PROFESSIONAL ADVISORY SERVICES INC

CIK 0000894205 • 6 13F filings • Apr 14, 2025 – Jul 8, 2026

Import this data to Google Sheets with:

=jivedata("professional-advisory-services-inc-0000894205-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: PROFESSIONAL ADVISORY SERVICES INC, Compliance Officer
Address: 2770 INDIAN RIVER BLVD SUITE 204, VERO BEACH, FL, 32960
Phone: 772-778-0552
AUM: $772K

AUM over time

$837K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $836K93 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$272	0.0%Prev: 0.1%	3,000 SH	Decreased
ABBVIE INC.	COM	$1K	0.1%Prev: 0.1%	4,500 SH	Increased+1,500 SH
ADOBE SYS INC COM	COM	$14K	1.6%	65,887 SH	New
ADVANCED MICRO DEVICES	COM	$30K	3.5%Prev: 2.6%	51,067 SH	Increased-84,934 SH
ALPHABET, INC. CLASS A	COM	$4K	0.5%Prev: 0.3%	11,055 SH	Increased+350 SH
ALPHABET, INC. CLASS C	COM	$40K	4.8%Prev: 4.3%	113,672 SH	Increased-65,310 SH
AMAZON	COM	$35K	4.1%Prev: 4.3%	144,964 SH	Increased+31 SH
AMERICAN EXPRESS CO	COM	$761	0.1%Prev: 0.1%	2,250 SH	Increased+750 SH
AMETEK INC NEW	COM	$327	0.0%Prev: 0.0%	1,350 SH	Increased
AMPHENOL CORP	COM	$32K	3.8%	180,955 SH	New
ANALOG DEVICES	COM	$22K	2.6%Prev: 2.0%	55,283 SH	Increased-6,758 SH
APPLE	COM	$29K	3.4%Prev: 2.1%	99,215 SH	Increased+23,477 SH
APPLIED MATERIALS	COM	$10K	1.1%Prev: 1.0%	13,230 SH	Increased-27,653 SH
ARISTA NETWORKS INC.	COM	$217	0.0%	1,280 SH	New
ARTHUR J. GALLAGHER	COM	$25K	3.0%Prev: 2.8%	108,452 SH	Increased+43,843 SH
ASML HOLDINGS	COM	$9K	1.0%Prev: 1.0%	4,350 SH	Increased-5,201 SH
ASTRAZENECA PLC	COM	$30K	3.6%Prev: 3.1%	161,624 SH	Increased-165,421 SH
AT&T	COM	$21K	2.5%Prev: 3.0%	1,001,112 SH	Decreased+243,029 SH
BANK OF AMERICA CORP	COM	$455	0.1%Prev: 0.0%	7,992 SH	Increased+1,750 SH
BANK OF NY MELLON CORP	COM	$319	0.0%	2,203 SH	New
BERKSHIRE A (1SH /100)	COM	$749	0.1%Prev: 0.1%	100 SH	Increased
BERKSHIRE HATHAWAY INC-B	COM	$32K	3.9%Prev: 3.7%	64,394 SH	Increased+8,823 SH
BLACKROCK INC	COM	$288	0.0%	300 SH	New
BOEING	COM	$800	0.1%Prev: 0.1%	3,697 SH	Increased
BOOKING HOLDINGS	COM	$26K	3.1%Prev: 3.1%	143,331 SH	Increased+139,395 SH
BROADCOM INC	COM	$750	0.1%	1,985 SH	New
CARRIER GLOBAL CORP	COM	$22K	2.6%Prev: 2.8%	301,813 SH	Increased+17,548 SH
CHEVRON-TEXACO CORP	COM	$663	0.1%Prev: 0.1%	4,000 SH	Increased-100 SH
