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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 2 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 324,903.0 $53.9M 0.74% +16K +5.3% $165.76 +22.5%
22 MUB ISHARES TR 474,766.0 $51.1M 0.70% +113K +31.1% $107.62 -2.1%
23 ETN EATON CORP PLC Industrials 116,294.0 $49.6M 0.68% +6K +5.2% $426.12 -4.1%
24 V VISA INC Financial Services 136,912.0 $47.0M 0.65% +11K +9.1% $343.09 +11.5%
25 SPIB SPDR SERIES TRUST 1,377,103.0 $46.1M 0.64% +1.4M +8222.4% $33.46 -1.0%
26 URI UNITED RENTALS INC Industrials 39,514.0 $44.8M 0.62% +3K +7.8% $1132.89 -4.4%
27 IVV ISHARES TR 58,690.0 $44.0M 0.61% +2K +4.4% $748.89 +2.4%
28 WMT WALMART INC Consumer Defensive 387,784.0 $43.9M 0.61% +5K +1.2% $113.26 -6.0%
29 FTSM FIRST TR EXCHANGE-TRADED FD 733,976.0 $43.8M 0.60% +71K +10.7% $59.73 +0.3%
30 SPTI SPDR SERIES TRUST 1,540,075.0 $43.7M 0.60% +195K +14.5% $28.39 -1.0%
31 BIL SPDR SERIES TRUST 457,506.0 $41.9M 0.58% +4K +1.0% $91.64 -0.0%
32 APH AMPHENOL CORP Technology 230,061.0 $40.6M 0.56% +27K +13.4% $176.32 -11.8%
33 BAC BANK OF AMER CORP Financial Services 707,836.0 $40.3M 0.56% +12K +1.7% $56.98 +9.4%
34 PG PROCTER & GAMBLE CO Consumer Defensive 267,216.0 $39.2M 0.54% +17K +6.8% $146.64 -0.0%
35 MDT MEDTRONIC PLC Healthcare 496,513.0 $38.8M 0.54% +19K +3.9% $78.23 +18.8%
36 JNJ JOHNSON & JOHNSON Healthcare 152,831.0 $38.8M 0.54% +14K +9.9% $253.97 +7.5%
37 SMOT VANECK ETF TRUST 905,457.0 $35.2M 0.48% +35K +4.1% $38.86 +6.0%
38 BLOK AMPLIFY ETF TR 551,638.0 $34.5M 0.48% +33K +6.4% $62.63 -0.5%
39 GOOGL ALPHABET INC Communication Services 95,926.0 $34.3M 0.47% +22K +29.8% $357.37 -2.6%
40 LLY ELI LILLY & CO Healthcare 27,342.0 $32.8M 0.45% +8K +39.6% $1199.43 +4.0%
Page 2 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%