Physicians Financial Services, Inc. Portfolio Holdings

Physicians Financial Services, Inc.

  • $319 Million
  • Q3 2024

Physicians Financial Services, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 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 $50.9M, Microsoft Corp with a value of $18.5M, Nvidia Corp with a value of $17.5M, Amazon Com Inc with a value of $17.1M, and Alphabet Inc. with a value of $13.8M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $307M to 319M.

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 $319 Million
Technology: $109 Million
Industrials: $46.1 Million
Consumer Cyclical: $41.1 Million
Consumer Defensive: $40.2 Million
Financial Services: $25.4 Million
Communication Services: $24.2 Million
Healthcare: $23.1 Million
Energy: $6.62 Million
Other: $6.24 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$961,000 0.3% of portfolio
16,680
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $319 Million
  • Prior Value $307 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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