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Portfolio (Quarterly) Guide ↗

PHYSICIANS FINANCIAL SERVICES, INC.

· CIK 0001665518
13F Portfolio $366M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 108 New
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PKG Packaging Corp Amer Consumer Cyclical 1,150.0 $251K 0.07% NEW $218.26 -4.4%
102 NSC Norfolk Southern Industrials 825.0 $248K 0.07% NEW $300.61 +3.3%
103 TEL TE Connectivity PLC Technology 1,102.0 $242K 0.07% NEW $219.60 -9.2%
104 REGN Regeneron Pharms Inc Healthcare 400.0 $225K 0.06% NEW $562.50 +14.2%
105 XOM Exxon Mobil Corp Energy 1,986.0 $224K 0.06% NEW $112.79 +39.8%
106 HON Honeywell International Industrials 1,025.0 $216K 0.06% NEW $210.73 +4.0%
107 ZBH Zimmer Biomet Holdings Inc Healthcare 2,129.0 $210K 0.06% NEW $98.64 -14.5%
108 RY Royal Bank of Canada Financial Services 1,379.0 $203K 0.06% NEW $147.21 +26.3%
Page 6 of 6  ·  108 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 36.8%
Industrials 13.1%
Consumer Cyclical 12.3%
Consumer Defensive 11.1%
Communication Services 9.0%
Financial Services 7.2%
Healthcare 6.0%
Energy 2.0%
Utilities 1.6%
Basic Materials 0.5%