Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financially Speaking Inc (CIK 2040901) reported $20.6M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JPST ($7.5M, 36.64%), FLDR ($7.5M, 36.61%), PLTR ($757,146, 3.68%), SDY ($449,817, 2.18%), NVDA ($438,616, 2.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 36.64% | 149,073 | Hold |
| 2 | FLDR | FIDELITY MERRIMACK STR TR | $7.5M | 36.61% | 150,614 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $757,146 | 3.68% | 5,176 | Hold |
| 4 | SDY | SPDR SERIES TRUST | $449,817 | 2.18% | 3,082 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $438,616 | 2.13% | 2,515 | Hold |
| 6 | XOM | EXXON MOBIL CORP | $348,143 | 1.69% | 2,052 | Hold |
| 7 | XEL | XCEL ENERGY INC | $302,485 | 1.47% | 3,808 | Hold |
| 8 | JNJ | JOHNSON & JOHNSON | $217,797 | 1.06% | 891 | Hold |
| 9 | MDT | MEDTRONIC PLC | $213,853 | 1.04% | 2,468 | Hold |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $204,269 | 0.99% | 205 | Hold |
| 11 | RTX | RTX CORPORATION | $198,109 | 0.96% | 1,027 | Hold |
| 12 | MO | ALTRIA GROUP INC | $188,072 | 0.91% | 2,850 | Hold |
| 13 | OXY | OCCIDENTAL PETE CORP | $120,091 | 0.58% | 1,848 | Hold |
| 14 | USB | US BANCORP | $114,839 | 0.56% | 2,208 | Hold |
| 15 | GOOGL | ALPHABET INC | $110,136 | 0.53% | 383 | Hold |
| 16 | MCD | MCDONALDS CORP | $90,751 | 0.44% | 292 | Hold |
| 17 | AAPL | APPLE INC | $81,715 | 0.40% | 322 | Hold |
| 18 | TT | TRANE TECHNOLOGIES PLC | $83,348 | 0.40% | 200 | Hold |
| 19 | PSX | PHILLIPS 66 | $79,325 | 0.39% | 435 | Hold |
| 20 | JTEK | J P MORGAN EXCHANGE TRADED F | $73,177 | 0.36% | 920 | Hold |
| 21 | LIN | LINDE PLC | $69,407 | 0.34% | 140 | Hold |
| 22 | SCHB | SCHWAB STRATEGIC TR | $69,377 | 0.34% | 2,764 | Trimmed |
| 23 | LII | LENNOX INTL INC | $61,730 | 0.30% | 133 | Hold |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $61,244 | 0.30% | 1,220 | Hold |
| 25 | ROST | ROSS STORES INC | $61,523 | 0.30% | 284 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30