Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc. reported 1,040 holdings worth US$616M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Financial Gravity Companies, Inc. reported 1,040 holdings worth US$616M as of Jun 30, 2026. Largest: Tesla, Inc., Palo Alto Networks, Inc. and Amazon.com, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 1,040
- Value as reported
- US$616M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 24,177 | US$10.2M | 1.6% |
| Palo Alto Networks, Inc. | 27,309 | US$9.31M | 1.5% |
| Amazon.com, Inc. | 38,025 | US$9.06M | 1.5% |
| Apple Inc | 27,558 | US$7.97M | 1.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,177 | US$7.73M | 1.3% |
| Novartis Ag | 48,030 | US$7.53M | 1.2% |
| Microsoft Corp. | 17,851 | US$6.66M | 1.1% |
| Asml Holding Nv | 3,327 | US$6.62M | 1.1% |
| Alphabet Inc (google) Class C | 15,685 | US$5.61M | 0.91% |
| Moderna, Inc. | 76,081 | US$5.33M | 0.86% |
| Berkshire Hathaway Inc. | 9,126 | US$4.57M | 0.74% |
| Sherwin-williams Company (the) | 12,021 | US$4.14M | 0.67% |
| Walmart Inc. | 36,247 | US$4.11M | 0.67% |
| Johnson & Johnson | 16,069 | US$4.08M | 0.66% |
| Marriott International | 10,814 | US$4.01M | 0.65% |
| Meta Platforms, Inc. | 6,814 | US$3.84M | 0.62% |
| 3m Company | 20,816 | US$3.37M | 0.55% |
| Triumph Financial, Inc. | 41,557 | US$3.17M | 0.51% |
| Coca-cola Company (the) | 38,976 | US$3.17M | 0.51% |
| Boeing Company (the) | 14,241 | US$3.08M | 0.50% |
| Starbucks Corporation | 28,273 | US$2.89M | 0.47% |
| Netflix, Inc. | 39,809 | US$2.84M | 0.46% |
| Colgate-palmolive Company | 30,904 | US$2.83M | 0.46% |
| Procter & Gamble Company (the) | 17,967 | US$2.63M | 0.43% |
| Novo Nordisk A/s Class B | 54,637 | US$2.62M | 0.42% |
| Stryker Corporation | 7,884 | US$2.48M | 0.40% |
| Walt Disney Company (the) | 25,746 | US$2.48M | 0.40% |
| Chipotle Mexican Grill, Inc. | 72,524 | US$2.47M | 0.40% |
| Fs Kkr Capital Corp. | 213K | US$2.23M | 0.36% |
| Palantir Technologies Inc. | 18,876 | US$2.2M | 0.36% |
| Costco Wholesale Corporation | 2,207 | US$2.06M | 0.33% |
| Salesforce, Inc. | 13,170 | US$2.06M | 0.33% |
| Autodesk, Inc. | 10,363 | US$2.01M | 0.33% |
| Intel Corporation | 14,132 | US$1.97M | 0.32% |
| Intuitive Surgical, Inc. | 4,834 | US$1.92M | 0.31% |
| Barings Bdc, Inc. | 224K | US$1.91M | 0.31% |
| Nike, Inc. | 46,016 | US$1.89M | 0.31% |
| Intuit Inc. | 6,503 | US$1.7M | 0.28% |
| W. P. Carey Inc. Reit | 12,112 | US$866K | 0.14% |
| Ares Capital Corporation | 45,662 | US$846K | 0.14% |
| Franklin Bsp Capital Corp | 62,565 | US$843K | 0.14% |
| Exxon Mobil Corporation | 5,952 | US$814K | 0.13% |
| Chevron Corporation | 3,849 | US$638K | 0.10% |
| Blue Owl Capital Corporation | 57,926 | US$630K | 0.10% |
| Nvidia Corporation | 3,027 | US$606K | 0.10% |
| Broadcom Inc. | 1,533 | US$579K | 0.09% |
| Orchid Island Capital, Inc. | 76,894 | US$536K | 0.09% |