CIGNA GROUP (THE)	COM	$420	0.1%	1,525 SH	New
CISCO SYSTEMS	COM	$884	0.1%Prev: 0.1%	7,528 SH	Increased
COMMUNITY TRUST BANCORP	COM	$449	0.1%Prev: 0.0%	6,207 SH	Increased
COSTCO WHOLESALE CORP	COM	$289	0.0%	309 SH	New
CSW INDUSTRIALS INC	COM	$223	0.0%Prev: 0.0%	800 SH	Decreased
DISNEY (THE WALT) CO.	COM	$385	0.0%Prev: 0.1%	4,000 SH	Decreased
EBAY	COM	$207	0.0%	1,850 SH	New
ELEVANCE HEALTH INC	COM	$27K	3.2%Prev: 4.0%	68,657 SH	Decreased-6,527 SH
EXXON MOBIL CORP	COM	$1K	0.1%Prev: 0.1%	7,658 SH	Increased-35 SH
GENERAL DYNAMICS COPR	COM	$24K	2.8%Prev: 2.9%	67,028 SH	Increased-6,745 SH
HOME DEPOT INC	COM	$889	0.1%Prev: 0.1%	2,520 SH	Increased+720 SH
INT'L BUSINESS MACHINES	COM	$825	0.1%Prev: 0.1%	2,933 SH	Decreased
INTEL	COM	$559	0.1%	4,000 SH	New
INVESCO S&P 500 EW ETF	COM	$2K	0.2%Prev: 0.2%	9,257 SH	Increased+2,752 SH
ISHARES GOLD TRUST	COM	$484	0.1%	6,410 SH	New
ISHARES MSCI EM EX CHINA	COM	$28K	3.4%Prev: 3.0%	275,475 SH	Increased-77,120 SH
ISHARES RUSSELL 2000	COM	$521	0.1%Prev: 0.1%	1,735 SH	Increased
ISHARES RUSSELL 2000 VAL	COM	$273	0.0%	1,232 SH	New
ISHARES ST TREASURY ETF	COM	$1K	0.2%	12,680 SH	New
ISHARES TR CORE S&P 500	COM	$857	0.1%	1,145 SH	New
ISHARES TR RUS 1000 GRW	COM	$575	0.1%Prev: 0.1%	4,632 SH	Increased+3,474 SH
ISHARES TR S&P MID ETF	COM	$30K	3.6%Prev: 2.7%	389,361 SH	Increased+63,409 SH
ISHARES US INDUSTRIALS	COM	$332	0.0%	1,995 SH	New
JACOBS SOLUTIONS INC	COM	$27K	3.2%	213,566 SH	New
JOHNSON & JOHNSON	COM	$5K	0.6%Prev: 0.4%	18,214 SH	Increased-327 SH
LAM RESEARCH CORP	COM	$13K	1.6%Prev: 1.1%	31,102 SH	Increased-55,667 SH
LOWE'S COMPANIES, INC.	COM	$342	0.0%Prev: 0.1%	1,550 SH	Decreased-800 SH
MARATHON PETROLEUM CORP	COM	$405	0.0%Prev: 0.0%	1,584 SH	Increased
MCKESSON CORP	COM	$378	0.0%	500 SH	New
MERCK & CO.	COM	$1K	0.1%Prev: 0.1%	7,972 SH	Increased
MICROSOFT	COM	$35K	4.1%Prev: 5.3%	92,639 SH	Decreased+13,729 SH
NEXTERA ENERGY INC	COM	$502	0.1%Prev: 0.1%	5,724 SH	Increased
NIKE, INC.	COM	$201	0.0%Prev: 0.0%	4,890 SH	Decreased
NOVARTIS AG	COM	$227	0.0%	1,450 SH	New
NVIDIA CORP	COM	$2K	0.2%Prev: 0.2%	9,955 SH	Increased+1,585 SH
ONCOLYTICS BIOTECH INC	COM	$19	0.0%Prev: 0.0%	20,000 SH	Increased
ORACLE CORPORATION	COM	$851	0.1%Prev: 3.6%	5,804 SH	Decreased-114,871 SH
PAYCHEX INC	COM	$334	0.0%	3,400 SH	New
