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Portfolio (Quarterly) Guide ↗

PHILLIPS FINANCIAL MANAGEMENT, LLC

· CIK 0001350660
13F Portfolio $1.4B AUM 291 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 33 Added 132 Reduced 18 Exited
Page 10 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FDX FEDEX CORP Industrials 775.0 $243K 0.02% -88.0 -10.2% $313.13 +3.8%
182 CVX CHEVRON CORPORATION Energy 1,453.0 $241K 0.02% +17.0 +1.2% $165.77 +23.8%
183 SPYV SPDR SERIES TRUST 3,962.0 $241K 0.02% -358.0 -8.3% $60.79 +4.5%
184 GEV GE VERNOVA INC Utilities 204.0 $240K 0.02% -55.0 -21.2% $1175.85 -18.6%
185 WFC WELLS FARGO & CO Financial Services 2,884.0 $238K 0.02% NEW $82.64 +1.4%
186 DFAW DIMENSIONAL ETF TRUST 2,865.0 $237K 0.02% +233.0 +8.8% $82.80 +3.1%
187 FLEX FLEX LTD Technology 1,434.0 $232K 0.02% NEW $162.07 -31.9%
188 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,031.0 $231K 0.02% -94.0 -8.4% $224.07 +25.3%
189 CRWD CROWDSTRIKE HLDGS INC Technology 302.0 $230K 0.02% NEW $190.78 +0.6%
190 MO ALTRIA GROUP INC Consumer Defensive 3,198.0 $230K 0.02% NEW $71.95 -8.1%
191 DFEV DIMENSIONAL ETF TRUST 5,382.0 $230K 0.02% -31.0 -0.6% $42.67 -1.7%
192 AXP AMERICAN EXPRESS CO Financial Services 678.0 $229K 0.02% NEW $338.25 -0.7%
193 GILD GILEAD SCIENCES INC Healthcare 1,796.0 $227K 0.02% +304.0 +20.4% $126.34 +15.7%
194 MS MORGAN STANLEY Financial Services 1,062.0 $222K 0.02% NEW $209.06 +2.5%
195 PG PROCTER & GAMBLE CO Consumer Defensive 1,501.0 $220K 0.02% -445.0 -22.9% $146.65 -1.3%
196 URI UNITED RENTALS INC Industrials 191.0 $216K 0.02% NEW $1132.89 -3.0%
197 SPMD SPDR SERIES TRUST 3,195.0 $216K 0.02% $67.56 -0.4%
198 UNH UNITEDHEALTH GROUP INC Healthcare 518.0 $215K 0.02% NEW $415.63 -6.1%
199 PEP PEPSICO INC Consumer Defensive 1,584.0 $214K 0.02% -348.0 -18.0% $135.40 +6.0%
200 IBDU ISHARES TR 9,251.0 $214K 0.02% $23.16 -0.5%
Page 10 of 15  ·  291 positions

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 38.0%
Technology 26.7%
Healthcare 7.3%
Industrials 6.1%
Consumer Cyclical 6.0%
Communication Services 5.3%
Utilities 3.8%
Consumer Defensive 3.4%
Energy 2.1%
Basic Materials 1.4%