Financial Gravity Companies, Inc. current holdings: USA Stocks
Financial Gravity Companies, Inc. reported $0.19 billion in share positions in stocks (listed in the US), 391 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are TSLA, PANW, ARM.
- TSLA: Country of operation United States; Class COMMON STOCK; Shares 24,177; Value $10,168,846.
- PANW: Country of operation United States; Class COMMON STOCK; Shares 27,309; Value $9,312,915.
- ARM: Country of operation —; Class AMERICAN DEPOSITORY; Shares 25,683; Value $9,106,421.
- AMZN: Country of operation United States; Class COMMON STOCK; Shares 38,025; Value $9,062,879.
Form 13F-HR as filed (SEC CIK 1377167): quarter ended 2026-06-30, filed 2026-08-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| TSLA TESLA INC | United States | COMMON STOCK | 24,177 | $10,168,846 | 5.39% | 2026-06-30 | 2026-08-05 | -16.11% |
| PANW PALO ALTO NETWORKS INC | United States | COMMON STOCK | 27,309 | $9,312,915 | 4.93% | 2026-06-30 | 2026-08-05 | +13.90% |
| ARM ARM HOLDINGS PLC | AMERICAN DEPOSITORY | 25,683 | $9,106,421 | 4.83% | 2026-06-30 | 2026-08-05 | -17.18% | |
| AMZN AMAZON COM INC | United States | COMMON STOCK | 38,025 | $9,062,879 | 4.80% | 2026-06-30 | 2026-08-05 | +3.50% |
| AAPL APPLE INC | United States | COMMON STOCK | 27,558 | $7,974,141 | 4.23% | 2026-06-30 | 2026-08-05 | |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | AMERICAN DEPOSITORY | 16,177 | $7,725,650 | 4.09% | 2026-06-30 | 2026-08-05 | -4.32% | |
| NVS NOVARTIS AG | AMERICAN DEPOSITORY | 48,030 | $7,527,262 | 3.99% | 2026-06-30 | 2026-08-05 | -7.03% | |
| MSFT MICROSOFT CORP | United States | COMMON STOCK | 17,851 | $6,658,656 | 3.53% | 2026-06-30 | 2026-08-05 | +36.44% |
| ASML ASML HLDG NV | AMERICAN DEPOSITORY | 3,327 | $6,618,867 | 3.51% | 2026-06-30 | 2026-08-05 | -7.79% | |
| GOOG ALPHABET INC | United States | COMMON STOCK | 15,380 | $5,434,324 | 2.88% | 2026-06-30 | 2026-08-05 | -4.53% |
| MRNA MODERNA INC | United States | COMMON STOCK | 76,081 | $5,327,952 | 2.82% | 2026-06-30 | 2026-08-05 | +190.53% |
| BRKB BERKSHIRE HATHAWAY INC DEL | COMMON STOCK | 9,126 | $4,566,559 | 2.42% | 2026-06-30 | 2026-08-05 | ||
| SHW SHERWIN WILLIAMS CO | United States | COMMON STOCK | 12,021 | $4,139,071 | 2.19% | 2026-06-30 | 2026-08-05 | -4.03% |
| WMT WALMART INC | United States | COMMON STOCK | 36,247 | $4,105,324 | 2.18% | 2026-06-30 | 2026-08-05 | -5.70% |
| JNJ JOHNSON & JOHNSON | United States | COMMON STOCK | 16,069 | $4,080,958 | 2.16% | 2026-06-30 | 2026-08-05 | +5.35% |
| MAR MARRIOTT INTL INC NEW | United States | COMMON STOCK | 10,814 | $4,007,411 | 2.12% | 2026-06-30 | 2026-08-05 | -2.42% |
| META META PLATFORMS INC | United States | COMMON STOCK | 6,814 | $3,838,304 | 2.03% | 2026-06-30 | 2026-08-05 | +31.16% |
| MMM 3M CO | United States | COMMON STOCK | 20,816 | $3,370,383 | 1.79% | 2026-06-30 | 2026-08-05 | +4.06% |
| AZN ASTRAZENECA PLC | FOREIGN ORDINARIES | 16,731 | $3,172,532 | 1.68% | 2026-06-30 | 2026-08-05 | -13.40% | |
| TFIN TRIUMPH FINANCIAL INC | United States | COMMON STOCK | 41,557 | $3,171,215 | 1.68% | 2026-06-30 | 2026-08-05 | -21.20% |
