PHYSICIANS FINANCIAL SERVICES, INC.

CIK 0001665518 • 7 13F filings • May 7, 2025 – Jul 21, 2026

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Filer information

Filed by: PHYSICIANS FINANCIAL SERVICES, INC., President
Address: PO BOX 10973, RALEIGH, NC, 27605
Phone: 9198632355
AUM: $373K

AUM over time

$401K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $373K107 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$2K	0.6%Prev: 0.7%	14,297 SH	Decreased-481 SH
Abbott Labs	COM	$657	0.2%Prev: 0.2%	5,240 SH	Decreased
AbbVie	COM	$3K	0.7%Prev: 0.8%	11,850 SH	Decreased-225 SH
Adobe Systems Inc.	COM	$3K	0.7%Prev: 0.8%	7,236 SH	Decreased-530 SH
Advanced Micro Devices	COM	$2K	0.5%Prev: 0.4%	7,883 SH	Increased
AFLAC, Inc.	COM	$726	0.2%Prev: 0.2%	6,586 SH	Decreased
Alphabet Cl A	CAP STK CL A	$24K	6.5%Prev: 5.7%	76,846 SH	Increased-1,550 SH
Alphabet Cl C	CAP STK CL C	$2K	0.7%Prev: 0.6%	7,760 SH	Increased
Amazon.com	COM	$23K	6.1%Prev: 6.5%	98,963 SH	Increased-942 SH
American Express	COM	$1K	0.4%Prev: 0.4%	3,815 SH	Increased
Amgen	COM	$6K	1.5%Prev: 1.4%	17,092 SH	Increased-130 SH
APA Corporation	COM	$489	0.1%Prev: 0.1%	20,000 SH	Increased
Apple Computer	COM	$57K	15.4%Prev: 16.3%	210,839 SH	Increased-3,901 SH
Applied Matls Inc	COM	$709	0.2%Prev: 0.2%	2,758 SH	Increased-300 SH
Auto Data Processing	COM	$6K	1.6%Prev: 2.0%	22,508 SH	Decreased-50 SH
BankAmerica Corp	COM	$1K	0.3%Prev: 0.4%	22,994 SH	Increased-700 SH
Becton Dickinson	COM	$243	0.1%Prev: 0.1%	1,250 SH	Decreased-270 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755	0.2%Prev: 0.2%	1 SH	Increased
Berkshire Hathaway Inc-B	CL B NEW	$5K	1.2%Prev: 1.4%	9,040 SH	Decreased-61 SH
Boeing	COM	$733	0.2%Prev: 0.2%	3,375 SH	Increased+50 SH
Bristol-Meyers Squibb	COM	$678	0.2%Prev: 0.2%	12,567 SH	Increased-339 SH
Broadcom, Inc.	COM	$5K	1.4%Prev: 1.6%	15,615 SH	Increased-540 SH
Caterpillar	COM	$11K	2.9%Prev: 2.7%	18,949 SH	Increased-345 SH
CHECK POINT SOFTWARE TECH LT	ORD	$239	0.1%Prev: 0.1%	1,290 SH	Decreased
Chevron Corp.	COM	$6K	1.5%Prev: 1.8%	37,783 SH	Decreased-1,555 SH
Chipotle Mexican Grill Inc	COM	$460	0.1%Prev: 0.2%	12,445 SH	Decreased-4,325 SH
Church & Dwight	COM	$298	0.1%Prev: 0.1%	3,553 SH	Decreased+1 SH
Cisco Systems	COM	$2K	0.7%Prev: 0.7%	32,101 SH	Increased
Clorox	COM	$366	0.1%Prev: 0.1%	3,634 SH	Decreased-154 SH
Coca-Cola	COM	$4K	1.1%Prev: 1.2%	60,586 SH	Increased-389 SH
ConocoPhillips	COM	$279	0.1%Prev: 0.1%	2,982 SH	Decreased-99 SH
Costco Wholesale	COM	$6K	1.5%Prev: 1.8%	6,572 SH	Decreased-90 SH
Cummins Inc.	COM	$6K	1.7%Prev: 1.6%	12,217 SH	Increased-310 SH
