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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 8 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWY ISHARES TR 16,519.0 $4.8M 0.07% +1K +9.6% $290.62 -2.7%
142 PINNACLE FINL PARTNERS INC 46,256.0 $4.7M 0.06% +4K +10.6% $100.88
143 EFIV SPDR SERIES TRUST 58,090.0 $4.2M 0.06% +2K +3.8% $72.93 +2.6%
144 ESML ISHARES TR 75,253.0 $4.2M 0.06% +3K +3.9% $55.93 -1.0%
145 IJH ISHARES TR 52,979.0 $4.1M 0.06% +905.0 +1.7% $77.11 -1.2%
146 VTI VANGUARD INDEX FDS 10,605.0 $3.9M 0.05% +162.0 +1.6% $370.03 +1.9%
147 IRM IRON MTN INC DEL Real Estate 29,602.0 $3.7M 0.05% +3K +12.0% $126.31 -4.1%
148 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 38,087.0 $3.7M 0.05% +4K +12.2% $95.98 +23.4%
149 ULTA ULTA BEAUTY INC Consumer Cyclical 7,935.0 $3.6M 0.05% +93.0 +1.2% $450.98 +19.5%
150 TSLA TESLA INC Consumer Cyclical 8,399.0 $3.5M 0.05% +202.0 +2.5% $420.60 -17.0%
151 PK PARK HOTELS & RESORTS INC Real Estate 246,702.0 $3.5M 0.05% +25K +11.3% $14.25 +11.3%
152 EXPAND ENERGY CORPORATION 38,365.0 $3.5M 0.05% +3K +8.1% $91.19
153 GPN GLOBAL PMTS INC Industrials 45,565.0 $3.3M 0.05% +28K +156.9% $72.56 +30.0%
154 LPLA LPL FINL HLDGS INC Financial Services 11,655.0 $3.3M 0.04% +774.0 +7.1% $281.67 +29.3%
155 FLR FLUOR CORP Industrials 61,716.0 $3.2M 0.04% +6K +10.0% $52.39 -2.1%
156 OKTA OKTA INC Technology 23,481.0 $3.2M 0.04% +598.0 +2.6% $136.45 -4.0%
157 CLH CLEAN HARBORS INC Industrials 10,687.0 $3.2M 0.04% +513.0 +5.0% $298.75 +5.0%
158 IBIT ISHARES BITCOIN TRUST ETF Financial Services 94,782.0 $3.2M 0.04% +48K +104.5% $33.29 +34.1%
159 GBCI GLACIER BANCORP INC NEW Financial Services 58,919.0 $3.0M 0.04% +430.0 +0.7% $51.58 -9.3%
160 CUBE CUBESMART Real Estate 75,384.0 $3.0M 0.04% +9K +14.2% $39.77 +2.9%
Page 8 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%