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Portfolio (Quarterly) Guide ↗

Gradient Investments LLC

· CIK 0001542265
13F Portfolio $7.2B AUM 448 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 249 Added 110 Reduced 32 Exited
Page 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NEBIUS GROUP N.V. 7,216.0 $2.0M 0.03% +857.0 +13.5% $276.17
182 SCHD SCHWAB STRATEGIC TR 61,957.0 $2.0M 0.03% +8K +13.9% $31.71 +11.0%
183 SF STIFEL FINL CORP Financial Services 26,347.0 $1.8M 0.03% +4K +18.1% $69.77 +15.8%
184 CATH GLOBAL X FDS 20,316.0 $1.8M 0.03% +367.0 +1.8% $88.50 +2.7%
185 OKLO OKLO INC Utilities 34,335.0 $1.8M 0.03% +10K +38.6% $52.33 -24.2%
186 USFD US FOODS HLDG CORP Consumer Defensive 16,431.0 $1.7M 0.02% +2K +12.6% $102.25 +7.0%
187 CELH CELSIUS HLDGS INC Consumer Defensive 55,849.0 $1.6M 0.02% +3K +5.1% $29.28 +19.6%
188 NXST NEXSTAR MEDIA GROUP INC Communication Services 9,122.0 $1.6M 0.02% +567.0 +6.6% $178.59 +4.3%
189 SIGI SELECTIVE INS GROUP INC Financial Services 16,644.0 $1.6M 0.02% +1K +8.0% $97.01 -4.5%
190 TFI SPDR SERIES TRUST 32,498.0 $1.5M 0.02% +1K +3.5% $45.80 -2.1%
191 DT DYNATRACE INC Technology 33,407.0 $1.5M 0.02% +205.0 +0.6% $43.91 +11.7%
192 ORCL ORACLE CORP Technology 9,931.0 $1.5M 0.02% +156.0 +1.6% $146.54 -2.8%
193 AR ANTERO RESOURCES CORP Energy 37,897.0 $1.3M 0.02% +20K +110.2% $35.14 +7.9%
194 BUNGE GLOBAL SA 12,261.0 $1.3M 0.02% +144.0 +1.2% $106.73
195 SHAK SHAKE SHACK INC Consumer Cyclical 22,775.0 $1.3M 0.02% +3K +14.3% $56.02 +34.7%
196 GLOBUS MED INC 16,111.0 $1.3M 0.02% +2K +14.8% $79.01
197 VLO VALERO ENERGY CORP Energy 4,810.0 $1.3M 0.02% +51.0 +1.1% $260.44 +32.9%
198 BA BOEING CO Industrials 5,681.0 $1.2M 0.02% +51.0 +0.9% $216.46 -2.8%
199 SHW SHERWIN WILLIAMS CO Basic Materials 3,525.0 $1.2M 0.02% +48.0 +1.4% $344.32 +0.7%
200 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 35,349.0 $1.2M 0.02% +1K +4.4% $34.00 +11.8%
Page 10 of 13  ·  249 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 20.2%
Consumer Cyclical 10.2%
Industrials 10.0%
Healthcare 9.5%
Consumer Defensive 7.6%
Energy 5.3%
Communication Services 4.3%
Utilities 2.4%
Basic Materials 2.2%