Financial Gravity Asset Management, Inc.

13F filer · CIK 0001741736

Last filed May 8, 2026

Net buyer this quarter

13F portfolio value$562MU.S. long equity reported on 13F

Positions400128 new · 17 closed

Net flow last quarter+$27.4MBuys minus sells

Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 8, 2026400 positions
SPMDSupermedia Inc.	$17.7M	3.15%	Not reported	+4.2%	Q4 2019
TSLATesla, Inc.	$8.77M	1.56%	0.00%	-0.4%	Q1 2018
AMZNAmazon Com Inc	$7.91M	1.41%	0.00%	+11.2%	Q2 2018
NVSNovartis AG	$7.33M	1.30%	0.00%	-1.0%	Q1 2018
AAPLApple Inc.	$7.04M	1.25%	0.00%	+8.3%	Q1 2018
MSFTMicrosoft Corp	$6.36M	1.13%	0.00%	+5.9%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.55M	0.99%	0.00%	-3.8%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$5.03M	0.89%	Not reported	+312.5%	Q2 2018
BSVNBank7 Corp.	$4.93M	0.88%	0.66%	-0.2%	Q1 2019
UPWKUpwork, Inc	$4.66M	0.83%	0.34%	+5.8%	Q1 2020
GOOGAlphabet Inc.	$4.53M	0.81%	Not reported	-4.0%	Q1 2018
WMTWalmart Inc.	$4.51M	0.80%	0.00%	-2.3%	Q1 2018
ASMLAsml Holding NV	$4.5M	0.80%	0.00%	-0.8%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.37M	0.78%	Not reported	+2.4%	Q1 2018
ARMArm Holdings PLC	$4.05M	0.72%	0.00%	+0.9%	Q4 2023
MRNAModerna, Inc.	$3.91M	0.70%	0.02%	-1.9%	Q1 2021
METAMeta Platforms, Inc.	$3.89M	0.69%	Not reported	-0.1%	Q1 2018
SHWSherwin Williams Co	$3.85M	0.69%	0.00%	Not reported	Q1 2019
NFLXNetflix Inc	$3.76M	0.67%	0.00%	+1.2%	Q1 2018
JNJJohnson & Johnson	$3.73M	0.66%	0.00%	Not reported	Q1 2018
MARMarriott International Inc	$3.54M	0.63%	0.00%	-0.2%	Q1 2018
AZNAstrazeneca PLC	$3.27M	0.58%	Not reported	-0.3%	Q1 2018
MMM3m Co	$3M	0.53%	0.00%	+1.6%	Q1 2018
KOCoca Cola Co	$2.92M	0.52%	0.00%	-0.3%	Q1 2018
BABoeing Co	$2.82M	0.50%	0.00%	+1.1%	Q1 2018
CLColgate Palmolive Co	$2.6M	0.46%	0.00%	+2.5%	Q1 2018
PGPROCTER & GAMBLE Co	$2.54M	0.45%	0.00%	+0.7%	Q1 2018
SYKStryker Corp	$2.51M	0.45%	0.00%	-3.9%	Q1 2018
SBUXStarbucks Corp	$2.5M	0.45%	0.00%	-0.3%	Q1 2018
TFINTriumph Financial, Inc.	$2.48M	0.44%	0.17%	Not reported	Q2 2024
SMGScotts Miracle-Gro Co	$2.42M	0.43%	0.07%	-0.4%	Q1 2019
DISWalt Disney Co	$2.41M	0.43%	0.00%	+4.5%	Q1 2018
CCLFXCliffwater Corporate Lending Fund	$2.36M	0.42%	Not reported	+3347.5%	Q1 2025
ADSKAutodesk, Inc.	$2.33M	0.42%	0.00%	+4.4%	Q1 2020
ULUnilever PLC	$2.24M	0.40%	0.00%	+2.1%	Q1 2018
FSKFS KKR Capital Corp	$2.22M	0.40%	0.08%	+544.5%	Q4 2022
CMGChipotle Mexican Grill Inc	$2.13M	0.38%	0.01%	+2.3%	Q1 2019
CRMSalesforce, Inc.	$2.1M	0.37%	0.00%	+7.1%	Q1 2018
INTUIntuit Inc.	$2.08M	0.37%	0.00%	+11.4%	Q1 2018
CRDTXApollo Diversified Credit Fund	$1.99M	0.35%	Not reported	+131.2%	Q1 2025
NKENIKE, Inc.	$1.99M	0.35%	0.00%	+6.1%	Q1 2018
BBDCBarings BDC, Inc.	$1.98M	0.35%	0.23%	+1116.0%	Q2 2022
DEODiageo PLC	$1.94M	0.35%	0.00%	+6.7%	Q1 2018
NVONovo Nordisk A S	$1.91M	0.34%	Not reported	+12.7%	Q1 2018
BPREBluerock Private Real Estate Fund	$1.86M	0.33%	Not reported	+63.2%	Q4 2025
GIREXApollo Diversified Real Estate Fund	$1.55M	0.28%	Not reported	+45.2%	Q3 2023
XOMExxonMobil Holdings Corp	$1.01M	0.18%	0.00%	+41.2%	Q1 2018
CGCCXApollo Diversified Credit Fund	$944K	0.17%	Not reported	+3174.6%	Q1 2025
FRBPFranklin BSP Capital Corp	$858K	0.15%	0.05%	+138.3%	Q1 2025
WPCW. P. Carey Inc.	$823K	0.15%	0.01%	-1.3%	Q1 2019

