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.
- CNQ: Country of operation —; Class FOREIGN CANADIAN; Shares 268; Value $10,586.
- MRSH: Country of operation United States; Class COMMON STOCK; Shares 63; Value $10,500.
- PPTA: Country of operation —; Class FOREIGN CANADIAN; Shares 500; Value $10,380.
- DBRG: Country of operation United States; Class COMMON STOCK; Shares 632; Value $9,973.
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 |
|---|---|---|---|---|---|---|---|---|
| CNQ CANADIAN NAT RES LTD MED TER | FOREIGN CANADIAN | 268 | $10,586 | 0.01% | 2026-06-30 | 2026-08-05 | +19.42% | |
| MRSH MARSH & MCLENNAN COS INC | United States | COMMON STOCK | 63 | $10,500 | 0.01% | 2026-06-30 | 2026-08-05 | +2.25% |
| PPTA PERPETUA RESOURCES CORP | FOREIGN CANADIAN | 500 | $10,380 | 0.01% | 2026-06-30 | 2026-08-05 | +3.71% | |
| DBRG DIGITALBRIDGE GROUP INC | United States | COMMON STOCK | 632 | $9,973 | 0.01% | 2026-06-30 | 2026-08-05 | +1.39% |
| KMB KIMBERLY-CLARK CORP | United States | COMMON STOCK | 90 | $9,879 | 0.01% | 2026-06-30 | 2026-08-05 | -9.82% |
| AXP AMERICAN EXPRESS CO | United States | COMMON STOCK | 29 | $9,809 | 0.01% | 2026-06-30 | 2026-08-05 | -9.71% |
| YUMC YUM CHINA HLDGS INC | United States | COMMON STOCK | 240 | $9,809 | 0.01% | 2026-06-30 | 2026-08-05 | -0.17% |
| DEO DIAGEO PLC | AMERICAN DEPOSITORY | 122 | $9,780 | 0.01% | 2026-06-30 | 2026-08-05 | +6.17% | |
| ADM ARCHER DANIELS MIDLAND CO | United States | COMMON STOCK | 128 | $9,779 | 0.01% | 2026-06-30 | 2026-08-05 | +3.93% |
| PR PERMIAN RESOURCES CORP | United States | COMMON STOCK | 501 | $9,223 | 0.00% | 2026-06-30 | 2026-08-05 | +15.15% |
| FBIN FORTUNE BRANDS INNOVATIONS I | United States | COMMON STOCK | 160 | $8,784 | 0.00% | 2026-06-30 | 2026-08-05 | -30.04% |
| BLK BLACKROCK INC | United States | COMMON STOCK | 9 | $8,654 | 0.00% | 2026-06-30 | 2026-08-05 | +11.06% |
| SLV ISHARES SILVER TR | United States | UIT EXCHANGE TRADED | 159 | $8,502 | 0.00% | 2026-06-30 | 2026-08-05 | +3.76% |
| QCOM QUALCOMM INC | United States | COMMON STOCK | 46 | $8,500 | 0.00% | 2026-06-30 | 2026-08-05 | -0.37% |
| ACP ABRDN INCOME CREDIT STRATEGI | United States | CLOSED END MUTL FUND | 1,628 | $8,466 | 0.00% | 2026-06-30 | 2026-08-05 | |
| PBR PETROLEO BRASILEIRO S A | AMERICAN DEPOSITORY | 513 | $8,290 | 0.00% | 2026-06-30 | 2026-08-05 | +27.78% | |
| CI THE CIGNA GROUP | United States | COMMON STOCK | 30 | $8,270 | 0.00% | 2026-06-30 | 2026-08-05 | -0.15% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COMMON STOCK | 137 | $7,894 | 0.00% | 2026-06-30 | 2026-08-05 | +9.09% |
| TSN TYSON FOODS INC | United States | COMMON STOCK | 134 | $7,672 | 0.00% | 2026-06-30 | 2026-08-05 | -10.95% |
| O REALTY INCOME CORP | United States | REAL ESTATE INVESTME | 123 | $7,621 | 0.00% | 2026-06-30 | 2026-08-05 | -11.01% |
| CB CHUBB LIMITED | FOREIGN ORDINARIES | 22 | $7,496 | 0.00% | 2026-06-30 | 2026-08-05 | -2.54% | |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COMMON STOCK | 15 | $7,451 | 0.00% | 2026-06-30 | 2026-08-05 | +6.04% |
