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Manager record

Phillip James Consulting Co.

Plymouth, MN · CIK 2111830 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$149.64MReported 13F valueQ2 2026 · as filed
401Holdings listed
+113384.7%vs prior quartervalue change includes market moves
3Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $5.7K$5.7KQ4 202595 holdingsQ1 2026: $131.9K$131.9KQ1 2026378 holdingsQ2 2026: $149.6M$149.6MQ2 2026401 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar. One or more quarters appear to be reported in $ thousands; figures are shown exactly as filed.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$149.64M · 401 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$131,859 · 378 holdings listed · View original SEC filing ↗
Feb 23 2026 13F-HR · period Q4 2025

$5,666 · 95 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology