§ 13F · FUND PROFILE
Phillip James Consulting Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 95Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 6K | $1.5B | 26.7% | NEW |
| 2 | MSFT | MICROSOFT CORP | 1K | $488M | 8.6% | NEW |
| 3 | UNH | UNITEDHEALTH GROUP INC | 968 | $328M | 5.8% | NEW |
| 4 | AMZN | AMAZON.COM INC | 1K | $263M | 4.6% | NEW |
| 5 | BBY | BEST BUY INC | 4K | $233M | 4.1% | NEW |
| 6 | JNJ | JOHNSON & JOHNSON | 943 | $206M | 3.6% | NEW |
| 7 | AXP | AMERICAN EXPRESS CO | 463 | $163M | 2.9% | NEW |
| 8 | GLW | CORNING INC | 1K | $133M | 2.3% | NEW |
| 9 | TSLA | TESLA INC | 300 | $126M | 2.2% | NEW |
| 10 | DIS | DISNEY WALT CO | 1K | $123M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHILLIP SIGNAL
AC read
Phillip James Consulting Co. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed