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Home > Institutional Investor > Phillip James Consulting Co. > Profile

Instuitional Investor - Phillip James Consulting Co.

Fund Profile
Filing Period:
Fund Name: Phillip James Consulting Co.
Portfolio Value $5,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 6,134 $1,513 26.7%
2.
Microsoft Corp
 MSFT 1,074 $488 8.61%
3.
Unitedhealth Group Inc
 UNH 968 $328 5.79%
4.
Amazon Com Inc
 AMZN 1,140 $263 4.64%
5.
Best Buy Co Inc
 BBY 3,547 $233 4.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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