FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPWK | 425K | $4.66M |
 | BBDC | 240K | $1.98M |
 | FSK | 219K | $2.22M |
 | ABAT | 102K | $284.36K |
 | CION | 86K | $587.11K |
 | ORC | 79K | $553.75K |
 | MRNA | 77K | $3.91M |
 | CMG | 67K | $2.13M |
 | OBDC | 61K | $679.72K |
 | NVO | 52K | $1.91M |
 | NVS | 48K | $7.33M |
 | ARCC | 46K | $822.08K |
 | TFIN | 42K | $2.48M |
 | FSCO | 41K | $209.69K |
 | SMG | 40K | $2.42M |
 | UL | 39K | $2.24M |
 | NFLX | 39K | $3.76M |
 | KO | 38K | $2.92M |
 | AMZN | 38K | $7.91M |
 | NKE | 38K | $1.99M |
Upwork Inc.
UPWK
Shares Held
425K
Value
$4.66M
Barings BDC, Inc.
BBDC
Shares Held
240K
Value
$1.98M
FS KKR Capital Corp.
FSK
Shares Held
219K
Value
$2.22M
American Battery Technology Company Common Stock
ABAT
Shares Held
102K
Value
$284.36K
CION Investment Corporation
CION
Shares Held
86K
Value
$587.11K
Orchid Island Capital, Inc.
ORC
Shares Held
79K
Value
$553.75K
Moderna, Inc.
MRNA
Shares Held
77K
Value
$3.91M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
67K
Value
$2.13M
Blue Owl Capital Corporation
OBDC
Shares Held
61K
Value
$679.72K
Novo Nordisk A/S
NVO
Shares Held
52K
Value
$1.91M
Novartis AG
NVS
Shares Held
48K
Value
$7.33M
Ares Capital Corporation
ARCC
Shares Held
46K
Value
$822.08K
Triumph Financial, Inc.
TFIN
Shares Held
42K
Value
$2.48M
FS Credit Opportunities Corp.
FSCO
Shares Held
41K
Value
$209.69K
The Scotts Miracle-Gro Company
SMG
Shares Held
40K
Value
$2.42M
Unilever PLC
UL
Shares Held
39K
Value
$2.24M
Netflix, Inc.
NFLX
Shares Held
39K
Value
$3.76M
The Coca-Cola Company
KO
Shares Held
38K
Value
$2.92M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$7.91M
NIKE, Inc.
NKE
Shares Held
38K
Value
$1.99M