13F Insight
DOSSIER · 13F-HR · Q1 2026

PHYSICIANS FINANCIAL SERVICES, INC.

$365M in tracked AUM across 104 positions as of Q1 2026.

PF
CIK 0001665518 · last filed Mar 31, 2026
Total AUM
$365M
as of Q1 2026
Holdings
104
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: PHYSICIANS FINANCIAL SERVICES, INC.
Portfolio Overview

PHYSICIANS FINANCIAL SERVICES, INC. has reported a significant expansion in its portfolio management activity for the quarter ending December 31, 2025. The total portfolio value surged by 190.0%, rising from $128.55K to $372.74K. This dramatic increase is not merely a result of market appreciation but is driven primarily by substantial capital inflows and a strategic overhaul, evid...

The portfolio now comprises 107 holdings, indicating a highly diversified approach. Despite the large number of positions, the assets are concentrated in the top tier, with the top 10 holdings accounting for approximately 48.4% of the total portfolio value. The firm has shifted from a smaller, potentially more static portfolio to a broadly diversified, large-cap focused equity portfolio.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Computer
$52M206K14.3%02
NVDA
Nvidia Corp.
$24M136K6.5%03
GOOGL
Alphabet Cl A
$22M77K6.0%04
AMZN
Amazon.com
$21M99K5.6%05
WMT
Wal-Mart Stores Inc.
$20M158K5.4%06
MSFT
Microsoft
$16M42K4.3%07
CAT
Caterpillar
$14M19K3.7%08
MA
Mastercard Inc Cl A
$9M18K2.5%09
CVX
Chevron Corp.
$8M39K2.2%10
META
Meta Platforms A
$8M13K2.1%

Filing history

2026Q1Mar 31
$365M▼ 2.0%
104 positionsView →2025Q4Dec 31
$373M▲ 1.8%
107 positionsView →2025Q3Sep 30
$366M▲ 9.1%
108 positionsView →2025Q2Jun 30
$336M▲ 6.8%
107 positionsLocked2025Q1Mar 31
$314M▼ 4.5%
107 positionsLocked2024Q4Dec 31
$329M▲ 2.4%
105 positionsLocked2024Q3Sep 30
$322M▲ 4.6%
107 positionsLocked2024Q2Jun 30
$307M▲ 8.3%
108 positionsLocked2024Q1Mar 31
$284M▲ 7.6%
103 positionsLocked2023Q4Dec 31
$264M▲ 8.0%
103 positionsLocked2023Q3Sep 30
$244M▼ 4.0%
105 positionsLocked2023Q2Jun 30
$255M▲ 7.7%
108 positionsLocked
Showing 12 of 37