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.
- LLY: Country of operation United States; Class COMMON STOCK; Shares 68; Value $81,561.
- WFC: Country of operation United States; Class COMMON STOCK; Shares 928; Value $76,690.
- GLW: Country of operation United States; Class COMMON STOCK; Shares 294; Value $75,096.
- LIN: Country of operation United Kingdom; Class FOREIGN ORDINARIES; Shares 139; Value $72,133.
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 |
|---|---|---|---|---|---|---|---|---|
| LLY ELI LILLY & CO | United States | COMMON STOCK | 68 | $81,561 | 0.04% | 2026-06-30 | 2026-08-05 | -1.23% |
| WFC WELLS FARGO & CO | United States | COMMON STOCK | 928 | $76,690 | 0.04% | 2026-06-30 | 2026-08-05 | -2.61% |
| GLW CORNING INC | United States | COMMON STOCK | 294 | $75,096 | 0.04% | 2026-06-30 | 2026-08-05 | -37.87% |
| LIN LINDE PLC | United Kingdom | FOREIGN ORDINARIES | 139 | $72,133 | 0.04% | 2026-06-30 | 2026-08-05 | -8.78% |
| KGS KODIAK GAS SVCS INC | United States | COMMON STOCK | 959 | $72,050 | 0.04% | 2026-06-30 | 2026-08-05 | -31.12% |
| KR KROGER CO | United States | COMMON STOCK | 1,297 | $72,022 | 0.04% | 2026-06-30 | 2026-08-05 | +9.47% |
| CME CME GROUP INC | United States | COMMON STOCK | 317 | $70,003 | 0.04% | 2026-06-30 | 2026-08-05 | +19.20% |
| PSX PHILLIPS 66 | United States | COMMON STOCK | 397 | $67,113 | 0.04% | 2026-06-30 | 2026-08-05 | +49.22% |
| ED CONSOLIDATED EDISON INC | United States | COMMON STOCK | 600 | $66,378 | 0.04% | 2026-06-30 | 2026-08-05 | -6.60% |
| KLAC KLA CORP | United States | COMMON STOCK | 210 | $63,359 | 0.03% | 2026-06-30 | 2026-08-05 | -34.86% |
| WBD WARNER BROS DISCOVERY INC | United States | COMMON STOCK | 2,356 | $62,811 | 0.03% | 2026-06-30 | 2026-08-05 | +15.72% |
| FBRT FRANKLIN BSP RLTY TR INC | United States | COMMON STOCK | 7,604 | $61,897 | 0.03% | 2026-06-30 | 2026-08-05 | -17.44% |
| NVR NVR INC | United States | COMMON STOCK | 9 | $61,321 | 0.03% | 2026-06-30 | 2026-08-05 | -8.49% |
| CMCSA COMCAST CORP NEW | United States | COMMON STOCK | 2,464 | $60,491 | 0.03% | 2026-06-30 | 2026-08-05 | -12.02% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | FOREIGN ORDINARIES | 62 | $59,830 | 0.03% | 2026-06-30 | 2026-08-05 | -5.34% | |
| ROK ROCKWELL AUTOMATION INC | United States | COMMON STOCK | 120 | $59,410 | 0.03% | 2026-06-30 | 2026-08-05 | -12.84% |
| NSRGY NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 563 | $57,814 | 0.03% | 2026-06-30 | 2026-08-05 | ||
| HR HEALTHCARE RLTY TR | United States | COMMON STOCK | 2,833 | $57,142 | 0.03% | 2026-06-30 | 2026-08-05 | -11.06% |
| MRK MERCK & CO INC | United States | COMMON STOCK | 425 | $54,613 | 0.03% | 2026-06-30 | 2026-08-05 | +16.17% |
| MPC MARATHON PETE CORP | United States | COMMON STOCK | 213 | $54,458 | 0.03% | 2026-06-30 | 2026-08-05 | +53.33% |
| BN BROOKFIELD CORP | FOREIGN CANADIAN | 1,245 | $53,025 | 0.03% | 2026-06-30 | 2026-08-05 | -14.32% | |
| ESTC ELASTIC N V | United States | FOREIGN ORDINARIES | 869 | $49,550 | 0.03% | 2026-06-30 | 2026-08-05 | +55.73% |
| CIEN CIENA CORP | United States | COMMON STOCK | 100 | $49,056 | 0.03% | 2026-06-30 | 2026-08-05 | -27.65% |
| ABBV ABBVIE INC | United States | COMMON STOCK | 189 | $47,560 | 0.03% | 2026-06-30 | 2026-08-05 | +4.63% |
| UNP UNION PAC CORP | United States | COMMON STOCK | 173 | $47,056 | 0.02% | 2026-06-30 | 2026-08-05 | +0.79% |
| HIG HARTFORD INSURANCE GROUP INC | United States | COMMON STOCK | 346 | $45,852 | 0.02% | 2026-06-30 | 2026-08-05 | -5.03% |
| XYL XYLEM INC | United States | COMMON STOCK | 376 | $44,447 | 0.02% | 2026-06-30 | 2026-08-05 | -14.62% |
| APOG APOGEE ENTERPRISES INC | United States | COMMON STOCK | 945 | $43,224 | 0.02% | 2026-06-30 | 2026-08-05 | -21.64% |
| NSC NORFOLK SOUTHN CORP | United States | COMMON STOCK | 135 | $42,470 | 0.02% | 2026-06-30 | 2026-08-05 | -0.51% |
| RYCEY ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 2,186 | $42,081 | 0.02% | 2026-06-30 | 2026-08-05 | ||
| BAC BANK OF AMER CORP | United States | COMMON STOCK | 698 | $39,772 | 0.02% | 2026-06-30 | 2026-08-05 | -3.55% |
| MRVL MARVELL TECHNOLOGY INC | United States | COMMON STOCK | 131 | $39,024 | 0.02% | 2026-06-30 | 2026-08-05 | -11.62% |
| YUM YUM BRANDS INC | United States | COMMON STOCK | 240 | $38,366 | 0.02% | 2026-06-30 | 2026-08-05 | -13.84% |
| RCL ROYAL CARIBBEAN GROUP | United States | FOREIGN ORDINARIES | 120 | $38,104 | 0.02% | 2026-06-30 | 2026-08-05 | -17.91% |
| SAP SAP SE | AMERICAN DEPOSITORY | 245 | $37,757 | 0.02% | 2026-06-30 | 2026-08-05 | +36.82% | |
| STM STMICROELECTRONICS N V | AMERICAN DEPOSITORY | 500 | $37,445 | 0.02% | 2026-06-30 | 2026-08-05 | -28.91% | |
| UAL UNITED AIRLS HLDGS INC | United States | COMMON STOCK | 265 | $36,037 | 0.02% | 2026-06-30 | 2026-08-05 | -17.16% |
| SIEGY SIEMENS A G F | AMERICAN DEPOSITORY | 223 | $35,883 | 0.02% | 2026-06-30 | 2026-08-05 | ||
| OKE ONEOK INC NEW | United States | COMMON STOCK | 400 | $34,776 | 0.02% | 2026-06-30 | 2026-08-05 | -0.09% |
| RPM RPM INTL INC | United States | COMMON STOCK | 312 | $34,679 | 0.02% | 2026-06-30 | 2026-08-05 | -10.06% |
| ENB ENBRIDGE INC | FOREIGN CANADIAN | 639 | $34,640 | 0.02% | 2026-06-30 | 2026-08-05 | -13.95% | |
| ADI ANALOG DEVICES INC | United States | COMMON STOCK | 87 | $34,554 | 0.02% | 2026-06-30 | 2026-08-05 | +0.26% |
| ITT ITT INC | United States | COMMON STOCK | 172 | $34,015 | 0.02% | 2026-06-30 | 2026-08-05 | +3.43% |
| PNC PNC FINL SVCS GROUP INC | United States | COMMON STOCK | 137 | $33,732 | 0.02% | 2026-06-30 | 2026-08-05 | -9.98% |
| SELF GLOBAL SELF STORAGE INC | United States | REAL ESTATE INVESTME | 6,425 | $33,667 | 0.02% | 2026-06-30 | 2026-08-05 | -6.87% |
| MCD MCDONALDS CORP | United States | COMMON STOCK | 123 | $33,248 | 0.02% | 2026-06-30 | 2026-08-05 | -13.44% |
| MU MICRON TECHNOLOGY INC | United States | COMMON STOCK | 28 | $32,320 | 0.02% | 2026-06-30 | 2026-08-05 | -7.73% |
| NLY ANNALY CAPITAL MANAGEMENT IN | United States | REAL ESTATE INVESTME | 1,312 | $29,336 | 0.02% | 2026-06-30 | 2026-08-05 | -9.12% |
