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Portfolio (Quarterly) Guide ↗

PROFESSIONAL ADVISORY SERVICES INC

· CIK 0000894205
13F Portfolio $836M AUM 93 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 93 New
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY SPDR S&P500 ETF TRUST Financial Services 1,730.0 $1.3M 0.15% NEW $746.82 +3.1%
42 VBIL VANGUARD 0-3 MONTH T-BILL 15,775.0 $1.2M 0.14% NEW $75.69 -0.1%
43 ROK ROCKWELL AUTOMATION INC. Industrials 2,350.0 $1.2M 0.14% NEW $494.89 -12.3%
44 ABBV ABBVIE INC. Healthcare 4,500.0 $1.1M 0.14% NEW $251.56 +4.6%
45 XOM EXXON MOBIL CORP Energy 7,658.0 $1.0M 0.12% NEW $136.72 +21.4%
46 MRK MERCK & CO. Healthcare 7,972.0 $1.0M 0.12% NEW $128.45 +17.7%
47 HD HOME DEPOT INC Consumer Cyclical 2,520.0 $889K 0.11% NEW $352.78 -2.5%
48 CSCO CISCO SYSTEMS Technology 7,528.0 $884K 0.11% NEW $117.43 -4.6%
49 IVV ISHARES TR CORE S&P 500 1,145.0 $857K 0.10% NEW $748.47 +3.3%
50 ORCL ORACLE CORPORATION Technology 5,804.0 $851K 0.10% NEW $146.62 -2.2%
51 IBM INT'L BUSINESS MACHINES Technology 2,933.0 $825K 0.10% NEW $281.28 -16.2%
52 BA BOEING Industrials 3,697.0 $800K 0.10% NEW $216.39 +2.3%
53 AXP AMERICAN EXPRESS CO Financial Services 2,250.0 $761K 0.09% NEW $338.22 +1.0%
54 AVGO BROADCOM INC Technology 1,985.0 $750K 0.09% NEW $377.83 -3.6%
55 BERKSHIRE A (1SH /100) 100.0 $749K 0.09% NEW $7490.00
56 CVX CHEVRON-TEXACO CORP Energy 4,000.0 $663K 0.08% NEW $165.75 +24.5%
57 IWF ISHARES TR RUS 1000 GRW 4,632.0 $575K 0.07% NEW $124.14 -1.1%
58 PFE PFIZER INC Healthcare 23,492.0 $566K 0.07% NEW $24.09 +16.9%
59 INTC INTEL Technology 4,000.0 $559K 0.07% NEW $139.75 -33.3%
60 IWM ISHARES RUSSELL 2000 1,735.0 $521K 0.06% NEW $300.29 +0.5%
Page 3 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Healthcare 17.2%
Financial Services 16.6%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 9.0%
Consumer Defensive 7.5%
Energy 0.3%
Utilities 0.1%