| CARR CARRIER GLOBAL CORPORATION | United States | COMMON STOCK | 101 | $7,408 | 0.00% | 2026-06-30 | 2026-08-05 | -24.50% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COMMON STOCK | 19 | $7,131 | 0.00% | 2026-06-30 | 2026-08-05 | -13.63% |
| IFF INTERNATIONAL FLAVORS&FRAGRA | United States | COMMON STOCK | 89 | $7,051 | 0.00% | 2026-06-30 | 2026-08-05 | +7.61% |
| CEG CONSTELLATION ENERGY CORP | United States | COMMON STOCK | 28 | $6,954 | 0.00% | 2026-06-30 | 2026-08-05 | +6.53% |
| VG VENTURE GLOBAL INC | United States | COMMON STOCK | 600 | $6,678 | 0.00% | 2026-06-30 | 2026-08-05 | +12.67% |
| CAT CATERPILLAR INC | United States | COMMON STOCK | 6 | $6,389 | 0.00% | 2026-06-30 | 2026-08-05 | -22.37% |
| NBIS NEBIUS GROUP N.V. | FOREIGN ORDINARIES | 23 | $6,352 | 0.00% | 2026-06-30 | 2026-08-05 | -14.05% | |
| HAL HALLIBURTON CO | United States | COMMON STOCK | 182 | $6,179 | 0.00% | 2026-06-30 | 2026-08-05 | -7.10% |
| GM GENERAL MTRS CO | United States | COMMON STOCK | 80 | $6,166 | 0.00% | 2026-06-30 | 2026-08-05 | +4.40% |
| FHN FIRST HORIZON CORPORATION | United States | COMMON STOCK | 234 | $6,000 | 0.00% | 2026-06-30 | 2026-08-05 | -9.91% |
| MSI MOTOROLA SOLUTIONS INC | United States | COMMON STOCK | 14 | $5,814 | 0.00% | 2026-06-30 | 2026-08-05 | +7.42% |
| CMI CUMMINS INC | United States | COMMON STOCK | 8 | $5,706 | 0.00% | 2026-06-30 | 2026-08-05 | -26.90% |
| PBA PEMBINA PIPELINE CORP | FOREIGN CANADIAN | 115 | $5,319 | 0.00% | 2026-06-30 | 2026-08-05 | -3.72% | |
| SLB SLB LIMITED | FOREIGN ORDINARIES | 110 | $5,114 | 0.00% | 2026-06-30 | 2026-08-05 | +7.27% | |
| GS GOLDMAN SACHS GROUP INC | United States | COMMON STOCK | 5 | $5,057 | 0.00% | 2026-06-30 | 2026-08-05 | -9.41% |
| VOD VODAFONE GROUP PLC | AMERICAN DEPOSITORY | 381 | $5,039 | 0.00% | 2026-06-30 | 2026-08-05 | +23.43% | |
| OTIS OTIS WORLDWIDE CORP | United States | COMMON STOCK | 70 | $5,012 | 0.00% | 2026-06-30 | 2026-08-05 | -8.34% |
| WM WASTE MGMT INC DEL | United States | COMMON STOCK | 22 | $4,903 | 0.00% | 2026-06-30 | 2026-08-05 | -7.08% |
| TDC TERADATA CORP DEL | United States | COMMON STOCK | 134 | $4,643 | 0.00% | 2026-06-30 | 2026-08-05 | -17.20% |
| TGT TARGET CORP | United States | COMMON STOCK | 35 | $4,571 | 0.00% | 2026-06-30 | 2026-08-05 | +19.77% |
| KNX KNIGHT-SWIFT TRANSN HLDGS IN | United States | COMMON STOCK | 58 | $4,516 | 0.00% | 2026-06-30 | 2026-08-05 | -17.57% |
| ECL ECOLAB INC | United States | COMMON STOCK | 16 | $4,458 | 0.00% | 2026-06-30 | 2026-08-05 | -0.27% |
| BIO BIO RAD LABS INC | United States | COMMON STOCK | 15 | $4,404 | 0.00% | 2026-06-30 | 2026-08-05 | +29.27% |
| VNT VONTIER CORPORATION | United States | COMMON STOCK | 150 | $4,350 | 0.00% | 2026-06-30 | 2026-08-05 | +8.86% |
| WMS ADVANCED DRAIN SYS INC DEL | United States | COMMON STOCK | 27 | $4,238 | 0.00% | 2026-06-30 | 2026-08-05 | -18.14% |
| NOK NOKIA CORP | AMERICAN DEPOSITORY | 319 | $4,236 | 0.00% | 2026-06-30 | 2026-08-05 | -21.99% | |