| KO COCA COLA CO | United States | COMMON STOCK | 38,976 | $3,167,599 | 1.68% | 2026-06-30 | 2026-08-05 | +6.85% |
| BA BOEING CO | United States | COMMON STOCK | 14,241 | $3,082,749 | 1.63% | 2026-06-30 | 2026-08-05 | -13.30% |
| SBUX STARBUCKS CORP | United States | COMMON STOCK | 28,273 | $2,889,174 | 1.53% | 2026-06-30 | 2026-08-05 | -6.62% |
| NFLX NETFLIX INC. | United States | COMMON STOCK | 39,809 | $2,842,363 | 1.51% | 2026-06-30 | 2026-08-05 | -1.54% |
| CL COLGATE PALMOLIVE CO | United States | COMMON STOCK | 30,904 | $2,833,247 | 1.50% | 2026-06-30 | 2026-08-05 | -5.69% |
| PG PROCTER & GAMBLE CO | United States | COMMON STOCK | 17,967 | $2,634,647 | 1.40% | 2026-06-30 | 2026-08-05 | +1.15% |
| NVO NOVO-NORDISK A S | AMERICAN DEPOSITORY | 54,637 | $2,619,298 | 1.39% | 2026-06-30 | 2026-08-05 | -20.09% | |
| SYK STRYKER CORPORATION | United States | COMMON STOCK | 7,884 | $2,482,323 | 1.32% | 2026-06-30 | 2026-08-05 | -11.46% |
| DIS DISNEY WALT CO | United States | COMMON STOCK | 25,746 | $2,478,099 | 1.31% | 2026-06-30 | 2026-08-05 | +9.52% |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COMMON STOCK | 72,524 | $2,465,816 | 1.31% | 2026-06-30 | 2026-08-05 | -6.24% |
| FSK FS KKR CAP CORP | United States | COMMON STOCK | 212,564 | $2,231,918 | 1.18% | 2026-06-30 | 2026-08-05 | +5.81% |
| PLTR PALANTIR TECHNOLOGIES INC | United States | COMMON STOCK | 18,876 | $2,202,263 | 1.17% | 2026-06-30 | 2026-08-05 | +60.26% |
| COST COSTCO WHOLESALE CORPORATION | United States | COMMON STOCK | 2,207 | $2,064,582 | 1.09% | 2026-06-30 | 2026-08-05 | -1.16% |
| CRM SALESFORCE INC | United States | COMMON STOCK | 13,170 | $2,063,280 | 1.09% | 2026-06-30 | 2026-08-05 | +43.82% |
| ADSK AUTODESK INC | United States | COMMON STOCK | 10,363 | $2,014,774 | 1.07% | 2026-06-30 | 2026-08-05 | +4.51% |
| INTC INTEL CORP | United States | COMMON STOCK | 14,132 | $1,973,251 | 1.05% | 2026-06-30 | 2026-08-05 | -16.97% |
| ISRG INTUITIVE SURGICAL INC | United States | COMMON STOCK | 4,834 | $1,922,385 | 1.02% | 2026-06-30 | 2026-08-05 | +3.65% |
| BBDC BARINGS BDC INC | United States | COMMON STOCK | 224,104 | $1,909,366 | 1.01% | 2026-06-30 | 2026-08-05 | +2.35% |
| NKE NIKE INC | United States | COMMON STOCK | 46,016 | $1,888,967 | 1.00% | 2026-06-30 | 2026-08-05 | -12.69% |
| INTU INTUIT | United States | COMMON STOCK | 6,503 | $1,697,335 | 0.90% | 2026-06-30 | 2026-08-05 | +2.69% |
| WPC WP CAREY INC | United States | REAL ESTATE INVESTME | 12,112 | $866,008 | 0.46% | 2026-06-30 | 2026-08-05 | -7.72% |
| ARCC ARES CAPITAL CORP | United States | COMMON STOCK | 45,662 | $846,120 | 0.45% | 2026-06-30 | 2026-08-05 | +4.48% |
| XOMXXXX EXXON MOBIL CORP | COMMON STOCK | 5,952 | $813,796 | 0.43% | 2026-06-30 | 2026-08-05 | ||
| IAU ISHARES GOLD TR | United States | UIT EXCHANGE TRADED | 9,000 | $679,590 | 0.36% | 2026-06-30 | 2026-08-05 | +3.99% |
| CVX CHEVRON CORPORATION | United States | COMMON STOCK | 3,849 | $638,069 | 0.34% | 2026-06-30 | 2026-08-05 | +23.30% |
| OBDC BLUE OWL CAPITAL CORPORATION | United States | COMMON STOCK | 57,926 | $629,656 | 0.33% | 2026-06-30 | 2026-08-05 | -0.55% |
| NVDA NVIDIA CORPORATION | United States | COMMON STOCK | 3,027 | $605,751 | 0.32% | 2026-06-30 | 2026-08-05 | +13.55% |
