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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RAYTHEON TECHNOLOGIES Industrials 1,520.0 $288K 0.03% NEW $189.47 +17.2%
82 IWN ISHARES RUSSELL 2000 VAL 1,232.0 $273K 0.03% NEW $221.59 +1.9%
83 ABT ABBOTT LABS Healthcare 3,000.0 $272K 0.03% NEW $90.67 +26.5%
84 PM PHILIP MORRIS INT'L Consumer Defensive 1,500.0 $271K 0.03% NEW $180.67 +4.2%
85 PSLV SPROTT PHYSICAL SILVER Financial Services 12,295.0 $232K 0.03% NEW $18.87 +13.4%
86 PHYS SPROTT PHYSICAL GOLD TRST Financial Services 7,700.0 $232K 0.03% NEW $30.13 +12.5%
87 NVS NOVARTIS AG Healthcare 1,450.0 $227K 0.03% NEW $156.55 +1.5%
88 CSW INDUSTRIALS INC 800.0 $223K 0.03% NEW $278.75
89 ANET ARISTA NETWORKS INC. Technology 1,280.0 $217K 0.03% NEW $169.53 +10.9%
90 EBAY EBAY Consumer Cyclical 1,850.0 $207K 0.03% NEW $111.89 -7.2%
91 NKE NIKE, INC. Consumer Cyclical 4,890.0 $201K 0.02% NEW $41.10 -0.4%
92 ONCY ONCOLYTICS BIOTECH INC Healthcare 20,000.0 $19K 0.00% NEW $0.95 -12.3%
93 QUANTUM CYBER N.V. 10,000.0 $16K 0.00% NEW $1.60
Page 5 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%