Phillip James Consulting Co. has filed its quarterly 13F-HR report, revealing its holdings as of September 30, 2026. The report shows a total of $148,555,261 in assets under management. This update is significant as it provides insights into the company’s investment strategies and asset allocation trends, which could influence investor sentiment in the consulting industry.

Based in Plymouth, Minnesota, Phillip James Consulting Co. is categorized as an investment advisor. The firm is registered under the SEC with a Central Index Key (CIK) of 0002111830. In its recent filings, the company has consistently reported its holdings, with the latest filing dated November 3, 2026, following previous submissions throughout the year.

The filing indicates that Phillip James Consulting Co. holds a diverse portfolio, with a total of 370 entries reported. Major holdings include investments in well-known companies such as Apple Inc. and Alphabet Inc., showcasing the firm's strategy to invest in established market leaders.

According to the filing, the total value of the holdings reflects a strategic approach to asset management, focusing on companies with strong market positions. The firm’s investment discretion is noted as sole for all reported shares, indicating a concentrated decision-making process in its investment strategies.

This update may affect various stakeholders, including investors and analysts within the consulting and investment advisory sectors. The detailed breakdown of holdings serves as a valuable resource for understanding market trends and the performance of key industry players.

Looking ahead, the filing does not specify any upcoming actions or changes in strategy. However, the consistent reporting suggests that Phillip James Consulting Co. will continue to provide updates on its investment activities, allowing stakeholders to monitor its performance and strategic direction.