| MSIF MSC INCOME FUND INC | United States | COMMON STOCK | 2,485 | $28,751 | 0.02% | 2026-06-30 | 2026-08-05 | |
| HUBB HUBBELL INC | United States | COMMON STOCK | 54 | $28,253 | 0.01% | 2026-06-30 | 2026-08-05 | -12.25% |
| LH LABCORP HOLDINGS INC | United States | COMMON STOCK | 100 | $28,000 | 0.01% | 2026-06-30 | 2026-08-05 | +10.29% |
| FMC FMC CORP | United States | COMMON STOCK | 2,410 | $27,715 | 0.01% | 2026-06-30 | 2026-08-05 | -20.96% |
| FERG FERGUSON ENTERPRISES INC | COMMON STOCK | 116 | $27,530 | 0.01% | 2026-06-30 | 2026-08-05 | -5.67% | |
| UL UNILEVER PLC | AMERICAN DEPOSITORY | 447 | $26,874 | 0.01% | 2026-06-30 | 2026-08-05 | +1.86% | |
| TT TRANE TECHNOLOGIES PLC | FOREIGN ORDINARIES | 54 | $26,523 | 0.01% | 2026-06-30 | 2026-08-05 | -7.24% | |
| AFL AFLAC INC | United States | COMMON STOCK | 226 | $26,499 | 0.01% | 2026-06-30 | 2026-08-05 | -3.06% |
| DBSDY DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | AMERICAN DEPOSITORY | 127 | $25,767 | 0.01% | 2026-06-30 | 2026-08-05 | ||
| SA SEABRIDGE GOLD INC | FOREIGN CANADIAN | 1,000 | $25,740 | 0.01% | 2026-06-30 | 2026-08-05 | +11.62% | |
| AHR AMERICAN HEALTHCARE REIT INC | United States | REAL ESTATE INVESTME | 481 | $25,084 | 0.01% | 2026-06-30 | 2026-08-05 | -0.13% |
| PFE PFIZER INC | United States | COMMON STOCK | 1,035 | $24,923 | 0.01% | 2026-06-30 | 2026-08-05 | +19.27% |
| SLF SUN LIFE FINANCIAL INC. | FOREIGN CANADIAN | 317 | $24,859 | 0.01% | 2026-06-30 | 2026-08-05 | +0.82% | |
| EBAY EBAY INC. | United States | COMMON STOCK | 219 | $24,473 | 0.01% | 2026-06-30 | 2026-08-05 | -5.85% |
| OXY OCCIDENTAL PETE CORP | United States | COMMON STOCK | 491 | $23,848 | 0.01% | 2026-06-30 | 2026-08-05 | +13.12% |
| CSCO CISCO SYS INC | United States | COMMON STOCK | 200 | $23,492 | 0.01% | 2026-06-30 | 2026-08-05 | -8.96% |
| TSCO TRACTOR SUPPLY CO | United States | COMMON STOCK | 715 | $22,601 | 0.01% | 2026-06-30 | 2026-08-05 | -0.32% |
| RHHBY ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | AMERICAN DEPOSITORY | 432 | $22,183 | 0.01% | 2026-06-30 | 2026-08-05 | ||
| WAB WABTEC | United States | COMMON STOCK | 80 | $21,568 | 0.01% | 2026-06-30 | 2026-08-05 | +8.02% |
| APO APOLLO GLOBAL MGMT INC | United States | COMMON STOCK | 176 | $20,823 | 0.01% | 2026-06-30 | 2026-08-05 | +0.58% |
| GME GAMESTOP CORP | United States | COMMON STOCK | 800 | $17,664 | 0.01% | 2026-06-30 | 2026-08-05 | +7.61% |
| URI UNITED RENTALS INC | United States | COMMON STOCK | 15 | $16,993 | 0.01% | 2026-06-30 | 2026-08-05 | -10.45% |
| DUK DUKE ENERGY CORP NEW | United States | COMMON STOCK | 134 | $16,962 | 0.01% | 2026-06-30 | 2026-08-05 | -9.77% |
| UBS UBS GROUP AG | FOREIGN ORDINARIES | 340 | $16,850 | 0.01% | 2026-06-30 | 2026-08-05 | -1.57% | |
| VNOM VIPER ENERGY INC | United States | COMMON STOCK | 393 | $16,663 | 0.01% | 2026-06-30 | 2026-08-05 | -5.47% |
| CP CANADIAN PACIFIC KANSAS CITY | FOREIGN CANADIAN | 192 | $16,637 | 0.01% | 2026-06-30 | 2026-08-05 | -0.16% | |
