Latest PHYSICIANS FINANCIAL SERVICES, INC. Stock Portfolio

PHYSICIANS FINANCIAL SERVICES, INC. Performance:

2026 Q1: -2.48%YTD: -2.48%2025: 16.52%

Performance for 2026 Q1 is -2.48%, and YTD is -2.48%, and 2025 is 16.52%.

About PHYSICIANS FINANCIAL SERVICES, INC. and 13F Hedge Fund Stock Holdings

PHYSICIANS FINANCIAL SERVICES, INC. is a hedge fund based in Raleigh, NC. On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, PHYSICIANS FINANCIAL SERVICES, INC. reported an equity portfolio of $365.2 Millions as of 31 Mar, 2026.

The top stock holdings of PHYSICIANS FINANCIAL SERVICES, INC. are AAPL, NVDA, GOOG. The fund has invested 14.3% of it's portfolio in APPLE COMPUTER and 6.5% of portfolio in NVIDIA CORP.

The fund managers got completely rid off ADOBE SYSTEMS INC. (ADBE), INTUIT (INTU) and BECTON DICKINSON (BDX) stocks. They significantly reduced their stock positions in CLOROX (CLX), EATON CORP PLC (ETN) and VERIZON COMMUNICATIONS INC. (VZ). PHYSICIANS FINANCIAL SERVICES, INC. opened new stock positions in SOUTHERN CO (SO), TORO CO (TTC) and HONEYWELL (HON). The fund showed a lot of confidence in some stocks as they added substantially to STARBUCKS CORP. (SBUX), BOEING (BA) and NORFOLK SOUTHERN (NSC).

PHYSICIANS FINANCIAL SERVICES, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that PHYSICIANS FINANCIAL SERVICES, INC. made a return of -2.48% in the last quarter. In trailing 12 months, it's portfolio return was 17.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
southern co	270,000
toro co	237,000
honeywell	232,000

New stocks bought by PHYSICIANS FINANCIAL SERVICES, INC.

Additions

Ticker	% Inc.
starbucks corp.	111
boeing	35.26
norfolk southern	25.81
ge vernova inc	23.64
eli lilly	21.28
duke energy corp new	16.23
procter & gamble	12.9
uber technologies inc	10.42

Additions to existing portfolio by PHYSICIANS FINANCIAL SERVICES, INC.

Reductions

Ticker	% Reduced
clorox	-26.39
eaton corp plc	-19.36
verizon communications inc.	-16.17
chipotle mexican grill inc	-9.6
target corp.	-8.02
palantir technologies	-6.55
unilever plc	-4.35
church & dwight	-2.81

PHYSICIANS FINANCIAL SERVICES, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
adobe systems inc.	-2,533,000
general mills inc.	-228,000
genuine parts	-236,000
check point software tech lt	-239,000
becton dickinson	-243,000
intuit	-252,000

PHYSICIANS FINANCIAL SERVICES, INC. got rid off the above stocks

Sector Distribution

PHYSICIANS FINANCIAL SERVICES, INC. has about 31.4% of it's holdings in Technology sector.

Sector	%
Technology	31.4
Industrials	14.7
Consumer Defensive	12
Consumer Cyclical	11.3
Communication Services	9.2
Healthcare	6.4
Financial Services	6
Others	3.7
Energy	2.7
Utilities	1.5

Market Cap. Distribution

PHYSICIANS FINANCIAL SERVICES, INC. has about 95.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	75.2
LARGE-CAP	20.7
UNALLOCATED	3.7

Stocks belong to which Index?

About 95.7% of the stocks held by PHYSICIANS FINANCIAL SERVICES, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	95.7
Others	4.3

Top 5 Winners (%)		%
APA	apa corporation	73.6 %
GNRC	generac	42.9 %
COP	conocophillips	39.0 %
XOM	exxon mobil corp	38.8 %
XLB	select sector spdr tr	37.0 %

Top 5 Winners ($)		$
CAT	caterpillar	2.6 M
CVX	chevron corp.	2.1 M
WMT	wal-mart stores inc.	2.0 M
COST	costco wholesale	0.9 M
LMT	lockheed martin corp.	0.9 M

Top 5 Losers (%)		%
MKC	mccormick & co.	-25.6 %
ORCL	oracle systems	-24.5 %
QCOM	qualcomm, inc.	-24.2 %
MSFT	microsoft	-23.2 %
VEEV	veeva sys inc	-21.3 %

Top 5 Losers ($)		$
MSFT	microsoft	-4.7 M
AAPL	apple computer	-3.8 M
AMZN	amazon.com	-2.2 M
GOOG	alphabet cl a	-2.0 M
NVDA	nvidia corp.	-1.6 M

PHYSICIANS FINANCIAL SERVICES, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PHYSICIANS FINANCIAL SERVICES, INC.

PHYSICIANS FINANCIAL SERVICES, INC. has 104 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for PHYSICIANS FINANCIAL SERVICES, INC. last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple computer	14.32	206,162	52,322,000	reduced	-2.22

ABBV	abbvie	0.72	12,075	2,626,000	added	1.9

ABT	abbott labs	0.15	5,240	538,000	unchanged	0.00

ADBE	adobe systems inc.	0.00	0.00	0.00	sold off	-100

ADP	auto data processing	1.30	23,350	4,744,000	added	3.74

AFL	aflac, inc.	0.20	6,586	723,000	unchanged	0.00

AMAT	applied matls inc	0.27	2,846	973,000	added	3.19

AMD	advanced micro devices	0.44	7,834	1,594,000	reduced	-0.62

AMGN	amgen	1.64	17,017	5,988,000	reduced	-0.44

AMZN	amazon.com	5.63	98,701	20,556,000	reduced	-0.26

APA	apa corporation	0.23	20,000	849,000	unchanged	0.00

AVGO	broadcom, inc.	1.32	15,585	4,824,000	reduced	-0.19

AXP	american express	0.33	3,965	1,199,000	added	3.93

BA	boeing	0.25	4,565	909,000	added	35.26

BAC	bankamerica corp	0.31	22,994	1,121,000	unchanged	0.00

BDX	becton dickinson	0.00	0.00	0.00	sold off	-100

BMY	bristol-meyers squibb	0.23	13,842	840,000	added	10.15

CAT	caterpillar	3.72	19,159	13,573,000	added	1.11

CHD	church & dwight	0.09	3,453	322,000	reduced	-2.81

CHKP	check point software tech lt	0.00	0.00	0.00	sold off	-100