Phillip James Consulting Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 23, 2026), Phillip James Consulting Co. reported 95 stock positions worth $5.7 million. Its top holding was Apple (AAPL) at 26.7% of the portfolio, followed by Microsoft (MSFT, 8.6%) and Unitedhealth (UNH, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0002111830
- Portfolio Value
- $5.7M (Q4 2025)
- SEC Filing
- 0002111830-26-000001 ↗ filed Feb 23, 2026
Holdings Value
Holdings 95 stocks · $5.7M
| AAPL Apple Inc. | 26.70% | 6,134 | $1.5M | — |
| MSFT Microsoft Corp. | 8.61% | 1,074 | $488K | — |
| UNH Unitedhealth Group Inc. | 5.79% | 968 | $328K | — |
| AMZN Amazon.com Inc. | 4.64% | 1,140 | $263K | — |
| BBY Best Buy Co. Inc. | 4.11% | 3,547 | $233K | — |
| JNJ Johnson & Johnson | 3.64% | 943 | $206K | — |
| AXP American Express Co. | 2.88% | 463 | $163K | — |
| GLW Corning Inc. | 2.35% | 1,440 | $133K | — |
| TSLA Tesla Inc. | 2.22% | 300 | $126K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.17% | 1,112 | $123K | — |
| ITW Illinois Tool Works | 1.92% | 427 | $109K | — |
| TDG Transdigm Group Inc. | 1.82% | 71 | $103K | — |
| DHR Danaher Corp. | 1.78% | 430 | $101K | — |
| ULTA Ulta Beauty Inc. | 1.69% | 142 | $96K | — |
| ROST Ross Stores Inc. | 1.64% | 492 | $93K | — |
| MRK Merck & Co. Inc. | 1.50% | 773 | $85K | — |
| CHD Church & Dwight Co. Inc. | 1.22% | 750 | $69K | — |
| MCO Moody's Corp. | 1.15% | 125 | $65K | — |
| JPM JPMorgan Chase & Co. | 1.13% | 210 | $64K | — |
| ORCL Oracle Corp. | 1.09% | 344 | $62K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.06% | 497 | $60K | — |
| ECL Ecolab Inc. | 1.06% | 219 | $60K | — |
| EMR Emerson Electric Co. | 1.04% | 405 | $59K | — |
| PH Parker Hannifin Corp. | 1.02% | 62 | $58K | — |
| PEP Pepsico Inc. | 1.02% | 394 | $58K | — |
| AMP Ameriprise Financial Inc. | 0.86% | 100 | $49K | — |
| DOV Dover Corp. | 0.86% | 245 | $49K | — |
| C Citigroup Inc. | 0.83% | 413 | $47K | — |
| KLAC KLA Corp. | 0.81% | 31 | $46K | — |
| TMO Thermo Fisher Scientific Inc. | 0.81% | 75 | $46K | — |
| KO The Coca-Cola Co. | 0.76% | 600 | $43K | — |
| MSI Motorola Solutions Inc. | 0.76% | 111 | $43K | — |
| NOC Northrop Grumman Corp. | 0.69% | 60 | $39K | — |
| ABBV Abbvie Inc. | 0.64% | 168 | $36K | — |
| SNPS Synopsys Inc. | 0.64% | 71 | $36K | — |
| STT State Street Corp. | 0.53% | 240 | $30K | — |
| BA The Boeing Co. | 0.49% | 112 | $28K | — |
| SBUX Starbucks Corp. | 0.49% | 296 | $28K | — |
| CVX Chevron Corp. | 0.46% | 157 | $26K | — |
| HD Home Depot Inc. | 0.41% | 62 | $23K | — |
| PRU Prudential Financial Inc. | 0.41% | 213 | $23K | — |
| BX Blackstone Inc. | 0.39% | 143 | $22K | — |
