Phillip James Consulting Co.
CIK: 0002111830SEC EDGAR →
Portfolio Value
$5.7M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 6,134 | $1.5M | 26.70% |
| 2 | MICROSOFT CORP | 1,074 | $488K | 8.61% |
| 3 | UNITEDHEALTH GROUP INC | 968 | $328K | 5.79% |
| 4 | AMAZON.COM INC | 1,140 | $263K | 4.64% |
| 5 | BEST BUY INC | 3,547 | $233K | 4.11% |
| 6 | JOHNSON & JOHNSON | 943 | $206K | 3.64% |
| 7 | AMERICAN EXPRESS CO | 463 | $163K | 2.88% |
| 8 | CORNING INC | 1,440 | $133K | 2.35% |
| 9 | TESLA INC | 300 | $126K | 2.22% |
| 10 | DISNEY WALT CO | 1,112 | $123K | 2.17% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $2.4M | 41.9% |
| Consumer Cyclical | 15 | $896K | 15.8% |
| Healthcare | 12 | $888K | 15.7% |
| Financial Services | 14 | $475K | 8.4% |
| Industrials | 18 | $390K | 6.9% |
| Unknown | 6 | $234K | 4.1% |
| Consumer Defensive | 5 | $191K | 3.4% |
| Communication Services | 1 | $123K | 2.2% |
| Basic Materials | 3 | $64K | 1.1% |
| Energy | 1 | $26K | 0.5% |
| Utilities | 1 | $3K | 0.1% |