Financial Gravity Companies, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2026-06-30, Financial Gravity Companies, Inc. opened 137 positions, added to 89, reduced 60, sold out of 78 and left 105 unchanged. The largest increase in value was PANW (+$9,311,687); the largest decrease was UPWK (-$4,983,138).
- PANW: Country of operation United States; Class COMMON STOCK; Shares 2025-06-30 6; Shares 2026-06-30 27,309.
- ASML: Country of operation —; Class AMERICAN DEPOSITORY; Shares 2025-06-30 3,174; Shares 2026-06-30 3,327.
- ARM: Country of operation —; Class AMERICAN DEPOSITORY; Shares 2025-06-30 23,880; Shares 2026-06-30 25,683.
- MRNA: Country of operation United States; Class COMMON STOCK; Shares 2025-06-30 64,859; Shares 2026-06-30 76,081.
Two Form 13F-HR filings compared (SEC CIK 1377167): 2025-06-30 (filed 2025-08-08) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2026-06-30 | Share change | Value 2025-06-30 | Value 2026-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| PANW PALO ALTO NETWORKS INC | United States | COMMON STOCK | 6 | 27,309 | +27,303 | $1,228 | $9,312,915 | +$9,311,687 |
| ASML ASML HLDG NV | AMERICAN DEPOSITORY | 3,174 | 3,327 | +153 | $2,544 | $6,618,867 | +$6,616,323 | |
| ARM ARM HOLDINGS PLC | AMERICAN DEPOSITORY | 23,880 | 25,683 | +1,803 | $3,862,351 | $9,106,421 | +$5,244,070 | |
| MRNA MODERNA INC | United States | COMMON STOCK | 64,859 | 76,081 | +11,222 | $1,789,460 | $5,327,952 | +$3,538,492 |
| TSLA TESLA INC | United States | COMMON STOCK | 23,194 | 24,177 | +983 | $7,367,806 | $10,168,846 | +$2,801,040 |
| NVS NOVARTIS AG | AMERICAN DEPOSITORY | 44,198 | 48,030 | +3,832 | $5,348,400 | $7,527,262 | +$2,178,862 | |
| NFLX NETFLIX INC. | United States | COMMON STOCK | 3,688 | 39,809 | +36,121 | $4,938,711 | $2,842,363 | -$2,096,348 |
| PLTR PALANTIR TECHNOLOGIES INC | United States | COMMON STOCK | 1,884 | 18,876 | +16,992 | $256,827 | $2,202,263 | +$1,945,436 |
| COST COSTCO WHOLESALE CORPORATION | United States | COMMON STOCK | 147 | 2,207 | +2,060 | $145,521 | $2,064,582 | +$1,919,061 |
| ISRG INTUITIVE SURGICAL INC | United States | COMMON STOCK | 18 | 4,834 | +4,816 | $9,781 | $1,922,385 | +$1,912,604 |
| JNJ JOHNSON & JOHNSON | United States | COMMON STOCK | 14,342 | 16,069 | +1,727 | $2,190,702 | $4,080,958 | +$1,890,256 |
| INTC INTEL CORP | United States | COMMON STOCK | 13,062 | 14,132 | +1,070 | $292,589 | $1,973,251 | +$1,680,662 |
| AMZN AMAZON COM INC | United States | COMMON STOCK | 34,885 | 38,025 | +3,140 | $7,653,420 | $9,062,879 | +$1,409,459 |
| INTU INTUIT | United States | COMMON STOCK | 3,940 | 6,503 | +2,563 | $3,103,294 | $1,697,335 | -$1,405,959 |
