1y return+5.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $105 against $121 in the S&P 500.2
Financially Speaking IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPSTJ P Morgan Exchange Traded F | $7.5M | 36.6% | |
| FLDRFidelity Merrimack Str Tr | $7.5M | 36.6% | |
| PLTRPalantir Technologies Inc | $757K | 3.7% | |
| SDYSpdr Series Trust | $450K | 2.2% | |
| NVDANvidia Corporation | $439K | 2.1% | |
| Exxon Mobil CorpCUSIP 30231G102 | $348K | 1.7% | |
| XELXcel Energy Inc | $302K | 1.5% | |
| JNJJohnson & Johnson | $218K | 1.1% | |
| Medtronic PLCCUSIP G5960L103 | $214K | 1.0% | |
| COSTCostco Wholesale Corporation | $204K | 1.0% | |
| RTXRtx Corporation | $198K | 1.0% | |
| MOAltria Group Inc | $188K | 0.9% | |
| OXYOccidental Pete Corp | $120K | 0.6% | |
| USBUs Bancorp | $115K | 0.6% | |
| GOOGLAlphabet Inc | $110K | 0.5% | |
| MCDMcdonalds Corp | $91K | 0.4% | |
| Trane Technologies PLCCUSIP G8994E103 | $83K | 0.4% | |
| AAPLApple Inc | $82K | 0.4% | |
| PSXPhillips 66 | $79K | 0.4% | |
| JTEKJ P Morgan Exchange Traded F | $73K | 0.4% | |
| Linde PLCCUSIP G54950103 | $69K | 0.3% | |
| SCHBSchwab Strategic Tr | $69K | 0.3% | −1.1% |
| LIILennox Intl Inc | $62K | 0.3% | |
| ROSTRoss Stores Inc | $62K | 0.3% | |
| VZVerizon Communications Inc | $61K | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $43K |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $110K |
| ROSTRoss Stores Inc | June 30, 2025 | +66.8% | $62K |
| JNJJohnson & Johnson | June 30, 2025 | +66.3% | $218K |
| PLTRPalantir Technologies Inc | December 31, 2024 | +54.3% | $757K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $439K |
| PSXPhillips 66 | June 30, 2025 | +41.7% | $79K |
| AAPLApple Inc | June 30, 2025 | +41.0% | $82K |
| PWRDTcw Etf Trust | June 30, 2025 | +36.4% | $54K |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2024 | +33.0% | $83K |
Sold off last quarter
- RSPInvesco Exchange Traded Fd T was $1,344
- SPYState Str Spdr S&p 500 Etf T was $651
- SCHDSchwab Strategic Tr was $338
- EWGIshares Inc was $159
- VEAVanguard Tax-managed Fds was $129
- EQWLInvesco Exchange Traded Fd T was $116
- XMESpdr Series Trust was $109
- GDXVaneck Etf Trust was $92
- SILGlobal X Fds was $91
- EWPIshares Inc was $55
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.2% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| March 31, 2025 | −0.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Financially Speaking Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2040901&type=13F-HR&dateb=&owner=include&count=40CIK 2040901
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2040901/000204090126000004/Filed July 27, 2026 · accession 0002040901-26-000004