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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 2,740.0 $340K 0.01% NEW $124.17 -2.5%
42 ISBA ISABELLA BK CORP Financial Services 8,534.0 $337K 0.01% NEW $39.50 +0.5%
43 QDEC FIRST TR EXCHNG TRADED FD VI 8,739.0 $311K 0.00% NEW $35.61 +0.8%
44 IJR ISHARES TR 1,885.0 $280K 0.00% NEW $148.29 -1.0%
45 ORKA ORUKA THERAPEUTICS INC Healthcare 2,868.0 $273K 0.00% NEW $95.17 +7.6%
46 NSC NORFOLK SOUTHN CORP Industrials 829.0 $261K 0.00% NEW $314.59 +12.2%
47 DTM DT MIDSTREAM INC Energy 1,699.0 $249K 0.00% NEW $146.74 -14.3%
48 O REALTY INCOME CORP Real Estate 4,004.0 $248K 0.00% NEW $61.96 +2.0%
49 VBK VANGUARD INDEX FDS 650.0 $238K 0.00% NEW $365.70 -3.0%
50 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,363.0 $223K 0.00% NEW $16.70 -8.2%
51 LHX L3HARRIS TECHNOLOGIES INC Industrials 758.0 $220K 0.00% NEW $290.69 -9.6%
52 PPG PPG INDS INC Basic Materials 1,740.0 $211K 0.00% NEW $121.29 -6.6%
53 GEV GE VERNOVA INC Utilities 179.0 $210K 0.00% NEW $1174.96 -19.8%
54 PH PARKER-HANNIFIN CORP Industrials 213.0 $208K 0.00% NEW $978.12 +3.7%
55 EDIV SPDR INDEX SHS FDS 5,008.0 $205K 0.00% NEW $40.96 +2.7%
56 DGRO ISHARES TR 2,688.0 $204K 0.00% NEW $75.78 +5.5%
57 CGDV CAPITAL GROUP DIVIDEND VALUE 4,131.0 $204K 0.00% NEW $49.28 +1.5%
58 MOD MODINE MFG CO Consumer Cyclical 760.0 $203K 0.00% NEW $267.02 -29.5%
59 VOE VANGUARD INDEX FDS 1,026.0 $203K 0.00% NEW $197.60 +6.1%
60 BGC BGC GROUP INC Financial Services 10,765.0 $115K 0.00% NEW $10.69 +11.8%
Page 3 of 3  ·  60 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%