StockDriftsStockDriftsTop 50 Financially Speaking Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 36.64% | 149.1K | $7.5M | +0.00%(+0) | $50.64(-0.37%) | 2026-06-30 | |
| FLDR | FIDELITY MERRIMACK STR TR | 36.61% | 150.6K | $7.5M | +0.02%(+29) | $50.17(-0.24%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.68% | 5.2K | $757K | +0.00%(+0) | $73.16(+141.52%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.18% | 3.1K | $450K | +0.00%(+0) | $137.85(+14.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.13% | 2.5K | $439K | +0.00%(+0) | $133.04(+65.71%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.69% | 2.1K | $348K | +0.00%(+0) | $112.75(+41.68%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 1.47% | 3.8K | $302K | +0.00%(+0) | $66.68(+15.73%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.06% | 891 | $218K | +0.00%(+0) | $153.34(+71.29%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 1.04% | 2.5K | $214K | +0.00%(+0) | $84.95(+6.16%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 0.99% | 205 | $204K | +0.00%(+0) | $952.22(+0.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.59% |
Financially Speaking Inc reports $20.59M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are JPST (36.6%), FLDR (36.6%) and PLTR (3.7%). The top 20 holdings account for 93.02% of reported assets. Its disclosed equity book has returned +30.43% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financially Speaking Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040901). View Financially Speaking Inc’s 13F filings on SEC