| AEM AGNICO EAGLE MINES LTD | FOREIGN CANADIAN | 104 | $16,134 | 0.01% | 2026-06-30 | 2026-08-05 | +19.79% | |
| ZBH ZIMMER BIOMET HOLDINGS INC | United States | COMMON STOCK | 182 | $15,668 | 0.01% | 2026-06-30 | 2026-08-05 | +6.10% |
| AGI ALAMOS GOLD INC | FOREIGN CANADIAN | 516 | $15,655 | 0.01% | 2026-06-30 | 2026-08-05 | +8.90% | |
| HL HECLA MINING COMPANY | United States | COMMON STOCK | 1,000 | $15,430 | 0.01% | 2026-06-30 | 2026-08-05 | +11.15% |
| ACGL ARCH CAP GROUP LTD | FOREIGN ORDINARIES | 157 | $15,238 | 0.01% | 2026-06-30 | 2026-08-05 | -2.00% | |
| TFPM TRIPLE FLAG PRECIOUS METAL | FOREIGN CANADIAN | 500 | $14,985 | 0.01% | 2026-06-30 | 2026-08-05 | +3.60% | |
| EIX EDISON INTL | United States | COMMON STOCK | 200 | $14,890 | 0.01% | 2026-06-30 | 2026-08-05 | -28.06% |
| MS MORGAN STANLEY | United States | COMMON STOCK | 70 | $14,633 | 0.01% | 2026-06-30 | 2026-08-05 | -7.79% |
| ABT ABBOTT LABORATORIES | United States | COMMON STOCK | 160 | $14,518 | 0.01% | 2026-06-30 | 2026-08-05 | +11.25% |
| NXPI NXP SEMICONDUCTORS N V | FOREIGN ORDINARIES | 51 | $14,333 | 0.01% | 2026-06-30 | 2026-08-05 | -15.86% | |
| HTGC HERCULES CAPITAL INC | United States | COMMON STOCK | 900 | $14,193 | 0.01% | 2026-06-30 | 2026-08-05 | +7.61% |
| NCV VIRTUS CONVERTIBLE & INCOME | United States | CLOSED END MUTL FUND | 793 | $13,949 | 0.01% | 2026-06-30 | 2026-08-05 | |
| SPOT SPOTIFY TECHNOLOGY S A | FOREIGN ORDINARIES | 30 | $13,774 | 0.01% | 2026-06-30 | 2026-08-05 | +7.52% | |
| ETN EATON CORP PLC | FOREIGN ORDINARIES | 32 | $13,636 | 0.01% | 2026-06-30 | 2026-08-05 | +1.68% | |
| TJX TJX COS INC NEW | United States | COMMON STOCK | 90 | $13,635 | 0.01% | 2026-06-30 | 2026-08-05 | -11.68% |
| TXN TEXAS INSTRS INC | United States | COMMON STOCK | 44 | $13,115 | 0.01% | 2026-06-30 | 2026-08-05 | -5.50% |
| PGR PROGRESSIVE CORP | United States | COMMON STOCK | 60 | $13,107 | 0.01% | 2026-06-30 | 2026-08-05 | -3.63% |
| ECHO ECHOSTAR CORP | United States | COMMON STOCK | 122 | $12,383 | 0.01% | 2026-06-30 | 2026-08-05 | -11.44% |
| COF CAPITAL ONE FINL CORP | United States | COMMON STOCK | 61 | $12,238 | 0.01% | 2026-06-30 | 2026-08-05 | -2.07% |
| APH AMPHENOL CORP | United States | COMMON STOCK | 68 | $11,990 | 0.01% | 2026-06-30 | 2026-08-05 | — split 2026-08-28, ratio not on file |
| LNG CHENIERE ENERGY INC | United States | COMMON STOCK | 50 | $11,951 | 0.01% | 2026-06-30 | 2026-08-05 | +11.83% |
| ANET ARISTA NETWORKS INC | United States | COMMON STOCK | 68 | $11,552 | 0.01% | 2026-06-30 | 2026-08-05 | +19.41% |
| GAB GABELLI EQUITY TR INC | United States | CLOSED END MUTL FUND | 2,000 | $11,320 | 0.01% | 2026-06-30 | 2026-08-05 | -7.24% |
| NEM NEWMONT CORP | United States | COMMON STOCK | 120 | $11,208 | 0.01% | 2026-06-30 | 2026-08-05 | +25.36% |
| NU NU HLDGS LTD | FOREIGN ORDINARIES | 838 | $11,196 | 0.01% | 2026-06-30 | 2026-08-05 | -7.56% | |
| PLD PROLOGIS INC. | United States | REAL ESTATE INVESTME | 79 | $10,702 | 0.01% | 2026-06-30 | 2026-08-05 | -2.11% |
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