Institutions / Phillip James Consulting Co.
Phillip James Consulting Co.
CIK 2111830 · Institution · as of Dec 31, 2025
Portfolio value
$5.7K
Positions
95
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 95 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.5K | 26.7% |
| Microsoft Corp | $488 | 8.6% |
| Unitedhealth Group Inc | $328 | 5.8% |
| Amazon.com Inc | $263 | 4.6% |
| Best Buy Co Inc | $233 | 4.1% |
| Johnson & Johnson | $206 | 3.6% |
| American Express Co | $163 | 2.9% |
| Corning Inc /Ny | $133 | 2.3% |
| Tesla Inc | $126 | 2.2% |
| Walt Disney Co | $123 | 2.2% |
| Illinois Tool Works Inc | $109 | 1.9% |
| TransDigm Group Inc. | $103 | 1.8% |
| Danaher Corp /De | $101 | 1.8% |
| Ulta Beauty, Inc. | $96 | 1.7% |
| Ross Stores, Inc. | $93 | 1.6% |
| Merck & Co., Inc. | $85 | 1.5% |
| Church & Dwight Co Inc /De | $69 | 1.2% |
| Moody's Corp | $65 | 1.1% |
| JPMORGAN CHASE & CO | $64 | 1.1% |
| Oracle Corp | $62 | 1.1% |
| Bank of New York Mellon Corp/The | $60 | 1.1% |
| Ecolab Inc. | $60 | 1.1% |
| Emerson Electric Co | $59 | 1.0% |
| Parker-Hannifin Corp | $58 | 1.0% |
| Pepsico Inc | $58 | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.