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CIK: 0002111830
Total reported value
$148.5M
$148.5M
95 檔
1.9%
According to the latest 13F quarterly dataset, Phillip James Consulting Co. managed an equity portfolio of $148.5M at the end of Q4 2025, spanning 95 distinct U.S. exchange-listed positions.
During Q4 2025, Phillip James Consulting Co.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 26.70% | +0.01% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | -0.02% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.79% | +0.06% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | +0.01% | — | |
| 5 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 4.11% | +0.01% | — | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.64% | -0.01% | — | |
| 7 | AXP | American Express Co | Stock-Financials | 2.88% | — | — | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.35% | +0.10% | — | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.22% | — | — | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.17% | -0.01% | — | |
| 11 | ITW | Illinois Tool Works | Stock-Industrials | 1.92% | — | — | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 1.82% | — | — | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.78% | — | — | |
| 14 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.69% | -0.02% | — | |
| 15 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.64% | -0.01% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.50% | — | — | |
| 17 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.22% | — | — | |
| 18 | MCO | Moody's CORP | Stock-Financials | 1.15% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | — | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.09% | — | — | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.06% | — | — | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.06% | — | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.04% | — | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.01% | — | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.02% | +0.04% | NEW | |
| 26 | DOV | Dover CORP | Stock-Industrials | 0.86% | — | — | |
| 27 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.86% | +0.03% | NEW | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.83% | — | — | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.81% | — | — | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.81% | +0.02% | — | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.76% | -0.01% | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | — | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.69% | -0.01% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | — | — | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.64% | — | — | |
| 36 | STT | State Street CORP | Stock-Financials | 0.53% | +0.01% | — | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.49% | — | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.01% | — | |
| 40 | PRU | Prudential Financial Inc | Stock-Financials | 0.41% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.01% | — | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.39% | — | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | — | — | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | +0.01% | — | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.30% | — | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.28% | +0.01% | — | |
| 47 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.26% | — | — | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.25% | — | — | |
| 49 | A | Agilent Technologies Inc | Stock-Healthcare | 0.25% | -0.01% | EXIT | |
| 50 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.25% | — | — |
According to official SEC Form 13F filings, Phillip James Consulting Co. reported a total U.S. public equity portfolio value of $148.5M across 95 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, UNH) accounted for 1.9% of total reported equity market value during Q4 2025.
During Q4 2025, Phillip James Consulting Co.'s top holdings by market value included AAPL (26.7%)、MSFT (8.6%)、UNH (5.8%). The largest single position, AAPL, represented 26.7% of total portfolio value.
In Q4 2025, Phillip James Consulting Co. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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