Portfolio (Quarterly)
Guide ↗
Phillip James Consulting Co.
· CIK 0002111830| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | — | TRACTOR SUPPLY CO | — | 70 | $3K | 0.00% | SOLD |
| 122 | — | GE VERNOVA INC | — | 3 | $2K | 0.00% | SOLD |
| 123 | — | ISHARES SHORT TREASURY BOND ETF | — | 25 | $2K | 0.00% | SOLD |
| 124 | — | JACOBS SOLUTIONS INC | — | 17 | $2K | 0.00% | SOLD |
| 125 | — | KONTOOR BRANDS INC | — | 33 | $2K | 0.00% | SOLD |
| 126 | CNXN | PTC INC | Technology | 15 | $2K | 0.00% | SOLD |
| 127 | — | PROSHARES ULTRA FINANCIALS | — | 38 | $2K | 0.00% | SOLD |
| 128 | — | THOMSON REUTERS CORP | — | 30 | $2K | 0.00% | SOLD |
| 129 | — | VONTIER CORP | — | 80 | $2K | 0.00% | SOLD |
| 130 | AWK | AMERICAN WATER WORKS CO INC | Utilities | 6 | $1K | 0.00% | SOLD |
| 131 | — | ARISTA NETWORKS INC | — | 12 | $1K | 0.00% | SOLD |
| 132 | ADSK | AUTODESK INC | Technology | 4 | $1K | 0.00% | SOLD |
| 133 | BKR | BAKER HUGHES CO | Energy | 11 | $1K | 0.00% | SOLD |
| 134 | — | BLACKROCK INC | — | 1 | $1K | 0.00% | SOLD |
| 135 | CCL | CARNIVAL CORP | Consumer Cyclical | 26 | $1K | 0.00% | SOLD |
| 136 | CTAS | CINTAS CORP | Industrials | 7 | $1K | 0.00% | SOLD |
| 137 | — | CRANE NXT CO | — | 10 | $1K | 0.00% | SOLD |
| 138 | — | CRANE CO | — | 10 | $1K | 0.00% | SOLD |
| 139 | DDOG | DOORDASH INC | Technology | 6 | $1K | 0.00% | SOLD |
| 140 | — | DRAFTKINGS INC | — | 50 | $1K | 0.00% | SOLD |
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%