Stock Taper

PHILLIPS FINANCIAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG1.5K$220.12K
Chevron CorporationCVX1.45K$240.87K
Flex Ltd.FLEX1.43K$232.41K
Philip Morris International Inc.PM1.43K$258.36K
The Progressive CorporationPGR1.29K$281.36K
The Home Depot, Inc.HD1.27K$447.04K
Mastercard IncorporatedMA1.09K$562.39K
Morgan StanleyMS1.06K$222.02K
Automatic Data Processing, Inc.ADP1.03K$231.02K
The Travelers Companies, Inc.TRV1.01K$335.07K
Lam Research CorporationLRCX1K$433.76K
Corning IncGLW976$249.3K
Micron Technology, Inc.MU965$1.11M
Texas Instruments IncorporatedTXN953$284.06K
GE AerospaceGE947$353.92K
Taiwan Semiconductor Manufacturing Company LimitedTSM856$408.8K
Deere & CompanyDE797$505.56K
FedEx CorporationFDX775$242.68K
Amgen Inc.AMGN689$249.52K
American Express CompanyAXP678$229.33K