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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Philip James Wealth Mangement, LLC

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0002002630-26-000001

Total Value
$863.2M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A438,054$220.2M25.51%
2EXXON MOBIL CORPXOM462,810$55.7M6.45%
3QUALCOMM INCQCOM157,827$27.0M3.13%
4INTEL CORPINTC695,834$25.7M2.97%
5OCCIDENTAL PETE CORP6745991621,230,875$23.7M2.75%
6CHUBB LIMITEDCB64,200$20.0M2.32%
7MERCK & CO INCMRK184,977$19.5M2.26%
8JOHNSON & JOHNSONJNJ85,015$17.6M2.04%
9OCCIDENTAL PETE CORP674599105415,493$17.1M1.98%
10VANGUARD INDEX FDS92290876946,234$15.5M1.80%
11ROCKET COS INC77311W101755,558$14.6M1.69%
12ISHARES TR46434V621189,191$13.1M1.52%
13J P MORGAN EXCHANGE TRADED F46654Q724195,139$13.0M1.50%
14VANECK ETF TRUST92189F643119,634$12.4M1.44%
15ALTRIA GROUP INCMO206,156$11.9M1.38%
16GENERAL MLS INC370334104249,616$11.6M1.34%
17PEPSICO INCPEP80,447$11.5M1.34%
18PFIZER INCPFE407,210$10.1M1.17%
19CHEVRON CORP NEWCVX66,489$10.1M1.17%
20EA SERIES TRUST02072L771268,087$9.9M1.15%
21FIRST TR EXCH TRADED FD III33739P103132,565$9.4M1.09%
22J P MORGAN EXCHANGE TRADED F46641Q670196,473$9.3M1.08%
23J P MORGAN EXCHANGE TRADED F46641Q837182,687$9.2M1.07%
24BRITISH AMERN TOB PLC110448107159,013$9.0M1.04%
25VANGUARD SCOTTSDALE FDS92206C68068,057$8.3M0.96%
26ALIBABA GROUP HLDG LTDBBAAY56,138$8.2M0.95%
27EA SERIES TRUST02072L219259,433$8.1M0.94%
28SIMPLIFY EXCHANGE TRADED FUN82889N699296,881$8.1M0.94%
29BANK AMERICA CORP060505104143,214$7.9M0.91%
30FEDEX CORPFDX25,237$7.3M0.84%
31FIRST TR EXCHANGE-TRADED FD33733E732399,407$6.8M0.79%
32CONOCOPHILLIPSCOP71,230$6.7M0.77%
33LISTED FDS TR53656F623148,013$6.6M0.76%
34FIRST TR EXCHANGE-TRADED FD33738D788288,237$6.1M0.71%
35FIRST TR EXCHNG TRADED FD VI33740F888238,576$6.0M0.70%
36ALLY FINL INC02005N100130,651$5.9M0.69%
37DEVON ENERGY CORP NEW25179M103161,368$5.9M0.68%
38APPLE INCAAPL20,602$5.6M0.65%
39DIAGEO PLCDGEAF61,492$5.3M0.61%
40PAYCOM SOFTWARE INCPAYC31,940$5.1M0.59%
41HERSHEY COHSY25,341$4.6M0.53%
42ELI LILLY & COLLY4,287$4.6M0.53%
43INTERNATIONAL BUSINESS MACHSINTR15,533$4.6M0.53%
44NORDIC AMERICAN TANKERS LIMINAT1,317,013$4.5M0.52%
45BROWN FORMAN CORPBF-B156,621$4.1M0.47%
46US BANCORP DELUSB-PS75,896$4.0M0.47%
47HOME DEPOT INCHD11,616$4.0M0.46%
48WISDOMTREE TRWT77,143$3.8M0.44%
49AMERICAN CENTY ETF TR02507260449,669$3.8M0.44%
50COCA COLA COKO54,667$3.8M0.44%
51TESLA INCTSLA8,226$3.7M0.43%
52KRAFT HEINZ COKHC144,639$3.5M0.41%
