Data as of Q4 2025 (Dec 31, 2025)

PHYSICIANS FINANCIAL SERVICES, INC.

•CIK: 1665518•Filing: Q4 2025

**PHYSICIANS FINANCIAL SERVICES, INC.** manages $373M across a diversified portfolio of 107 positions. The fund exhibits significant concentration in mega-cap technology, with top holdings including AAPL at $57.3M and NVDA at $25.1M. Further notable allocations include GOOGL ($24.1M), AMZN ($22.8M), and MSFT ($20.0M). This structure suggests a growth-oriented mandate heavily weighted toward established technology leaders.

Total AUM
$372.7M
QoQ Performance
+1.8%
Positions
107
Top 10 Concentration
54.4%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
NVDA
GOOGL
AMZN
MSFT
AAPL15.4%
NVDA6.7%
GOOGL6.5%
AMZN6.1%
MSFT5.4%
WMT4.7%
CAT2.9%
MA2.8%

📈 Biggest Buys

NFLX
NETFLIX INC
+869.9%
0.2% of portfolio
XLE
Select Sector SPDR TR
NEW
0.1% of portfolio
LLY
Eli Lilly
+2.6%
1.2% of portfolio
PLTR
Palantir Technologies
+7.4%
0.3% of portfolio
TSLA
Tesla Inc.
+3.5%
0.3% of portfolio

📉 Biggest Sells

AAPL
Apple Computer
-1.8%
15.4% of portfolio
NVDA
Nvidia Corp.
-3.8%
6.7% of portfolio
GOOGL
Alphabet Cl A
-2.0%
6.5% of portfolio
MSFT
Microsoft
-1.5%
5.4% of portfolio
CHV
Chevron Corp.
-4.0%
1.5% of portfolio

Sector Breakdown

Technology43.6%
Consumer17.9%
Other14.4%
Financial7.4%
Industrial6.9%
Healthcare5.5%
Consumer Staples1.9%
Utilities1.1%

🚪 Exited Positionssold since Q3 2025

HON
Honeywell International
SOLD
$216.0K
ZBH
Zimmer Biomet Holdings Inc
SOLD
$210.0K

Changes from Q3 2025

NEW1 new position
↑8 increased
↓72 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL15.4%
Apple Computer
$57.3M
NVDA6.7%
Nvidia Corp.
$25.1M
GOOGL6.5%
Alphabet Cl A
$24.1M
AMZN6.1%
Amazon.com
$22.8M
MSFT5.4%
Microsoft
$20.0M

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