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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDB MONGODB INC Technology 6,769.0 $2.3M 0.03% -1K -16.4% $335.90 +19.9%
62 FIVE FIVE BELOW INC Consumer Cyclical 12,535.0 $2.3M 0.03% -923.0 -6.9% $179.79 +46.1%
63 ON ON SEMICONDUCTOR CORP Technology 20,374.0 $1.9M 0.03% -1K -5.6% $94.54 -23.9%
64 SAIA SAIA INC Industrials 4,565.0 $1.9M 0.03% -311.0 -6.4% $421.16 -17.0%
65 ENTG ENTEGRIS INC Technology 10,584.0 $1.9M 0.03% -3K -24.1% $179.86 -23.1%
66 EAGG ISHARES TR 38,674.0 $1.8M 0.03% -2K -4.5% $47.41 -1.5%
67 WFRD WEATHERFORD INTL PLC Energy 20,455.0 $1.7M 0.02% -1K -5.8% $81.50 +8.9%
68 HQY HEALTHEQUITY INC Healthcare 18,357.0 $1.7M 0.02% -414.0 -2.2% $90.32 +16.7%
69 AMD ADVANCED MICRO DEVICES INC Technology 2,800.0 $1.6M 0.02% -404.0 -12.6% $580.91 -21.4%
70 KBH KB HOME Consumer Cyclical 25,953.0 $1.6M 0.02% -11K -28.9% $62.59 -11.1%
71 INVH INVITATION HOMES INC Real Estate 51,352.0 $1.6M 0.02% -940.0 -1.8% $30.21 +0.8%
72 RJF RAYMOND JAMES FINL INC Financial Services 10,140.0 $1.5M 0.02% -15K -59.4% $152.03 +16.2%
73 ROST ROSS STORES INC Consumer Cyclical 6,848.0 $1.5M 0.02% -4K -36.0% $212.85 +13.5%
74 JAMES HARDIE INDS PLC 54,824.0 $1.4M 0.02% -435.0 -0.8% $26.18
75 OXY OCCIDENTAL PETE CORP Energy 28,300.0 $1.4M 0.02% -879.0 -3.0% $48.57 +23.8%
76 ARW ARROW ELECTRS INC Technology 6,351.0 $1.4M 0.02% -289.0 -4.3% $213.41 -5.4%
77 SYY SYSCO CORP Consumer Defensive 13,442.0 $1.1M 0.02% -303.0 -2.2% $83.58 +0.3%
78 EXP EAGLE MATLS INC Basic Materials 4,882.0 $1.1M 0.01% -71.0 -1.4% $225.00 -9.2%
79 MPC MARATHON PETE CORP Energy 4,163.0 $1.1M 0.01% -26.0 -0.6% $255.67 +41.8%
80 INTC INTEL CORP Technology 6,826.0 $953K 0.01% -147.0 -2.1% $139.63 -37.5%
Page 4 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%