account_balance

Investment manager · 13F filer · SEC CIK 1665518

Physicians Financial Services, Inc.

Reported value$401Mas of Sep 30, 2026
Positions106 3 new, 3 sold out
Top 10 weight55.3%AAPL alone is 17%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 16.9% HeldGOOGL Alphabet Inc. 6.5% HeldAMZN Amazon.com Inc 6.3% HeldNVDA NVIDIA Corp 5.9% HeldMSFT Microsoft Corp 5.5% HeldWMT Walmart Inc. 4.1% HeldCAT Caterpillar Inc 3.9% HeldMA Mastercard Inc 2.5% HeldJNJ Johnson & Johnson 2.0% Added +24%CVX Chevron Corp 1.9% HeldAMGN Amgen Inc 1.8% HeldCOST Costco Wholesale Corp 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist