PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEC | 60K | $648.26K |
 | JPM | 30K | $8.92M |
 | ONB | 28K | $627.99K |
 | EVLV | 24K | $147.67K |
 | NVDA | 24K | $4.10M |
 | AAPL | 21K | $5.45M |
 | LNC | 17K | $605.71K |
 | ATO | 15K | $2.80M |
 | WMB | 11K | $821.54K |
 | AMZN | 10K | $2.12M |
 | EPD | 10K | $379.46K |
 | WMT | 8K | $1.03M |
 | MSFT | 8K | $2.92M |
 | GOOGL | 8K | $2.19M |
 | FELE | 6K | $597.91K |
 | GOOG | 6K | $1.76M |
 | NFLX | 6K | $556.90K |
 | BAC | 5K | $244.04K |
 | BRO | 5K | $322.72K |
 | KO | 4K | $313.48K |
Alphatec Holdings, Inc.
ATEC
Shares Held
60K
Value
$648.26K
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$8.92M
Old National Bancorp
ONB
Shares Held
28K
Value
$627.99K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
24K
Value
$147.67K
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.10M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.45M
Lincoln National Corporation
LNC
Shares Held
17K
Value
$605.71K
Atmos Energy Corporation
ATO
Shares Held
15K
Value
$2.80M
The Williams Companies, Inc.
WMB
Shares Held
11K
Value
$821.54K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.12M
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$379.46K
Walmart Inc.
WMT
Shares Held
8K
Value
$1.03M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$2.92M
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.19M
Franklin Electric Co., Inc.
FELE
Shares Held
6K
Value
$597.91K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.76M
Netflix, Inc.
NFLX
Shares Held
6K
Value
$556.90K
Bank of America Corporation
BAC
Shares Held
5K
Value
$244.04K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$322.72K
The Coca-Cola Company
KO
Shares Held
4K
Value
$313.48K