PEPSICO	COM	$26K	3.2%Prev: 3.3%	194,772 SH	Increased+8,443 SH
PFIZER INC	COM	$566	0.1%Prev: 0.1%	23,492 SH	Decreased-900 SH
PHILIP MORRIS INT'L	COM	$271	0.0%Prev: 0.0%	1,500 SH	Decreased
PROCTER & GAMBLE	COM	$2K	0.2%Prev: 0.2%	11,543 SH	Decreased+50 SH
QUANTUM CYBER N.V.	COM	$16	0.0%	10,000 SH	New
RAYTHEON TECHNOLOGIES	COM	$288	0.0%	1,520 SH	New
ROCKWELL AUTOMATION INC.	COM	$1K	0.1%Prev: 0.0%	2,350 SH	Increased+1,500 SH
S&P GLOBAL, INC.	COM	$23K	2.7%Prev: 2.0%	55,728 SH	Increased+28,412 SH
SPDR GOLD SHARES ETF	COM	$322	0.0%	875 SH	New
SPDR S&P500 ETF TRUST	COM	$1K	0.2%Prev: 0.2%	1,730 SH	Increased-334 SH
SPROTT PHYSICAL GOLD TRST	COM	$232	0.0%	7,700 SH	New
SPROTT PHYSICAL SILVER	COM	$232	0.0%	12,295 SH	New
STRYKER	COM	$26K	3.1%Prev: 3.0%	83,421 SH	Increased+28,262 SH
SYSCO CORP	COM	$25K	3.0%Prev: 2.9%	299,057 SH	Increased+19,237 SH
THERMO FISHER SCIENTIFIC	COM	$32K	3.9%Prev: 2.0%	64,819 SH	Increased+28,677 SH
TJX COMPANIES	COM	$22K	2.6%Prev: 2.7%	142,656 SH	Increased-21,144 SH
TRUIST FINANCIAL CORP	COM	$19K	2.3%Prev: 2.7%	383,037 SH	Decreased-79,336 SH
UNITED RENTALS, INC	COM	$340	0.0%	300 SH	New
US BANCORP	COM	$24K	2.9%Prev: 2.7%	403,988 SH	Increased-28,675 SH
VANGUARD 0-3 MONTH T-BILL	COM	$1K	0.1%	15,775 SH	New
VANGUARD REIT	COM	$418	0.1%Prev: 0.1%	4,336 SH	Increased
VANGUARD RUS2K GROWTH	COM	$482	0.1%Prev: 0.0%	1,675 SH	Increased
VANGUARD S&P 500 ETF	COM	$2K	0.3%Prev: 0.2%	3,213 SH	Increased+78 SH
VANGUARD SH TERM BD ETF	COM	$6K	0.7%	77,950 SH	New
VANGUARD TOTAL STK MKT	COM	$4K	0.5%Prev: 0.5%	11,260 SH	Increased
VISA INC	COM	$24K	2.9%Prev: 2.6%	70,879 SH	Increased+16,574 SH
WAL-MART	COM	$334	0.0%Prev: 0.0%	2,950 SH	Increased+100 SH

Sold (vs prior filing)

ACCENTURE PLC — $19K
AUTOZONE — $371
CIGNA CORP — $504
DANAHER CORP — $9K
FIDELITY DIVR INTL FD#325 — $236
FISERV INC — $29K
FORTUNE BRANDS INNOVATION — $19K
IZOTROPIC CORP — $5
NIKOLA CORP — $1
PAYCHEX, INC. — $495
SIGHTLOGIX — $16
T ROWE PR INTL DISCVRY FD — $227
UNITED PARCEL SERVICE — $21K
VANGUARD 500 IND ADMIRAL — $1K
VANGUARD EXTENDED MK — $289
VANGUARD TOT STK MKT IDX — $545
VEEVA SYS INC — $288

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0000894205-26-000002	$772K	View
Oct 8, 2026	Q3 2026	13F-HR	0000894205-26-000012	$837K	View
Oct 29, 2025