Phillip James Consulting Co. Diversified Active

CIK: 0002111830 ยท Show all filings

Period: Q4 2025

Filing Date: Feb 23, 2026

Total Value ($000): $6 (100.0% shares, 0.0% debt)

Holdings (95)

AAPL APPLE INC 26.7%
Value ($000) $2 Shares 6,134 Est. Cost $268.34 Unrealized 0.0%
MSFT MICROSOFT CORP 8.6%
Value ($000) $0 Shares 1,074 Est. Cost $500.58 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 5.8%
Value ($000) $0 Shares 968 Est. Cost $337.21 Unrealized 0.0%
AMZN AMAZON.COM INC 4.6%
Value ($000) $0 Shares 1,140 Est. Cost $228.79 Unrealized 0.0%
BBY BEST BUY INC 4.1%
Value ($000) $0 Shares 3,547 Est. Cost $75.46 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $0 Shares 943 Est. Cost $197.01 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 2.9%
Value ($000) $0 Shares 463 Est. Cost $356.97 Unrealized 0.0%
GLW CORNING INC 2.3%
Value ($000) $0 Shares 1,440 Est. Cost $85.98 Unrealized 0.0%
TSLA TESLA INC 2.2%
Value ($000) $0 Shares 300 Est. Cost $443.29 Unrealized 0.0%
DIS DISNEY WALT CO 2.2%
Value ($000) $0 Shares 1,112 Est. Cost $109.53 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 1.9%
Value ($000) $0 Shares 427 Est. Cost $247.57 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 1.8%
Value ($000) $0 Shares 71 Est. Cost $1310.75 Unrealized 0.0%
DHR DANAHER CORP 1.8%
Value ($000) $0 Shares 430 Est. Cost $219.54 Unrealized 0.0%
ULTA ULTA BEAUTY INC 1.7%
Value ($000) $0 Shares 142 Est. Cost $549.70 Unrealized 0.0%
ROST ROSS STORES INC 1.6%
Value ($000) $0 Shares 492 Est. Cost $166.60 Unrealized 0.0%
MRK MERCK & CO. INC. 1.5%
Value ($000) $0 Shares 773 Est. Cost $93.24 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 1.2%
Value ($000) $0 Shares 750 Est. Cost $85.27 Unrealized 0.0%
MCO MOODYS CORP 1.1%
Value ($000) $0 Shares 125 Est. Cost $487.35 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $0 Shares 210 Est. Cost $309.53 Unrealized 0.0%
ORCL ORACLE CORP 1.1%
Value ($000) $0 Shares 344 Est. Cost $238.05 Unrealized 0.0%
ECL ECOLAB INC 1.1%
Value ($000) $0 Shares 219 Est. Cost $265.71 Unrealized 0.0%
BK BANK NEW YORK MELLON COR 1.1%
Value ($000) $0 Shares 497 Est. Cost $110.50 Unrealized 0.0%
EMR EMERSON ELEC CO 1.0%
Value ($000) $0 Shares 405 Est. Cost $132.37 Unrealized 0.0%
PEP PEPSICO INC 1.0%
Value ($000) $0 Shares 394 Est. Cost $145.91 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 1.0%
Value ($000) $0 Shares 62 Est. Cost $817.77 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $0 Shares 100 Est. Cost $473.82 Unrealized 0.0%
DOV DOVER CORP 0.9%
Value ($000) $0 Shares 245 Est. Cost $181.83 Unrealized 0.0%
C CITIGROUP INC 0.8%
Value ($000) $0 Shares 413 Est. Cost $103.64 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC 0.8%
Value ($000) $0 Shares 75 Est. Cost $565.16 Unrealized 0.0%
KLAC KLA CORP 0.8%
Value ($000) $0 Shares 31 Est. Cost $1171.91 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $0 Shares 111 Est. Cost $400.79 Unrealized 0.0%
KO THE COCA-COLA CO 0.8%
Value ($000) $0 Shares 600 Est. Cost $69.40 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $0 Shares 60 Est. Cost $578.81 Unrealized 0.0%
SNPS SYNOPSYS INC 0.6%
Value ($000) $0 Shares 71 Est. Cost $444.23 Unrealized 0.0%
ABBV ABBVIE INC 0.6%
Value ($000) $0 Shares 168 Est. Cost $227.54 Unrealized 0.0%
STT STATE STR CORP 0.5%
Value ($000) $0 Shares 240 Est. Cost $118.97 Unrealized 0.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $0 Shares 296 Est. Cost $84.06 Unrealized 0.0%
BA BOEING CO 0.5%
Value ($000) $0 Shares 112 Est. Cost $205.66 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $0 Shares 157 Est. Cost $151.40 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $0 Shares 62 Est. Cost $364.59 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $0 Shares 213 Est. Cost $106.51 Unrealized 0.0%
BX BLACKSTONE INC 0.4%
Value ($000) $0 Shares 143 Est. Cost $151.46 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $0 Shares 21 Est. Cost $813.35 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $0 Shares 168 Est. Cost $127.30 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $0 Shares 37 Est. Cost $463.73 Unrealized 0.0%
