCHW SCHWAB CHARLES CORP Financial Services 3,050.0 $305K 0.08% -300.0 -9.0% $100.00 -9.9%
64 COP ConocoPhillips Energy 2,982.0 $279K 0.07% -99.0 -3.2% $93.56 +28.8%
65 INTU INTUIT Technology 381.0 $252K 0.07% -25.0 -6.2% $661.42 -53.6%
66 BDX Becton Dickinson Healthcare 1,250.0 $243K 0.07% -270.0 -17.8% $194.40 -24.8%
67 GIS General Mills Inc. Consumer Defensive 4,897.0 $228K 0.06% -2K -24.6% $46.56 -28.1%
68 NSC Norfolk Southern Industrials 775.0 $224K 0.06% -50.0 -6.1% $289.03 +7.8%
Page 4 of 4  ·  68 positions

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%