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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 ELDORADO GOLD CORP 2 $1K 0.00% SOLD
142 EUROPEAN EQUITY FUND INC 122 $1K 0.00% SOLD
143 FERGUSON ENTERPRISES INC 2 $1K 0.00% SOLD
144 FITB FIFTH THIRD BANCORP Financial Services 22 $1K 0.00% SOLD
145 INSULET CORP 2 $1K 0.00% SOLD
146 SCZ ISHARES MSCI ACWI ETF 8 $1K 0.00% SOLD
147 LABCORP HOLDINGS INC 6 $1K 0.00% SOLD
148 MCKESSON CORP 1 $1K 0.00% SOLD
149 MONSTER BEVERAGE CORP 7 $1K 0.00% SOLD
150 NEM NEWMONT CORP Basic Materials 10 $1K 0.00% SOLD
151 PCG PGE CORP Utilities 27 $1K 0.00% SOLD
152 RGEN RESMED INC Healthcare 4 $1K 0.00% SOLD
153 RGP RESIDEO TECHNOLOGIES INC Industrials 3 $1K 0.00% SOLD
154 SLB 8 $1K 0.00% SOLD
155 SEALED AIR CORP 40 $1K 0.00% SOLD
156 SNOWFLAKE INC 3 $1K 0.00% SOLD
157 SOUTHERN CO 14 $1K 0.00% SOLD
158 SYK STRYKER CORP Healthcare 2 $1K 0.00% SOLD
159 TRUIST FINANCIAL CORP 26 $1K 0.00% SOLD
160 UNITED RENTALS INC 1 $1K 0.00% SOLD
Page 8 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%