Fund HoldingsPHYSICIANS FINANCIAL SERVICES, INC.

Total Portfolio Value
$319.1K
Total Bought
$11.6K
Total Sold
$28.6K
Net Transaction
-$17.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Apple Computer(AAPL)221,067218,429-2,638475115.95%+4
Eaton Corp PLC(ETN)07,364+7,364020.76%+2
Wal-Mart Stores Inc.(WMT)162,133159,323-2,81011134.03%+2
RTX Corporation(RTX)014,813+14,813020.56%+2
Lowes(LOW)024,361+24,361072.07%+7
Chipotle Mexican Grill Inc(CMG)016,680+16,680010.30%+1
Mastercard Inc Cl A(MA)017,913+17,913092.77%+9
McDonalds(MCD)019,887+19,887061.90%+6
Meta Platforms A(META)12,81012,823+13672.30%+1
Caterpillar(CAT)017,984+17,984072.20%+7
Parker Hannifin(PH)05,890+5,890041.17%+4
Lockheed Martin Corp.(LMT)7,6667,359-307441.35%+1
Home Depot Inc.(HD)011,678+11,678051.48%+5
Oracle Systems(ORCL)23,96823,668-300341.26%+1
Automatic Data Processing23,36222,437-925661.95%+1
Cummins Inc.(CMI)12,63212,582-50341.28%+1
3M Co(MMM)14,68814,803+115220.63%+1
Berkshire Hathaway Inc-B8,7558,835+80441.27%+1
International Business Machines(IBM)10,43310,358-75220.72%0
Veeva SyS Inc(VEEV)01,784+1,784000.12%0
Coca-Cola(KO)63,61361,198-2,415441.38%0
Visa Inc(V)17,70318,113+410551.56%0
Johnson & Johnson(JNJ)025,031+25,031041.27%+4
Costco Wholesale(COST)5,7015,787+86551.61%0
Deere & Co.(DE)5,1645,264+100220.69%0
Equinix Inc(EQIX)1,9961,9960220.56%0
AbbVie(ABBV)12,54512,095-450220.75%0
Duke Energy Corp New(DUK)20,22019,521-699220.71%0
Best Buy Inc(BBY)02,000+2,000000.06%0
Sherwin Williams(SHW)2,0502,120+70110.25%0
Cisco Systems(CSCO)32,25132,2510220.54%0
Philip Morris Intl Inc(PM)8,0958,0950110.31%0
Nike Inc.(NKE)014,965+14,965010.41%+1
Illinois Tool Works(ITW)6,3076,302-5120.52%0
Starbucks Corp.(SBUX)7,9557,921-34110.24%0
Broadcom, Inc.(AVGO)1,61315,880+14,267330.86%0
Palto Alto Networks Inc(PANW)6151,043+428000.11%0
Bristol-Meyers Squibb(BMY)15,11314,763-350110.24%0
Tesla Inc.(TSLA)2,0962,0960010.17%0
AFLAC, Inc.(AFL)6,6366,436-200110.23%0
General Mills Inc.(GIS)12,24512,145-100110.28%0
Union Pacific Corp.(UNP)5,9495,9490110.46%0
Unilever PLC(UL)10,62310,723+100110.22%0
Northrop Grumman(NOC)1,1801,1800110.20%0
Truist Financial Corp(TFC)37,43536,485-950120.49%0
American Express(AXP)2,2702,320+50110.20%0
Target Corp.(TGT)013,391+13,391020.65%+2
Eli Lilly(LLY)2,8643,029+165330.84%0
Novartis AG(NVS)13,54313,318-225120.48%0
First Citizens Bank(FCNCA)5505500110.32%0
McCormick & Co.(MKC)6,8936,918+25010.18%0
Clorox(CLX)6,1255,555-570110.28%0
Hershey(HSY)10,57610,466-110220.63%0
Abbott Labs5,3405,3400110.19%0
Stryker Corp(SYK)2,3712,3710110.27%0
Pepsi Co(PEP)22,13421,734-400441.16%0
Generac Hldgs Inc(GNRC)1,5551,5550000.08%0
GE Aerospace(GE)1,3701,3700000.08%0
Verizon Communications Inc.(VZ)38,91636,561-2,355220.51%0
Packaging Corp Amer(PKG)1,1901,150-40000.08%0
Paychex, Inc.(PAYX)4,2523,952-300110.17%0
Laboratory Corp of Amer Hldgs1,3021,3020000.09%0
Advanced Micro Devices(AMD)8,5648,614+50110.44%0
Marriott Intl(MAR)3,8473,822-25110.30%0
Emeren Group LTD12,00012,0000000.01%0
Delta Air Lines Inc DEL(DAL)5,4005,300-100000.08%0
Columbia Sportswear Co(COLM)2,8002,8000000.07%0
Vanguard Information Tech ETF
INF TECH ETF
1,1351,1350110.21%0
Church & Dwight(CHD)3,5533,5530000.12%0
Kimberly Clark(KMB)1,7251,700-25000.08%0
JM Smucker Co(SJM)3,5003,185-315000.12%0
Exxon Mobil Corp1,8221,8220000.07%0
Texas Instruments Inc(TXN)7,0996,699-400110.43%0
Zimmer Biomet Holdings(ZBH)2,1292,1290000.07%-0
Amgen(AMGN)18,11217,547-565661.77%-0
HP, Inc.(HPQ)7,2406,890-350000.08%-0
JP Morgan Chase & Co(JPM)7,7227,372-350220.49%-0
Regeneron Pharms Inc(REGN)395385-10000.13%-0
Genuine Parts(GPC)5,1014,976-125110.22%-0
Select SPDR Energy ETF
ST STR ENERG ETF
3,3933,3930000.09%-0
Archer Daniels Midland7,8477,647-200000.14%-0
Procter & Gamble(PG)27,19325,795-1,398441.40%-0
Toro Company2,5402,5400000.07%-0
BankAmerica Corp27,01126,571-440110.33%-0
Nucor Corp(NUE)2,9752,9750000.14%-0
ConocoPhillips(COP)2,7352,680-55000.09%-0
Emerson Electric Company(EMR)5,1594,859-300110.17%-0
Becton Dickinson(BDX)4,2273,927-300110.30%-0
Toyota(TM)3,4823,722+240110.21%-0
Skyworks Solutions(SWKS)3,9053,515-390000.11%-0
T. Rowe Price Group(TROW)9,4219,216-205110.31%-0
Alphabet Cl C(GOOG)8,1408,390+250110.44%-0
APA Corporation(APA)20,00020,0000100.15%-0
Applied Matls Inc3,3763,426+50110.22%-0
Honeywell International(HON)7,1266,841-285210.44%-0
Pfizer Incorporated(PFE)38,98933,696-5,293110.31%-0
FedEx Corp(FDX)7,0527,152+100220.61%-0
Merck(MRK)12,09511,510-585110.41%-0
United Parcel Services CL B(UPS)21,24619,897-1,349330.85%-0
Adobe Systems Inc.(ADBE)7,0056,996-9441.13%-0
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