Q4 2025Reported Feb 13, 2026289 positions
SPMDSupermedia Inc.	$16.6M	3.20%	Not reported	+5.5%	Q4 2019
TSLATesla, Inc.	$10.7M	2.05%	0.00%	+0.4%	Q1 2018
UPWKUpwork, Inc	$7.96M	1.53%	0.31%	+2.7%	Q1 2020
AMZNAmazon Com Inc	$7.88M	1.52%	0.00%	+3.5%	Q2 2018
MSFTMicrosoft Corp	$7.84M	1.51%	0.00%	+3.8%	Q1 2018
AAPLApple Inc.	$6.96M	1.34%	0.00%	+3.3%	Q1 2018
NVSNovartis AG	$6.68M	1.29%	0.00%	+6.5%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.19M	1.00%	0.00%	+2.3%	Q1 2018
GOOGAlphabet Inc.	$5.17M	0.99%	Not reported	+0.8%	Q1 2018
BSVNBank7 Corp.	$4.96M	0.96%	0.67%	+2.2%	Q1 2019
METAMeta Platforms, Inc.	$4.49M	0.86%	Not reported	+3.1%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.47M	0.86%	Not reported	+8.9%	Q1 2018
WMTWalmart Inc.	$4.14M	0.80%	0.00%	+4.0%	Q1 2018
SHWSherwin Williams Co	$3.9M	0.75%	0.00%	-5.8%	Q1 2019
ASMLAsml Holding NV	$3.67M	0.71%	0.00%	+5.1%	Q1 2018
NFLXNetflix Inc	$3.63M	0.70%	0.00%	+7.6%	Q1 2018
MARMarriott International Inc	$3.37M	0.65%	0.00%	+4.7%	Q1 2018
MMM3m Co	$3.25M	0.63%	0.00%	+4.3%	Q1 2018
JNJJohnson & Johnson	$3.16M	0.61%	0.00%	+5.2%	Q1 2018
AZNAstrazeneca PLC	$3.06M	0.59%	Not reported	-30.3%	Q1 2018
BABoeing Co	$3.04M	0.58%	0.00%	+8.0%	Q1 2018
ARMArm Holdings PLC	$2.9M	0.56%	0.00%	+8.6%	Q4 2023
INTUIntuit Inc.	$2.86M	0.55%	0.00%	+8.4%	Q1 2018
SYKStryker Corp	$2.79M	0.54%	0.00%	+7.6%	Q1 2018
CRMSalesforce, Inc.	$2.78M	0.54%	0.00%	+12.8%	Q1 2018
ADSKAutodesk, Inc.	$2.77M	0.53%	0.00%	+7.4%	Q1 2020
DISWalt Disney Co	$2.72M	0.52%	0.00%	+8.2%	Q1 2018
KOCoca Cola Co	$2.69M	0.52%	0.00%	+9.9%	Q1 2018
TFINTriumph Financial, Inc.	$2.6M	0.50%	0.17%	Not reported	Q2 2024
ULUnilever PLC	$2.52M	0.48%	0.00%	+7.9%	Q1 2018
PGPROCTER & GAMBLE Co	$2.5M	0.48%	0.00%	+12.8%	Q1 2018
CMGChipotle Mexican Grill Inc	$2.41M	0.46%	0.00%	+19.2%	Q1 2019
SBUXStarbucks Corp	$2.36M	0.45%	0.00%	+11.3%	Q1 2018
CLColgate Palmolive Co	$2.35M	0.45%	0.00%	+11.0%	Q1 2018
NVONovo Nordisk A S	$2.34M	0.45%	Not reported	+18.3%	Q1 2018
SMGScotts Miracle-Gro Co	$2.33M	0.45%	0.07%	+11.4%	Q1 2019
MRNAModerna, Inc.	$2.32M	0.45%	0.02%	+11.7%	Q1 2021
NKENIKE, Inc.	$2.26M	0.44%	0.00%	+13.6%	Q1 2018
DEODiageo PLC	$2.11M	0.41%	0.00%	+25.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$1.28M	0.25%	Not reported	Not reported	Q2 2018
GIREXApollo Diversified Real Estate Fund	$1.06M	0.20%	Not reported	+1.0%	Q3 2023
BPREBluerock Private Real Estate Fund	$1.03M	0.20%	Not reported	New	Q4 2025
CRDTXApollo Diversified Credit Fund	$871K	0.17%	Not reported	+0.4%	Q1 2025
WPCW. P. Carey Inc.	$790K	0.15%	0.01%	Not reported	Q1 2019
XOMExxonMobil Holdings Corp	$509K	0.10%	0.00%	-5.5%	Q1 2018
FSKFS KKR Capital Corp	$502K	0.10%	0.01%	-10.1%	Q4 2022
INTCIntel Corp	$482K	0.09%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$479K	0.09%	0.00%	-1.4%	Q1 2018
AVGOBroadcom Inc.	$478K	0.09%	0.00%	-16.4%	Q1 2018
LMTLockheed Martin Corp	$454K	0.09%	0.00%	Not reported	Q1 2018

