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Portfolio (Quarterly) Guide ↗

Phillips Wealth Planners LLC

· CIK 0001962628
13F Portfolio $133M AUM 210 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 66 Added 91 Reduced 18 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMS CMS ENERGY CORP Utilities 3,453.0 $253K 0.19% NEW $73.19 +0.6%
22 B BARRICK MNG CORP Basic Materials 5,344.0 $251K 0.19% NEW $47.00 -12.2%
23 LFUS LITTELFUSE INC Technology 528.0 $246K 0.18% NEW $465.86 -4.7%
24 ET ENERGY TRANSFER L P Energy 12,279.0 $241K 0.18% NEW $19.61 +2.0%
25 FHN FIRST HORIZON CORPORATION Financial Services 9,948.0 $239K 0.18% NEW $24.04 +0.2%
26 AMAT APPLIED MATLS INC Technology 539.0 $239K 0.18% NEW $443.62 -3.7%
27 EOG EOG RES INC Energy 1,756.0 $234K 0.18% NEW $133.31 +5.0%
28 PCAR PACCAR INC Industrials 2,030.0 $229K 0.17% NEW $112.96 -3.2%
29 HEWLETT PACKARD ENTERPRISE C 2,778.0 $229K 0.17% NEW $82.32
30 VRSK VERISK ANALYTICS INC Industrials 1,319.0 $222K 0.17% NEW $168.57 +1.2%
31 ROP ROPER TECHNOLOGIES INC Industrials 673.0 $221K 0.17% NEW $328.80 +0.0%
32 NSC NORFOLK SOUTHN CORP Industrials 702.0 $218K 0.16% NEW $311.11 +0.1%
33 SNPS SYNOPSYS INC Technology 416.0 $215K 0.16% NEW $516.19 -3.3%
34 PAYC PAYCOM SOFTWARE INC Technology 1,548.0 $214K 0.16% NEW $138.44 -3.0%
35 SNN SMITH & NEPHEW PLC Healthcare 7,337.0 $214K 0.16% NEW $29.10 +6.6%
36 ATR APTARGROUP INC Healthcare 1,762.0 $211K 0.16% NEW $119.96 -3.7%
37 EW EDWARDS LIFESCIENCES CORP Healthcare 2,715.0 $210K 0.16% NEW $77.17 +7.8%
38 CALM CAL MAINE FOODS INC Consumer Defensive 2,747.0 $207K 0.16% NEW $75.45 +1.9%
39 SRE SEMPRA Utilities 2,209.0 $205K 0.15% NEW $92.83 -1.5%
40 NVO NOVO-NORDISK A S Healthcare 4,321.0 $200K 0.15% NEW $46.40 -4.3%
Page 2 of 2  ·  40 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
Technology 21.5%
Financial Services 16.0%
Healthcare 11.3%
Industrials 10.2%
Consumer Defensive 8.4%
Consumer Cyclical 7.9%
Energy 7.7%
Utilities 5.7%
Communication Services 5.0%
Real Estate 3.3%