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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 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IP INTERNATIONAL PAPER CO Consumer Cyclical 31,150.0 $1.2M 0.02% +3K +12.6% $38.10 +7.7%
202 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 111,943.0 $1.2M 0.02% +19K +20.6% $10.57 +8.3%
203 CHWY CHEWY INC Consumer Cyclical 58,295.0 $1.1M 0.02% +17K +42.5% $19.65 +24.7%
204 VUG VANGUARD INDEX FDS 12,761.0 $1.1M 0.01% +11K +681.0% $86.14 +0.9%
205 SHE SPDR SERIES TRUST 6,822.0 $1.1M 0.01% +218.0 +3.3% $154.43 +2.4%
206 DUK DUKE ENERGY CORP NEW Utilities 7,504.0 $950K 0.01% +237.0 +3.3% $126.58 -3.6%
207 SUB ISHARES TR 8,894.0 $947K 0.01% +223.0 +2.6% $106.47 -0.1%
208 CNQ CANADIAN NAT RES LTD MED TER Energy 23,585.0 $932K 0.01% +819.0 +3.6% $39.50 +28.3%
209 FANG DIAMONDBACK ENERGY INC Energy 5,281.0 $928K 0.01% +704.0 +15.4% $175.78 +17.0%
210 AXP AMERICAN EXPRESS CO Financial Services 2,580.0 $873K 0.01% +1K +71.3% $338.24 -0.3%
211 ISHARES TR 39,385.0 $872K 0.01% +1K +3.5% $22.14
212 XLK SELECT SECTOR SPDR TR 4,460.0 $850K 0.01% +167.0 +3.9% $190.52 -5.5%
213 SNAP SNAP INC Communication Services 188,827.0 $838K 0.01% +12K +7.1% $4.44 +24.5%
214 LULU LULULEMON ATHLETICA INC Consumer Cyclical 7,317.0 $835K 0.01% +705.0 +10.7% $114.18 +7.5%
215 ACAD ACADIA PHARMACEUTICALS INC Healthcare 32,738.0 $828K 0.01% +4K +13.3% $25.30 +17.2%
216 LNG CHENIERE ENERGY INC Energy 3,440.0 $822K 0.01% +622.0 +22.1% $239.03 +17.5%
217 SO SOUTHERN CO Utilities 8,412.0 $805K 0.01% +3K +66.0% $95.71 -5.9%
218 HAL HALLIBURTON CO Energy 21,948.0 $745K 0.01% +528.0 +2.5% $33.95 +2.0%
219 WEC WEC ENERGY GROUP INC Utilities 6,297.0 $735K 0.01% +1K +20.3% $116.77 -7.9%
220 MYCH SSGA ACTIVE TR 28,880.0 $719K 0.01% +944.0 +3.4% $24.90 -0.2%
Page 11 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%