Phillip James Consulting Co. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, Phillip James Consulting Co. held in its portfolio 95 assets valued at $5,666 (i.e. $5.67K).
The most valuable assets in the portfolio included: APPLE INC ($1.51K), MICROSOFT CORP ($488), and UNITEDHEALTH GROUP INC ($328).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Phillip James Consulting Co. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 6134 | 1513 | COM |
| MICROSOFT CORP | 1074 | 488 | COM |
| UNITEDHEALTH GROUP INC | 968 | 328 | COM |
| AMAZON.COM INC | 1140 | 263 | COM |
| BEST BUY INC | 3547 | 233 | COM |
| JOHNSON & JOHNSON | 943 | 206 | COM |
| AMERICAN EXPRESS CO | 463 | 163 | COM |
| CORNING INC | 1440 | 133 | COM |
| TESLA INC | 300 | 126 | COM |
| DISNEY WALT CO | 1112 | 123 | COM |
| ILLINOIS TOOL WKS INC | 427 | 109 | COM |
| TRANSDIGM GROUP INC | 71 | 103 | COM |
| DANAHER CORP | 430 | 101 | COM |
| ULTA BEAUTY INC | 142 | 96 | COM |
| ROSS STORES INC | 492 | 93 | COM |
| MERCK & CO. INC. | 773 | 85 | COM |
| CHURCH & DWIGHT INC | 750 | 69 | COM |
| MOODYS CORP | 125 | 65 | COM |
| JPMORGAN CHASE & CO | 210 | 64 | COM |
| ORACLE CORP | 344 | 62 | COM |
| BANK NEW YORK MELLON COR | 497 | 60 | COM |
| ECOLAB INC | 219 | 60 | COM |
| EMERSON ELEC CO | 405 | 59 | COM |
| PARKER-HANNIFIN CORP | 62 | 58 | COM |
| PEPSICO INC | 394 | 58 | COM |
| AMERIPRISE FINL INC | 100 | 49 | COM |
| DOVER CORP | 245 | 49 | COM |
| CITIGROUP INC | 413 | 47 | COM NEW |
| KLA CORP | 31 | 46 | COM NEW |
| THERMO FISHER SCIENTIFIC | 75 | 46 | COM |
| MOTOROLA SOLUTIONS INC | 111 | 43 | COM NEW |
| THE COCA-COLA CO | 600 | 43 | COM |
| NORTHROP GRUMMAN CORP | 60 | 39 | COM |
| ABBVIE INC | 168 | 36 | COM |
| SYNOPSYS INC | 71 | 36 | COM |
| STATE STR CORP | 240 | 30 | COM |
| BOEING CO | 112 | 28 | COM |
| STARBUCKS CORP | 296 | 28 | COM |
| CHEVRON CORP NEW | 157 | 26 | COM |
| HOME DEPOT INC | 62 | 23 | COM |
| PRUDENTIAL FINL INC | 213 | 23 | COM |
| BLACKSTONE INC | 143 | 22 | COM |
| ABBOTT LABS | 168 | 20 | COM |
| GOLDMAN SACHS GROUP INC | 21 | 20 | COM |
| HCA HEALTHCARE INC | 37 | 17 | COM |
| MORGAN STANLEY | 90 | 16 | COM NEW |
| CARDINAL HEALTH INC | 69 | 15 | COM |
| VERALTO CORP | 142 | 14 | COM SHS |
| YUM BRANDS INC | 90 | 14 | COM |
| AGILENT TECHNOLOGIES INC | 100 | 14 | COM |
| BRISTOL MYERS SQUIBB CO | 262 | 14 | COM |
| PFIZER INC | 547 | 14 | COM |
| WALMART INC | 111 | 13 | COM |
| FISERV INC | 182 | 12 | COM |
| SOFI TECHNOLOGIES INC | 393 | 10 | COM |
| EXELON CORP | 200 | 9 | COM |
| HONEYWELL INTL INC | 40 | 9 | COM |
| WASTE MGMT INC DEL | 36 | 8 | COM |
| INTERPARFUMS INC | 93 | 8 | COM |
| NASDAQ INC | 81 | 8 | COM |
| APPLIED MATLS INC | 22 | 7 | COM |
| AKAMAI TECHNOLOGIES INC | 62 | 6 | COM |
| TEXAS INSTRS INC | 32 | 6 | COM |
| THE CIGNA GROUP | 21 | 6 | COM |
| UNION PAC CORP | 26 | 6 | COM |
| EXELIXIS INC | 125 | 5 | COM |
| YUM CHINA HLDGS INC | 90 | 4 | COM |
| CISCO SYS INC | 50 | 4 | COM |
| METLIFE INC | 48 | 4 | COM |
| RELIANCE INC | 13 | 4 | COM |
| TRACTOR SUPPLY CO | 70 | 4 | COM |
| V F CORP | 236 | 4 | COM |
| VONTIER CORP | 80 | 3 | COM |
| CENTERPOINT ENERGY INC | 75 | 3 | COM |
| D R HORTON INC | 20 | 3 | COM |
| GARTNER INC | 13 | 3 | COM |
| RALLIANT CORP | 66 | 3 | COM |
| RAYMOND JAMES FINL INC | 18 | 3 | COM |
| US BANCORP DEL | 63 | 3 | COM NEW |
| CRANE CO | 10 | 2 | COMMON STOCK |
| CUMMINS INC | 4 | 2 | COM |
| INGERSOLL RAND INC | 27 | 2 | COM |
| JACOBS SOLUTIONS INC | 17 | 2 | COM |
| KONTOOR BRANDS INC | 33 | 2 | COM |
| PTC INC | 15 | 2 | COM |
| SEALED AIR CORP NEW | 40 | 2 | COM |
| CARRIER GLOBAL CORP | 22 | 1 | COM |
| CRANE NXT CO | 10 | 1 | COM |
| INTEL CORP | 21 | 1 | COM |
| MCDONALDS CORP | 2 | 1 | COM |
| VERSANT MEDIA GROUP INC | 9 | 0 | COM CL A |
| AMERICAN INTL GROUP INC | 3 | 0 | COM NEW |
| KYNDRYL HLDGS INC | 20 | 0 | COMMON STOCK |
| RESIDEO TECHNOLOGIES INC | 3 | 0 | COM |
| SOLSTICE ADVANCED MATLS | 5 | 0 | COM SHS |
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