Physicians Financial Services, Inc. Portfolio Holdings by Sector

Physicians Financial Services, Inc.

$336 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$44,326 13.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TXN AMD 5 stocks	$32,616 9.78% of portfolio	2	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PLTR PANW SNPS CHKP 7 stocks	$31,166 9.34% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$24,914 7.47% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$23,257 6.97% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$21,971 6.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP 3 stocks	$17,511 5.25% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ LLY ABBV NVS MRK BMY PFE 8 stocks	$17,181 5.15% of portfolio	1	6	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI PH ETN ITW EMR GE GNRC 7 stocks	$13,445 4.03% of portfolio	4	3	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$10,155 3.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$9,428 2.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$7,564 2.27% of portfolio	1	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$7,552 2.26% of portfolio	1	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$7,123 2.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA NOC 4 stocks	$6,654 1.99% of portfolio	1	3	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$5,865 1.76% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG UL CLX CHD 4 stocks	$5,381 1.61% of portfolio	-	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$5,089 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$4,127 1.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$3,296 0.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$3,075 0.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC FCNCA 2 stocks	$2,578 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$2,521 0.76% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$2,241 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$1,756 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$1,651 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$1,568 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$1,544 0.46% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TM TSLA 2 stocks	$1,493 0.45% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$1,462 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$1,385 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER INTU 2 stocks	$1,343 0.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1,335 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,131 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$997 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$878 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC GIS 2 stocks	$864 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$809 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VGT 1 stocks	$753 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$731 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$728 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$695 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy APA COP 2 stocks	$642 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$560 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$544 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$306 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$264 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$257 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$251 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$233 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$217 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN 1 stocks	$210 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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Physicians Financial Services, Inc. Portfolio Holdings by Sector

Physicians Financial Services, Inc.

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