Holdings
Phillip James Consulting Co.
As of Jun 30, 2026, Phillip James Consulting Co. reported 259 positions worth US$22.2M. Largest: Wisdomtree, Inc., Invesco Ltd and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Wisdomtree, Inc. | 89,570 | US$6.68M | new | Jun 30, 2026 |
| Invesco Ltd | 88,120 | US$2.43M | new | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,803 | US$2.4M | −2 | Jun 30, 2026 |
| Apple Inc | 6,270 | US$1.81M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,830 | US$654K | −8 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 1,373 | US$570K | −186 | Jun 30, 2026 |
| Microsoft Corp. | 1,200 | US$448K | +57 | Jun 30, 2026 |
| Corning Incorporated | 1,440 | US$368K | no change | Jun 30, 2026 |
| Veeva Systems Inc. | 1,894 | US$336K | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 510 | US$296K | no change | Jun 30, 2026 |