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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DG DOLLAR GEN CORP Consumer Defensive 8,175.0 $941K 0.01% -122.0 -1.5% $115.11 +8.9%
82 BBMC J P MORGAN EXCHANGE TRADED F 7,162.0 $911K 0.01% -1K -16.5% $127.15 +0.4%
83 IVW ISHARES TR 5,443.0 $749K 0.01% -55.0 -1.0% $137.53 +0.3%
84 SUSC ISHARES TR 26,515.0 $614K 0.01% -1K -4.0% $23.15 -2.0%
85 GLD SPDR GOLD TR Financial Services 1,655.0 $610K 0.01% -525.0 -24.1% $368.38 +15.8%
86 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 292.0 $608K 0.01% -31.0 -9.6% $2080.79 +4.9%
87 BSJR INVESCO EXCH TRD SLF IDX FD 23,517.0 $526K 0.01% -1K -4.8% $22.35 -0.0%
88 REGN REGENERON PHARMACEUTICALS Healthcare 827.0 $516K 0.01% -19.0 -2.2% $623.54 +32.9%
89 AMAT APPLIED MATLS INC Technology 682.0 $493K 0.01% -15.0 -2.1% $723.00 -33.0%
90 MRK MERCK & CO INC Healthcare 3,723.0 $478K 0.01% -48.0 -1.3% $128.49 +17.3%
91 BSJQ INVESCO EXCH TRD SLF IDX FD 20,474.0 $470K 0.01% -1K -5.8% $22.96 -0.3%
92 AOS SMITH A O CORP Industrials 6,840.0 $429K 0.01% -35.0 -0.5% $62.72 -0.0%
93 ET ENERGY TRANSFER L P Energy 21,866.0 $418K 0.01% -2K -9.7% $19.12 +10.3%
94 VIG VANGUARD SPECIALIZED FUNDS 1,683.0 $398K 0.01% -932.0 -35.6% $236.63 +3.4%
95 PEP PEPSICO INC Consumer Defensive 2,940.0 $398K 0.01% -2K -34.1% $135.39 +6.9%
96 QCOM QUALCOMM INC Technology 1,942.0 $359K 0.01% -84K -97.7% $184.74 -14.2%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 1,922.0 $348K 0.01% -73.0 -3.7% $180.91 +5.8%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,854.0 $337K 0.01% -367.0 -5.9% $57.62 +16.8%
99 FNDF SCHWAB STRATEGIC TR 6,178.0 $326K 0.00% -101.0 -1.6% $52.76 +5.4%
100 BAMG NORTHERN LTS FD TR IV 6,992.0 $317K 0.00% -228.0 -3.2% $45.28 -2.1%
Page 5 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%