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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,290.0 $239K 0.06% $185.27 -28.9%
102 PKG Packaging Corp Amer Consumer Cyclical 1,150.0 $237K 0.06% $206.09 +3.5%
103 GPC Genuine Parts Consumer Cyclical 1,920.0 $236K 0.06% $122.92 -20.6%
104 RY Royal Bank of Canada Financial Services 1,379.0 $235K 0.06% $170.41 +9.9%
105 GIS General Mills Inc. Consumer Defensive 4,897.0 $228K 0.06% -2K -24.6% $46.56 -28.1%
106 NSC Norfolk Southern Industrials 775.0 $224K 0.06% -50.0 -6.1% $289.03 +7.8%
107 GNRC Generac Industrials 1,500.0 $205K 0.06% $136.67 +81.3%
Page 6 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%