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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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