| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| McMillan Office, Inc. | <0.01% | <0.01% | #1 | $1,278 | 113 | $1,283 | 113 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $24 | 2 | $0 | 0 | +2 | New Buy |
