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
$388B
$1.28 Million 0.38% of portfolio
7,883
Q3 2025 Reduced 1.81%
$255B
$1.27 Million 0.38% of portfolio
3,815
Q3 2025 Added 0.66%
$413B
$1.22 Million 0.36% of portfolio
23,694
Q3 2025 Reduced 0.29%
$49.1B
$1.2 Million 0.36% of portfolio
997
Q2 2025 Added 51.75%
$79.2B
$1.11 Million 0.33% of portfolio
15,978
Q3 2025 Added 0.32%
$181B
$1.06 Million 0.32% of portfolio
10,861
Q3 2025 Reduced 0.91%
$26.8B
$984,000 0.29% of portfolio
550
Q1 2023 Added 5.77%
$41.4B
$990,000 0.29% of portfolio
11,036
Q3 2025 Reduced 5.35%
$342B
$982,000 0.29% of portfolio
5,382
Q3 2025 Added 1.55%
$92.7B
$951,000 0.28% of portfolio
3,650
Q1 2025 Reduced 4.5%
$1.29T
$954,000 0.28% of portfolio
2,145
Q3 2025 Added 2.14%
$235B
$924,000 0.27% of portfolio
11,010
Q3 2025 Reduced 0.9%
$38B
$918,000 0.27% of portfolio
6,775
Q2 2025 Added 6.95%
$272B
$917,000 0.27% of portfolio
4,797
Q2 2025 Added 2.13%
Lam Research
-
$901,000 0.27% of portfolio
-
Q2 2025 Reduced 2.89%
$136B
$876,000 0.26% of portfolio
2,371
Q1 2025 Added 0.04%
$23B
$857,000 0.25% of portfolio
8,346
Q3 2025 Reduced 0.41%
$72.3B
$736,000 0.22% of portfolio
6,586
Q1 2025 Reduced 0.38%
$453B
$754,000 0.22% of portfolio
1
Q1 2025 New
$172B
$742,000 0.22% of portfolio
16,874
Q3 2025 Reduced 0.07%
$86.1B
$734,000 0.22% of portfolio
2,120
Q2 2025 Reduced 5.36%
$114B
$718,000 0.21% of portfolio
3,325
Q3 2025 Added 10.83%
$228B
$702,000 0.21% of portfolio
5,240
Q2 2025 Reduced 0.95%
$875M
$657,000 0.2% of portfolio
16,770
Q3 2025 Added 1.74%
$97.3B
$646,000 0.19% of portfolio
7,631
Q3 2025 Added 0.13%
$197B
$626,000 0.19% of portfolio
3,058
Q2 2025 Reduced 7.61%
$75.4B
$605,000 0.18% of portfolio
4,609
Q3 2025 Reduced 7.99%
$150B
$602,000 0.18% of portfolio
10,148
Q2 2025 Reduced 0.98%
$99.5B
$582,000 0.17% of portfolio
12,906
Q3 2025 Reduced 2.27%
$41.2B
$563,000 0.17% of portfolio
1,890
Q2 2025 Reduced 0.63%
$86.7B
$533,000 0.16% of portfolio
875
Q2 2025 Reduced 12.94%
$8.09B
$486,000 0.14% of portfolio
20,000
Q2 2024 New
$40.4B
$469,000 0.14% of portfolio
3,702
Q2 2025 Reduced 5.13%
$61.4B
$479,000 0.14% of portfolio
2,351
Q3 2025 Added 4.67%
$12.8B
$467,000 0.14% of portfolio
3,788
Q3 2025 Reduced 9.12%
$16.4B
$448,000 0.13% of portfolio
6,699
Q3 2025 Reduced 2.74%
$328B
$427,000 0.13% of portfolio
1,420
Q2 2025 Added 3.65%
$141B
$354,000 0.11% of portfolio
13,882
Q3 2025 Reduced 7.11%
$28.1B
$328,000 0.1% of portfolio
6,497
Q3 2025 Reduced 1.52%
$167B
$320,000 0.1% of portfolio
3,350
Q2 2025 Added 13.56%
Labcorp Holdings
-
$345,000 0.1% of portfolio
-
Q3 2025 Reduced 7.68%
$113B
$291,000 0.09% of portfolio
3,081
Q2 2025 Added 3.39%
$37.5B
$289,000 0.09% of portfolio
5,100
Q1 2025 Reduced 3.77%
$20.4B
$311,000 0.09% of portfolio
3,552
Q3 2025 Reduced 0.03%
$18B
$266,000 0.08% of portfolio
1,920
Q2 2025 Reduced 49.35%
$54.5B
$284,000 0.08% of portfolio
1,520
Q3 2025 Reduced 0.65%
$182B
$277,000 0.08% of portfolio
406
Q2 2025 Added 22.66%
$24.8B
$267,000 0.08% of portfolio
1,290
Q3 2025 Added 7.5%
$18.5B
$251,000 0.07% of portfolio
1,150
Q3 2024 Reduced 3.36%

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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