Financial Gravity Companies, Inc.

13F filer · CIK 0001377167

Reported Aug 5, 2026

13F portfolio value$616MU.S. long equity reported on 13F

Positions450Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight15.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026450 positions
SPMDSupermedia Inc.	$20.8M	3.37%	Not reported	+8.3%	Q3 2024
TSLATesla, Inc.	$10.2M	1.65%	0.00%	+4.2%	Q4 2017
PANWPalo Alto Networks Inc	$9.31M	1.51%	0.00%	+455050.0%	Q4 2017
ARMArm Holdings PLC	$9.11M	1.48%	0.00%	+7.6%	Q4 2024
AMZNAmazon Com Inc	$9.06M	1.47%	0.00%	+9.0%	Q4 2017
AAPLApple Inc.	$7.97M	1.29%	0.00%	-5.4%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.73M	1.25%	0.00%	-4.0%	Q4 2017
NVSNovartis AG	$7.53M	1.22%	0.00%	+8.7%	Q4 2017
MSFTMicrosoft Corp	$6.66M	1.08%	0.00%	+20.6%	Q4 2017
ASMLAsml Holding NV	$6.62M	1.07%	0.00%	+4.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$5.7M	0.92%	Not reported	+303.0%	Q4 2017
GOOGAlphabet Inc.	$5.43M	0.88%	Not reported	-7.7%	Q4 2017
MRNAModerna, Inc.	$5.33M	0.86%	0.02%	+17.3%	Q3 2024
BSVNBank7 Corp.	$5.26M	0.85%	0.71%	+17.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.57M	0.74%	Not reported	+18.0%	Q4 2017
SHWSherwin Williams Co	$4.14M	0.67%	0.01%	-5.8%	Q4 2018
WMTWalmart Inc.	$4.11M	0.67%	0.00%	+4.7%	Q4 2017
JNJJohnson & Johnson	$4.08M	0.66%	0.00%	+12.0%	Q4 2017
MARMarriott International Inc	$4.01M	0.65%	0.00%	+7.7%	Q4 2017
METAMeta Platforms, Inc.	$3.84M	0.62%	Not reported	+3.3%	Q4 2017
MMM3m Co	$3.37M	0.55%	0.00%	+11.2%	Q4 2017
AZNAstrazeneca PLC	$3.17M	0.51%	Not reported	+13.2%	Q4 2017
TFINTriumph Financial, Inc.	$3.17M	0.51%	0.17%	Not reported	Q4 2024
KOCoca Cola Co	$3.17M	0.51%	0.00%	+15.4%	Q4 2017
BABoeing Co	$3.08M	0.50%	0.00%	+10.9%	Q4 2017
SBUXStarbucks Corp	$2.89M	0.47%	0.00%	+16.1%	Q4 2017
NFLXNetflix Inc	$2.84M	0.46%	0.00%	+7.9%	Q4 2017
CLColgate Palmolive Co	$2.83M	0.46%	0.00%	+23.3%	Q4 2017
PGPROCTER & GAMBLE Co	$2.63M	0.43%	0.00%	+19.4%	Q4 2017
NVONovo Nordisk A S	$2.62M	0.42%	Not reported	+84.9%	Q4 2017
SYKStryker Corp	$2.48M	0.40%	0.00%	-9.2%	Q4 2017
DISWalt Disney Co	$2.48M	0.40%	0.00%	+17.5%	Q4 2017
CMGChipotle Mexican Grill Inc	$2.47M	0.40%	0.01%	+45.9%	Q4 2017
CCLFXCliffwater Corporate Lending Fund	$2.33M	0.38%	Not reported	+4.8%	Q4 2024
FSKFS KKR Capital Corp	$2.23M	0.36%	0.08%	-16.3%	Q3 2024
PLTRPalantir Technologies Inc.	$2.2M	0.36%	0.00%	+901.9%	Q4 2024
