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Portfolio (Quarterly) Guide ↗

Phillips Wealth Planners LLC

· CIK 0001962628
13F Portfolio $136M AUM 217 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 71 Added 79 Reduced 11 Exited
Page 10 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FIX COMFORT SYS USA INC Industrials 145.0 $244K 0.18% -3.0 -2.0% $1683.44 -9.8%
182 MGRC MCGRATH RENTCORP Industrials 2,139.0 $243K 0.18% -426.0 -16.6% $113.58 -1.1%
183 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 858.0 $242K 0.18% NEW $282.26 -1.0%
184 ET ENERGY TRANSFER L P Energy 12,212.0 $242K 0.18% -67.0 -0.6% $19.81 +7.6%
185 CEG CONSTELLATION ENERGY CORP Utilities 1,006.0 $241K 0.18% $239.71 +15.5%
186 IEF ISHARES TR 2,565.0 $240K 0.18% +200.0 +8.5% $93.70 -0.9%
187 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,077.0 $240K 0.18% NEW $222.49 +5.7%
188 JKHY HENRY JACK & ASSOC INC Technology 1,612.0 $236K 0.17% +14.0 +0.9% $146.71 +15.7%
189 AEM AGNICO EAGLE MINES LTD Basic Materials 1,564.0 $235K 0.17% $150.33 +37.2%
190 O REALTY INCOME CORP Real Estate 3,666.0 $235K 0.17% -225.0 -5.8% $64.01 -3.2%
191 EOG EOG RES INC Energy 1,741.0 $234K 0.17% -15.0 -0.8% $134.54 +6.5%
192 CALM CAL MAINE FOODS INC Consumer Defensive 2,742.0 $234K 0.17% $85.41 -6.1%
193 NVT NVENT ELEC PLC Industrials 1,523.0 $233K 0.17% -216.0 -12.4% $153.18 -3.1%
194 ACN ACCENTURE PLC IRELAND Technology 1,639.0 $233K 0.17% -1K -42.8% $142.14 +33.4%
195 CNP CENTERPOINT ENERGY INC Utilities 5,193.0 $231K 0.17% -150.0 -2.8% $44.48 -11.8%
196 FHN FIRST HORIZON CORPORATION Financial Services 8,948.0 $230K 0.17% -1K -10.1% $25.76 -4.3%
197 LFUS LITTELFUSE INC Technology 570.0 $230K 0.17% +42.0 +8.0% $404.36 +0.3%
198 HTO H2O AMERICA Utilities 3,679.0 $227K 0.17% NEW $61.77 +2.9%
199 NSC NORFOLK SOUTHN CORP Industrials 701.0 $226K 0.17% $322.74 +8.0%
200 ATR APTARGROUP INC Healthcare 1,762.0 $225K 0.17% $127.69 +4.2%
Page 10 of 11  ·  217 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 20.3%
Financial Services 16.9%
Healthcare 13.2%
Industrials 10.0%
Consumer Cyclical 8.6%
Consumer Defensive 8.5%
Energy 6.1%
Utilities 6.0%
Communication Services 4.5%
Real Estate 3.3%