FINANCIAL GRAVITY COMPANIES, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPWK | 381K | $5.12M |
 | BBDC | 306K | $2.80M |
 | FSK | 254K | $5.27M |
 | CION | 98K | $934.36K |
 | ORC | 92K | $644.04K |
 | MRNA | 65K | $1.79M |
 | OBDC | 65K | $927.73K |
 | ARCC | 63K | $1.38M |
 | CMG | 50K | $2.79M |
 | FSCO | 48K | $351.95K |
 | NVS | 44K | $5.35M |
 | UL | 39K | $2.40M |
 | AMZN | 35K | $7.65M |
 | WMT | 35K | $3.38M |
 | SMG | 34K | $2.26M |
 | KO | 34K | $2.39M |
 | BRSP | 32K | $160.23K |
 | NKE | 30K | $2.16M |
 | AZN | 30K | $2.07M |
 | NVO | 30K | $2.04M |
Upwork Inc.
UPWK
Shares Held
381K
Value
$5.12M
Barings BDC, Inc.
BBDC
Shares Held
306K
Value
$2.80M
FS KKR Capital Corp.
FSK
Shares Held
254K
Value
$5.27M
CION Investment Corporation
CION
Shares Held
98K
Value
$934.36K
Orchid Island Capital, Inc.
ORC
Shares Held
92K
Value
$644.04K
Moderna, Inc.
MRNA
Shares Held
65K
Value
$1.79M
Blue Owl Capital Corporation
OBDC
Shares Held
65K
Value
$927.73K
Ares Capital Corporation
ARCC
Shares Held
63K
Value
$1.38M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
50K
Value
$2.79M
FS Credit Opportunities Corp.
FSCO
Shares Held
48K
Value
$351.95K
Novartis AG
NVS
Shares Held
44K
Value
$5.35M
Unilever PLC
UL
Shares Held
39K
Value
$2.40M
Amazon.com, Inc.
AMZN
Shares Held
35K
Value
$7.65M
Walmart Inc.
WMT
Shares Held
35K
Value
$3.38M
The Scotts Miracle-Gro Company
SMG
Shares Held
34K
Value
$2.26M
The Coca-Cola Company
KO
Shares Held
34K
Value
$2.39M
BrightSpire Capital, Inc.
BRSP
Shares Held
32K
Value
$160.23K
NIKE, Inc.
NKE
Shares Held
30K
Value
$2.16M
AstraZeneca PLC
AZN
Shares Held
30K
Value
$2.07M
Novo Nordisk A/S
NVO
Shares Held
30K
Value
$2.04M