COSTCostco Wholesale Corp	$2.06M	0.33%	0.00%	+1401.4%	Q4 2017
CRMSalesforce, Inc.	$2.06M	0.33%	0.00%	+46.1%	Q4 2017
ADSKAutodesk, Inc.	$2.01M	0.33%	0.00%	+21.4%	Q4 2024
CRDTXApollo Diversified Credit Fund	$1.98M	0.32%	Not reported	-20.5%	Q2 2025
INTCIntel Corp	$1.97M	0.32%	0.00%	+8.2%	Q4 2017
ISRGIntuitive Surgical Inc	$1.92M	0.31%	0.00%	+26755.6%	Q4 2018
BBDCBarings BDC, Inc.	$1.91M	0.31%	0.21%	-26.8%	Q3 2024
NKENIKE, Inc.	$1.89M	0.31%	0.00%	+51.1%	Q4 2017
INTUIntuit Inc.	$1.7M	0.28%	0.00%	+65.1%	Q4 2017
GIREXApollo Diversified Real Estate Fund	$1.56M	0.25%	Not reported	-2.0%	Q3 2024
BPREBluerock Private Real Estate Fund	$1.41M	0.23%	Not reported	New	Q2 2026
CGCCXApollo Diversified Credit Fund	$926K	0.15%	Not reported	-1.1%	Q4 2024
WPCW. P. Carey Inc.	$866K	0.14%	0.01%	-0.1%	Q4 2018
ARCCAres Capital Corp	$846K	0.14%	0.01%	-27.6%	Q4 2017

Q2 2025Reported Aug 8, 2025398 positions
SPMDSupermedia Inc.	$15.4M	3.03%	Not reported	+19.2%	Q3 2024
AMZNAmazon Com Inc	$7.65M	1.50%	0.00%	+11.1%	Q4 2017
TSLATesla, Inc.	$7.37M	1.45%	0.00%	+7.1%	Q4 2017
MSFTMicrosoft Corp	$7.36M	1.45%	0.00%	+22.4%	Q4 2017
AAPLApple Inc.	$5.97M	1.17%	0.00%	-17.2%	Q4 2017
NVSNovartis AG	$5.35M	1.05%	0.00%	+15.6%	Q4 2017
FSKFS KKR Capital Corp	$5.27M	1.03%	0.09%	-1.2%	Q3 2024
UPWKUpwork, Inc	$5.12M	1.00%	0.29%	+15.1%	Q3 2024
NFLXNetflix Inc	$4.94M	0.97%	0.00%	+3.5%	Q4 2017
METAMeta Platforms, Inc.	$4.87M	0.96%	Not reported	+19.9%	Q4 2017
BSVNBank7 Corp.	$4.52M	0.89%	0.61%	+14.9%	Q4 2018
SHWSherwin Williams Co	$4.38M	0.86%	0.01%	Not reported	Q4 2018
ARMArm Holdings PLC	$3.86M	0.76%	0.00%	+12.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.82M	0.75%	0.00%	+26.8%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.76M	0.74%	Not reported	+37.3%	Q4 2017
SYKStryker Corp	$3.44M	0.67%	0.00%	+14.5%	Q4 2017
WMTWalmart Inc.	$3.38M	0.66%	0.00%	+12.2%	Q4 2017
INTUIntuit Inc.	$3.1M	0.61%	0.00%	+20.8%	Q4 2017
GOOGAlphabet Inc.	$2.96M	0.58%	Not reported	+19.3%	Q4 2017
MMM3m Co	$2.85M	0.56%	0.00%	+17.2%	Q4 2017
BBDCBarings BDC, Inc.	$2.8M	0.55%	0.29%	+1.0%	Q3 2024
CMGChipotle Mexican Grill Inc	$2.79M	0.55%	0.00%	+23.2%	Q4 2017
MARMarriott International Inc	$2.74M	0.54%	0.00%	+13.6%	Q4 2017
DISWalt Disney Co	$2.72M	0.53%	0.00%	+19.2%	Q4 2017
BABoeing Co	$2.69M	0.53%	0.00%	+19.0%	Q4 2017
ADSKAutodesk, Inc.	$2.64M	0.52%	0.00%	+19.7%	Q4 2024
CRDTXApollo Diversified Credit Fund	$2.5M	0.49%	Not reported	New	Q2 2025
