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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 10 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 301,721.0 $6.0M 0.08% +16K +5.7% $19.89 +10.4%
182 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 251,341.0 $5.9M 0.08% +15K +6.2% $23.58 +6.0%
183 EQNR EQUINOR ASA Energy 187,623.0 $5.9M 0.08% +3K +1.9% $31.40 +34.9%
184 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 58,841.0 $5.9M 0.08% +3K +5.8% $100.07 +10.0%
185 NVS NOVARTIS AG Healthcare 37,294.0 $5.8M 0.08% +2K +6.1% $156.72 +0.8%
186 AER AERCAP HOLDINGS NV Industrials 39,579.0 $5.8M 0.08% +2K +5.5% $145.78 +1.2%
187 MFG MIZUHO FINANCIAL GROUP INC Financial Services 598,687.0 $5.7M 0.08% +38K +6.8% $9.58 +6.8%
188 SBS COMPANHIA DE SANEAMENTO BASI Utilities 985,027.0 $5.7M 0.08% +797K +423.2% $5.78 -19.9%
189 AMCOR PLC 130,897.0 $5.7M 0.08% +16K +14.4% $43.35
190 SHEL SHELL PLC Energy 73,110.0 $5.7M 0.08% +3K +4.8% $77.54 +19.9%
191 NMR NOMURA HLDGS INC Financial Services 638,711.0 $5.6M 0.08% +44K +7.4% $8.78 +11.2%
192 KB KB FINL GROUP INC Financial Services 52,942.0 $5.6M 0.08% +3K +5.7% $104.96 +13.1%
193 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 52,023.0 $5.5M 0.08% +3K +6.2% $106.25 +8.1%
194 DB DEUTSCHE BK AG Financial Services 160,989.0 $5.4M 0.07% +12K +7.7% $33.76 +13.8%
195 NGG NATIONAL GRID PLC Utilities 65,039.0 $5.4M 0.07% +4K +6.1% $82.87 -3.0%
196 IAU ISHARES GOLD TR Financial Services 70,720.0 $5.3M 0.07% -5K -6.2% $75.51 +15.8%
197 EMBJ EMBRAER S.A. Industrials 83,533.0 $5.3M 0.07% +7K +9.1% $63.80 +19.5%
198 HUM HUMANA INC Healthcare 13,408.0 $5.3M 0.07% -6K -31.3% $397.22 -2.7%
199 JD JD.COM INC Consumer Cyclical 205,110.0 $5.2M 0.07% +10K +5.0% $25.48 +14.6%
200 UNILEVER PLC 86,208.0 $5.2M 0.07% +10K +12.8% $60.12
Page 10 of 23  ·  448 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%