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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 12 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LPLA LPL FINL HLDGS INC Financial Services 11,655.0 $3.3M 0.04% +774.0 +7.1% $281.67 +28.2%
222 FLR FLUOR CORP Industrials 61,716.0 $3.2M 0.04% +6K +10.0% $52.39 -1.9%
223 ISHARES TR 141,116.0 $3.2M 0.04% -7K -4.9% $22.89
224 OKTA OKTA INC Technology 23,481.0 $3.2M 0.04% +598.0 +2.6% $136.45 -3.9%
225 CLH CLEAN HARBORS INC Industrials 10,687.0 $3.2M 0.04% +513.0 +5.0% $298.75 +4.5%
226 IBIT ISHARES BITCOIN TRUST ETF Financial Services 94,782.0 $3.2M 0.04% +48K +104.5% $33.29 +34.7%
227 ISHARES TR 139,414.0 $3.1M 0.04% -7K -4.9% $22.37
228 GBCI GLACIER BANCORP INC NEW Financial Services 58,919.0 $3.0M 0.04% +430.0 +0.7% $51.58 -9.5%
229 FORTINET INC 19,628.0 $3.0M 0.04% -1K -6.9% $153.62
230 CUBE CUBESMART Real Estate 75,384.0 $3.0M 0.04% +9K +14.2% $39.77 +2.1%
231 BWXT BWX TECHNOLOGIES INC Industrials 15,388.0 $3.0M 0.04% +1K +9.6% $194.65 -22.9%
232 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,955.0 $3.0M 0.04% +168.0 +4.4% $746.80 +2.5%
233 DOV DOVER CORP Industrials 13,018.0 $2.9M 0.04% +1K +10.6% $224.28 -10.3%
234 AAL AMERICAN AIRLINES GROUP INC Industrials 157,411.0 $2.8M 0.04% NEW $18.07 -23.7%
235 TXT TEXTRON INC Industrials 30,682.0 $2.8M 0.04% +3K +11.5% $91.73 -10.1%
236 JUST GOLDMAN SACHS ETF TR 25,878.0 $2.8M 0.04% +901.0 +3.6% $106.70 +3.3%
237 AYI ACUITY INC Industrials 7,308.0 $2.8M 0.04% NEW $376.66 -9.8%
238 COHR COHERENT CORP Technology 6,606.0 $2.6M 0.04% -270.0 -3.9% $394.47 -27.8%
239 AGCO AGCO CORP Industrials 21,742.0 $2.6M 0.04% +2K +9.4% $119.70 -8.1%
240 CWST CASELLA WASTE SYS INC Industrials 26,652.0 $2.6M 0.04% +932.0 +3.6% $96.97 -4.6%
Page 12 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%