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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 11 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,735.0 $214K 0.02% +195.0 +12.7% $123.11 +31.0%
202 FIX COMFORT SYS USA INC Industrials 107.0 $212K 0.02% NEW $1981.95 -16.5%
203 SPIB SPDR SERIES TRUST 6,337.0 $212K 0.02% $33.46 -1.1%
204 ETN EATON CORP PLC Industrials 493.0 $210K 0.01% NEW $426.12 -1.6%
205 XLY SELECT SECTOR SPDR TR 1,778.0 $209K 0.01% $117.28 +0.6%
206 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 216.0 $208K 0.01% NEW $965.00 -11.9%
207 IWV ISHARES TR 473.0 $202K 0.01% $426.40 +2.4%
208 LIN LINDE PLC Basic Materials 386.0 $200K 0.01% NEW $518.94 -6.0%
209 SCZ ISHARES TR 2,334.0 $192K 0.01% $82.27 +5.3%
210 IBDT ISHARES TR 7,523.0 $190K 0.01% $25.25 -0.2%
211 SPYM SPDR SERIES TRUST 2,139.0 $188K 0.01% $87.88 +2.6%
212 ISHARES TR 8,473.0 $188K 0.01% +79.0 +0.9% $22.14
213 XLV SELECT SECTOR SPDR TR 1,147.0 $182K 0.01% $158.66 +10.1%
214 IWO ISHARES TR 430.0 $169K 0.01% $393.96 -1.7%
215 ICVT ISHARES TR 1,350.0 $164K 0.01% $121.74 -4.8%
216 INNOVATOR ETFS TRUST 4,920.0 $149K 0.01% $30.39
217 IMAY INNOVATOR ETFS TRUST 4,511.0 $143K 0.01% $31.73 +2.8%
218 SPSM SPDR SERIES TRUST 2,480.0 $143K 0.01% $57.67 -0.7%
219 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 24,408.0 $142K 0.01% $5.80 -7.9%
220 SPSB SPDR SERIES TRUST 4,670.0 $140K 0.01% -476.0 -9.2% $30.01 -0.2%
Page 11 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%