BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MKC McCormick & Co. Consumer Defensive 5,226.0 $263K 0.07% -73.0 -1.4% $50.33 +0.1%
102 REGN Regeneron Pharms Inc Healthcare 400.0 $249K 0.06% $622.50 +25.6%
103 TTC Toro Co Industrials 2,540.0 $247K 0.06% NEW $97.24 -3.5%
104 CLX Clorox Consumer Defensive 2,446.0 $233K 0.06% -1K -32.7% $95.26 -7.9%
105 RBC RBC Bearings Industrials 350.0 $225K 0.06% NEW $642.86 -25.4%
106 TEL TE Connectivity PLC Technology 1,027.0 $207K 0.05% -75.0 -6.8% $201.56 +0.4%
Page 6 of 6  ·  106 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%