Stock Taper 
PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intercontinental Exchange, Inc. | ICE | 1.74K | $213.6K |
 Gilead Sciences, Inc. | GILD | 1.8K | $226.91K |
 Merck & Co., Inc. | MRK | 1.94K | $249.68K |
 Citigroup Inc. | C | 2.02K | $282.74K |
 Intel Corp. | INTC | 2.2K | $307.61K |
 Johnson & Johnson | JNJ | 2.23K | $565.88K |
 Eli Lilly and Company | LLY | 2.34K | $2.8M |
 Visa Inc. | V | 2.37K | $814.5K |
 Cisco Systems, Inc. | CSCO | 2.43K | $285.8K |
 Broadcom Inc. | AVGO | 2.52K | $953.06K |
 AbbVie Inc. | ABBV | 2.72K | $684.8K |
 Wells Fargo & Company | WFC | 2.88K | $238.34K |
 Berkshire Hathaway Inc. | BRK-B | 2.93K | $1.47M |
 Altria Group, Inc. | MO | 3.2K | $230.1K |
 EnPro Industries, Inc. | NPO | 3.29K | $1.24M |
 Steel Dynamics, Inc. | STLD | 3.66K | $840.66K |
 Exxon Mobil Corporation | XOM | 3.69K | $504.8K |
 Tesla, Inc. | TSLA | 4K | $1.68M |
 The Coca-Cola Company | KO | 4.69K | $380.83K |
 Brown & Brown, Inc. | BRO | 4.9K | $314.65K |