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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 1 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 597,018.0 $142.3M 1.96% -20K -3.2% $238.34 +10.0%
2 GOOG ALPHABET INC 345,387.0 $122.0M 1.68% -21K -5.7% $353.33
3 GLDM WORLD GOLD TR Financial Services 1,517,719.0 $120.5M 1.66% -111K -6.8% $79.42 +15.9%
4 MSFT MICROSOFT CORP Technology 304,934.0 $113.7M 1.57% -15K -4.6% $373.02 +30.6%
5 SPDW SPDR INDEX SHS FDS 2,230,648.0 $112.4M 1.55% -35K -1.5% $50.39 +2.8%
6 AVEM AMERICAN CENTY ETF TR 1,031,444.0 $99.5M 1.37% -112K -9.8% $96.49 -3.5%
7 QQQM INVESCO EXCH TRADED FD TR II 272,631.0 $82.6M 1.14% -6K -2.3% $302.97 -4.0%
8 JAAA JANUS DETROIT STR TR 1,325,757.0 $66.9M 0.92% -82K -5.8% $50.49 +0.4%
9 MS MORGAN STANLEY Financial Services 318,659.0 $66.6M 0.92% -9K -2.7% $209.04 +2.4%
10 DABS DOUBLELINE ETF TRUST 1,208,993.0 $61.3M 0.84% -32K -2.6% $50.68 -0.5%
11 PANW PALO ALTO NETWORKS INC Technology 175,216.0 $59.8M 0.82% -4K -2.3% $341.02 +2.9%
12 SPAB SPDR SERIES TRUST 2,336,644.0 $59.6M 0.82% -1.4M -36.8% $25.52 -1.4%
13 UNH UNITEDHEALTH GROUP INC Healthcare 139,811.0 $58.1M 0.80% -12K -8.0% $415.63 -4.1%
14 BBBS BONDBLOXX ETF TRUST 1,066,185.0 $54.4M 0.75% -38K -3.5% $51.05 -0.5%
15 GSY INVESCO ACTIVELY MANAGED EXC 1,034,198.0 $51.9M 0.72% -66K -6.0% $50.15 -0.1%
16 UYLD ANGEL OAK FUNDS TRUST 1,016,347.0 $51.8M 0.71% -61K -5.7% $51.01 +0.2%
17 TGT TARGET CORP Consumer Defensive 381,676.0 $49.9M 0.69% -45K -10.4% $130.61 +30.1%
18 IGTR INNOVATOR ETFS TRUST 1,462,256.0 $49.7M 0.69% -97K -6.2% $33.97 -2.0%
19 BERKSHIRE HATHAWAY INC DEL 68,716.0 $34.4M 0.47% -14K -16.8% $500.39
20 MCD MCDONALDS CORP Consumer Cyclical 122,566.0 $33.1M 0.46% -3K -2.1% $270.31 +0.8%
Page 1 of 6  ·  110 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%