PJCC
Phillip James Consulting Co. Portfolio holdings
AUM
$5.67M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$5.67M
AUM Growth
–
Holding
95
Top Buys
| 1 | +$1.65M | |
| 2 | +$538K | |
| 3 | +$328K | |
| 4 |
Best Buy
BBY
|
+$271K |
| 5 |
Amazon
AMZN
|
+$261K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 41.79% |
| 2 | Healthcare | 16.01% |
| 3 | Consumer Discretionary | 15.81% |
| 4 | Financials | 10.36% |
| 5 | Industrials | 8.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Raymond James Financial
RJF
$31.4B
| $3K | 0.05% |
+18
|
|
||
77
US Bancorp
USB
$86.9B
| $3K | 0.05% |
+63
|
|
||
78
Vontier
VNT
$5.8B
| $3K | 0.05% |
+80
|
|
||
|
RAL
79
Ralliant Corp
RAL
$5.19B
| $3K | 0.05% |
+66
|
|
||
80
Cummins
CMI
$82.4B
| $2K | 0.04% |
+4
|
|
||
81
Crane Co
CR
$11.8B
| $2K | 0.04% |
+10
|
|
||
82
Ingersoll Rand
IR
$36.8B
| $2K | 0.04% |
+27
|
|
||
83
Jacobs Solutions
J
$15.7B
| $2K | 0.04% |
+17
|
|
||
84
Kontoor Brands
KTB
$3.66B
| $2K | 0.04% |
+33
|
|
||
85
PTC
PTC
$18.2B
| $2K | 0.04% |
+15
|
|
||
86
Sealed Air
SEE
$6.17B
| $2K | 0.04% |
+40
|
|
||
87
Carrier Global
CARR
$51.5B
| $1K | 0.02% |
+22
|
|
||
88
Crane NXT
CXT
$2.93B
| $1K | 0.02% |
+10
|
|
||
89
Intel
INTC
$234B
| $1K | 0.02% |
+21
|
|
||
90
McDonald's
MCD
$237B
| $1K | 0.02% |
+2
|
|
||
91
American International
AIG
$43B
| $0 | ﹤0.01% |
+3
|
|
||
92
Kyndryl
KD
$2.69B
| $0 | ﹤0.01% |
+20
|
|
||
93
Resideo Technologies
REZI
$6.06B
| $0 | ﹤0.01% |
+3
|
|
||
|
SOLS
94
Solstice Advanced Materials
SOLS
$12.7B
| $0 | ﹤0.01% |
+5
|
|
||
|
VSNT
95
Versant Media Group
VSNT
$4.49B
| $0 | ﹤0.01% |
+9
|
|