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Portfolio (Quarterly) Guide ↗

PHILLIPS FINANCIAL MANAGEMENT, LLC

· CIK 0001350660
13F Portfolio $1.4B AUM 283 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 20 Added 158 Reduced 33 Exited
Page 9 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FDX FEDEX CORP Industrials 863.0 $307K 0.02% -45.0 -5.0% $356.18 +12.3%
162 PEP PEPSICO INC Consumer Defensive 1,932.0 $300K 0.02% -354.0 -15.5% $155.29 -6.2%
163 TRV TRAVELERS COMPANIES INC Financial Services 1,024.0 $299K 0.02% $291.68 +4.5%
164 CVX CHEVRON CORPORATION Energy 1,436.0 $297K 0.02% -86.0 -5.7% $206.92 -10.7%
165 IVOV VANGUARD ADMIRAL FDS INC 2,860.0 $292K 0.02% $101.95 +7.6%
166 COP CONOCOPHILLIPS Energy 2,158.0 $285K 0.02% NEW $132.00 -11.7%
167 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 838.0 $283K 0.02% +135.0 +19.2% $337.95 +22.0%
168 PG PROCTER & GAMBLE CO Consumer Defensive 1,946.0 $281K 0.02% +194.0 +11.1% $144.45 -1.0%
169 BMAY INNOVATOR ETFS TRUST 6,123.0 $275K 0.02% $44.88 +5.5%
170 SPHY SPDR SERIES TRUST 11,647.0 $272K 0.02% -105.0 -0.9% $23.32 +0.7%
171 LOW LOWES COS INC Consumer Cyclical 1,147.0 $271K 0.02% -22.0 -1.9% $236.29 -10.2%
172 GE GE AEROSPACE Industrials 933.0 $265K 0.02% -105.0 -10.1% $283.90 +10.8%
173 AMGN AMGEN INC Healthcare 742.0 $261K 0.02% $351.87 -4.5%
174 PGR PROGRESSIVE CORP Financial Services 1,313.0 $260K 0.02% -18.0 -1.4% $198.24 +0.3%
175 SPYG SPDR SERIES TRUST 2,541.0 $249K 0.02% $97.91 +22.3%
176 MU MICRON TECHNOLOGY INC Technology 727.0 $246K 0.02% NEW $337.84 +165.2%
177 SPYV SPDR SERIES TRUST 4,320.0 $244K 0.02% $56.58 +7.9%
178 BAC BANK AMERICA CORP Financial Services 5,006.0 $244K 0.02% -617.0 -11.0% $48.75 +7.1%
179 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,540.0 $242K 0.02% +21.0 +1.4% $157.28 -4.2%
180 FICO FAIR ISAAC CORP Technology 219.0 $234K 0.02% -8.0 -3.5% $1067.54 +18.0%
Page 9 of 15  ·  283 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
Financial Services 38.4%
Technology 21.5%
Healthcare 7.9%
Communication Services 7.8%
Consumer Cyclical 6.3%
Industrials 5.0%
Utilities 4.4%
Energy 4.4%
Consumer Defensive 3.4%
Basic Materials 0.9%