PHYSICIANS FINANCIAL SERVICES, INC.
CIK 1665518 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- AAPL15.52%
- MSFT6.10%
- AMZN5.12%
- GOOGL4.39%
- WMT3.22%
- MA2.91%
- NVDA2.53%
- MCD2.23%
- LOW2.06%
- ADP2.05%
Share classes counted separately46.13%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $40.94M | 15.52% | 212.66K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $16.11M | 6.10% | 42.84K shares | — | ↗▾ | |
| 03 | AMZNAMAZON.COM INC View history and evidence | $13.51M | 5.12% | 88.89K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $11.58M | 4.39% | 82.88K shares | — | ↗▾ | |
| 05 | WMTWALMART INC View history and evidence | $8.49M | 3.22% | 53.85K shares | — | ↗▾ | |
| 06 | MAMASTERCARD INC - ACL A View history and evidence | $7.67M | 2.91% | 17.98K shares | — | ↗▾ | |
| 07 | NVDANVIDIA CORP View history and evidence | $6.67M | 2.53% | 13.48K shares | — | ↗▾ | |
| 08 | MCDMCDONALD'S CORP View history and evidence | $5.90M | 2.23% | 19.88K shares | — | ↗▾ | |
| 09 | LOWLOWE'S COS INC View history and evidence | $5.43M | 2.06% | 24.41K shares | — | ↗▾ | |
| 10 | ADPAUTOMATIC DATA PROCESSING View history and evidence | $5.41M | 2.05% | 23.22K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ILMN ILLUMINA INC | Non-derivative | — | — | SEC filing ↗ | |
| PYPL PAYPAL HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| KEL KELLANOVA | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665518 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 26, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 263869
}Research all 103 reported holdings.
This page includes 30 of 103 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.