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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$847,000 0.25% of portfolio
1,135
Q1 2025 Added 0.09%

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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