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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 258,969.0 $18.5M 0.26% -80K -23.6% $71.40 +12.1%
42 EOG EOG RES INC Energy 130,949.0 $17.0M 0.23% -747.0 -0.6% $129.73 +15.8%
43 EAPR INNOVATOR ETFS TRUST 430,231.0 $14.2M 0.20% -6K -1.3% $32.91 +1.2%
44 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 268,697.0 $14.1M 0.20% -3K -1.0% $52.65 +23.8%
45 SCHX SCHWAB STRATEGIC TR 304,499.0 $9.0M 0.12% -38K -11.1% $29.43 +2.4%
46 DFUS DIMENSIONAL ETF TRUST 81,999.0 $6.7M 0.09% -11K -11.7% $81.94 +1.7%
47 IAU ISHARES GOLD TR Financial Services 70,720.0 $5.3M 0.07% -5K -6.2% $75.51 +15.8%
48 HUM HUMANA INC Healthcare 13,408.0 $5.3M 0.07% -6K -31.3% $397.22 -2.7%
49 UAL UNITED AIRLS HLDGS INC Industrials 26,870.0 $3.7M 0.05% -1K -3.8% $135.99 -16.5%
50 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 38,507.0 $3.5M 0.05% -926.0 -2.4% $92.09 -1.5%
51 ISHARES TR 141,116.0 $3.2M 0.04% -7K -4.9% $22.89
52 ISHARES TR 139,414.0 $3.1M 0.04% -7K -4.9% $22.37
53 FORTINET INC 19,628.0 $3.0M 0.04% -1K -6.9% $153.62
54 COHR COHERENT CORP Technology 6,606.0 $2.6M 0.04% -270.0 -3.9% $394.47 -30.2%
55 MCHP MICROCHIP TECHNOLOGY INC. Technology 28,167.0 $2.6M 0.04% -6K -16.5% $91.20 -18.6%
56 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 135,005.0 $2.5M 0.04% -45K -25.0% $18.87 +20.3%
57 MYCF SSGA ACTIVE TR 99,805.0 $2.5M 0.04% -5K -4.5% $25.07 -0.1%
58 MYCG SSGA ACTIVE TR 99,796.0 $2.5M 0.03% -5K -4.5% $24.99 -0.1%
59 AMG AFFILIATED MANAGERS GROUP Financial Services 7,065.0 $2.4M 0.03% -3K -26.4% $338.40 +6.1%
60 COOPER COS INC 31,829.0 $2.3M 0.03% -9K -22.2% $71.71
Page 3 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%