Stock Taper 
PHILLIPS FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 600 | $433.81K |
 Western Digital Corporation | WDC | 553 | $353.21K |
 Caterpillar Inc. | CAT | 549 | $584.63K |
 UnitedHealth Group Incorporated | UNH | 518 | $215.3K |
 Advanced Micro Devices, Inc. | AMD | 498 | $289.29K |
 Eaton Corporation plc | ETN | 493 | $210.08K |
 Costco Wholesale Corporation | COST | 405 | $378.93K |
 Linde plc | LIN | 386 | $200.31K |
 CrowdStrike Holdings, Inc. | CRWD | 302 | $230.47K |
 The Goldman Sachs Group, Inc. | GS | 241 | $243.74K |
 Fair Isaac Corporation | FICO | 216 | $258.07K |
 Seagate Technology Holdings plc | STX | 216 | $208.44K |
 GE Vernova Inc. | GEV | 204 | $239.87K |
 United Rentals, Inc. | URI | 191 | $216.38K |
 ASML Holding N.V. | ASML | 149 | $296.43K |
 Comfort Systems USA, Inc. | FIX | 107 | $212.07K |