Q3 2025Reported Nov 14, 2025405 positions
SPMDSupermedia Inc.	$15.6M	3.08%	Not reported	+3.2%	Q4 2019
TSLATesla, Inc.	$10.5M	2.07%	0.00%	+7.0%	Q1 2018
MSFTMicrosoft Corp	$8.09M	1.60%	0.00%	+17.6%	Q1 2018
UPWKUpwork, Inc	$7.27M	1.44%	0.30%	+10.7%	Q1 2020
AMZNAmazon Com Inc	$7.24M	1.43%	0.00%	+4.0%	Q2 2018
AAPLApple Inc.	$6.31M	1.25%	0.00%	-6.5%	Q1 2018
NVSNovartis AG	$5.83M	1.15%	0.00%	+10.6%	Q1 2018
BSVNBank7 Corp.	$4.86M	0.96%	0.65%	+19.1%	Q1 2019
METAMeta Platforms, Inc.	$4.84M	0.96%	Not reported	+15.6%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.66M	0.92%	0.00%	+15.9%	Q1 2018
SHWSherwin Williams Co	$4.42M	0.87%	0.01%	-2.0%	Q1 2019
NFLXNetflix Inc	$4.31M	0.85%	0.00%	-2.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.11M	0.81%	Not reported	+34.0%	Q1 2018
GOOGAlphabet Inc.	$3.98M	0.79%	Not reported	+7.3%	Q1 2018
WMTWalmart Inc.	$3.68M	0.73%	0.00%	-24.1%	Q1 2018
AZNAstrazeneca PLC	$3.66M	0.72%	Not reported	+79.3%	Q1 2018
ARMArm Holdings PLC	$3.46M	0.68%	0.00%	+9.2%	Q4 2023
ASMLAsml Holding NV	$3.16M	0.62%	0.00%	+16.6%	Q1 2018
MMM3m Co	$3.02M	0.60%	0.00%	+14.0%	Q1 2018
BABoeing Co	$2.8M	0.55%	0.00%	+8.5%	Q1 2018
ADSKAutodesk, Inc.	$2.77M	0.55%	0.00%	+13.0%	Q1 2020
SYKStryker Corp	$2.73M	0.54%	0.00%	-8.2%	Q1 2018
INTUIntuit Inc.	$2.72M	0.54%	0.00%	+7.1%	Q1 2018
MARMarriott International Inc	$2.7M	0.53%	0.00%	+10.2%	Q1 2018
JNJJohnson & Johnson	$2.69M	0.53%	0.00%	+10.2%	Q1 2018
DISWalt Disney Co	$2.53M	0.50%	0.00%	+9.6%	Q1 2018
PGPROCTER & GAMBLE Co	$2.38M	0.47%	0.00%	+13.7%	Q1 2018
ULUnilever PLC	$2.38M	0.47%	0.00%	+11.2%	Q1 2018
KOCoca Cola Co	$2.32M	0.46%	0.00%	+9.5%	Q1 2018
CRMSalesforce, Inc.	$2.21M	0.44%	0.00%	+12.0%	Q1 2018
NKENIKE, Inc.	$2.18M	0.43%	0.00%	+26.4%	Q1 2018
NVONovo Nordisk A S	$2.16M	0.43%	Not reported	+51.1%	Q1 2018
CLColgate Palmolive Co	$2.14M	0.42%	0.00%	+16.0%	Q1 2018
CMGChipotle Mexican Grill Inc	$2.14M	0.42%	0.00%	+23.0%	Q1 2019
SBUXStarbucks Corp	$2.13M	0.42%	0.00%	+14.3%	Q1 2018
SMGScotts Miracle-Gro Co	$2.04M	0.40%	0.06%	+18.0%	Q1 2019
DEODiageo PLC	$1.86M	0.37%	0.00%	+22.0%	Q1 2018
MRNAModerna, Inc.	$1.82M	0.36%	0.02%	+56.1%	Q1 2021
GIREXApollo Diversified Real Estate Fund	$1.07M	0.21%	Not reported	-34.4%	Q3 2023
CRDTXApollo Diversified Credit Fund	$865K	0.17%	Not reported	-65.6%	Q1 2025
WPCW. P. Carey Inc.	$829K	0.16%	0.01%	+802.9%	Q1 2019
NVDANvidia Corp	$604K	0.12%	0.00%	-56.7%	Q1 2018
FSKFS KKR Capital Corp	$563K	0.11%	0.01%	-87.6%	Q4 2022
AVGOBroadcom Inc.	$545K	0.11%	0.00%	+686.2%	Q1 2018
XOMExxonMobil Holdings Corp	$505K	0.10%	0.00%	-50.8%	Q1 2018
LMTLockheed Martin Corp	$468K	0.09%	0.00%	+1.5%	Q1 2018
NEENextera Energy Inc	$457K	0.09%	0.00%	+1.2%	Q1 2018
INTCIntel Corp	$438K	0.09%	0.00%	-16.4%	Q1 2018
MAMastercard Inc	$418K	0.08%	0.00%	+487.2%	Q1 2018
CFRCullen/Frost Bankers, Inc.	$383K	0.08%	0.00%	Not reported	Q2 2021

