Fund HoldingsPHYSICIANS FINANCIAL SERVICES, INC.

Total Portfolio Value
$263.9K
Total Bought
$4.8K
Total Sold
$20.4K
Net Transaction
-$15.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Apple Computer(AAPL)0212,655+212,65504115.52%+41
Microsoft(MSFT)042,839+42,8390166.10%+16
Amazon.com(AMZN)088,889+88,8890145.12%+14
Boeing(BA)19,13819,088-50451.89%+1
Nvidia Corp.(NVDA)13,47713,4770672.53%+1
Alphabet Cl A(GOOG)82,28282,882+60011124.39%+1
Meta Platforms A(META)12,52012,670+150441.70%+1
McDonalds(MCD)019,884+19,884062.23%+6
Adobe Systems Inc.(ADBE)6,9046,9040441.56%+1
Qualcomm, Inc.(QCOM)17,37417,349-25230.95%+1
Mastercard Inc Cl A(MA)18,00017,985-15782.91%+1
Home Depot Inc.(HD)11,58311,603+20441.52%+1
Costco Wholesale(COST)5,1535,177+24331.29%+1
Broadcom, Inc.(AVGO)1,6281,623-5120.69%0
Caterpillar(CAT)18,19518,295+100552.05%0
Visa Inc(V)17,88017,355-525451.71%0
Parker Hannifin(PH)5,8905,840-50231.02%0
Target Corp.(TGT)14,27313,716-557220.74%0
Advanced Micro Devices(AMD)8,3698,3690110.47%0
Amgen(AMGN)17,83217,817-15551.94%0
Lockheed Martin Corp.(LMT)07,596+7,596031.30%+3
Truist Financial Corp(TFC)37,86236,827-1,035110.52%0
Union Pacific Corp.(UNP)5,7635,7630110.54%0
International Business Machines(IBM)10,45610,406-50120.65%0
Lowes(LOW)024,409+24,409052.06%+5
Nike Inc.(NKE)15,97716,077+100220.66%0
Generac Holdings(GNRC)01,555+1,555000.08%0
Raytheon Company14,57914,5790110.47%0
Honeywell International(HON)7,4807,380-100120.59%0
Duke Energy Corp New(DUK)19,56919,469-100220.72%0
Coca-Cola(KO)64,35063,849-501441.43%0
Equinix Inc(EQIX)1,9671,9670120.60%0
JP Morgan Chase & Co(JPM)7,8127,562-250110.49%0
BankAmerica Corp28,40127,451-950110.35%0
Eli Lilly(LLY)2,7282,753+25120.61%0
Cummins Inc.(CMI)12,70212,677-25331.15%0
Deere & Co.(DE)5,0625,112+50220.77%0
LAM Research Corp(LRCX)6936930010.21%0
Sherwin Williams(SHW)1,9201,9200010.23%0
Marriott Intl(MAR)3,3473,3470110.29%0
American Express(AXP)2,1702,1700000.15%0
Texas Instruments Inc(TXN)7,1007,099-1110.46%0
Vanguard Information Tech ETF
INF TECH ETF
1,1351,1350010.21%0
Applied Matls Inc3,4063,376-30010.21%0
Illinois Tool Works(ITW)6,5576,052-505220.60%0
AbbVie(ABBV)12,26012,2600220.72%0
Abbott Labs5,6155,590-25110.23%0
3M Co(MMM)15,78014,100-1,680120.58%0
Alphabet Cl C(GOOG)7,7477,700-47110.41%0
Merck(MRK)12,19512,095-100110.50%0
Nucor Corp(NUE)2,9753,025+50010.20%0
Stryker Corp(SYK)2,2712,2710110.26%0
Skyworks Solutions(SWKS)3,9703,9700000.17%0
Berkshire Hathaway Inc-B8,3238,328+5331.13%0
Laboratory Corp of Amer Hldgs1,3021,3020000.11%0
Northrop Grumman(NOC)1,1801,1800110.21%0
Paychex, Inc.(PAYX)4,1524,302+150010.19%0
Toro Company2,5402,5400000.09%0
Edwards Lifesciences7,9917,691-300110.22%0
AFLAC, Inc.(AFL)6,8866,786-100110.21%0
Synopsys, Inc.(SNPS)5605600000.11%0
Fiserv Inc(FISV)2,2152,065-150000.10%0
T. Rowe Price Group(TROW)9,8319,791-40110.40%0
Regeneron Pharms Inc(REGN)3953950000.13%0
Toyota(TM)3,4823,532+50110.25%0
First Citizens Bank(FCNCA)5505500110.30%0
Zimmer Biomet Holdings(ZBH)2,1292,1290000.10%0
HP, Inc.(HPQ)7,9407,390-550000.08%0
Columbia Sportswear Co(COLM)2,8002,8000000.08%0
JM Smucker Co(SJM)3,6403,6400000.17%0
Church & Dwight(CHD)3,5023,5020000.13%0
Philip Morris Intl Inc(PM)5,8855,8850110.21%0
Starbucks Corp.(SBUX)7,8177,517-300110.27%0
Pepsi Co(PEP)20,92820,9280441.35%0
Emerson Electric Company(EMR)5,0995,098-1000.19%0
Procter & Gamble(PG)26,96526,860-105441.49%0
ConocoPhillips(COP)2,5132,613+100000.11%0
Prudential Financial(PFH)3,1002,850-250000.11%0
Altria Group(MO)6,0796,0790000.09%-0
Oracle Systems(ORCL)24,31824,268-50330.97%-0
General Mills Inc.(GIS)12,87012,345-525110.30%-0
Novartis AG(NVS)14,08313,943-140110.53%-0
Kimberly Clark(KMB)1,9421,675-267000.08%-0
Unilever PLC(UL)11,00110,563-438110.19%-0
Archer Daniels Midland8,1277,947-180110.22%-0
United Parcel Services CL B(UPS)020,657+20,657031.23%+3
McCormick & Co.(MKC)6,0986,0980000.16%-0
Select SPDR Energy ETF
ST STR ENERG ETF
4,0123,631-381000.12%-0
Clorox(CLX)7,5356,470-1,065110.35%-0
Tesla Inc.(TSLA)1,6461,346-300000.13%-0
FedEx Corp(FDX)6,9506,9500220.67%-0
Genuine Parts(GPC)5,5265,126-400110.27%-0
Wal-Mart Stores Inc.(WMT)53,65853,852+194983.22%-0
Cisco Systems(CSCO)31,04630,871-175220.59%-0
Becton Dickinson(BDX)4,5524,362-190110.40%-0
Hershey(HSY)010,397+10,397020.73%+2
Air Products & Chemical3,1442,737-407110.28%-0
Johnson & Johnson(JNJ)28,16527,018-1,147441.60%-0
Verizon Communications Inc.(VZ)52,95340,282-12,671220.58%-0
Bristol-Meyers Squibb(BMY)17,08815,388-1,700110.30%-0
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