Stock Taper

PHILIP JAMES WEALTH MANGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A3$2.25M
Caterpillar Inc.CAT256$273.03K
Cummins Inc.CMI503$358.75K
Mastercard IncorporatedMA638$327.6K
Meta Platforms, Inc.META646$363.61K
Generac Holdings Inc.GNRC881$257.97K
LPL Financial Holdings Inc.LPLA1.04K$293.33K
McDonald's CorporationMCD1.1K$297.12K
Capital One Financial CorporationCOF1.2K$239.69K
Honeywell International Inc.HON1.21K$271.59K
CrowdStrike Holdings, Inc.CRWD1.27K$969.19K
United Therapeutics CorporationUTHR1.27K$690.83K
Humana Inc.HUM1.3K$514.84K
Space Exploration Technologies Corp.SPCX1.32K$226.21K
Vertex Pharmaceuticals IncorporatedVRTX1.46K$727.21K
Palo Alto Networks, Inc.PANW1.49K$507.78K
Qnity Electronics, Inc.Q1.51K$247.46K
Citigroup Inc.C1.6K$223.55K
Biogen Inc.BIIB1.7K$367.73K
Alphabet Inc.GOOG1.77K$624.01K