| AVGO BROADCOM INC | United States | COMMON STOCK | 1,533 | $579,091 | 0.31% | 2026-06-30 | 2026-08-05 | -6.00% |
| FRO FRONTLINE PLC | FOREIGN ORDINARIES | 16,000 | $556,640 | 0.29% | 2026-06-30 | 2026-08-05 | +40.64% | |
| ORC ORCHID IS CAP INC | United States | COMMON STOCK | 76,894 | $535,953 | 0.28% | 2026-06-30 | 2026-08-05 | -17.22% |
| NEE NEXTERA ENERGY INC | United States | COMMON STOCK | 6,076 | $533,291 | 0.28% | 2026-06-30 | 2026-08-05 | -13.54% |
| CION CION INVT CORP | United States | COMMON STOCK | 78,833 | $491,127 | 0.26% | 2026-06-30 | 2026-08-05 | +14.93% |
| CFR CULLEN FROST BANKERS INC | United States | COMMON STOCK | 3,023 | $467,114 | 0.25% | 2026-06-30 | 2026-08-05 | -0.20% |
| LMT LOCKHEED MARTIN CORP | United States | COMMON STOCK | 859 | $437,626 | 0.23% | 2026-06-30 | 2026-08-05 | +0.54% |
| STNG SCORPIO TANKERS INC | FOREIGN ORDINARIES | 6,317 | $437,515 | 0.23% | 2026-06-30 | 2026-08-05 | +20.66% | |
| EPD ENTERPRISE PRODS PARTNERS L | United States | LIMITED PARTNERSHP | 11,732 | $431,268 | 0.23% | 2026-06-30 | 2026-08-05 | -2.01% |
| GEV GE VERNOVA INC | United States | COMMON STOCK | 334 | $392,403 | 0.21% | 2026-06-30 | 2026-08-05 | -18.08% |
| TNK TEEKAY TANKERS LTD | FOREIGN ORDINARIES | 6,000 | $389,220 | 0.21% | 2026-06-30 | 2026-08-05 | +49.24% | |
| XEL XCEL ENERGY INC | United States | COMMON STOCK | 4,652 | $373,556 | 0.20% | 2026-06-30 | 2026-08-05 | -11.97% |
| SILA SILA REALTY TRUST INC | United States | REAL ESTATE INVESTME | 12,301 | $373,458 | 0.20% | 2026-06-30 | 2026-08-05 | |
| HD HOME DEPOT INC | United States | COMMON STOCK | 987 | $348,095 | 0.18% | 2026-06-30 | 2026-08-05 | -18.33% |
| MA MASTERCARD INCORPORATED | United States | COMMON STOCK | 643 | $330,245 | 0.17% | 2026-06-30 | 2026-08-05 | +9.73% |
| GE GE AEROSPACE | United States | COMMON STOCK | 853 | $318,792 | 0.17% | 2026-06-30 | 2026-08-05 | -14.94% |
| LOW LOWES COS INC | United States | COMMON STOCK | 1,336 | $294,575 | 0.16% | 2026-06-30 | 2026-08-05 | -15.07% |
| ABAT AMERICAN BATTERY TECHNOLOGY | United States | COMMON STOCK | 101,921 | $288,436 | 0.15% | 2026-06-30 | 2026-08-05 | -22.61% |
| AMAT APPLIED MATLS INC | United States | COMMON STOCK | 356 | $257,388 | 0.14% | 2026-06-30 | 2026-08-05 | -29.18% |
| T AT&T INC | United States | COMMON STOCK | 10,556 | $218,509 | 0.12% | 2026-06-30 | 2026-08-05 | +18.26% |
| UNH UNITEDHEALTH GROUP INC | United States | COMMON STOCK | 509 | $211,556 | 0.11% | 2026-06-30 | 2026-08-05 | -9.79% |
| AMD ADVANCED MICRO DEVICES INC | United States | COMMON STOCK | 363 | $210,870 | 0.11% | 2026-06-30 | 2026-08-05 | +4.59% |
| AGNC AGNC INVT CORP | United States | REAL ESTATE INVESTME | 18,760 | $204,484 | 0.11% | 2026-06-30 | 2026-08-05 | -13.30% |
| RTX RTX CORPORATION | United States | COMMON STOCK | 1,009 | $191,438 | 0.10% | 2026-06-30 | 2026-08-05 | -1.47% |
| GILD GILEAD SCIENCES INC | United States | COMMON STOCK | 1,478 | $186,731 | 0.10% | 2026-06-30 | 2026-08-05 | +19.74% |
| ORCL ORACLE CORP | United States | COMMON STOCK | 1,219 | $178,644 | 0.09% | 2026-06-30 | 2026-08-05 | -5.98% |
