Physicians Financial Services, Inc. Portfolio Holdings

Physicians Financial Services, Inc.

  • $336 Million
  • Q2 2025

Physicians Financial Services, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $336 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 $44.3M, Nvidia Corp with a value of $22.9M, Amazon Com Inc with a value of $22M, Microsoft Corp with a value of $21.1M, and Walmart Inc. with a value of $15.6M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $314M 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: $115 Million
Industrials: $43.5 Million
Consumer Cyclical: $43 Million
Consumer Defensive: $39.8 Million
Financial Services: $30.5 Million
Communication Services: $27 Million
Healthcare: $19.9 Million
Energy: $6.51 Million
Other: $8.05 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$44.3 Million 13.2% of portfolio
216,046
Q2 2025 Reduced 2.01%
$456B
$22.9 Million 6.81% of portfolio
144,698
Q2 2025 Added 1.31%
$2.26T
$22 Million 6.54% of portfolio
100,147
Q2 2025 Reduced 1.27%
$3.95T
$21.1 Million 6.3% of portfolio
42,499
Q2 2025 Reduced 1.87%
$281B
$15.6 Million 4.64% of portfolio
159,448
Q2 2025 Reduced 1.35%
$1.21T
$13.8 Million 4.11% of portfolio
78,385
Q2 2025 Reduced 3.27%
$548B
$10.3 Million 3.06% of portfolio
18,288
Q2 2025 Reduced 0.41%
$1.78T
$9.69 Million 2.89% of portfolio
13,128
Q2 2025 Added 0.73%
$218B
$7.53 Million 2.24% of portfolio
19,394
Q2 2025 Added 0.31%
$124B
$7.03 Million 2.09% of portfolio
22,783
Q2 2025 New
$439B
$6.52 Million 1.94% of portfolio
6,582
Q2 2025 Added 3.46%
$551B
$6.03 Million 1.79% of portfolio
16,968
Q2 2025 Reduced 2.71%
$222B
$5.93 Million 1.77% of portfolio
20,288
Q2 2025 Reduced 0.49%
$302B
$5.65 Million 1.68% of portfolio
39,463
Q2 2025 Reduced 0.63%
$684B
$5.28 Million 1.57% of portfolio
24,143
Q1 2025 Reduced 0.1%
$152B
$5.06 Million 1.51% of portfolio
22,824
Q2 2025 Reduced 5.97%
$127B
$4.48 Million 1.33% of portfolio
16,255
Q2 2025 Added 2.52%
$621B
$4.36 Million 1.3% of portfolio
8,975
Q2 2025 Reduced 0.11%
$405B
$4.36 Million 1.3% of portfolio
11,903
Q2 2025 Reduced 0.21%
$306B
$4.33 Million 1.29% of portfolio
61,225
Q2 2025 Reduced 1.92%
$95.8B
$4.13 Million 1.23% of portfolio
34,973
Q2 2025 Added 15.19%
$56.3B
$4.12 Million 1.23% of portfolio
12,567
Q2 2025 Reduced 1.3%
$96.6B
$4.1 Million 1.22% of portfolio
5,875
Q2 2025 Added 0.17%
$368B
$3.92 Million 1.17% of portfolio
24,598
Q2 2025 Reduced 2.15%
$452B
$3.63 Million 1.08% of portfolio
23,784
Q2 2025 Reduced 3.77%
$113B
$3.49 Million 1.04% of portfolio
7,530
Q2 2025 Reduced 0.26%
$210B
$3.08 Million 0.92% of portfolio
10,432
Q1 2025 Reduced 0.25%
$608B
$3.05 Million 0.91% of portfolio
3,915
Q2 2025 Added 8.54%
$157B
$3.02 Million 0.9% of portfolio
7,792
Q2 2025 Added 0.59%
$202B
$2.79 Million 0.83% of portfolio
21,139
Q2 2025 Reduced 3.11%
$173B
$2.67 Million 0.8% of portfolio
16,770
Q2 2025 Reduced 1.47%
$153B
$2.63 Million 0.78% of portfolio
5,164
Q1 2025 Added 1.97%
$145B
$2.38 Million 0.71% of portfolio
6,657
Q2 2025 Reduced 0.98%
$351B
$2.24 Million 0.67% of portfolio
12,075
Q2 2025 Reduced 0.41%
$293B
$2.24 Million 0.67% of portfolio
32,301
Q2 2025 Reduced 1.37%
$87.3B
$2.26 Million 0.67% of portfolio
14,828
Q2 2025 Reduced 0.67%
$859B
$2.17 Million 0.65% of portfolio
7,487
Q2 2025 Reduced 0.33%
$229B
$2.1 Million 0.63% of portfolio
14,391
Q2 2025 Reduced 2.85%
$25.9B
$1.76 Million 0.52% of portfolio
10,584
Q2 2025 Added 2.17%
$80B
$1.6 Million 0.48% of portfolio
6,477
Q2 2025 Added 1.17%
$71.7B
$1.57 Million 0.47% of portfolio
1,971
Q1 2025 Reduced 1.25%
$257B
$1.53 Million 0.46% of portfolio
12,634
Q2 2025 Reduced 1.56%
$58.4B
$1.5 Million 0.45% of portfolio
34,943
Q2 2025 Reduced 1.69%
$261B
$1.46 Million 0.44% of portfolio
8,030
Q2 2025 Reduced 0.19%
$177B
$1.46 Million 0.44% of portfolio
7,049
Q1 2025 Reduced 0.7%
$1.24T
$1.41 Million 0.42% of portfolio
7,960
Q2 2025 Reduced 2.45%
$60B
$1.39 Million 0.41% of portfolio
6,094
Q2 2025 Reduced 3.18%
$135B
$1.33 Million 0.4% of portfolio
5,794
Q2 2025 Added 0.02%
$545B
$1.34 Million 0.4% of portfolio
997
Q2 2025 Added 51.75%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $336 Million
  • Prior Value $314 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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