Phil A. Younker & Associates, Ltd.
Top Portfolio Positions
9 positions ·
$6,868,498 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
47,871 | $2,799,017 | 40.75% | |
| BA |
Boeing Co
Industrials
|
7,986 | $1,589,453 | 23.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,178 | $878,499 | 12.79% | |
| ALK |
Alaska Air Group, Inc.
Industrials
|
19,000 | $698,820 | 10.17% | |
| GLD |
Spdr Gold Trust
|
766 | $329,602 | 4.80% | |
| MPLX |
Mplx LP
Energy
|
4,500 | $256,815 | 3.74% | |
| V |
Visa Inc.
Financial Services
|
675 | $204,012 | 2.97% | |
| JELD |
JELD-WEN Holding, Inc.
Industrials
|
72,000 | $89,280 | 1.30% | |
| THM |
International Tower Hill Mines Ltd
Basic Materials
|
10,000 | $23,000 | 0.33% |
Portfolio Trend
6 quarters · across all stocks
Holdings in THM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,000 | 10,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,600 | 10,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,400 | 10,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,600 | 10,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,300 | 10,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,600 | 10,000 | Shares | Sole | 2025-04-07 | |
| No 13F history on record for this holder in this stock. | ||||||