CRMSalesforce, Inc.	$2.46M	0.48%	0.00%	+17.6%	Q4 2017
ULUnilever PLC	$2.4M	0.47%	0.00%	+19.1%	Q4 2017
PGPROCTER & GAMBLE Co	$2.4M	0.47%	0.00%	+29.2%	Q4 2017
KOCoca Cola Co	$2.39M	0.47%	0.00%	+15.1%	Q4 2017
CCLFXCliffwater Corporate Lending Fund	$2.3M	0.45%	Not reported	+1.0%	Q4 2024
CLColgate Palmolive Co	$2.28M	0.45%	0.00%	+23.6%	Q4 2017
SMGScotts Miracle-Gro Co	$2.26M	0.44%	0.06%	+34.9%	Q3 2024
SBUXStarbucks Corp	$2.23M	0.44%	0.00%	+20.6%	Q4 2017
JNJJohnson & Johnson	$2.19M	0.43%	0.00%	+22.4%	Q4 2017
NKENIKE, Inc.	$2.16M	0.42%	0.00%	+46.0%	Q4 2017
AZNAstrazeneca PLC	$2.07M	0.41%	Not reported	+20.6%	Q4 2017
NVONovo Nordisk A S	$2.04M	0.40%	Not reported	+32.4%	Q4 2017
DEODiageo PLC	$1.86M	0.37%	0.00%	+39.8%	Q4 2017
MRNAModerna, Inc.	$1.79M	0.35%	0.02%	+91.0%	Q3 2024
GIREXApollo Diversified Real Estate Fund	$1.63M	0.32%	Not reported	+28.0%	Q3 2024
ARCCAres Capital Corp	$1.38M	0.27%	0.01%	-10.4%	Q4 2017
NVDANvidia Corp	$1.17M	0.23%	0.00%	+7.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.17M	0.23%	Not reported	+851.8%	Q4 2017
CGCCXApollo Diversified Credit Fund	$941K	0.18%	Not reported	Not reported	Q4 2024
CIONCION Investment Corp	$934K	0.18%	0.19%	+0.4%	Q3 2024
OBDCBlue Owl Capital Corp	$928K	0.18%	0.01%	+16.6%	Q4 2024
XOMExxonMobil Holdings Corp	$922K	0.18%	0.00%	-1.0%	Q4 2017
FRBPFranklin BSP Capital Corp	$877K	0.17%	0.05%	+21.6%	Q4 2024

Q4 2024Reported Feb 14, 2025414 positions
SPMDSupermedia Inc.	$13M	2.97%	Not reported	+5.0%	Q3 2024
AAPLApple Inc.	$8.8M	2.01%	0.00%	Not reported	Q4 2017
TSLATesla, Inc.	$8.75M	2.00%	0.00%	+5.9%	Q4 2017
AMZNAmazon Com Inc	$6.89M	1.57%	0.00%	Not reported	Q4 2017
FSKFS KKR Capital Corp	$5.58M	1.27%	0.09%	+11961.8%	Q3 2024
UPWKUpwork, Inc	$5.41M	1.24%	0.24%	0.0%	Q3 2024
MSFTMicrosoft Corp	$5.1M	1.16%	0.00%	+3.5%	Q4 2017
SHWSherwin Williams Co	$4.34M	0.99%	0.01%	Not reported	Q4 2018
BSVNBank7 Corp.	$3.87M	0.88%	0.53%	+5.7%	Q4 2018
NVSNovartis AG	$3.72M	0.85%	0.00%	+4.5%	Q4 2017
METAMeta Platforms, Inc.	$3.22M	0.74%	Not reported	+4.4%	Q4 2017
NFLXNetflix Inc	$3.18M	0.73%	0.00%	-2.1%	Q4 2017
BBDCBarings BDC, Inc.	$2.9M	0.66%	0.29%	+4360.4%	Q3 2024
WMTWalmart Inc.	$2.79M	0.64%	0.00%	+2.9%	Q4 2017
SYKStryker Corp	$2.73M	0.62%	0.00%	+34.7%	Q4 2017
GOOGAlphabet Inc.	$2.66M	0.61%	Not reported	+6.0%	Q4 2017
ARMArm Holdings PLC	$2.63M	0.60%	0.00%	New	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.62M	0.60%	0.00%	-0.3%	Q4 2017
