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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
Page 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NPO ENPRO INC Industrials 3,177.0 $796K 0.06% +476.0 +17.6% $250.63 +26.9%
122 AVGO BROADCOM INC Technology 2,398.0 $742K 0.05% -226.0 -8.6% $309.51 +36.3%
123 V VISA INC Financial Services 2,402.0 $726K 0.05% -175.0 -6.8% $302.24 +8.0%
124 VNQI VANGUARD INTL EQUITY INDEX F 15,335.0 $682K 0.05% $44.45 +3.4%
125 VAW VANGUARD WORLD FD 3,008.0 $678K 0.05% -1K -27.1% $225.34 +2.9%
126 LNG CHENIERE ENERGY INC Energy 2,341.0 $664K 0.05% NEW $283.76 -17.5%
127 IBHG ISHARES TR 30,000.0 $664K 0.05% +20K +200.0% $22.13 +0.0%
128 ATEC ALPHATEC HLDGS INC Healthcare 59,583.0 $648K 0.05% $10.88 -25.9%
129 STLD STEEL DYNAMICS INC Basic Materials 3,489.0 $628K 0.05% +2K +92.8% $180.02 +39.1%
130 ONB OLD NATL BANCORP IND Financial Services 28,416.0 $628K 0.05% $22.10 +9.8%
131 SDY SPDR SERIES TRUST 4,220.0 $616K 0.04% -651.0 -13.4% $145.94 +2.9%
132 LNC LINCOLN NATL CORP IND Financial Services 17,062.0 $606K 0.04% -5K -22.1% $35.50 +0.8%
133 XOM EXXON MOBIL CORP Energy 3,553.0 $603K 0.04% -42.0 -1.2% $169.67 -8.7%
134 FELE FRANKLIN ELEC INC Industrials 6,487.0 $598K 0.04% -341.0 -5.0% $92.17 +9.2%
135 MA MASTERCARD INCORPORATED Financial Services 1,166.0 $583K 0.04% -52.0 -4.3% $499.66 -1.3%
136 XLK SELECT SECTOR SPDR TR 4,358.0 $579K 0.04% -68.0 -1.5% $132.90 +39.4%
137 JNJ JOHNSON & JOHNSON Healthcare 2,357.0 $576K 0.04% -503.0 -17.6% $244.45 -5.8%
138 NFLX NETFLIX INC. Communication Services 5,792.0 $557K 0.04% $96.15 -8.8%
139 IEMG ISHARES INC 7,982.0 $557K 0.04% -2K -23.6% $69.75 +19.9%
140 ABBV ABBVIE INC Healthcare 2,528.0 $550K 0.04% -446.0 -15.0% $217.52 -2.0%
Page 7 of 15  ·  283 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 38.4%
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%