53VIATRIS INCVTRS269,659$3.4M0.39%
54PAYPAL HLDGS INCPYPL55,810$3.3M0.38%
55CISCO SYS INCCSCO41,956$3.2M0.37%
56LOWES COS INC54866110713,288$3.2M0.37%
57ISHARES TR46428824046,625$3.1M0.36%
58AMGEN INCAMGN9,441$3.1M0.36%
59HP INCHPQ138,171$3.1M0.36%
60FIRST TR EXCHANGE-TRADED FD33738D770145,927$3.0M0.35%
61JAZZ PHARMACEUTICALS PLCJAZZ15,936$2.7M0.31%
62SMUCKER J M CO83269640525,328$2.5M0.29%
63SOLVENTUM CORPSOLV30,109$2.4M0.28%
64J P MORGAN EXCHANGE TRADED F46641Q65446,281$2.4M0.27%
65BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.26%
66NVIDIA CORPORATIONNVDA10,793$2.0M0.23%
67AMAZON COM INCAMZN8,670$2.0M0.23%
68SLB LIMITEDSLB51,779$2.0M0.23%
69CAMBRIA ETF TR132061862168,011$1.9M0.22%
70GILEAD SCIENCES INCGILD15,683$1.9M0.22%
71J P MORGAN EXCHANGE TRADED F46641Q64736,328$1.8M0.21%
72JPMORGAN CHASE & CO.VYLD5,286$1.7M0.20%
73NETAPP INCNTAP15,354$1.6M0.19%
74ORGANON & COOGN229,230$1.6M0.19%
75RIO TINTO PLCRTNTF19,806$1.6M0.18%
76MICROSOFT CORPMSFT2,760$1.3M0.15%
77VANGUARD SPECIALIZED FUNDS9219088446,043$1.3M0.15%
78MICRON TECHNOLOGY INCMU4,473$1.3M0.15%
79VERTEX PHARMACEUTICALS INCVRTX2,628$1.2M0.14%
80ISHARES INC4642865259,744$1.2M0.13%
81INVESCO QQQ TRIVZ1,882$1.2M0.13%
823M COMMM7,201$1.2M0.13%
83NXP SEMICONDUCTORS N VNXPI5,289$1.1M0.13%
84FIRST TR EXCH TRADED FD III33739N10822,005$1.1M0.13%
85ALPHABET INCGOOG3,482$1.1M0.13%
86ALPHABET INCGOOG3,482$1.1M0.13%
87SPROTT ASSET MANAGEMENT LPSII23,035$1.1M0.12%
88GENERAC HLDGS INCGNRC7,494$1.0M0.12%
89RTX CORPORATIONRTX5,388$988,1590.11%
90INVESCO EXCHANGE TRADED FD TIVZ14,789$983,7570.11%
91FRANKLIN TEMPLETON ETF TRFGDL38,646$961,1260.11%
92RED ROCK RESORTS INCRRR14,180$878,4510.10%
93CHECK POINT SOFTWARE TECH LTM224651044,729$877,5130.10%
94ISHARES TR4642876222,331$870,3560.10%
95CROWDSTRIKE HLDGS INCCRWD1,819$852,6740.10%
96PROCTER AND GAMBLE CO7427181095,492$787,1220.09%
97AMERICAN EXPRESS COAXP2,109$780,2250.09%
98ISHARES TR46428750711,805$779,1210.09%
99PHILIP MORRIS INTL INC7181721094,754$762,5430.09%
100PHILLIPS 66PSX5,871$757,5690.09%
101SPHERE ENTERTAINMENT COSPHR7,474$710,6280.08%
102CATERPILLAR INCCAT1,205$690,5480.08%
103AT&T INCT-PC26,921$668,7230.08%
104M & T BK CORP55261F1043,262$657,2280.08%
105UNITED THERAPEUTICS CORP DELUTHR1,325$645,6060.07%
106FIRST BUSEY CORPBUSEP26,366$627,2470.07%
107CARDINAL HEALTH INCCAH3,050$626,7750.07%
108AMERICAN BEACON SELECT FUNDS02368W40813,481$594,5120.07%
109VANGUARD INDEX FDS922908363940$589,6530.07%
110SONY GROUP CORPSNEJF21,139$541,1580.06%