| MAR MARRIOTT INTL INC NEW | United States | COMMON STOCK | 10,038 | 10,814 | +776 | $2,742,532 | $4,007,411 | +$1,264,879 |
| META META PLATFORMS INC | United States | COMMON STOCK | 6,599 | 6,814 | +215 | $4,870,300 | $3,838,304 | -$1,031,996 |
| BRKB BERKSHIRE HATHAWAY INC DEL | COMMON STOCK | 7,732 | 9,126 | +1,394 | $3,755,974 | $4,566,559 | +$810,585 | |
| KO COCA COLA CO | United States | COMMON STOCK | 33,787 | 38,976 | +5,189 | $2,390,427 | $3,167,599 | +$777,172 |
| WMT WALMART INC | United States | COMMON STOCK | 34,613 | 36,247 | +1,634 | $3,384,438 | $4,105,324 | +$720,886 |
| MSFT MICROSOFT CORP | United States | COMMON STOCK | 14,803 | 17,851 | +3,048 | $7,363,258 | $6,658,656 | -$704,602 |
| SBUX STARBUCKS CORP | United States | COMMON STOCK | 24,360 | 28,273 | +3,913 | $2,232,104 | $2,889,174 | +$657,070 |
| ADSK AUTODESK INC | United States | COMMON STOCK | 8,535 | 10,363 | +1,828 | $2,642,180 | $2,014,774 | -$627,406 |
| NVO NOVO-NORDISK A S | AMERICAN DEPOSITORY | 29,546 | 54,637 | +25,091 | $2,039,265 | $2,619,298 | +$580,033 | |
| CL COLGATE PALMOLIVE CO | United States | COMMON STOCK | 25,070 | 30,904 | +5,834 | $2,278,854 | $2,833,247 | +$554,393 |
| FRO FRONTLINE PLC | FOREIGN ORDINARIES | 1,500 | 16,000 | +14,500 | $24,615 | $556,640 | +$532,025 | |
| MMM 3M CO | United States | COMMON STOCK | 18,726 | 20,816 | +2,090 | $2,850,815 | $3,370,383 | +$519,568 |
| CRM SALESFORCE INC | United States | COMMON STOCK | 9,015 | 13,170 | +4,155 | $2,458,318 | $2,063,280 | -$395,038 |
| BA BOEING CO | United States | COMMON STOCK | 12,843 | 14,241 | +1,398 | $2,690,994 | $3,082,749 | +$391,755 |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COMMON STOCK | 49,726 | 72,524 | +22,798 | $2,792,115 | $2,465,816 | -$326,299 |
| AVGO BROADCOM INC | United States | COMMON STOCK | 1,050 | 1,533 | +483 | $289,433 | $579,091 | +$289,658 |
| ABAT AMERICAN BATTERY TECHNOLOGY | United States | COMMON STOCK | 3,470 | 101,921 | +98,451 | $5,621 | $288,436 | +$282,815 |
| NKE NIKE INC | United States | COMMON STOCK | 30,445 | 46,016 | +15,571 | $2,162,784 | $1,888,967 | -$273,817 |
| DIS DISNEY WALT CO | United States | COMMON STOCK | 21,920 | 25,746 | +3,826 | $2,718,317 | $2,478,099 | -$240,218 |
| GEV GE VERNOVA INC | United States | COMMON STOCK | 293 | 334 | +41 | $155,041 | $392,403 | +$237,362 |
| PG PROCTER & GAMBLE CO | United States | COMMON STOCK | 15,052 | 17,967 | +2,915 | $2,398,007 | $2,634,647 | +$236,640 |
| AMAT APPLIED MATLS INC | United States | COMMON STOCK | 167 | 356 | +189 | $30,573 | $257,388 | +$226,815 |
| AMD ADVANCED MICRO DEVICES INC | United States | COMMON STOCK | 344 | 363 | +19 | $48,814 | $210,870 | +$162,056 |
