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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 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPTS SPDR SERIES TRUST 695,270.0 $20.2M 0.28% +78K +12.6% $29.01 -0.1%
62 BBUS J P MORGAN EXCHANGE TRADED F 148,653.0 $20.0M 0.28% +1K +1.0% $134.72 +2.2%
63 BSX BOSTON SCIENTIFIC CORP Healthcare 468,335.0 $20.0M 0.28% +211K +82.0% $42.68 +14.8%
64 MHO M/I HOMES INC Consumer Cyclical 121,911.0 $19.6M 0.27% +2K +1.6% $160.79 -5.4%
65 ABBV ABBVIE INC Healthcare 77,648.0 $19.5M 0.27% +4K +5.0% $251.64 +5.1%
66 XOM EXXON MOBIL CORP Energy 141,859.0 $19.4M 0.27% +2K +1.5% $136.72 +20.0%
67 ISRG INTUITIVE SURGICAL INC Healthcare 47,640.0 $18.9M 0.26% +11K +30.0% $397.68 -6.1%
68 JMST J P MORGAN EXCHANGE TRADED F 356,845.0 $18.2M 0.25% +84K +31.0% $51.00 -0.1%
69 MO ALTRIA GROUP INC Consumer Defensive 234,911.0 $16.9M 0.23% +4K +1.5% $71.95 -4.8%
70 USB US BANCORP Financial Services 279,287.0 $16.9M 0.23% +5K +1.7% $60.40 +3.3%
71 ITW ILLINOIS TOOL WKS INC Industrials 62,088.0 $16.8M 0.23% +2K +3.2% $270.47 +5.0%
72 ALL ALLSTATE CORP Financial Services 70,427.0 $16.8M 0.23% +1K +1.5% $237.94 +9.4%
73 HD HOME DEPOT INC Consumer Cyclical 47,348.0 $16.7M 0.23% +8K +21.0% $352.68 -4.3%
74 AEP AMERICAN ELEC PWR CO INC Utilities 121,230.0 $16.6M 0.23% +977.0 +0.8% $136.81 -10.8%
75 AMGN AMGEN INC Healthcare 45,254.0 $16.4M 0.23% +631.0 +1.4% $362.12 +22.6%
76 KMI KINDER MORGAN INC DEL Energy 498,088.0 $15.9M 0.22% +3K +0.7% $31.97 -3.0%
77 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 308,894.0 $15.4M 0.21% +7K +2.5% $49.98 +3.9%
78 RTX RTX CORPORATION Industrials 81,001.0 $15.4M 0.21% +3K +4.2% $189.73 +10.3%
79 HODL VANECK BITCOIN ETF 922,374.0 $15.3M 0.21% +298K +47.6% $16.61 +34.1%
80 SJM SMUCKER J M CO Consumer Defensive 134,741.0 $15.2M 0.21% +4K +3.1% $112.50 +11.9%
Page 4 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%