Phillip James Consulting Co.
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 149,640
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 332 | 149,640 | 13F-HR | Phillip James Consulting Co. |
| Q1 2026 | 5/11/2026 | 378 | 131,859 | 13F-HR | Phillip James Consulting Co. |
| Q4 2025 | 2/23/2026 | 95 | 5,666 | 13F-HR | Phillip James Consulting Co. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.7 K | 13.8% | 8.216 K | 0 | 8.216 K |
| ETFs | 122.8 K | 82.1% | 3.427 K | 0 | 3.427 K |
| Debt | 6.135 K | 4.1% | 6.135 K | 0 | 6.135 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
149,640
Holdings
332
QoQ value change ($000)
17,781
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.