MS MORGAN STANLEY 0.3%
Value ($000) $0 Shares 90 Est. Cost $166.47 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $0 Shares 69 Est. Cost $187.72 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 100 Est. Cost $143.72 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $0 Shares 262 Est. Cost $47.53 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 547 Est. Cost $25.03 Unrealized 0.0%
YUM YUM BRANDS INC 0.2%
Value ($000) $0 Shares 90 Est. Cost $147.67 Unrealized 0.0%
VLTO VERALTO CORP 0.2%
Value ($000) $0 Shares 142 Est. Cost $101.01 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $0 Shares 111 Est. Cost $107.20 Unrealized 0.0%
FISV FISERV INC 0.2%
Value ($000) $0 Shares 182 Est. Cost $83.87 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 393 Est. Cost $27.87 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $0 Shares 40 Est. Cost $195.03 Unrealized 0.0%
EXC EXELON CORP 0.2%
Value ($000) $0 Shares 200 Est. Cost $45.46 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 36 Est. Cost $212.55 Unrealized 0.0%
IPAR INTERPARFUMS INC 0.1%
Value ($000) $0 Shares 93 Est. Cost $88.03 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $0 Shares 81 Est. Cost $89.74 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 22 Est. Cost $239.49 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 62 Est. Cost $82.26 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 32 Est. Cost $170.73 Unrealized 0.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $0 Shares 21 Est. Cost $279.23 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $0 Shares 26 Est. Cost $227.32 Unrealized 0.0%
EXEL EXELIXIS INC 0.1%
Value ($000) $0 Shares 125 Est. Cost $41.37 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 50 Est. Cost $73.79 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $0 Shares 90 Est. Cost $45.81 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 70 Est. Cost $53.71 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $0 Shares 236 Est. Cost $16.21 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $0 Shares 48 Est. Cost $78.93 Unrealized 0.0%
RS RELIANCE INC 0.1%
Value ($000) $0 Shares 13 Est. Cost $280.97 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $0 Shares 18 Est. Cost $160.93 Unrealized 0.0%
RAL RALLIANT CORP 0.1%
Value ($000) $0 Shares 66 Est. Cost $46.87 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $0 Shares 75 Est. Cost $38.86 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $0 Shares 13 Est. Cost $240.69 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value ($000) $0 Shares 20 Est. Cost $152.01 Unrealized 0.0%
VNT VONTIER CORP 0.1%
Value ($000) $0 Shares 80 Est. Cost $38.27 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $0 Shares 63 Est. Cost $48.72 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $38.57 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $78.94 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $74.23 Unrealized 0.0%
PTC PTC INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $185.83 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $146.41 Unrealized 0.0%
CR CRANE CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $185.35 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $466.32 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $55.53 Unrealized 0.0%
CXT CRANE NXT CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $58.99 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $305.09 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost $37.76 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.08 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $27.11 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.00 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.68 Unrealized 0.0%
VSNT VERSANT MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $46.58 Unrealized 0.0%