PHYSICIANS FINANCIAL SERVICES, INC.
CIK 0001665518 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$400.7K
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
Apple Computer
14.8%
GOOGL
Alphabet Cl A
6.8%
AMZN
Amazon.com
6.0%
NVDA
Nvidia Corp.
5.2%
CAT
Caterpillar
5.1%
WMT
Wal-Mart Stores Inc.
4.4%
MSFT
Microsoft
4.0%
MA
Mastercard Inc Cl A
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.