Long-term investor
Physicians Financial Services, Inc. @physiciansfinancialservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665518).
Record
- Tracked since 2025-06-30 (448 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +21.5% · all +21.5%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 037833100 · 14.8% · long · since 2025-06-30
- GOOGL · 6.8% · long · since 2025-06-30
- AMZN · 6.0% · long · since 2025-06-30
- NVDA · 5.2% · long · since 2025-06-30
- CAT · 5.1% · long · since 2025-06-30
- 931142103 · 4.4% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- MA · 2.3% · long · since 2025-06-30
- CMI · 2.2% · long · since 2025-06-30
- 30303M102 · 1.9% · long · since 2025-06-30
- COST · 1.6% · long · since 2025-06-30
- CVX · 1.6% · long · since 2025-06-30