Stock Taper 
PHILLIPS WEALTH PLANNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 2 | $1.51M |
 Comfort Systems USA, Inc. | FIX | 145 | $244.1K |
 Parker-Hannifin Corporation | PH | 289 | $276.72K |
 Micron Technology, Inc. | MU | 290 | $272.13K |
 ASML Holding N.V. | ASML | 322 | $562.62K |
 Hubbell Incorporated | HUBB | 422 | $202.09K |
 Lockheed Martin Corporation | LMT | 493 | $263.94K |
 Applied Materials, Inc. | AMAT | 517 | $286.68K |
 Eli Lilly and Company | LLY | 554 | $684.5K |
 Littelfuse, Inc. | LFUS | 570 | $230.49K |
 Costco Wholesale Corporation | COST | 600 | $568.5K |
 Cadence Design Systems, Inc. | CDNS | 606 | $224.86K |
 BlackRock, Inc. | BLK | 630 | $635.94K |
 GE Vernova Inc. | GEV | 650 | $700.1K |
 Berkshire Hathaway Inc. | BRK-B | 656 | $330.62K |
 Equinix, Inc. | EQIX | 666 | $681.27K |
 S&P Global Inc. | SPGI | 682 | $302.44K |
 Norfolk Southern Corporation | NSC | 701 | $226.24K |
 Rockwell Automation, Inc. | ROK | 706 | $331.04K |
 Caterpillar Inc. | CAT | 795 | $747.39K |