Phillip James Consulting
Latest statistics and disclosures from Phillip James Consulting's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002111830
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Positions held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Phillip James Consulting
Phillip James Consulting holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 26.7 | $1.5M | 6.1k | 246.66 |
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| Microsoft Corporation (MSFT) | 8.6 | $488k | 1.1k | 454.38 |
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| UnitedHealth (UNH) | 5.8 | $328k | 968.00 | 338.84 |
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| Amazon (AMZN) | 4.6 | $263k | 1.1k | 230.70 |
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| Best Buy (BBY) | 4.1 | $233k | 3.5k | 65.69 |
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| Johnson & Johnson (JNJ) | 3.6 | $206k | 943.00 | 218.45 |
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| American Express Company (AXP) | 2.9 | $163k | 463.00 | 352.05 |
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| Corning Incorporated (GLW) | 2.3 | $133k | 1.4k | 92.36 |
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| Tesla Motors (TSLA) | 2.2 | $126k | 300.00 | 420.00 |
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| Walt Disney Company (DIS) | 2.2 | $123k | 1.1k | 110.61 |
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| Illinois Tool Works (ITW) | 1.9 | $109k | 427.00 | 255.27 |
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| TransDigm Group Incorporated (TDG) | 1.8 | $103k | 71.00 | 1450.70 |
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| Danaher Corporation (DHR) | 1.8 | $101k | 430.00 | 234.88 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.7 | $96k | 142.00 | 676.06 |
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| Ross Stores (ROST) | 1.6 | $93k | 492.00 | 189.02 |
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| Merck & Co (MRK) | 1.5 | $85k | 773.00 | 109.96 |
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| Church & Dwight (CHD) | 1.2 | $69k | 750.00 | 92.00 |
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| Moody's Corporation (MCO) | 1.1 | $65k | 125.00 | 520.00 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $64k | 210.00 | 304.76 |
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| Oracle Corporation (ORCL) | 1.1 | $62k | 344.00 | 180.23 |
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| Ecolab (ECL) | 1.1 | $60k | 219.00 | 273.97 |
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| Bank of New York Mellon Corporation (BK) | 1.1 | $60k | 497.00 | 120.72 |
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| Emerson Electric (EMR) | 1.0 | $59k | 405.00 | 145.68 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $58k | 62.00 | 935.48 |
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| Pepsi (PEP) | 1.0 | $58k | 394.00 | 147.21 |
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| Ameriprise Financial (AMP) | 0.9 | $49k | 100.00 | 490.00 |
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| Dover Corporation (DOV) | 0.9 | $49k | 245.00 | 200.00 |
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| Citigroup Com New (C) | 0.8 | $47k | 413.00 | 113.80 |
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| Kla Corp Com New (KLAC) | 0.8 | $46k | 31.00 | 1483.87 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $46k | 75.00 | 613.33 |
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| Coca-Cola Company (KO) | 0.8 | $43k | 600.00 | 71.67 |
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| Motorola Solutions Com New (MSI) | 0.8 | $43k | 111.00 | 387.39 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $39k | 60.00 | 650.00 |
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| Synopsys (SNPS) | 0.6 | $36k | 71.00 | 507.04 |
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| Abbvie (ABBV) | 0.6 | $36k | 168.00 | 214.29 |
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| State Street Corporation (STT) | 0.5 | $30k | 240.00 | 125.00 |
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| Starbucks Corporation (SBUX) | 0.5 | $28k | 296.00 | 94.59 |
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| Boeing Company (BA) | 0.5 | $28k | 112.00 | 250.00 |
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| Chevron Corporation (CVX) | 0.5 | $26k | 157.00 | 165.61 |
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| Home Depot (HD) | 0.4 | $23k | 62.00 | 370.97 |
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| Prudential Financial (PRU) | 0.4 | $23k | 213.00 | 107.98 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $22k | 143.00 | 153.85 |
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| Goldman Sachs (GS) | 0.4 | $20k | 21.00 | 952.38 |
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| Abbott Laboratories (ABT) | 0.4 | $20k | 168.00 | 119.05 |
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| Hca Holdings (HCA) | 0.3 | $17k | 37.00 | 459.46 |
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| Morgan Stanley Com New (MS) | 0.3 | $16k | 90.00 | 177.78 |
