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Portfolio (Quarterly) Guide ↗

PHYSICIANS FINANCIAL SERVICES, INC.

· CIK 0001665518
13F Portfolio $401M AUM 106 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 43 Added 28 Reduced 6 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COP ConocoPhillips Energy 3,207.0 $333K 0.08% +225.0 +7.5% $103.84 +36.0%
42 XOM Exxon Mobil Corp Energy 2,297.0 $314K 0.08% +200.0 +9.5% $136.70 +23.8%
43 NSC Norfolk Southern Industrials 975.0 $307K 0.08% +200.0 +25.8% $314.87 +1.7%
Page 3 of 3  ·  43 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 33.2%
Industrials 16.4%
Consumer Cyclical 11.5%
Consumer Defensive 10.7%
Communication Services 9.2%
Healthcare 7.2%
Financial Services 6.5%
Utilities 2.2%
Energy 2.0%
Basic Materials 0.6%