CRMSalesforce, Inc.	$2.56M	0.59%	0.00%	+1.7%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.55M	0.58%	Not reported	Not reported	Q4 2017
MARMarriott International Inc	$2.46M	0.56%	0.00%	+0.3%	Q4 2017
CMGChipotle Mexican Grill Inc	$2.43M	0.56%	0.00%	+1.7%	Q4 2017
TFINTriumph Financial, Inc.	$2.37M	0.54%	0.11%	New	Q4 2024
CCLFXCliffwater Corporate Lending Fund	$2.24M	0.51%	Not reported	New	Q4 2024
ADSKAutodesk, Inc.	$2.11M	0.48%	0.00%	New	Q4 2024
MMM3m Co	$2.06M	0.47%	0.00%	+1.9%	Q4 2017
INTUIntuit Inc.	$2.05M	0.47%	0.00%	+2.5%	Q4 2017
DISWalt Disney Co	$2.05M	0.47%	0.00%	+8.9%	Q4 2017
PGPROCTER & GAMBLE Co	$1.95M	0.45%	0.00%	+5.1%	Q4 2017
NVONovo Nordisk A S	$1.92M	0.44%	Not reported	+10.1%	Q4 2017
BABoeing Co	$1.91M	0.44%	0.00%	Not reported	Q4 2017
ULUnilever PLC	$1.87M	0.43%	0.00%	+3.0%	Q4 2017
CLColgate Palmolive Co	$1.84M	0.42%	0.00%	+3.2%	Q4 2017
SBUXStarbucks Corp	$1.84M	0.42%	0.00%	-0.9%	Q4 2017
KOCoca Cola Co	$1.83M	0.42%	0.00%	+3.7%	Q4 2017
JNJJohnson & Johnson	$1.69M	0.39%	0.00%	+6.9%	Q4 2017
SMGScotts Miracle-Gro Co	$1.69M	0.39%	0.04%	+2.7%	Q3 2024
DEODiageo PLC	$1.68M	0.38%	0.00%	+5.4%	Q4 2017
ASMLAsml Holding NV	$1.64M	0.37%	0.00%	+9.6%	Q4 2017
AZNAstrazeneca PLC	$1.61M	0.37%	Not reported	Not reported	Q4 2017
NKENIKE, Inc.	$1.58M	0.36%	0.00%	+5.4%	Q4 2017
ARCCAres Capital Corp	$1.54M	0.35%	0.01%	Not reported	Q4 2017
MRNAModerna, Inc.	$1.41M	0.32%	0.01%	+65.6%	Q3 2024
GIREXApollo Diversified Real Estate Fund	$1.31M	0.30%	Not reported	+20837.9%	Q3 2024
CIONCION Investment Corp	$1.11M	0.25%	0.18%	+499.3%	Q3 2024
CGCCXApollo Diversified Credit Fund	$935K	0.21%	Not reported	New	Q4 2024
XOMExxonMobil Holdings Corp	$930K	0.21%	0.00%	+947.8%	Q4 2017
NVDANvidia Corp	$926K	0.21%	0.00%	+260.3%	Q4 2017
OBDCBlue Owl Capital Corp	$839K	0.19%	0.01%	New	Q4 2024
FRBPFranklin BSP Capital Corp	$747K	0.17%	0.04%	New	Q4 2024

Q3 2024Reported Nov 14, 2024287 positions
SPMDSupermedia Inc.	$12.4M	3.32%	Not reported	New	Q3 2024
TSLATesla, Inc.	$5.35M	1.43%	0.00%	+1237.3%	Q4 2017
MSFTMicrosoft Corp	$5.03M	1.35%	0.00%	+388.6%	Q4 2017
SHWSherwin Williams Co	$4.87M	1.30%	0.01%	Not reported	Q4 2018
NVSNovartis AG	$4.21M	1.13%	0.00%	+38429.5%	Q4 2017
BSVNBank7 Corp.	$3.73M	1.00%	0.51%	+135197.1%	Q4 2018
UPWKUpwork, Inc	$3.46M	0.93%	0.25%	New	Q3 2024
METAMeta Platforms, Inc.	$3.02M	0.81%	Not reported	+435.3%	Q4 2017
NFLXNetflix Inc	$2.58M	0.69%	0.00%	+696.1%	Q4 2017
