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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 13 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PFE PFIZER INC Healthcare 13,131.0 $316K 0.00% +1K +11.4% $24.08 +16.2%
242 MGK VANGUARD WORLD FD 3,556.0 $313K 0.00% +3K +418.4% $87.91 +0.5%
243 HDV ISHARES TR 11,320.0 $310K 0.00% +9K +400.0% $27.41 +9.2%
244 TFC TRUIST FINL CORP Financial Services 6,189.0 $308K 0.00% +158.0 +2.6% $49.82 +2.0%
245 SMMU PIMCO ETF TR 6,029.0 $304K 0.00% +228.0 +3.9% $50.50 -0.4%
246 GE GE AEROSPACE Industrials 765.0 $286K 0.00% +32.0 +4.4% $373.54 -8.5%
247 ATO ATMOS ENERGY CORP Utilities 1,503.0 $259K 0.00% +87.0 +6.1% $172.27 -2.6%
248 F FORD MTR CO Consumer Cyclical 17,099.0 $238K 0.00% +5K +46.1% $13.90 +0.2%
249 IEF ISHARES TR 2,499.0 $236K 0.00% +391.0 +18.6% $94.57 -1.6%
Page 13 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%