Q1 2025Reported Apr 30, 2025450 positions
SPMDSupermedia Inc.	$13.5M	2.94%	Not reported	+4.2%	Q4 2019
AMZNAmazon Com Inc	$6.04M	1.32%	0.00%	+5.5%	Q2 2018
AAPLApple Inc.	$5.88M	1.28%	0.00%	+55.9%	Q1 2018
TSLATesla, Inc.	$5.71M	1.25%	0.00%	-3.9%	Q1 2018
FSKFS KKR Capital Corp	$5.33M	1.16%	0.11%	+14163.8%	Q4 2022
MSFTMicrosoft Corp	$4.99M	1.09%	0.00%	+1.6%	Q1 2018
UPWKUpwork, Inc	$4.61M	1.01%	0.26%	+6.8%	Q1 2020
NVSNovartis AG	$4.58M	1.00%	0.00%	+5.3%	Q1 2018
SHWSherwin Williams Co	$4.55M	0.99%	0.01%	+2.0%	Q1 2019
BSVNBank7 Corp.	$4.05M	0.88%	0.55%	+17.3%	Q1 2019
NFLXNetflix Inc	$3.42M	0.75%	0.00%	-12.5%	Q1 2018
METAMeta Platforms, Inc.	$3.29M	0.72%	Not reported	-8.4%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.25M	0.71%	Not reported	-4.6%	Q1 2018
WMTWalmart Inc.	$3.07M	0.67%	0.00%	+33.4%	Q1 2018
SYKStryker Corp	$2.99M	0.65%	0.00%	+19.1%	Q1 2018
BBDCBarings BDC, Inc.	$2.88M	0.63%	0.29%	+4289.9%	Q2 2022
MMM3m Co	$2.51M	0.55%	0.00%	-4.8%	Q1 2018
CRDTXApollo Diversified Credit Fund	$2.47M	0.54%	Not reported	New	Q1 2025
ARMArm Holdings PLC	$2.39M	0.52%	0.00%	-14.1%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.39M	0.52%	0.00%	-7.0%	Q1 2018
GOOGAlphabet Inc.	$2.38M	0.52%	Not reported	+0.6%	Q1 2018
PGPROCTER & GAMBLE Co	$2.32M	0.51%	0.00%	+12.0%	Q1 2018
KOCoca Cola Co	$2.29M	0.50%	0.00%	+1.1%	Q1 2018
CCLFXCliffwater Corporate Lending Fund	$2.29M	0.50%	Not reported	New	Q1 2025
INTUIntuit Inc.	$2.28M	0.50%	0.00%	+2.3%	Q1 2018
MARMarriott International Inc	$2.24M	0.49%	0.00%	-5.9%	Q1 2018
CMGChipotle Mexican Grill Inc	$2.23M	0.49%	0.00%	-3.8%	Q1 2019
CRMSalesforce, Inc.	$2.23M	0.49%	0.00%	-0.5%	Q1 2018
JNJJohnson & Johnson	$2.18M	0.48%	0.00%	+13.6%	Q1 2018
CLColgate Palmolive Co	$2.17M	0.47%	0.00%	+0.1%	Q1 2018
SBUXStarbucks Corp	$2.16M	0.47%	0.00%	+2.6%	Q1 2018
ULUnilever PLC	$2.15M	0.47%	0.00%	+1.5%	Q1 2018
BABoeing Co	$2.04M	0.44%	0.00%	+26.0%	Q1 2018
ADSKAutodesk, Inc.	$2.02M	0.44%	0.00%	-5.9%	Q1 2020
DISWalt Disney Co	$1.99M	0.43%	0.00%	+8.4%	Q1 2018
AZNAstrazeneca PLC	$1.96M	0.43%	Not reported	+1.1%	Q1 2018
ASMLAsml Holding NV	$1.86M	0.40%	0.00%	+13.5%	Q1 2018
NVONovo Nordisk A S	$1.79M	0.39%	Not reported	+10.0%	Q1 2018
DEODiageo PLC	$1.68M	0.37%	0.00%	+30.7%	Q1 2018
SMGScotts Miracle-Gro Co	$1.67M	0.36%	0.05%	+3.4%	Q1 2019
GIREXApollo Diversified Real Estate Fund	$1.66M	0.36%	Not reported	+27241.0%	Q3 2023
NKENIKE, Inc.	$1.57M	0.34%	0.00%	+41.5%	Q1 2018
ARCCAres Capital Corp	$1.38M	0.30%	0.01%	Not reported	Q1 2018
MRNAModerna, Inc.	$1.28M	0.28%	0.01%	+147.7%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.27M	0.28%	Not reported	+426.0%	Q2 2018
XOMExxonMobil Holdings Corp	$1.08M	0.24%	0.00%	+897.4%	Q1 2018
CIONCION Investment Corp	$1.01M	0.22%	0.18%	+499.3%	Q2 2022
CGCCXApollo Diversified Credit Fund	$935K	0.20%	Not reported	New	Q1 2025
OBDCBlue Owl Capital Corp	$887K	0.19%	0.01%	Not reported	Q4 2022
FRBPFranklin BSP Capital Corp	$815K	0.18%	0.04%	New	Q1 2025

Premium opens every quarter this fund has filed