111MASTERCARD INCORPORATEDMA938$535,6190.06%
112EXPAND ENERGY CORPORATIONEXE4,846$534,8230.06%
113META PLATFORMS INCMETA804$530,8650.06%
114HONEYWELL INTL INC4385161062,709$528,5420.06%
115ABBOTT LABSABLZF4,134$517,9490.06%
116LPL FINL HLDGS INC50212V1001,446$516,3300.06%
117CSX CORPCSX13,971$506,4490.06%
118C H ROBINSON WORLDWIDE INCCHRW3,142$505,1650.06%
119UBER TECHNOLOGIES INCUBER6,078$496,6330.06%
120S&P GLOBAL INCSPGI943$492,9820.06%
121ILLINOIS TOOL WKS INC4523081091,988$489,6440.06%
122MCDONALDS CORPMCD1,580$483,0470.06%
123CELANESE CORP DELCE11,005$465,2910.05%
124DANAHER CORPORATION2358511022,031$465,0200.05%
125DOVER CORPDOV2,376$463,9410.05%
126ILLUMINA INCILMN3,508$460,1090.05%
127VERTIV HOLDINGS COVRT2,732$442,6190.05%
128BIOGEN INCBIIB2,328$409,7050.05%
129QUANTA SVCS INC74762E102948$399,9850.05%
130CAPITAL ONE FINL CORP14040H1051,631$395,2780.05%
131TEXAS INSTRS INC8825081042,262$392,5070.05%
132ISHARES TR4642898675,985$389,0780.05%
133ARISTA NETWORKS INCANET2,919$382,4770.04%
134TORONTO DOMINION BK ONTTORO4,050$381,5100.04%
135WALMART INCWMT3,317$369,5720.04%
136PALO ALTO NETWORKS INCPANW2,003$368,9530.04%
137ISHARES TR4642884143,388$362,9280.04%
138ATLASSIAN CORPORATIONTEAM2,221$360,1130.04%
139ISHARES TR4642872263,603$359,8680.04%
140HUMANA INCHUM1,390$356,0930.04%
141VALARIS LTDVAL-WT6,977$351,6410.04%
142SYNCHRONY FINANCIALSYF-PB4,102$342,2300.04%
143CITIGROUP INCC-PR2,929$341,7590.04%
144ISHARES TR4642874653,472$333,4160.04%
145SELECT SECTOR SPDR TR81369Y6055,774$316,2400.04%
146GLOBAL PMTS INC37940X1024,013$310,5900.04%
147ENTEGRIS INCENTG3,668$309,0290.04%
148ISHARES TR4642898593,376$302,3880.04%
149ISHARES TR4642882083,476$287,5500.03%
150HUBSPOT INCHUBS705$282,9160.03%
151APA CORPORATIONAPA11,491$281,0700.03%
152NUSCALE PWR CORPNU19,188$271,8940.03%
153VISA INCV771$270,5630.03%
154WESBANCO INCWSBCO7,845$260,7680.03%
155VANGUARD INDEX FDS922908736533$259,9350.03%
156ISHARES TR464287689664$257,0000.03%
157CUMMINS INCCMI503$256,6950.03%
158SOUTHERN COSOMN2,942$256,5530.03%
159MCKESSON CORPMCK312$255,9300.03%
160TRANE TECHNOLOGIES PLCTT652$253,7580.03%
161COGNEX CORPCGNX7,025$252,7600.03%
162APPLIED MATLS INC038222105969$249,0970.03%
163KENVUE INCKVUE13,888$239,5700.03%
164SOUNDHOUND AI INCSOUNW23,330$232,6000.03%
165VANGUARD INDEX FDS9229087441,206$230,4130.03%
166DOCUSIGN INCDOCU3,265$223,3260.03%
167VANGUARD WORLD FD92204A702283$213,4090.02%
168DUKE ENERGY CORP NEWDUKB1,786$209,3590.02%
169ABBVIE INCABBV887$202,6470.02%
170SPECTRAL AI INCMDAIW12,000$17,0400.00%