Deere & Co.	COM	$2K	0.6%Prev: 0.7%	4,964 SH	Decreased-200 SH
Delta Air Lines Inc DEL	COM NEW	$354	0.1%Prev: 0.1%	5,100 SH	Increased
Duke Energy Corp New	COM NEW	$4K	1.1%Prev: 1.3%	35,047 SH	Decreased-876 SH
Eaton Corp PLC	SHS	$2K	0.5%Prev: 0.7%	6,363 SH	Decreased-216 SH
Eli Lilly	COM	$4K	1.2%Prev: 0.9%	4,098 SH	Increased+102 SH
Emerson Electric Company	COM	$612	0.2%Prev: 0.2%	4,609 SH	Increased
Equinix Inc	COM	$2K	0.4%Prev: 0.5%	1,971 SH	Decreased
Exxon Mobil Corp	COM	$252	0.1%Prev: 0.1%	2,097 SH	Increased+111 SH
FedEx Corp	COM	$2K	0.5%Prev: 0.4%	6,034 SH	Increased+40 SH
First Citizens Bank	CL A	$1K	0.3%Prev: 0.3%	510 SH	Increased-40 SH
GE Aerospace	COM NEW	$437	0.1%Prev: 0.1%	1,420 SH	Increased
GE VERNOVA INC	COM	$1K	0.4%Prev: 0.4%	2,166 SH	Increased-50 SH
Generac	COM	$205	0.1%Prev: 0.1%	1,500 SH	Decreased
General Mills Inc.	COM	$228	0.1%Prev: 0.1%	4,897 SH	Decreased-1,600 SH
Genuine Parts	COM	$236	0.1%Prev: 0.1%	1,920 SH	Decreased
Hershey	COM	$2K	0.5%Prev: 0.6%	9,908 SH	Decreased-676 SH
Home Depot Inc.	COM	$4K	1.1%Prev: 1.4%	11,773 SH	Decreased-200 SH
Illinois Tool Works	COM	$2K	0.4%Prev: 0.5%	6,352 SH	Decreased-100 SH
International Business Machines	COM	$3K	0.8%Prev: 0.9%	10,087 SH	Increased-205 SH
INTUIT	COM	$252	0.1%Prev: 0.1%	381 SH	Decreased-25 SH
Johnson & Johnson	COM	$5K	1.3%Prev: 1.3%	23,479 SH	Increased-120 SH
JP Morgan Chase & Co	COM	$3K	0.7%Prev: 0.7%	7,777 SH	Increased-90 SH
Labcorp Holdings	COM SHS	$302	0.1%Prev: 0.1%	1,202 SH	Decreased
LAM Research	COM NEW	$1K	0.3%Prev: 0.3%	6,730 SH	Increased
Lockheed Martin Corp.	COM	$4K	1.0%Prev: 1.1%	7,415 SH	Decreased-85 SH
Lowes	COM	$5K	1.5%Prev: 1.7%	22,599 SH	Decreased-200 SH
Marriott Intl	CL A	$1K	0.3%Prev: 0.3%	3,575 SH	Increased-75 SH
Mastercard Inc Cl A	CL A	$10K	2.8%Prev: 3.1%	18,008 SH	Decreased-225 SH
McCormick & Co.	COM NON VTG	$361	0.1%Prev: 0.1%	5,299 SH	Decreased-1,400 SH
McDonalds	COM	$6K	1.6%Prev: 1.8%	20,088 SH	Decreased-175 SH
Merck	COM	$1K	0.3%Prev: 0.3%	10,860 SH	Increased-150 SH
Meta Platforms A	CL A	$9K	2.3%Prev: 2.9%	13,051 SH	Decreased-117 SH
Microsoft	COM	$20K	5.4%Prev: 6.5%	41,285 SH	Decreased-635 SH
NETFLIX INC	COM	$907	0.2%Prev: 0.4%	9,670 SH	Decreased+8,673 SH
Nike Inc.	CL B	$889	0.2%Prev: 0.3%	13,953 SH	Decreased-2,025 SH
Norfolk Southern	COM	$224	0.1%Prev: 0.1%	775 SH	Decreased-50 SH
Northrop Grumman	COM	$479	0.1%Prev: 0.2%	840 SH	Decreased-35 SH
Novartis AG	SPONSORED ADR	$2K	0.5%Prev: 0.5%	12,284 SH	Increased-150 SH
Nucor Corp	COM	$1K	0.3%Prev: 0.3%	6,575 SH	Increased-200 SH
Nvidia Corp.	COM	$25K	6.7%Prev: 7.8%	134,672 SH	Decreased-5,375 SH
