Fig Financial Advisory Services Inc
Fig Financial Advisory Services Inc reported 63 holdings worth US$165M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 7, 2026
Fig Financial Advisory Services Inc reported 63 holdings worth US$165M as of Sep 30, 2026. Largest: Citizens Financial Group, Inc., Canadian Imperial Bank Of Commerce and Lamar Advertising Company. Filed Oct 7, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$165M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Citizens Financial Group, Inc. | 29,348 | US$1.87M | 1.1% |
| Canadian Imperial Bank Of Commerce | 15,265 | US$1.68M | 1.0% |
| Lamar Advertising Company | 11,433 | US$1.65M | 1.00% |
| Welltower Inc. | 6,618 | US$1.52M | 0.92% |
| Rio Tinto Plc | 15,262 | US$1.44M | 0.87% |
| Td Synnex Corporation | 5,495 | US$1.41M | 0.85% |
| Roivant Sciences Ltd. | 37,872 | US$1.38M | 0.84% |
| Valero Energy Corporation | 3,553 | US$1.38M | 0.83% |
| Cisco Systems, Inc. | 12,650 | US$1.36M | 0.82% |
| State Street Corporation | 7,775 | US$1.36M | 0.82% |
| Credicorp Ltd. | 3,467 | US$1.32M | 0.80% |
| Caseys General Stores, Inc. | 2,019 | US$1.23M | 0.74% |
| Ati Inc. | 6,121 | US$1.16M | 0.70% |
| Guardant Health, Inc. | 6,118 | US$1.09M | 0.66% |
| Monster Beverage Corporation | 24,124 | US$1M | 0.61% |
| Walmart Inc. | 3,447 | US$358K | 0.22% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ftai Aviation Ltd. | 0 | US$0 | 0.00% |
| Hilton Worldwide Holdings Inc. | 0 | US$0 | 0.00% |
| Kinross Gold Corporation | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Rbc Bearings Incorporated | 0 | US$0 | 0.00% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 0 | US$0 | 0.00% |
| Vodafone Group Public Limited Company | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Arcelormittal Sa | 0 | US$0 | 0.00% |
| Cardinal Health, Inc. | 0 | US$0 | 0.00% |
| Cboe Global Markets, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Entergy Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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