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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 8 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DE DEERE & CO Industrials 797.0 $506K 0.04% -103.0 -11.4% $634.33 +2.1%
142 XOM EXXON MOBIL CORP Energy 3,692.0 $505K 0.04% +139.0 +3.9% $136.73 +20.8%
143 IWM ISHARES TR 1,650.0 $496K 0.04% $300.45 -0.2%
144 QQQ INVESCO QQQ TR Financial Services 662.0 $488K 0.04% -10.0 -1.5% $736.79 -3.2%
145 LNC LINCOLN NATL CORP IND Financial Services 13,696.0 $484K 0.04% -3K -19.7% $35.35 +19.2%
146 KLAC KLA CORP Technology 1,557.0 $470K 0.03% NEW $301.71 -39.0%
147 HD HOME DEPOT INC Consumer Cyclical 1,267.0 $447K 0.03% -292.0 -18.7% $352.83 -4.9%
148 AMAT APPLIED MATLS INC Technology 600.0 $434K 0.03% NEW $723.02 -31.9%
149 LRCX LAM RESEARCH CORP Technology 1,001.0 $434K 0.03% +22.0 +2.2% $433.33 -27.5%
150 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 856.0 $409K 0.03% +18.0 +2.1% $477.57 -12.3%
151 IWF ISHARES TR 3,232.0 $401K 0.03% +2K +206.3% $124.17 -1.4%
152 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,484.0 $382K 0.03% $33.29 +31.2%
153 KO COCA COLA CO Consumer Defensive 4,686.0 $381K 0.03% +564.0 +13.7% $81.27 +12.1%
154 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 405.0 $379K 0.03% -31.0 -7.1% $935.63 +1.3%
155 NFLX NETFLIX INC. Communication Services 5,236.0 $374K 0.03% -556.0 -9.6% $71.40 +11.5%
156 EPD ENTERPRISE PRODS PARTNERS L 10,028.0 $369K 0.03% $36.76
157 GE GE AEROSPACE Industrials 947.0 $354K 0.03% +14.0 +1.5% $373.73 -6.8%
158 WDC WESTERN DIGITAL CORP Technology 553.0 $353K 0.03% NEW $638.72 -28.1%
159 ISHARES TR 13,574.0 $351K 0.03% $25.87
160 TRV TRAVELERS COMPANIES INC Financial Services 1,015.0 $335K 0.03% -9.0 -0.9% $330.12 +10.1%
Page 8 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%