Long-term investor
Phillip James Consulting Co. @phillipjamesconsultingco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111830).
Record
- Tracked since 2025-12-31 (264 days), 258 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -3.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464286103 · 10.2% · long · since 2026-06-30
- 808524862 · 7.9% · long · since 2026-06-30
- 922908744 · 7.0% · long · since 2026-06-30
- 808524102 · 6.9% · long · since 2026-06-30
- 808524409 · 4.6% · long · since 2026-06-30
- WT · 4.5% · long · since 2026-06-30
- 922908751 · 4.4% · long · since 2026-06-30
- 922042718 · 4.3% · long · since 2026-06-30
- 921937827 · 4.1% · long · since 2026-03-31
- 41151J687 · 3.9% · long · since 2026-06-30
- 808524607 · 3.5% · long · since 2026-06-30
- 78464A854 · 2.9% · long · since 2026-06-30