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Portfolio (Quarterly) Guide ↗

Phillip James Consulting Co.

· CIK 0002111830
13F Portfolio $132M AUM 378 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 305 New 42 Added 1 Reduced 22 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MS MORGAN STANLEY Financial Services 8.0 $1K 0.00% -82.0 -91.1% $125.00 +60.4%

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
Technology 29.8%
Healthcare 25.8%
Consumer Cyclical 12.1%
Financial Services 10.8%
Communication Services 9.0%
Consumer Defensive 6.3%
Industrials 4.6%
Basic Materials 0.7%
Energy 0.5%
Utilities 0.2%