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| Cardinal Health (CAH) | 0.3 | $15k | 69.00 | 217.39 |
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| Yum! Brands (YUM) | 0.2 | $14k | 90.00 | 155.56 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $14k | 100.00 | 140.00 |
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| Bristol Myers Squibb (BMY) | 0.2 | $14k | 262.00 | 53.44 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $14k | 142.00 | 98.59 |
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| Pfizer (PFE) | 0.2 | $14k | 547.00 | 25.59 |
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| Wal-Mart Stores (WMT) | 0.2 | $13k | 111.00 | 117.12 |
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| Fiserv (FI) | 0.2 | $12k | 182.00 | 65.93 |
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| Sofi Technologies (SOFI) | 0.2 | $10k | 393.00 | 25.45 |
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| Honeywell International (HON) | 0.2 | $9.0k | 40.00 | 225.00 |
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| Exelon Corporation (EXC) | 0.2 | $9.0k | 200.00 | 45.00 |
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| Inter Parfums (IPAR) | 0.1 | $8.0k | 93.00 | 86.02 |
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| Waste Management (WM) | 0.1 | $8.0k | 36.00 | 222.22 |
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| Nasdaq Omx (NDAQ) | 0.1 | $8.0k | 81.00 | 98.77 |
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| Applied Materials (AMAT) | 0.1 | $7.0k | 22.00 | 318.18 |
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| Akamai Technologies (AKAM) | 0.1 | $6.0k | 62.00 | 96.77 |
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| Cigna Corp (CI) | 0.1 | $6.0k | 21.00 | 285.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $6.0k | 32.00 | 187.50 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.0k | 26.00 | 230.77 |
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| Exelixis (EXEL) | 0.1 | $5.0k | 125.00 | 40.00 |
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| V.F. Corporation (VFC) | 0.1 | $4.0k | 236.00 | 16.95 |
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| Tractor Supply Company (TSCO) | 0.1 | $4.0k | 70.00 | 57.14 |
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| Cisco Systems (CSCO) | 0.1 | $4.0k | 50.00 | 80.00 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $4.0k | 13.00 | 307.69 |
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| MetLife (MET) | 0.1 | $4.0k | 48.00 | 83.33 |
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| Yum China Holdings (YUMC) | 0.1 | $4.0k | 90.00 | 44.44 |
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| Raymond James Financial (RJF) | 0.1 | $3.0k | 18.00 | 166.67 |
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| D.R. Horton (DHI) | 0.1 | $3.0k | 20.00 | 150.00 |
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| CenterPoint Energy (CNP) | 0.1 | $3.0k | 75.00 | 40.00 |
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| Vontier Corporation (VNT) | 0.1 | $3.0k | 80.00 | 37.50 |
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| Gartner (IT) | 0.1 | $3.0k | 13.00 | 230.77 |
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| Us Bancorp Del Com New (USB) | 0.1 | $3.0k | 63.00 | 47.62 |
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| Ralliant Corp (RAL) | 0.1 | $3.0k | 66.00 | 45.45 |
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| Kontoor Brands (KTB) | 0.0 | $2.0k | 33.00 | 60.61 |
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| Ingersoll Rand (IR) | 0.0 | $2.0k | 27.00 | 74.07 |
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| Jacobs Engineering Group (J) | 0.0 | $2.0k | 17.00 | 117.65 |
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| Cummins (CMI) | 0.0 | $2.0k | 4.00 | 500.00 |
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| Sealed Air (SEE) | 0.0 | $2.0k | 40.00 | 50.00 |
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| Crane Common Stock (CR) | 0.0 | $2.0k | 10.00 | 200.00 |
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| Ptc (PTC) | 0.0 | $2.0k | 15.00 | 133.33 |
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| McDonald's Corporation (MCD) | 0.0 | $1.0k | 2.00 | 500.00 |
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| Crane Holdings (CXT) | 0.0 | $1.0k | 10.00 | 100.00 |
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| Intel Corporation (INTC) | 0.0 | $999.999000 | 21.00 | 47.62 |
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| Carrier Global Corporation (CARR) | 0.0 | $999.999000 | 22.00 | 45.45 |
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| American Intl Group Com New (AIG) | 0.0 | $0 | 3.00 | 0.00 |
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| Resideo Technologies (REZI) | 0.0 | $0 | 3.00 | 0.00 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $0 | 20.00 | 0.00 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $0 | 5.00 | 0.00 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $0 | 9.00 | 0.00 |
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Past Filings by Phillip James Consulting
SEC 13F filings are viewable for Phillip James Consulting going back to 2025
- Phillip James Consulting 2025 Q4 filed Feb. 23, 2026