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Fundamental Invs shares owned by Financially Speaking

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Financially Speaking from 13F filings

Historical chart of Financially Speaking investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Financially Speaking consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Financially Speaking

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 4.0k 93.46
2025-06-30 $348k 4.0k 87.84
2025-03-31 $453k 5.8k 77.96

More positions owned by Financially Speaking

Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Jpmorgan U S Tech Leaders Etf Iv Uit Exchange Traded (JTEK)
Icon Flexible Bd Fd Inv Ntf Bond Funds (IOBAX)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Invsc S P 500 Momentum Etf Uit Exchange Traded (SPMO)
Schwab Us Large Cap Growth Etf Uit Exchange Traded (SCHG)
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST)
Vaneck Junior Gold Miners Etf Uit Exchange Traded (GDXJ)
Spdr S&p Metals & Miningetf Uit Exchange Traded (XME)
Global X Defense Tech Etf Uit Exchange Traded (SHLD)
Fidelity Low Duration Bond Factr Etf Uit Exchange Traded (FLDR)
Schwab Internatnal Smallcap Eqy Etf Uit Exchange Traded (SCHC)
Rheinmetall Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (RNMBY)
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)
Amplify Junior Silver Miners Etf Uit Exchange Traded (SILJ)

View all positions for Financially Speaking

Top funds holding Fundamental Invs

Westside Investment Management
Coston, McIsaac & Partners
Ferguson Wellman Capital Management
Financially Speaking
North Star Asset Management
Luminist Capital
Game Plan Financial Advisors
Financial Gravity Wealth
Financial Gravity Companies

View all funds holding Fundamental Invs