WMTWalmart Inc.	$2.42M	0.65%	0.00%	+1278.6%	Q4 2017
NVONovo Nordisk A S	$2.41M	0.65%	Not reported	+9113.6%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.32M	0.62%	0.00%	+429.6%	Q4 2017
CMGChipotle Mexican Grill Inc	$2.29M	0.61%	0.00%	+2234.2%	Q4 2017
GOOGAlphabet Inc.	$2.2M	0.59%	Not reported	+3037.1%	Q4 2017
MARMarriott International Inc	$2.19M	0.59%	0.00%	+9911.4%	Q4 2017
SMGScotts Miracle-Gro Co	$2.15M	0.58%	0.04%	New	Q3 2024
MMM3m Co	$2.14M	0.57%	0.00%	+4254.4%	Q4 2017
ULUnilever PLC	$2.08M	0.56%	0.00%	+19317.6%	Q4 2017
CRMSalesforce, Inc.	$2.06M	0.55%	0.00%	+75330.0%	Q4 2017
CLColgate Palmolive Co	$2.04M	0.55%	0.00%	+20379.2%	Q4 2017
KOCoca Cola Co	$2.04M	0.54%	0.00%	+2939.2%	Q4 2017
SYKStryker Corp	$2.03M	0.54%	0.00%	+4069.6%	Q4 2017
SBUXStarbucks Corp	$1.99M	0.53%	0.00%	+2108.2%	Q4 2017
INTUIntuit Inc.	$1.98M	0.53%	0.00%	+478.7%	Q4 2017
PGPROCTER & GAMBLE Co	$1.92M	0.51%	0.00%	+992.9%	Q4 2017
ASMLAsml Holding NV	$1.8M	0.48%	0.00%	+595.5%	Q4 2017
JNJJohnson & Johnson	$1.78M	0.48%	0.00%	+1697.1%	Q4 2017
DEODiageo PLC	$1.76M	0.47%	0.00%	+3943.2%	Q4 2017
NKENIKE, Inc.	$1.75M	0.47%	0.00%	+812.1%	Q4 2017
DISWalt Disney Co	$1.62M	0.43%	0.00%	+472.3%	Q4 2017
MRNAModerna, Inc.	$1.37M	0.37%	0.01%	New	Q3 2024
LMTLockheed Martin Corp	$594K	0.16%	0.00%	-10.7%	Q4 2017
GLDSPDR Gold Trust	$397K	0.11%	0.00%	Not reported	Q4 2017
INTCIntel Corp	$367K	0.10%	0.00%	+121.1%	Q4 2017
LOWLowes Companies Inc	$272K	0.07%	0.00%	+16650.0%	Q4 2017
NVDANvidia Corp	$232K	0.06%	0.00%	-88.0%	Q4 2017
BITBBitwise Bitcoin ETF	$203K	0.05%	0.01%	New	Q3 2024
CIONCION Investment Corp	$193K	0.05%	0.03%	New	Q3 2024
SOLVSolventum Corp	$170K	0.05%	0.00%	+2606.7%	Q3 2024
GEGeneral Electric Co	$141K	0.04%	0.00%	New	Q3 2024
VVisa Inc.	$125K	0.03%	0.00%	+10.7%	Q4 2017
COSTCostco Wholesale Corp	$121K	0.03%	0.00%	+2640.0%	Q4 2017
TELTE Connectivity plc	$108K	0.03%	0.00%	+71200.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$103K	0.03%	Not reported	+214.0%	Q4 2017
DDominion Energy, Inc	$102K	0.03%	0.00%	+1573.3%	Q4 2017
XOMExxonMobil Holdings Corp	$96.7K	0.03%	Not reported	-47.4%	Q4 2017
SWKStanley Black & Decker, Inc.	$87.2K	0.02%	0.00%	Not reported	Q4 2017
WPCW. P. Carey Inc.	$84.7K	0.02%	0.00%	+2057.1%	Q4 2018
HDHome Depot, Inc.	$83.9K	0.02%	0.00%	+187.5%	Q4 2017
COPConocophillips	$83.6K	0.02%	0.00%	-78.3%	Q4 2017

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