| GOOGL ALPHABET INC | United States | COMMON STOCK | 175 | 479 | +304 | $30,840 | $171,180 | +$140,340 |
| CVX CHEVRON CORPORATION | United States | COMMON STOCK | 3,553 | 3,849 | +296 | $508,754 | $638,069 | +$129,315 |
| NEE NEXTERA ENERGY INC | United States | COMMON STOCK | 5,977 | 6,076 | +99 | $414,923 | $533,291 | +$118,368 |
| GE GE AEROSPACE | United States | COMMON STOCK | 821 | 853 | +32 | $211,317 | $318,792 | +$107,475 |
| T AT&T INC | United States | COMMON STOCK | 9,760 | 10,556 | +796 | $282,454 | $218,509 | -$63,945 |
| GLW CORNING INC | United States | COMMON STOCK | 282 | 294 | +12 | $14,830 | $75,096 | +$60,266 |
| UNH UNITEDHEALTH GROUP INC | United States | COMMON STOCK | 501 | 509 | +8 | $156,297 | $211,556 | +$55,259 |
| MRK MERCK & CO INC | United States | COMMON STOCK | 50 | 425 | +375 | $3,958 | $54,613 | +$50,655 |
| LLY ELI LILLY & CO | United States | COMMON STOCK | 40 | 68 | +28 | $31,181 | $81,561 | +$50,380 |
| VFL ABRDN NATL MUN INCOME FD | United States | CLOSED END MUTL FUND | 4,750 | 8,103 | +3,353 | $45,885 | $84,028 | +$38,143 |
| TEL TE CONNECTIVITY PLC | FOREIGN ORDINARIES | 713 | 781 | +68 | $120,262 | $157,457 | +$37,195 | |
| SAP SAP SE | AMERICAN DEPOSITORY | 244 | 245 | +1 | $74,200 | $37,757 | -$36,443 | |
| FANG DIAMONDBACK ENERGY INC | United States | COMMON STOCK | 593 | 668 | +75 | $81,478 | $117,421 | +$35,943 |
| JPM JPMORGAN CHASE & CO | United States | COMMON STOCK | 365 | 433 | +68 | $105,817 | $141,734 | +$35,917 |
| MPC MARATHON PETE CORP | United States | COMMON STOCK | 113 | 213 | +100 | $18,770 | $54,458 | +$35,688 |
| MRVL MARVELL TECHNOLOGY INC | United States | COMMON STOCK | 72 | 131 | +59 | $5,573 | $39,024 | +$33,451 |
| MU MICRON TECHNOLOGY INC | United States | COMMON STOCK | 1 | 28 | +27 | $123 | $32,320 | +$32,197 |
| BAC BANK OF AMER CORP | United States | COMMON STOCK | 336 | 698 | +362 | $15,900 | $39,772 | +$23,872 |
| ADI ANALOG DEVICES INC | United States | COMMON STOCK | 50 | 87 | +37 | $11,901 | $34,554 | +$22,653 |
| BRSP BRIGHTSPIRE CAPITAL INC | United States | COMMON STOCK | 31,728 | 32,708 | +980 | $160,226 | $178,259 | +$18,033 |
| VZ VERIZON COMMUNICATIONS INC | United States | COMMON STOCK | 2,181 | 2,641 | +460 | $94,372 | $111,820 | +$17,448 |
| CSCO CISCO SYS INC | United States | COMMON STOCK | 96 | 200 | +104 | $6,660 | $23,492 | +$16,832 |
| PNC PNC FINL SVCS GROUP INC | United States | COMMON STOCK | 95 | 137 | +42 | $17,710 | $33,732 | +$16,022 |
| UNP UNION PAC CORP | United States | COMMON STOCK | 135 | 173 | +38 | $31,061 | $47,056 | +$15,995 |
| AEM AGNICO EAGLE MINES LTD | FOREIGN CANADIAN | 4 | 104 | +100 | $476 | $16,134 | +$15,658 | |
| AGI ALAMOS GOLD INC | FOREIGN CANADIAN | 16 | 516 | +500 | $425 | $15,655 | +$15,230 | |
