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Portfolio (Quarterly) Guide ↗

Gradient Investments LLC

· CIK 0001542265
13F Portfolio $6.5B AUM 420 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New 164 Added 127 Reduced 16 Exited
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNILEVER PLC 76,404.0 $4.4M 0.07% NEW $56.97
22 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 33,937.0 $4.3M 0.07% NEW $125.46 +4.8%
23 RJF RAYMOND JAMES FINL INC Financial Services 24,951.0 $3.6M 0.06% NEW $144.79 +5.0%
24 PINNACLE FINL PARTNERS INC 41,820.0 $3.6M 0.06% NEW $86.14
25 HUM HUMANA INC Healthcare 19,520.0 $3.4M 0.05% NEW $173.39 +75.1%
26 COOPER COS INC 40,931.0 $2.9M 0.04% NEW $71.50
27 CLH CLEAN HARBORS INC Industrials 10,174.0 $2.9M 0.04% NEW $286.73 -1.5%
28 BWXT BWX TECHNOLOGIES INC Industrials 14,044.0 $2.9M 0.04% NEW $204.49 -1.0%
29 IRM IRON MTN INC DEL Real Estate 26,439.0 $2.7M 0.04% NEW $102.14 +24.7%
30 AMG AFFILIATED MANAGERS GROUP Financial Services 9,600.0 $2.7M 0.04% NEW $276.70 +9.4%
31 FLR FLUOR CORP Industrials 56,090.0 $2.6M 0.04% NEW $46.65 -4.4%
32 GBCI GLACIER BANCORP INC NEW Financial Services 58,489.0 $2.6M 0.04% NEW $44.67 +7.0%
33 UAL UNITED AIRLS HLDGS INC Industrials 27,935.0 $2.6M 0.04% NEW $92.07 +6.5%
34 CNR CORE NATURAL RESOURCES INC Energy 24,117.0 $2.5M 0.04% NEW $104.73 -19.8%
35 DOV DOVER CORP Industrials 11,769.0 $2.5M 0.04% NEW $208.45 -0.3%
36 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,054.0 $2.4M 0.04% NEW $304.08 +6.1%
37 CUBE CUBESMART Real Estate 66,041.0 $2.4M 0.04% NEW $36.65 +9.4%
38 TXT TEXTRON INC Industrials 27,507.0 $2.4M 0.04% NEW $87.56 +2.2%
39 PK PARK HOTELS & RESORTS INC Real Estate 221,720.0 $2.3M 0.04% NEW $10.53 +8.2%
40 ROST ROSS STORES INC Consumer Cyclical 10,699.0 $2.3M 0.04% NEW $216.63 -1.8%
Page 2 of 5  ·  93 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
Financial Services 21.0%
Technology 20.9%
Healthcare 10.0%
Consumer Cyclical 9.9%
Industrials 8.7%
Communication Services 8.0%
Consumer Defensive 8.0%
Energy 6.8%
Basic Materials 2.5%
Utilities 2.4%