Physicians Financial Services, Inc. Portfolio Holdings

Physicians Financial Services, Inc.

  • $336 Million
  • Q3 2025

Physicians Financial Services, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $336 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.7M, Nvidia Corp with a value of $26.1M, Amazon Com Inc with a value of $21.9M, Microsoft Corp with a value of $21.7M, and Alphabet Inc. with a value of $19.1M.

Examining the 13F form we can see an increase of $593K in the current position value, from $336M to 336M.

Physicians Financial Services, Inc. is based out at Raleigh, NC

Below you can find more details about Physicians Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $336 Million
Technology: $131 Million
Industrials: $47.1 Million
Consumer Cyclical: $44.4 Million
Consumer Defensive: $39.8 Million
Communication Services: $32.6 Million
Financial Services: $31.2 Million
Healthcare: $21.4 Million
Energy: $7.11 Million
Other: $8.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$54.7 Million 16.26% of portfolio
214,740
Q3 2025 Reduced 0.6%
$465B
$26.1 Million 7.77% of portfolio
140,047
Q3 2025 Reduced 3.21%
$2.39T
$21.9 Million 6.52% of portfolio
99,905
Q3 2025 Reduced 0.24%
$3.78T
$21.7 Million 6.46% of portfolio
41,920
Q3 2025 Reduced 1.36%
$1.65T
$19.1 Million 5.67% of portfolio
78,396
Q3 2025 Added 0.01%
$279B
$16.4 Million 4.88% of portfolio
159,298
Q3 2025 Reduced 0.09%
$512B
$10.4 Million 3.08% of portfolio
18,233
Q3 2025 Reduced 0.3%
$1.37T
$9.67 Million 2.88% of portfolio
13,168
Q3 2025 Added 0.3%
$291B
$9.21 Million 2.74% of portfolio
19,294
Q3 2025 Reduced 0.52%
$593B
$6.72 Million 2.0% of portfolio
23,893
Q3 2025 Reduced 1.04%
$104B
$6.62 Million 1.97% of portfolio
22,558
Q3 2025 Reduced 0.99%
$404B
$6.17 Million 1.83% of portfolio
6,662
Q3 2025 Added 1.22%
$224B
$6.16 Million 1.83% of portfolio
20,263
Q3 2025 Reduced 0.12%
$303B
$6.11 Million 1.82% of portfolio
39,338
Q3 2025 Reduced 0.32%
$533B
$5.79 Million 1.72% of portfolio
16,968
Q2 2025 Reduced 2.71%
$140B
$5.73 Million 1.7% of portfolio
22,799
Q3 2025 Reduced 0.11%
$65.2B
$5.29 Million 1.57% of portfolio
12,527
Q3 2025 Reduced 0.32%
$183B
$4.86 Million 1.45% of portfolio
17,222
Q3 2025 Reduced 1.35%
$367B
$4.85 Million 1.44% of portfolio
11,973
Q3 2025 Added 0.59%
$662B
$4.58 Million 1.36% of portfolio
9,101
Q3 2025 Added 1.4%
$107B
$4.45 Million 1.32% of portfolio
5,875
Q2 2025 Added 0.17%
$96.4B
$4.45 Million 1.32% of portfolio
35,923
Q3 2025 Added 2.72%
$522B
$4.38 Million 1.3% of portfolio
23,599
Q3 2025 Reduced 0.78%
$306B
$4.04 Million 1.2% of portfolio
60,975
Q3 2025 Reduced 0.41%
$346B
$3.8 Million 1.13% of portfolio
24,729
Q3 2025 Added 0.53%
$123B
$3.74 Million 1.11% of portfolio
7,500
Q3 2025 Reduced 0.4%
$971B
$3.05 Million 0.91% of portfolio
3,996
Q3 2025 Added 2.07%
$204B
$2.96 Million 0.88% of portfolio
21,090
Q3 2025 Reduced 0.23%
$266B
$2.9 Million 0.86% of portfolio
10,292
Q3 2025 Reduced 1.34%
$187B
$2.78 Million 0.83% of portfolio
16,715
Q3 2025 Reduced 0.33%
$414B
$2.8 Million 0.83% of portfolio
12,075
Q2 2025 Reduced 0.41%
$151B
$2.74 Million 0.81% of portfolio
7,766
Q3 2025 Reduced 0.33%
$881B
$2.48 Million 0.74% of portfolio
7,867
Q3 2025 Added 5.08%
$140B
$2.46 Million 0.73% of portfolio
6,579
Q3 2025 Reduced 1.17%
$258B
$2.41 Million 0.72% of portfolio
14,391
Q2 2025 Reduced 2.85%
$144B
$2.36 Million 0.7% of portfolio
5,164
Q1 2025 Added 1.97%
$91.4B
$2.29 Million 0.68% of portfolio
14,778
Q3 2025 Reduced 0.34%
$319B
$2.2 Million 0.65% of portfolio
32,101
Q3 2025 Reduced 0.62%
$26.3B
$1.98 Million 0.59% of portfolio
10,584
Q2 2025 Added 2.17%
$1.74T
$1.89 Million 0.56% of portfolio
7,760
Q3 2025 Reduced 2.51%
$74.9B
$1.68 Million 0.5% of portfolio
6,452
Q3 2025 Reduced 0.39%
$59.5B
$1.6 Million 0.48% of portfolio
34,999
Q3 2025 Added 0.16%
$283B
$1.6 Million 0.47% of portfolio
12,434
Q3 2025 Reduced 1.58%
$71.5B
$1.54 Million 0.46% of portfolio
1,971
Q1 2025 Reduced 1.25%
$68.9B
$1.41 Million 0.42% of portfolio
5,994
Q3 2025 Reduced 1.64%
$136B
$1.36 Million 0.41% of portfolio
5,769
Q3 2025 Reduced 0.43%
Ge Vernova Inc
-
$1.36 Million 0.41% of portfolio
-
Q3 2025 Added 7.52%
$237B
$1.3 Million 0.39% of portfolio
8,030
Q2 2025 Reduced 0.19%
$177B
$1.3 Million 0.39% of portfolio
7,049
Q1 2025 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $336 Million
  • Prior Value $336 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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