| GIL GILDAN ACTIVEWEAR INC | FOREIGN CANADIAN | 81 | $4,180 | 0.00% | 2026-06-30 | 2026-08-05 | -17.07% | |
| SFM SPROUTS FMRS MKT INC | United States | COMMON STOCK | 49 | $4,144 | 0.00% | 2026-06-30 | 2026-08-05 | -23.56% |
| JKHY HENRY JACK & ASSOC INC | United States | COMMON STOCK | 30 | $4,132 | 0.00% | 2026-06-30 | 2026-08-05 | +6.16% |
| NOW SERVICENOW INC | United States | COMMON STOCK | 41 | $4,070 | 0.00% | 2026-06-30 | 2026-08-05 | +30.88% |
| CNP CENTERPOINT ENERGY INC | United States | COMMON STOCK | 91 | $4,008 | 0.00% | 2026-06-30 | 2026-08-05 | -16.12% |
| MCHP MICROCHIP TECHNOLOGY INC. | United States | COMMON STOCK | 43 | $3,922 | 0.00% | 2026-06-30 | 2026-08-05 | -13.62% |
| PH PARKER-HANNIFIN CORP | United States | COMMON STOCK | 4 | $3,912 | 0.00% | 2026-06-30 | 2026-08-05 | -0.79% |
| GD GENERAL DYNAMICS CORP | United States | COMMON STOCK | 11 | $3,897 | 0.00% | 2026-06-30 | 2026-08-05 | -6.18% |
| AWK AMERICAN WTR WKS CO INC NEW | United States | COMMON STOCK | 28 | $3,684 | 0.00% | 2026-06-30 | 2026-08-05 | -1.35% |
| JBTM JBT MAREL CORPORATION | United States | COMMON STOCK | 25 | $3,625 | 0.00% | 2026-06-30 | 2026-08-05 | -23.92% |
| NXDT NEXPOINT DIVERSIFIED REL ET | United States | COMMON STOCK | 698 | $3,623 | 0.00% | 2026-06-30 | 2026-08-05 | +1.73% |
| RSG REPUBLIC SVCS INC | United States | COMMON STOCK | 17 | $3,622 | 0.00% | 2026-06-30 | 2026-08-05 | -0.54% |
| PM PHILIP MORRIS INTL INC | United States | COMMON STOCK | 19 | $3,437 | 0.00% | 2026-06-30 | 2026-08-05 | +7.18% |
| DXCM DEXCOM INC | United States | COMMON STOCK | 51 | $3,435 | 0.00% | 2026-06-30 | 2026-08-05 | +28.64% |
| IR INGERSOLL RAND INC | United States | COMMON STOCK | 41 | $3,362 | 0.00% | 2026-06-30 | 2026-08-05 | -6.72% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COMMON STOCK | 15 | $3,359 | 0.00% | 2026-06-30 | 2026-08-05 | +16.90% |
| AMGN AMGEN INC | United States | COMMON STOCK | 9 | $3,259 | 0.00% | 2026-06-30 | 2026-08-05 | +16.99% |
| LUMN LUMEN TECHNOLOGIES INC | United States | COMMON STOCK | 418 | $3,210 | 0.00% | 2026-06-30 | 2026-08-05 | -27.86% |
| SMG SCOTTS MIRACLE-GRO CO | United States | COMMON STOCK | 47 | $3,201 | 0.00% | 2026-06-30 | 2026-08-05 | -27.32% |
| IDXX IDEXX LABS INC | United States | COMMON STOCK | 6 | $3,159 | 0.00% | 2026-06-30 | 2026-08-05 | +1.33% |
| J JACOBS SOLUTIONS INC | United States | COMMON STOCK | 25 | $3,150 | 0.00% | 2026-06-30 | 2026-08-05 | +8.32% |
| VSNT VERSANT MEDIA GROUP INC | United States | COMMON STOCK | 86 | $3,097 | 0.00% | 2026-06-30 | 2026-08-05 | -10.66% |
| TMUS T-MOBILE US INC | United States | COMMON STOCK | 18 | $3,019 | 0.00% | 2026-06-30 | 2026-08-05 | -2.83% |
| APTV APTIV PLC | FOREIGN ORDINARIES | 49 | $3,008 | 0.00% | 2026-06-30 | 2026-08-05 | -29.34% | |
| RIVN RIVIAN AUTOMOTIVE INC | United States | COMMON STOCK | 173 | $3,002 | 0.00% | 2026-06-30 | 2026-08-05 | -13.72% |
| CCL CARNIVAL CORP LTD | United States | FOREIGN ORDINARIES | 100 | $2,857 | 0.00% | 2026-06-30 | 2026-08-05 | -12.11% |
