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Showing Q2 2025 data
Financial Gravity Companies, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Financial Gravity Companies, Inc.
•CIK: 1377167•Filing: Q2 2025
**Financial Gravity Companies, Inc.** manages $509M across a diverse portfolio of 979 positions. The fund exhibits significant concentration in fixed income and credit strategies, with top holdings including IAGG at $28.1M and HYLB at $25.0M. Further notable allocations include SHYG ($20.3M), EPS ($17.8M), and STIP ($16.7M). This structure suggests a tactical approach focused on navigating credit cycles and yield opportunities.
Total AUM
$509.3M
QoQ Performance
N/A
Positions
768
Top 10 Concentration
38.0%
Latest Filing
Q2 2025
Top Holdings Allocation
IAGG
IAGG5.5%
HYLB4.9%
SHYG4.0%
EPS3.5%
STIP3.3%
HYDW3.2%
SPIB3.2%
SPSM3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.4%
Consumer5.9%
Technology5.8%
Communication1.6%
Industrial1.3%
ETF1.0%
Financial0.9%
Materials0.9%
🚪 Exited Positionssold since Q4 2024
—
CANTOR SILVERSTEIN OPPORTUNITY ZONE TRUST II, INC
SOLD
$1.4M
—
FS SPECIALTY LENDING FUND
SOLD
$435.7K
+781 more exited positions
Changes from Q4 2024
NEW22 new positions
↑105 increased
↓45 decreased
Historical Filings
Q2 2025Q4 2024Q3 2024