Phil A. Younker & Associates, Ltd. Portfolio Holdings by Sector
Phil A. Younker & Associates, Ltd.
- $143 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHZ SCHB AOR SCHO GAL SCHD MINT SCHF 26 stocks |
$138 Million
96.21% of portfolio
|
  10  
|
  5  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
BTI 1 stocks |
$2.57 Million
1.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$1.23 Million
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$621,786
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$236,729
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK 1 stocks |
$226,350
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$218,125
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$215,339
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JELD 1 stocks |
$78,720
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
THM 1 stocks |
$18,600
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|