| BRSP BRIGHTSPIRE CAPITAL INC | United States | COMMON STOCK | 32,708 | $178,259 | 0.09% | 2026-06-30 | 2026-08-05 | -26.06% |
| GOOGL ALPHABET INC | United States | COMMON STOCK | 479 | $171,180 | 0.09% | 2026-06-30 | 2026-08-05 | -4.60% |
| CSX CSX CORP | United States | COMMON STOCK | 3,600 | $171,108 | 0.09% | 2026-06-30 | 2026-08-05 | -1.26% |
| GDXU BANK MONTREAL MEDIUM | UIT EXCHANGE TRADED | 2,000 | $170,540 | 0.09% | 2026-06-30 | 2026-08-05 | +30.15% | |
| AON AON PLC | Ireland | FOREIGN ORDINARIES | 501 | $166,177 | 0.09% | 2026-06-30 | 2026-08-05 | -16.82% |
| ET ENERGY TRANSFER L P | United States | LIMITED PARTNERSHP | 8,400 | $160,608 | 0.09% | 2026-06-30 | 2026-08-05 | +4.13% |
| V VISA INC | United States | COMMON STOCK | 467 | $160,223 | 0.08% | 2026-06-30 | 2026-08-05 | +6.64% |
| ASTS AST SPACEMOBILE INC | United States | COMMON STOCK | 1,783 | $158,437 | 0.08% | 2026-06-30 | 2026-08-05 | -33.15% |
| TEL TE CONNECTIVITY PLC | FOREIGN ORDINARIES | 781 | $157,457 | 0.08% | 2026-06-30 | 2026-08-05 | +5.45% | |
| JPM JPMORGAN CHASE & CO | United States | COMMON STOCK | 433 | $141,734 | 0.08% | 2026-06-30 | 2026-08-05 | +2.34% |
| BP BP PLC | AMERICAN DEPOSITORY | 3,703 | $136,826 | 0.07% | 2026-06-30 | 2026-08-05 | +17.78% | |
| UPWK UPWORK INC | United States | COMMON STOCK | 16,184 | $135,298 | 0.07% | 2026-06-30 | 2026-08-05 | -3.11% |
| GNL GLOBAL NET LEASE INC | United States | COMMON STOCK | 14,951 | $133,662 | 0.07% | 2026-06-30 | 2026-08-05 | -6.60% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COMMON STOCK | 458 | $128,794 | 0.07% | 2026-06-30 | 2026-08-05 | -21.77% |
| D DOMINION ENERGY INC | United States | COMMON STOCK | 1,757 | $119,986 | 0.06% | 2026-06-30 | 2026-08-05 | -11.20% |
| DHR DANAHER CORP DEL | United States | COMMON STOCK | 620 | $118,098 | 0.06% | 2026-06-30 | 2026-08-05 | +18.71% |
| FANG DIAMONDBACK ENERGY INC | United States | COMMON STOCK | 668 | $117,421 | 0.06% | 2026-06-30 | 2026-08-05 | +4.65% |
| PNW PINNACLE WEST CAP CORP | United States | COMMON STOCK | 1,085 | $116,095 | 0.06% | 2026-06-30 | 2026-08-05 | -12.71% |
| VZ VERIZON COMMUNICATIONS INC | United States | COMMON STOCK | 2,641 | $111,820 | 0.06% | 2026-06-30 | 2026-08-05 | +8.60% |
| SO SOUTHERN CO | United States | COMMON STOCK | 1,087 | $104,037 | 0.06% | 2026-06-30 | 2026-08-05 | -12.81% |
| COP CONOCOPHILLIPS | United States | COMMON STOCK | 980 | $101,881 | 0.05% | 2026-06-30 | 2026-08-05 | +20.66% |
| SBLK STAR BULK CARRIERS CORP. | FOREIGN ORDINARIES | 3,928 | $98,082 | 0.05% | 2026-06-30 | 2026-08-05 | +16.94% | |
| HOOD ROBINHOOD MKTS INC | United States | COMMON STOCK | 975 | $97,773 | 0.05% | 2026-06-30 | 2026-08-05 | +15.90% |
| RITM RITHM CAPITAL CORP | United States | REAL ESTATE INVESTME | 9,545 | $89,628 | 0.05% | 2026-06-30 | 2026-08-05 | -2.88% |
| SWK STANLEY BLACK & DECKER INC | United States | COMMON STOCK | 944 | $88,849 | 0.05% | 2026-06-30 | 2026-08-05 | -5.66% |
| PEP PEPSICO INC | United States | COMMON STOCK | 630 | $85,302 | 0.05% | 2026-06-30 | 2026-08-05 | -4.96% |
| VFL ABRDN NATL MUN INCOME FD | United States | CLOSED END MUTL FUND | 8,103 | $84,028 | 0.04% | 2026-06-30 | 2026-08-05 |
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