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Phillip James Consulting Co.
Updated 2 days agoManaged by Phillip James Consulting Co. • Latest filing Q3 2026
Portfolio value
$148.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $5.7M |
| Q1 2026 | $131.9M |
| Q2 2026 | $149.6M |
| Q3 2026 | $148.6M |
Top holdings
370 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $11.8M | 495.7K | 7.96% | — | |
| 2 | $10.2M | 348.7K | 6.88% | — | |
| 3 | $7.6M | 96.0K | 5.12% | — | |
| 4 | $6.6M | 199.6K | 4.48% | — | |
| 5 | $6.5M | 41.9K | 4.38% | — | |
| 6 | $6.5M | 22.8K | 4.36% | — | |
| 7 | $6.2M | 81.0K | 4.17% | — | |
| 8 | $5.9M | 215.1K | 3.98% | — | |
| 9 | $5.7M | 24.7K | 3.83% | — | |
| 10 | $5.5M | 14.7K | 3.71% | — | |
| 11 | $4.7M | 143.0K | 3.14% | — | |
| 12 | $4.5M | 50.3K | 3.04% | — | |
| 13 | $3.4M | 38.9K | 2.28% | — | |
| 14 | $3.3M | 26.1K | 2.21% | — | |
| 15 | $2.9M | 56.2K | 1.96% | — | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 25.8K | 1.90% | — |
| 17 | $2.8M | 13.0K | 1.90% | — | |
| 18 | $2.6M | 36.5K | 1.74% | — | |
| 19 | $2.3M | 31.0K | 1.55% | — | |
| 20 | $2.1M | 42.2K | 1.41% | — |