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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 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BWXT BWX TECHNOLOGIES INC Industrials 15,388.0 $3.0M 0.04% +1K +9.6% $194.65 -23.2%
162 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,955.0 $3.0M 0.04% +168.0 +4.4% $746.80 +2.2%
163 DOV DOVER CORP Industrials 13,018.0 $2.9M 0.04% +1K +10.6% $224.28 -9.2%
164 TXT TEXTRON INC Industrials 30,682.0 $2.8M 0.04% +3K +11.5% $91.73 -10.5%
165 JUST GOLDMAN SACHS ETF TR 25,878.0 $2.8M 0.04% +901.0 +3.6% $106.70 +3.2%
166 AGCO AGCO CORP Industrials 21,742.0 $2.6M 0.04% +2K +9.4% $119.70 -8.0%
167 CWST CASELLA WASTE SYS INC Industrials 26,652.0 $2.6M 0.04% +932.0 +3.6% $96.97 -2.3%
168 ALAB ASTERA LABS INC Technology 5,132.0 $2.5M 0.03% +605.0 +13.4% $483.02 -42.5%
169 EWBC EAST WEST BANCORP INC Financial Services 18,517.0 $2.4M 0.03% +2K +11.0% $129.09 -0.1%
170 ASB ASSOCIATED BANC-CORP Financial Services 77,334.0 $2.4M 0.03% +8K +11.5% $30.77 +0.4%
171 EXPE EXPEDIA GROUP INC Consumer Cyclical 9,218.0 $2.4M 0.03% +1K +14.0% $255.88 +32.5%
172 VOO VANGUARD INDEX FDS 3,399.0 $2.3M 0.03% +248.0 +7.9% $686.79 +2.2%
173 CNP CENTERPOINT ENERGY INC Utilities 52,820.0 $2.3M 0.03% +7K +16.1% $44.04 -11.2%
174 ONON ON HLDG AG Consumer Cyclical 64,799.0 $2.3M 0.03% +8K +13.9% $35.42 -16.7%
175 VST VISTRA CORP Utilities 13,929.0 $2.2M 0.03% +4K +35.1% $158.63 -14.5%
176 CHKP CHECK POINT SOFTWARE TECH LT Technology 16,717.0 $2.2M 0.03% +2K +17.4% $131.43 -0.7%
177 RPM RPM INTL INC Basic Materials 18,869.0 $2.1M 0.03% +2K +14.2% $111.15 -4.3%
178 CRBN ISHARES TR 8,150.0 $2.1M 0.03% +316.0 +4.0% $252.98 +1.9%
179 RBRK RUBRIK INC. Technology 25,652.0 $2.1M 0.03% +7K +34.4% $80.28 +22.1%
180 CAT CATERPILLAR INC Industrials 1,874.0 $2.0M 0.03% +299.0 +19.0% $1065.15 -23.9%
Page 9 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%