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Portfolio (Quarterly) Guide ↗

PHILLIPS FINANCIAL MANAGEMENT, LLC

· CIK 0001350660
13F Portfolio $1.4B AUM 283 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 20 Added 158 Reduced 33 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LNG CHENIERE ENERGY INC Energy 2,341.0 $664K 0.05% NEW $283.76 -17.5%
2 ISHARES TR 13,574.0 $351K 0.03% NEW $25.83
3 COP CONOCOPHILLIPS Energy 2,158.0 $285K 0.02% NEW $132.00 -11.7%
4 MU MICRON TECHNOLOGY INC Technology 727.0 $246K 0.02% NEW $337.84 +165.2%
5 GEV GE VERNOVA INC Utilities 259.0 $226K 0.02% NEW $873.48 +22.6%
6 MRK MERCK & CO INC Healthcare 1,836.0 $221K 0.02% NEW $120.29 -0.4%
7 LRCX LAM RESEARCH CORP Technology 979.0 $209K 0.01% NEW $213.66 +51.0%
8 GILD GILEAD SCIENCES INC Healthcare 1,492.0 $208K 0.01% NEW $139.37 -4.0%
9 ASML ASML HLDG NV Technology 153.0 $202K 0.01% NEW $1320.83 +23.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.4%
Technology 21.5%
Healthcare 7.9%
Communication Services 7.8%
Consumer Cyclical 6.3%
Industrials 5.0%
Utilities 4.4%
Energy 4.4%
Consumer Defensive 3.4%
Basic Materials 0.9%