| NXPI NXP SEMICONDUCTORS N V | FOREIGN ORDINARIES | 1 | 51 | +50 | $218 | $14,333 | +$14,115 | |
| SPOT SPOTIFY TECHNOLOGY S A | FOREIGN ORDINARIES | 2 | 30 | +28 | $1,535 | $13,774 | +$12,239 | |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COMMON STOCK | 400 | 458 | +58 | $117,912 | $128,794 | +$10,882 |
| OKE ONEOK INC NEW | United States | COMMON STOCK | 300 | 400 | +100 | $24,489 | $34,776 | +$10,287 |
| PR PERMIAN RESOURCES CORP | United States | COMMON STOCK | 1 | 501 | +500 | $14 | $9,223 | +$9,209 |
| QCOM QUALCOMM INC | United States | COMMON STOCK | 3 | 46 | +43 | $478 | $8,500 | +$8,022 |
| ETN EATON CORP PLC | FOREIGN ORDINARIES | 16 | 32 | +16 | $5,712 | $13,636 | +$7,924 | |
| CB CHUBB LIMITED | FOREIGN ORDINARIES | 1 | 22 | +21 | $290 | $7,496 | +$7,206 | |
| PGR PROGRESSIVE CORP | United States | COMMON STOCK | 26 | 60 | +34 | $6,938 | $13,107 | +$6,169 |
| PEP PEPSICO INC | United States | COMMON STOCK | 600 | 630 | +30 | $79,224 | $85,302 | +$6,078 |
| LOW LOWES COS INC | United States | COMMON STOCK | 1,301 | 1,336 | +35 | $288,653 | $294,575 | +$5,922 |
| CAT CATERPILLAR INC | United States | COMMON STOCK | 2 | 6 | +4 | $776 | $6,389 | +$5,613 |
| COF CAPITAL ONE FINL CORP | United States | COMMON STOCK | 33 | 61 | +28 | $7,021 | $12,238 | +$5,217 |
| MCD MCDONALDS CORP | United States | COMMON STOCK | 100 | 123 | +23 | $29,217 | $33,248 | +$4,031 |
| V VISA INC | United States | COMMON STOCK | 440 | 467 | +27 | $156,222 | $160,223 | +$4,001 |
| KR KROGER CO | United States | COMMON STOCK | 1,056 | 1,297 | +241 | $75,747 | $72,022 | -$3,725 |
| PFE PFIZER INC | United States | COMMON STOCK | 897 | 1,035 | +138 | $21,743 | $24,923 | +$3,180 |
| HD HOME DEPOT INC | United States | COMMON STOCK | 944 | 987 | +43 | $346,108 | $348,095 | +$1,987 |
| BN BROOKFIELD CORP | FOREIGN CANADIAN | 830 | 1,245 | +415 | $51,336 | $53,025 | +$1,689 | |
| AWK AMERICAN WTR WKS CO INC NEW | United States | COMMON STOCK | 15 | 28 | +13 | $2,087 | $3,684 | +$1,597 |
| BSX BOSTON SCIENTIFIC CORP | United States | COMMON STOCK | 20 | 23 | +3 | $2,148 | $982 | -$1,166 |
| NOW SERVICENOW INC | United States | COMMON STOCK | 5 | 41 | +36 | $5,140 | $4,070 | -$1,070 |
| NXDT NEXPOINT DIVERSIFIED REL ET | United States | COMMON STOCK | 637 | 698 | +61 | $2,669 | $3,623 | +$954 |
| KMB KIMBERLY-CLARK CORP | United States | COMMON STOCK | 80 | 90 | +10 | $10,314 | $9,879 | -$435 |
| SOLV SOLVENTUM CORP | United States | COMMON STOCK | 12 | 15 | +3 | $910 | $1,157 | +$247 |
| XYL XYLEM INC | United States | COMMON STOCK | 344 | 376 | +32 | $44,500 | $44,447 | -$53 |
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