| ABT Abbott Laboratories | 0.35% | 168 | $20K | — |
| GS Goldman Sachs Group Inc. | 0.35% | 21 | $20K | — |
| HCA HCA Healthcare Inc. | 0.30% | 37 | $17K | — |
| MS Morgan Stanley | 0.28% | 90 | $16K | — |
| CAH Cardinal Health Inc. | 0.26% | 69 | $15K | — |
| A Agilent Technologies Inc. | 0.25% | 100 | $14K | — |
| BMY Bristol-Myers Squibb Co. | 0.25% | 262 | $14K | — |
| PFE Pfizer Inc. | 0.25% | 547 | $14K | — |
| VLTO Veralto Corp. | 0.25% | 142 | $14K | — |
| YUM Yum! Brands Inc. | 0.25% | 90 | $14K | — |
| WMT Walmart Inc. | 0.23% | 111 | $13K | — |
| FISV Fiserv Inc. | 0.21% | 182 | $12K | — |
| SOFI Sofi Technologies Inc. | 0.18% | 393 | $10K | — |
| EXC Exelon Corp. | 0.16% | 200 | $9K | — |
| HON Honeywell International Inc. | 0.16% | 40 | $9K | — |
| IPAR Interparfums Inc. | 0.14% | 93 | $8K | — |
| NDAQ Nasdaq Inc. | 0.14% | 81 | $8K | — |
| WM Waste Management Inc. | 0.14% | 36 | $8K | — |
| AMAT Applied Materials Inc. | 0.12% | 22 | $7K | — |
| AKAM Akamai Technologies Inc. | 0.11% | 62 | $6K | — |
| CI The Cigna Group | 0.11% | 21 | $6K | — |
| TXN Texas Instruments Inc. | 0.11% | 32 | $6K | — |
| UNP Union Pacific Corp. | 0.11% | 26 | $6K | — |
| EXEL Exelixis Inc. | 0.09% | 125 | $5K | — |
| CSCO Cisco Systems Inc. | 0.07% | 50 | $4K | — |
| MET Metlife Inc. | 0.07% | 48 | $4K | — |
| RS Reliance Inc. | 0.07% | 13 | $4K | — |
| TSCO Tractor Supply Company | 0.07% | 70 | $4K | — |
| VFC VF Corp. | 0.07% | 236 | $4K | — |
| YUMC Yum China Holdings Inc. | 0.07% | 90 | $4K | — |
| CNP Centerpoint Energy Inc. | 0.05% | 75 | $3K | — |
| DHI D.R. Horton Inc. | 0.05% | 20 | $3K | — |
| IT Gartner Inc. | 0.05% | 13 | $3K | — |
| RAL Ralliant Corp. | 0.05% | 66 | $3K | — |
| RJF Raymond James Financial Inc. | 0.05% | 18 | $3K | — |
| USB US Bancorp | 0.05% | 63 | $3K | — |
| VNT Vontier Corp. | 0.05% | 80 | $3K | — |
| CR Crane Co. | 0.04% | 10 | $2K | — |
| CMI Cummins Inc. | 0.04% | 4 | $2K | — |
| IR Ingersoll-Rand Inc. | 0.04% | 27 | $2K | — |
| J Jacobs Solutions Inc. | 0.04% | 17 | $2K | — |
| KTB Kontoor Brands Inc. | 0.04% | 33 | $2K | — |
| PTC PTC Inc. | 0.04% | 15 | $2K | — |
| SEE Sealed Air Corp. | 0.04% | 40 | $2K | — |
| CARR Carrier Global Corp. | 0.02% | 22 | $1K | — |
| CXT Crane NXT Co. | 0.02% | 10 | $1K | — |
| INTC Intel Corp. | 0.02% | 21 | $1K | — |
| MCD McDonald's Corp. | 0.02% | 2 | $1K | — |
| AIG American International Group | 0.00% | 3 | $0 | — |
| KD Kyndryl Holdings Inc. | 0.00% | 20 | $0 | — |
| REZI Resideo Technologies Inc. | 0.00% | 3 | $0 | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 5 | $0 | — |
| VSNT Versant Media Group Inc. | 0.00% | 9 | $0 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.