| ROP ROPER TECHNOLOGIES INC | United States | COMMON STOCK | 8 | $2,707 | 0.00% | 2026-06-30 | 2026-08-05 | +3.27% |
| DE DEERE & CO | United States | COMMON STOCK | 4 | $2,537 | 0.00% | 2026-06-30 | 2026-08-05 | +7.28% |
| ABNB AIRBNB INC | United States | COMMON STOCK | 17 | $2,433 | 0.00% | 2026-06-30 | 2026-08-05 | +9.69% |
| TEAM ATLASSIAN CORPORATION | COMMON STOCK | 31 | $2,411 | 0.00% | 2026-06-30 | 2026-08-05 | +126.20% | |
| ACM AECOM | United States | COMMON STOCK | 34 | $2,373 | 0.00% | 2026-06-30 | 2026-08-05 | -15.69% |
| TFC TRUIST FINL CORP | United States | COMMON STOCK | 44 | $2,192 | 0.00% | 2026-06-30 | 2026-08-05 | -6.78% |
| APP APPLOVIN CORP | United States | COMMON STOCK | 4 | $2,061 | 0.00% | 2026-06-30 | 2026-08-05 | -40.68% |
| GLD SPDR GOLD TR | United States | UIT EXCHANGE TRADED | 5 | $1,842 | 0.00% | 2026-06-30 | 2026-08-05 | +3.94% |
| VTR VENTAS INC | United States | REAL ESTATE INVESTME | 20 | $1,776 | 0.00% | 2026-06-30 | 2026-08-05 | -2.13% |
| JCI JOHNSON CONTROLS INTERNATION | FOREIGN ORDINARIES | 12 | $1,753 | 0.00% | 2026-06-30 | 2026-08-05 | +2.27% | |
| PYPL PAYPAL HLDGS INC | United States | COMMON STOCK | 40 | $1,727 | 0.00% | 2026-06-30 | 2026-08-05 | +24.80% |
| BUD ANHEUSER BUSCH INBEV SA NV | AMERICAN DEPOSITORY | 20 | $1,648 | 0.00% | 2026-06-30 | 2026-08-05 | -9.84% | |
| DFTX DEFINIUM THERAPEUTICS INC | United States | FOREIGN CANADIAN | 35 | $1,646 | 0.00% | 2026-06-30 | 2026-08-05 | -18.77% |
| MBC MASTERBRAND INC | United States | COMMON STOCK | 160 | $1,646 | 0.00% | 2026-06-30 | 2026-08-05 | -32.26% |
| RC READY CAPITAL CORP | United States | REAL ESTATE INVESTME | 828 | $1,449 | 0.00% | 2026-06-30 | 2026-08-05 | -29.14% |
| PWR QUANTA SVCS INC | United States | COMMON STOCK | 2 | $1,440 | 0.00% | 2026-06-30 | 2026-08-05 | -9.48% |
| NTAP NETAPP INC | United States | COMMON STOCK | 9 | $1,393 | 0.00% | 2026-06-30 | 2026-08-05 | +35.16% |
| VLGDF VALOR GOLD CORP NEW F | FOREIGN CANADIAN | 511 | $1,329 | 0.00% | 2026-06-30 | 2026-08-05 | ||
| FLEX FLEX LTD | FOREIGN ORDINARIES | 8 | $1,297 | 0.00% | 2026-06-30 | 2026-08-05 | -29.76% | |
| GEHC GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 19 | $1,216 | 0.00% | 2026-06-30 | 2026-08-05 | +3.83% |
| SOLV SOLVENTUM CORP | United States | COMMON STOCK | 15 | $1,157 | 0.00% | 2026-06-30 | 2026-08-05 | +15.77% |
| WELL WELLTOWER INC | United States | REAL ESTATE INVESTME | 5 | $1,135 | 0.00% | 2026-06-30 | 2026-08-05 | +2.61% |
| EW EDWARDS LIFESCIENCES CORP | United States | COMMON STOCK | 12 | $1,086 | 0.00% | 2026-06-30 | 2026-08-05 | -2.63% |
| TRLVXXXX TRULIEVE CANNABIS CORP | FOREIGN CANADIAN | 100 | $983 | 0.00% | 2026-06-30 | 2026-08-05 | ||
| BSX BOSTON SCIENTIFIC CORP | United States | COMMON STOCK | 23 | $982 | 0.00% | 2026-06-30 | 2026-08-05 | +2.81% |
| MNST MONSTER BEVERAGE CORP NEW | United States | COMMON STOCK | 10 | $961 | 0.00% | 2026-06-30 | 2026-08-05 | — split 2026-07-20, ratio not on file |
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