Oracle Systems	COM	$5K	1.2%Prev: 2.0%	23,893 SH	Decreased
Packaging Corp Amer	COM	$237	0.1%Prev: 0.1%	1,150 SH	Decreased
Palantir Technologies	CL A	$1K	0.3%Prev: 0.3%	5,782 SH	Increased+400 SH
Palto Alto Networks Inc	COM	$400	0.1%Prev: 0.1%	2,171 SH	Decreased-180 SH
Parker Hannifin	COM	$5K	1.4%Prev: 1.3%	5,835 SH	Increased-40 SH
Paychex, Inc.	COM	$415	0.1%Prev: 0.1%	3,702 SH	Decreased
Pepsi Co	COM	$3K	0.8%Prev: 0.9%	20,407 SH	Decreased-683 SH
Pfizer Incorporated	COM	$338	0.1%Prev: 0.1%	13,575 SH	Decreased-307 SH
Philip Morris Intl Inc	COM	$1K	0.3%Prev: 0.4%	7,991 SH	Decreased-39 SH
Procter & Gamble	COM	$3K	0.9%Prev: 1.1%	24,355 SH	Decreased-374 SH
Qualcomm, Inc.	COM	$3K	0.8%Prev: 0.8%	16,465 SH	Increased-250 SH
Regeneron Pharms Inc	COM	$309	0.1%Prev: 0.1%	400 SH	Increased
Royal Bank of Canada	COM	$235	0.1%Prev: 0.1%	1,379 SH	Increased
RTX Corporation	COM	$3K	0.7%Prev: 0.7%	14,024 SH	Increased-367 SH
SCHWAB CHARLES CORP	COM	$305	0.1%Prev: 0.1%	3,050 SH	Decreased-300 SH
Select Sector SPDR TR	State Street ENE	$276	0.1%	6,178 SH	New
Sherwin Williams	COM	$677	0.2%Prev: 0.2%	2,090 SH	Decreased-30 SH
Starbucks Corp.	COM	$642	0.2%Prev: 0.2%	7,619 SH	Decreased-12 SH
Stryker Corp	COM	$833	0.2%Prev: 0.3%	2,371 SH	Decreased
T. Rowe Price Group	COM	$801	0.2%Prev: 0.3%	7,821 SH	Decreased-525 SH
Target Corp.	COM	$975	0.3%Prev: 0.3%	9,978 SH	Decreased-1,058 SH
TE Connectivity PLC	ORD SHS	$251	0.1%Prev: 0.1%	1,102 SH	Increased
Tesla Inc.	COM	$999	0.3%Prev: 0.3%	2,221 SH	Increased+76 SH
Texas Instruments Inc	COM	$1K	0.3%Prev: 0.4%	6,599 SH	Decreased-450 SH
Toyota	SP ADR REP2COM	$1K	0.3%Prev: 0.3%	4,697 SH	Increased-100 SH
Truist Financial Corp	COM	$2K	0.5%Prev: 0.5%	34,315 SH	Increased-684 SH
UBER TECHNOLOGIES INC	COM	$871	0.2%Prev: 0.3%	10,661 SH	Decreased-200 SH
Unilever PLC	SPON ADR NEW	$577	0.2%Prev: 0.2%	8,828 SH	Decreased-1,320 SH
Union Pacific Corp.	COM	$1K	0.4%Prev: 0.4%	5,694 SH	Decreased-75 SH
Vanguard Information Tech ETF	INF TECH ETF	$855	0.2%Prev: 0.3%	1,135 SH	Increased
Veeva SyS Inc	CL A COM	$422	0.1%Prev: 0.2%	1,890 SH	Decreased
Verizon Communications Inc.	COM	$621	0.2%Prev: 0.2%	15,255 SH	Decreased-1,619 SH
Visa Inc	COM CL A	$6K	1.6%Prev: 1.7%	16,918 SH	Increased-50 SH
Wal-Mart Stores Inc.	COM	$18K	4.7%Prev: 4.9%	157,303 SH	Increased-1,995 SH

Sold (vs prior filing)

Honeywell International — $216
Zimmer Biomet Holdings Inc — $210

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001665518-26-000001	$373K	View
Oct 21, 2025	Q3 2025	13F-HR	0001665518-25-000004	$336K	View
Jul 21, 2026	Q2 2026