Physicians Financial Services, Inc. Portfolio Holdings

Physicians Financial Services, Inc.

  • $373 Million
  • Q4 2025

Physicians Financial Services, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $373 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $57.3M, Nvidia Corp with a value of $25.1M, Alphabet Inc. with a value of $24.1M, Amazon Com Inc with a value of $22.8M, and Microsoft Corp with a value of $20M.

Examining the 13F form we can see an increase of $36.4M in the current position value, from $336M to 373M.

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 $373 Million
Technology: $130 Million
Industrials: $48.9 Million
Consumer Cyclical: $44.1 Million
Consumer Defensive: $39.7 Million
Communication Services: $36.6 Million
Financial Services: $31.5 Million
Healthcare: $23.9 Million
Energy: $6.78 Million
Other: $8.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$57.3 Million 15.38% of portfolio
210,839
Q4 2025 Reduced 1.82%
$465B
$25.1 Million 6.74% of portfolio
134,672
Q4 2025 Reduced 3.84%
$1.65T
$24.1 Million 6.45% of portfolio
76,846
Q4 2025 Reduced 1.98%
$2.39T
$22.8 Million 6.13% of portfolio
98,963
Q4 2025 Reduced 0.94%
$3.78T
$20 Million 5.36% of portfolio
41,285
Q4 2025 Reduced 1.51%
$279B
$17.5 Million 4.7% of portfolio
157,303
Q4 2025 Reduced 1.25%
$291B
$10.9 Million 2.91% of portfolio
18,949
Q4 2025 Reduced 1.79%
$512B
$10.3 Million 2.76% of portfolio
18,008
Q4 2025 Reduced 1.23%
$1.37T
$8.62 Million 2.31% of portfolio
13,051
Q4 2025 Reduced 0.89%
$65.2B
$6.24 Million 1.67% of portfolio
12,217
Q4 2025 Reduced 2.47%
$224B
$6.14 Million 1.65% of portfolio
20,088
Q4 2025 Reduced 0.86%
$533B
$5.93 Million 1.59% of portfolio
16,918
Q4 2025 Reduced 0.29%
$104B
$5.79 Million 1.55% of portfolio
22,508
Q4 2025 Reduced 0.22%
$303B
$5.76 Million 1.54% of portfolio
37,783
Q4 2025 Reduced 3.95%
$404B
$5.67 Million 1.52% of portfolio
6,572
Q4 2025 Reduced 1.35%
$183B
$5.59 Million 1.5% of portfolio
17,092
Q4 2025 Reduced 0.75%
$139B
$5.4 Million 1.45% of portfolio
15,615
Q4 2025 Reduced 3.34%
$107B
$5.13 Million 1.38% of portfolio
5,835
Q4 2025 Reduced 0.68%
$522B
$4.86 Million 1.3% of portfolio
23,479
Q4 2025 Reduced 0.51%
$593B
$4.66 Million 1.25% of portfolio
23,893
Q3 2025 Reduced 1.04%
$662B
$4.54 Million 1.22% of portfolio
9,040
Q4 2025 Reduced 0.67%
$971B
$4.4 Million 1.18% of portfolio
4,098
Q4 2025 Added 2.55%
$306B
$4.24 Million 1.14% of portfolio
60,586
Q4 2025 Reduced 0.64%
$96.4B
$4.11 Million 1.1% of portfolio
35,047
Q4 2025 Reduced 2.44%
$367B
$4.05 Million 1.09% of portfolio
11,773
Q4 2025 Reduced 1.67%
$123B
$3.59 Million 0.96% of portfolio
7,415
Q4 2025 Reduced 1.13%
$346B
$3.49 Million 0.94% of portfolio
24,355
Q4 2025 Reduced 1.51%
$266B
$2.99 Million 0.8% of portfolio
10,087
Q4 2025 Reduced 1.99%
$204B
$2.93 Million 0.79% of portfolio
20,407
Q4 2025 Reduced 3.24%
$187B
$2.82 Million 0.76% of portfolio
16,465
Q4 2025 Reduced 1.5%
$414B
$2.71 Million 0.73% of portfolio
11,850
Q4 2025 Reduced 1.86%
$258B
$2.57 Million 0.69% of portfolio
14,024
Q4 2025 Reduced 2.55%
$151B
$2.53 Million 0.68% of portfolio
7,236
Q4 2025 Reduced 6.82%
$881B
$2.51 Million 0.67% of portfolio
7,777
Q4 2025 Reduced 1.14%
$319B
$2.47 Million 0.66% of portfolio
32,101
Q3 2025 Reduced 0.62%
$1.74T
$2.44 Million 0.65% of portfolio
7,760
Q3 2025 Reduced 2.51%
$144B
$2.31 Million 0.62% of portfolio
4,964
Q4 2025 Reduced 3.87%
$91.4B
$2.29 Million 0.61% of portfolio
14,297
Q4 2025 Reduced 3.25%
$140B
$2.03 Million 0.54% of portfolio
6,363
Q4 2025 Reduced 3.28%
$26.3B
$1.8 Million 0.48% of portfolio
9,908
Q4 2025 Reduced 6.39%
$68.9B
$1.74 Million 0.47% of portfolio
6,034
Q4 2025 Added 0.67%
$388B
$1.69 Million 0.45% of portfolio
7,883
Q3 2025 Reduced 1.81%
$59.5B
$1.69 Million 0.45% of portfolio
34,315
Q4 2025 Reduced 1.95%
$283B
$1.69 Million 0.45% of portfolio
12,284
Q4 2025 Reduced 1.21%
$74.9B
$1.56 Million 0.42% of portfolio
6,352
Q4 2025 Reduced 1.55%
$71.5B
$1.51 Million 0.41% of portfolio
1,971
Q1 2025 Reduced 1.25%
$255B
$1.41 Million 0.38% of portfolio
3,815
Q3 2025 Added 0.66%
$136B
$1.32 Million 0.35% of portfolio
5,694
Q4 2025 Reduced 1.3%
$237B
$1.28 Million 0.34% of portfolio
7,991
Q4 2025 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $373 Million
  • Prior Value $336 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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