| Nextera Energy, Inc. | 6,076 | US$533K | 0.09% |
| Cion Investment Corporation | 78,833 | US$491K | 0.08% |
| Cullen/frost Bankers, Inc. | 3,023 | US$467K | 0.08% |
| Lockheed Martin Corporation | 859 | US$438K | 0.07% |
| Scorpio Tankers Inc. | 6,317 | US$438K | 0.07% |
| Enterprise Products Partners L.p. | 11,732 | US$431K | 0.07% |
| Ge Vernova Inc. | 334 | US$392K | 0.06% |
| Teekay Tankers Ltd. | 6,000 | US$389K | 0.06% |
| Xcel Energy Inc. | 4,652 | US$374K | 0.06% |
| Sila Realty Trust, Inc. | 12,301 | US$373K | 0.06% |
| Home Depot, Inc. (the) | 987 | US$348K | 0.06% |
| Mastercard Incorporated | 643 | US$330K | 0.05% |
| Ge Aerospace | 853 | US$319K | 0.05% |
| Lowe's Companies, Inc. | 1,336 | US$295K | 0.05% |
| American Battery Technology Company | 102K | US$288K | 0.05% |
| Applied Materials, Inc. | 356 | US$257K | 0.04% |
| At&t Inc. | 10,556 | US$219K | 0.04% |
| Unitedhealth Group Incorporated | 509 | US$212K | 0.03% |
| Advanced Micro Devices Inc | 363 | US$211K | 0.03% |
| Agnc Investment Corp. | 18,760 | US$204K | 0.03% |
| Rtx Corporation | 1,009 | US$191K | 0.03% |
| Gilead Sciences, Inc. | 1,478 | US$187K | 0.03% |
| Oracle Corporation | 1,219 | US$179K | 0.03% |
| Brightspire Capital, Inc. | 32,708 | US$178K | 0.03% |
| Csx Corporation | 3,600 | US$171K | 0.03% |
| Energy Transfer Lp | 8,400 | US$161K | 0.03% |
| Visa Inc. | 467 | US$160K | 0.03% |
| Ast Spacemobile, Inc. | 1,783 | US$158K | 0.03% |
| Jp Morgan Chase & Co. | 433 | US$142K | 0.02% |
| Bp Plc | 3,703 | US$137K | 0.02% |
| Upwork Inc. | 16,184 | US$135K | 0.02% |
| Global Net Lease, Inc. | 14,951 | US$134K | 0.02% |
| International Business Machines Corporation | 458 | US$129K | 0.02% |
| Dominion Energy, Inc. | 1,757 | US$120K | 0.02% |
| Danaher Corporation | 620 | US$118K | 0.02% |
| Diamondback Energy, Inc. | 668 | US$117K | 0.02% |
| Pinnacle West Capital Corporation | 1,085 | US$116K | 0.02% |
| Verizon Communications Inc. | 2,641 | US$112K | 0.02% |
| Southern Company (the) | 1,087 | US$104K | 0.02% |
| Conocophillips | 980 | US$102K | 0.02% |
| Star Bulk Carriers Corp. | 3,928 | US$98,082 | 0.02% |
| Robinhood Markets, Inc. | 975 | US$97,773 | 0.02% |
| Rithm Capital Corp. | 9,545 | US$89,628 | 0.01% |
| Stanley Black & Decker, Inc. | 944 | US$88,849 | 0.01% |
| Pepsico, Inc. | 630 | US$85,302 | 0.01% |
| Eli Lilly And Company | 68 | US$81,561 | 0.01% |
| Wells Fargo & Company | 928 | US$76,690 | 0.01% |
| Corning Incorporated | 294 | US$75,096 | 0.01% |
| Kodiak Gas Services, Inc. | 959 | US$72,050 | 0.01% |
| Kroger Company (the) | 1,297 | US$72,022 | 0.01% |
| Cme Group Inc. | 317 | US$70,003 | 0.01% |
| Phillips 66 | 397 | US$67,113 | 0.01% |
| Consolidated Edison, Inc. | 600 | US$66,378 | 0.01% |
Every holding of Financial Gravity Companies, Inc.
Source
View original at SEC
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