Holdings
Phillips Financial Management, LLC
As of Jun 30, 2026, Phillips Financial Management, LLC reported 72 positions worth US$65.2M. Largest: Jp Morgan Chase & Co., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 30,532 | US$9.99M | +192 | Jun 30, 2026 |
| Apple Inc | 20,863 | US$6.04M | −625 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,562 | US$4.85M | −175 | Jun 30, 2026 |
| Nvidia Corporation | 23,385 | US$4.68M | −134 | Jun 30, 2026 |
| Eli Lilly And Company | 2,337 | US$2.8M | −543 | Jun 30, 2026 |
| Atmos Energy Corporation | 15,167 | US$2.61M | −6 | Jun 30, 2026 |
| Microsoft Corp. | 6,759 | US$2.52M | −1,126 | Jun 30, 2026 |
| Amazon.com, Inc. | 10,278 | US$2.45M | +75 | Jun 30, 2026 |
| Tesla, Inc. | 3,996 | US$1.68M | −6 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,928 | US$1.47M | −417 | Jun 30, 2026 |