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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 11 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VYMI VANGUARD WHITEHALL FDS 52,124.0 $5.1M 0.07% NEW $98.20 +7.6%
202 TEL TE CONNECTIVITY PLC Technology 25,269.0 $5.1M 0.07% +2K +6.4% $201.61 -0.4%
203 CRH PLC 46,739.0 $5.0M 0.07% +3K +8.0% $107.00
204 VOD VODAFONE GROUP PLC Communication Services 375,192.0 $5.0M 0.07% +21K +5.8% $13.22 +21.4%
205 PUK PRUDENTIAL PLC Financial Services 184,961.0 $5.0M 0.07% +12K +7.2% $26.81 +5.6%
206 IWY ISHARES TR 16,519.0 $4.8M 0.07% +1K +9.6% $290.62 -2.0%
207 PINNACLE FINL PARTNERS INC 46,256.0 $4.7M 0.06% +4K +10.6% $100.88
208 EFIV SPDR SERIES TRUST 58,090.0 $4.2M 0.06% +2K +3.8% $72.93 +2.9%
209 ESML ISHARES TR 75,253.0 $4.2M 0.06% +3K +3.9% $55.93 -0.9%
210 IJH ISHARES TR 52,979.0 $4.1M 0.06% +905.0 +1.7% $77.11 -1.3%
211 VTI VANGUARD INDEX FDS 10,605.0 $3.9M 0.05% +162.0 +1.6% $370.03 +2.1%
212 IRM IRON MTN INC DEL Real Estate 29,602.0 $3.7M 0.05% +3K +12.0% $126.31 -2.5%
213 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 38,087.0 $3.7M 0.05% +4K +12.2% $95.98 +23.9%
214 UAL UNITED AIRLS HLDGS INC Industrials 26,870.0 $3.7M 0.05% -1K -3.8% $135.99 -15.3%
215 ULTA ULTA BEAUTY INC Consumer Cyclical 7,935.0 $3.6M 0.05% +93.0 +1.2% $450.98 +17.3%
216 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 38,507.0 $3.5M 0.05% -926.0 -2.4% $92.09 -1.6%
217 TSLA TESLA INC Consumer Cyclical 8,399.0 $3.5M 0.05% +202.0 +2.5% $420.60 -15.8%
218 PK PARK HOTELS & RESORTS INC Real Estate 246,702.0 $3.5M 0.05% +25K +11.3% $14.25 +12.0%
219 EXPAND ENERGY CORPORATION 38,365.0 $3.5M 0.05% +3K +8.1% $91.19
220 GPN GLOBAL PMTS INC Industrials 45,565.0 $3.3M 0.05% +28K +156.9% $72.56 +30.6%
Page 11 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%