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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 12 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PGR PROGRESSIVE CORP Financial Services 3,272.0 $715K 0.01% +28.0 +0.9% $218.45 +2.5%
222 WMB WILLIAMS COS INC Energy 9,459.0 $703K 0.01% +2K +25.0% $74.34 -4.5%
223 DIS DISNEY WALT CO Communication Services 6,882.0 $662K 0.01% +52.0 +0.8% $96.26 +14.9%
224 VZ VERIZON COMMUNICATIONS INC Communication Services 15,629.0 $662K 0.01% +11K +252.3% $42.34 +18.4%
225 ITM VANECK ETF TRUST 13,916.0 $654K 0.01% +472.0 +3.5% $46.99 -2.3%
226 VGT VANGUARD WORLD FD 5,352.0 $640K 0.01% +5K +584.4% $119.52 -2.6%
227 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,908.0 $618K 0.01% +103.0 +1.5% $89.48 -21.5%
228 DTE DTE ENERGY CO Utilities 3,880.0 $591K 0.01% +2K +166.8% $152.37 -11.0%
229 VTV VANGUARD INDEX FDS 2,616.0 $570K 0.01% +832.0 +46.6% $217.94 +4.0%
230 VEA VANGUARD TAX-MANAGED FDS 7,892.0 $562K 0.01% +549.0 +7.5% $71.25 +2.5%
231 MMM 3M CO Industrials 3,351.0 $543K 0.01% +2K +94.2% $161.89 +10.6%
232 T AT&T INC Communication Services 24,411.0 $505K 0.01% +3K +16.4% $20.70 +24.1%
233 MUNI PIMCO ETF TR 9,338.0 $491K 0.01% +353.0 +3.9% $52.60 -1.6%
234 ITOT ISHARES TR 2,450.0 $402K 0.01% +447.0 +22.3% $164.25 +1.9%
235 SLV ISHARES SILVER TR Financial Services 7,459.0 $399K 0.01% +1K +18.6% $53.47 +16.3%
236 MCK MCKESSON CORP Healthcare 514.0 $388K 0.01% +102.0 +24.8% $755.71 +15.6%
237 PLTR PALANTIR TECHNOLOGIES INC Technology 3,138.0 $366K 0.01% +189.0 +6.4% $116.67 +50.8%
238 HYD VANECK ETF TRUST 6,781.0 $349K 0.01% +554.0 +8.9% $51.51 -2.4%
239 FDX FEDEX CORP Industrials 1,104.0 $346K 0.01% +542.0 +96.4% $313.21 +6.7%
240 EVRG EVERGY INC Utilities 3,754.0 $324K 0.00% +113.0 +3.1% $86.43 -5.8%
Page 12 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%