Phillip James Consulting Co.

Position in PTC — Ptc Inc.

CIK 2111830 PLYMOUTH, MN

Position in PTC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,704

+$1,702 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#617

of 677 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillip James Consulting Co. holds $43,834 across 5 Software - Application names. PTC ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BILL	BILL Holdings, Inc.	1,077	$38,944
2	PTC	Ptc Inc. This page	15	$1,704
3	UBER	Uber Technologies, Inc	18	$1,298
4	CDNS	Cadence Design Systems Inc	3	$1,125
5	SNOW	Snowflake Inc.	3	$763

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,704	15	0.0%	Shares	Sole	2026-07-28
2025-12-31	$2	15	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.