PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEC | 60K | $1.25M |
 | JPM | 30K | $9.77M |
 | ONB | 28K | $633.45K |
 | EVLV | 24K | $174.76K |
 | NVDA | 24K | $4.46M |
 | AAPL | 23K | $6.20M |
 | LNC | 22K | $975.17K |
 | ATO | 15K | $2.54M |
 | WMB | 11K | $681.65K |
 | AMZN | 10K | $2.38M |
 | EPD | 10K | $321.50K |
 | MSFT | 8K | $4.09M |
 | WMT | 8K | $938.93K |
 | GOOGL | 8K | $2.61M |
 | KR | 7K | $455.73K |
 | FELE | 7K | $652.28K |
 | GOOG | 7K | $2.11M |
 | NFLX | 6K | $541.65K |
 | BAC | 6K | $309.26K |
 | BRO | 5K | $403.28K |
Alphatec Holdings, Inc.
ATEC
Shares Held
60K
Value
$1.25M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.77M
Old National Bancorp
ONB
Shares Held
28K
Value
$633.45K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
24K
Value
$174.76K
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.46M
Apple Inc.
AAPL
Shares Held
23K
Value
$6.20M
Lincoln National Corporation
LNC
Shares Held
22K
Value
$975.17K
Atmos Energy Corporation
ATO
Shares Held
15K
Value
$2.54M
The Williams Companies, Inc.
WMB
Shares Held
11K
Value
$681.65K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.38M
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$321.50K
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.09M
Walmart Inc.
WMT
Shares Held
8K
Value
$938.93K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.61M
The Kroger Co.
KR
Shares Held
7K
Value
$455.73K
Franklin Electric Co., Inc.
FELE
Shares Held
7K
Value
$652.28K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$2.11M
Netflix, Inc.
NFLX
Shares Held
6K
Value
$541.65K
Bank of America Corporation
BAC
Shares Held
6K
Value
$309.26K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$403.28K