Phillip James Consulting Co. historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Phillip James Consulting Co. opened 46 positions, added to 0, reduced 0 and sold out of 45.
- Q2 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 0.
- Q1 2026: Stock BERKSHIRE HATHAWAY INC; Country of operation United States; Class COM CL A; Shares before 0.
- Q1 2026: Stock LIFE TIME GROUP HOLDINGS INC; Country of operation —; Class COM; Shares before 0.
- Q1 2026: Stock AMETEK INC; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111830), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | BERKSHIRE HATHAWAY INC DEL CUSIP 084670108 | United States | CL A | 0 | 1 | +1 | $0 | $748,850 | +$748,850 | 2026-07-28 |
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| Q1 2026 | BERKSHIRE HATHAWAY INC CUSIP 084670108 | United States | COM CL A | 0 | 1 | +1 | $0 | $718,000 | +$718,000 | 2026-05-12 |
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| Q1 2026 | LIFE TIME GROUP HOLDINGS INC CUSIP 53226Q108 | | COM | 0 | 3,406 | +3,406 | $0 | $91,000 | +$91,000 | 2026-05-12 |
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| Q1 2026 | AMETEK INC CUSIP 031791109 | | COM | 0 | 408 | +408 | $0 | $87,000 | +$87,000 | 2026-05-12 |
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| Q1 2026 | WELLTOWER INC CUSIP 94974N102 | | COM | 0 | 374 | +374 | $0 | $73,000 | +$73,000 | 2026-05-12 |
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| Q1 2026 | AMERIPRISE FINANCIAL INC CUSIP 02635P104 | | COM | 0 | 103 | +103 | $0 | $45,000 | +$45,000 | 2026-05-12 |
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| Q1 2026 | CONSTELLATION ENERGY CORP CUSIP 20603D105 | | COM | 0 | 70 | +70 | $0 | $19,000 | +$19,000 | 2026-05-12 |
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| Q1 2026 | API GROUP CORP CUSIP 00187Y102 | | COM | 0 | 397 | +397 | $0 | $16,000 | +$16,000 | 2026-05-12 |
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| Q1 2026 | LAM RESEARCH CORP CUSIP 512807108 | United States | COM | 0 | 66 | +66 | $0 | $14,000 | +$14,000 | 2026-05-12 |
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| Q1 2026 | VERALTO CORP CUSIP 92857W209 | | COM | 0 | 142 | +142 | $0 | $12,000 | +$12,000 | 2026-05-12 |
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| Q1 2026 | INTER PARFUMS INC CUSIP 458615100 | | COM | 0 | 93 | +93 | $0 | $8,000 | +$8,000 | 2026-05-12 |
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| Q1 2026 | WATTS WATER TECHNOLOGIES INC CUSIP 94179J101 | | COM CL A | 0 | 28 | +28 | $0 | $8,000 | +$8,000 | 2026-05-12 |
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| Q1 2026 | TEXAS INSTRUMENTS INC CUSIP 882184108 | | COM | 0 | 39 | +39 | $0 | $7,000 | +$7,000 | 2026-05-12 |
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| Q1 2026 | EXXON MOBIL CORP CUSIP 232124102 | | COM | 0 | 44 | +44 | $0 | $7,000 | +$7,000 | 2026-05-12 |
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| Q1 2026 | CANADIAN PACIFIC KANSAS CITY LTD CUSIP 13645T100 | | COM | 0 | 55 | +55 | $0 | $4,000 | +$4,000 | 2026-05-12 |
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| Q1 2026 | MILLROSE PROPERTIES INC CUSIP 60052N102 | | COM CL A | 0 | 175 | +175 | $0 | $4,000 | +$4,000 | 2026-05-12 |
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| Q1 2026 | YUM CHINA HOLDINGS INC CUSIP 98983V105 | | COM | 0 | 90 | +90 | $0 | $4,000 | +$4,000 | 2026-05-12 |
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| Q1 2026 | CENTERPOINT ENERGY INC CUSIP 156700106 | | COM | 0 | 75 | +75 | $0 | $3,000 | +$3,000 | 2026-05-12 |
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| Q1 2026 | GE AEROSPACE CUSIP 369604103 | United States | COM | 0 | 12 | +12 | $0 | $3,000 | +$3,000 | 2026-05-12 |
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| Q1 2026 | RAYMOND JAMES FINANCIAL INC CUSIP 754037103 | | COM | 0 | 24 | +24 | $0 | $3,000 | +$3,000 | 2026-05-12 |
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| Q1 2026 | TRACTOR SUPPLY CO CUSIP 872589103 | | COM | 0 | 70 | +70 | $0 | $3,000 | +$3,000 | 2026-05-12 |
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| Q1 2026 | GE VERNOVA INC CUSIP 36264K105 | | COM | 0 | 3 | +3 | $0 | $2,000 | +$2,000 | 2026-05-12 |
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| Q1 2026 | JACOBS SOLUTIONS INC CUSIP 46619H103 | | COM | 0 | 17 | +17 | $0 | $2,000 | +$2,000 | 2026-05-12 |
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| Q1 2026 | KONTOOR BRANDS INC CUSIP 50111T107 | | COM | 0 | 33 | +33 | $0 | $2,000 | +$2,000 | 2026-05-12 |
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| Q1 2026 | THOMSON REUTERS CORP CUSIP 88706W205 | | COM | 0 | 30 | +30 | $0 | $2,000 | +$2,000 | 2026-05-12 |
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| Q1 2026 | VONTIER CORP CUSIP 92841M109 | | COM | 0 | 80 | +80 | $0 | $2,000 | +$2,000 | 2026-05-12 |
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| Q1 2026 | CARNIVAL CORP CUSIP 143658300 | | COM | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | CRANE CO CUSIP 224269104 | | COM | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | CRANE NXT CO CUSIP 22401N106 | | COM | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | DRAFTKINGS INC CUSIP 26142R104 | United States | COM CL A | 0 | 50 | +50 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | ELDORADO GOLD CORP CUSIP 284902103 | | COM | 0 | 2 | +2 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | FERGUSON ENTERPRISES INC CUSIP 31510Q101 | | COM | 0 | 2 | +2 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | LABCORP HOLDINGS INC CUSIP 50540R409 | United States | COM | 0 | 6 | +6 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | MCKESSON CORP CUSIP 581557103 | | COM | 0 | 1 | +1 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | MONSTER BEVERAGE CORP CUSIP 61175W101 | | COM | 0 | 7 | +7 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | INSULET CORP CUSIP 45784L103 | | COM | 0 | 2 | +2 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | SEALED AIR CORP CUSIP 816196101 | | COM | 0 | 40 | +40 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | SLB CUSIP 806517504 | | COM | 0 | 8 | +8 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | SNOWFLAKE INC CUSIP 833445126 | | COM CL A | 0 | 3 | +3 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | SOUTHERN CO CUSIP 842162109 | | COM | 0 | 14 | +14 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | TRUIST FINANCIAL CORP CUSIP 86787E109 | | COM | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | UNITED RENTALS INC CUSIP 911365103 | | COM | 0 | 1 | +1 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | WARNER BROS DISCOVERY INC CUSIP 92556H206 | United States | COM | 0 | 31 | +31 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | XYLEM INC CUSIP 98416B104 | | COM | 0 | 5 | +5 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | ARISTA NETWORKS INC CUSIP 040413106 | United States | COM | 0 | 12 | +12 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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| Q1 2026 | BLACKROCK INC CUSIP 09247X101 | United States | COM | 0 | 1 | +1 | $0 | $1,000 | +$1,000 | 2026-05-12 |
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