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Portfolio (Quarterly) Guide ↗

Phillip James Consulting Co.

· CIK 0002111830
13F Portfolio $150M AUM 401 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 11 Added 6 Reduced 163 Exited
Page 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 LIFE TIME GROUP HOLDINGS INC 3,406 $91K 0.07% SOLD
62 AMETEK INC 408 $87K 0.07% SOLD
63 VNQ VANGUARD SP SMALL-CAP 600 ETF 735 $84K 0.06% SOLD
64 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1,190 $83K 0.06% SOLD
65 IWM ISHARES SP 100 ETF 251 $79K 0.06% SOLD
66 WELLTOWER INC 374 $73K 0.06% SOLD
67 ISHARES MSCI EAFE ETF 750 $72K 0.06% SOLD
68 SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF 4,195 $72K 0.06% SOLD
69 SCHNEIDER ELECTRIC SE 1,330 $72K 0.06% SOLD
70 VANGUARD MID-CAP ETF 205 $58K 0.04% SOLD
71 ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 1,370 $57K 0.04% SOLD
72 PENN PARKER-HANNIFIN CORP Consumer Cyclical 64 $57K 0.04% SOLD
73 AMERIPRISE FINANCIAL INC 103 $45K 0.03% SOLD
74 ERSTE GROUP BANK AG 775 $42K 0.03% SOLD
75 VANGUARD HIGH DIVIDEND YIELD ETF 286 $42K 0.03% SOLD
76 SPDR PORTFOLIO SHORT TERM TREASURY ETF 1,355 $39K 0.03% SOLD
77 ISHARES MSCI EMERGING MARKETS ETF 640 $36K 0.03% SOLD
78 FIRST TRUST GLOBAL WIND ENERGY ETF 1,400 $34K 0.03% SOLD
79 AMPLIFY LITHIUM BATTERY TECHNOLOGY ETF 1,825 $27K 0.02% SOLD
80 VANGUARD SP 500 VALUE ETF 130 $26K 0.02% SOLD
Page 4 of 9  ·  163 positions
Sector Allocation
Financial Services 50.9%
Technology 18.7%
Healthcare 13.2%
Consumer Cyclical 6.3%
Industrials 3.3%
Communication Services 3.2%
Consumer Defensive 3.1%
Real Estate 0.6%
Basic Materials 0.4%
Utilities 0.2%