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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA Tesla Inc. Consumer Cyclical 2,221.0 $999K 0.27% +76.0 +3.5% $449.80 -7.2%
62 TGT Target Corp. Consumer Defensive 9,978.0 $975K 0.26% -1K -9.6% $97.71 +25.2%
63 NFLX NETFLIX INC Communication Services 9,670.0 $907K 0.24% +9K +869.9% $93.80 -4.8%
64 NKE Nike Inc. Consumer Cyclical 13,953.0 $889K 0.24% -2K -12.7% $63.71 -30.3%
65 UBER UBER TECHNOLOGIES INC Technology 10,661.0 $871K 0.23% -200.0 -1.8% $81.70 -8.7%
66 VGT Vanguard Information Tech ETF 1,135.0 $855K 0.23% $753.30 -84.8%
67 SYK Stryker Corp Healthcare 2,371.0 $833K 0.22% $351.33 -8.5%
68 TROW T. Rowe Price Group Financial Services 7,821.0 $801K 0.21% -525.0 -6.3% $102.42 -0.6%
69 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.20% $755000.00
70 BA Boeing Industrials 3,375.0 $733K 0.20% +50.0 +1.5% $217.19 +1.1%
71 AFL AFLAC, Inc. Financial Services 6,586.0 $726K 0.20% $110.23 +6.9%
72 AMAT Applied Matls Inc Technology 2,758.0 $709K 0.19% -300.0 -9.8% $257.07 +66.2%
73 BMY Bristol-Meyers Squibb Healthcare 12,567.0 $678K 0.18% -339.0 -2.6% $53.95 +10.4%
74 SHW Sherwin Williams Basic Materials 2,090.0 $677K 0.18% -30.0 -1.4% $323.92 -5.0%
75 ABT Abbott Labs Healthcare 5,240.0 $657K 0.18% $125.38 -30.0%
76 SBUX Starbucks Corp. Consumer Cyclical 7,619.0 $642K 0.17% $84.26 +26.4%
77 VZ Verizon Communications Inc. Communication Services 15,255.0 $621K 0.17% -2K -9.6% $40.71 +17.5%
78 EMR Emerson Electric Company Industrials 4,609.0 $612K 0.16% $132.78 +1.6%
79 UL Unilever PLC Consumer Defensive 8,828.0 $577K 0.15% -1K -13.0% $65.36 -11.8%
80 APA APA Corporation Energy 20,000.0 $489K 0.13% $24.45 +56.8%
Page 4 of 6  ·  107 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%