Stock Taper 
PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphatec Holdings, Inc. | ATEC | 59.57K | $515.25K |
 JPMorgan Chase & Co. | JPM | 30.53K | $9.99M |
 Old National Bancorp | ONB | 27.83K | $720.8K |
 NVIDIA Corporation | NVDA | 23.39K | $4.68M |
 Apple Inc. | AAPL | 20.86K | $6.04M |
 Atmos Energy Corporation | ATO | 15.17K | $2.61M |
 Lincoln National Corporation | LNC | 13.7K | $484.16K |
 The Williams Companies, Inc. | WMB | 11.08K | $823.69K |
 Amazon.com, Inc. | AMZN | 10.28K | $2.45M |
 Enterprise Products Partners L.P. | EPD | 10.03K | $368.63K |
 Walmart Inc. | WMT | 8.14K | $921.63K |
 Alphabet Inc. | GOOGL | 7.48K | $2.67M |
 Microsoft Corporation | MSFT | 6.76K | $2.52M |
 Franklin Electric Co., Inc. | FELE | 6.48K | $694.91K |
 Alphabet Inc. | GOOG | 6.15K | $2.17M |
 Netflix, Inc. | NFLX | 5.24K | $373.85K |
 Brown & Brown, Inc. | BRO | 4.9K | $314.65K |
 The Coca-Cola Company | KO | 4.69K | $380.83K |
 Tesla, Inc. | TSLA | 4K | $1.68M |
 Exxon Mobil Corporation | XOM | 3.69K | $504.8K |