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Portfolio (Quarterly) Guide ↗

Gradient Investments LLC

· CIK 0001542265
13F Portfolio $6.5B AUM 420 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New 164 Added 127 Reduced 16 Exited
Page 13 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ROST ROSS STORES INC Consumer Cyclical 10,699.0 $2.3M 0.04% NEW $216.63 -1.8%
242 JUST GOLDMAN SACHS ETF TR 24,977.0 $2.3M 0.04% -312.0 -1.2% $92.50 +14.8%
243 AGCO AGCO CORP Industrials 19,875.0 $2.3M 0.04% NEW $115.87 -3.3%
244 CTRA COTERRA ENERGY INC Energy 64,845.0 $2.3M 0.04% NEW $35.14 -7.3%
245 WBD WARNER BROS DISCOVERY INC Communication Services 80,088.0 $2.2M 0.03% NEW $27.46 -0.1%
246 MCHP MICROCHIP TECHNOLOGY INC. Technology 33,723.0 $2.2M 0.03% NEW $64.61 +41.0%
247 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 10,862.0 $2.1M 0.03% NEW $197.50 +19.8%
248 WFRD WEATHERFORD INTL PLC Energy 21,724.0 $2.1M 0.03% -2K -7.1% $94.58 +17.8%
249 CWST CASELLA WASTE SYS INC Industrials 25,720.0 $2.0M 0.03% NEW $79.34 +9.9%
250 CHKP CHECK POINT SOFTWARE TECH LT Technology 14,239.0 $2.0M 0.03% NEW $142.85 -7.8%
251 MDB MONGODB INC Technology 8,099.0 $2.0M 0.03% NEW $244.77 +29.7%
252 CNP CENTERPOINT ENERGY INC Utilities 45,515.0 $2.0M 0.03% NEW $43.16 -1.6%
253 ONON ON HLDG AG Consumer Cyclical 56,865.0 $1.9M 0.03% NEW $34.02 +15.2%
254 EAGG ISHARES TR 40,516.0 $1.9M 0.03% +338.0 +0.8% $47.55 -1.0%
255 OXY OCCIDENTAL PETE CORP Energy 29,179.0 $1.9M 0.03% -931.0 -3.1% $65.00 -9.5%
256 KBH KB HOME Consumer Cyclical 36,510.0 $1.9M 0.03% NEW $51.75 -7.2%
257 CELH CELSIUS HLDGS INC Consumer Defensive 53,150.0 $1.9M 0.03% NEW $35.48 -16.3%
258 NDSN NORDSON CORP Industrials 7,087.0 $1.9M 0.03% $266.06 +7.8%
259 VOO VANGUARD INDEX FDS 3,151.0 $1.9M 0.03% +259.0 +9.0% $597.59 +14.3%
260 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,084.0 $1.9M 0.03% NEW $230.89 -5.5%
Page 13 of 21  ·  420 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
Financial Services 21.0%
Technology 20.9%
Healthcare 10.0%
Consumer Cyclical 9.9%
Industrials 8.7%
Communication Services 8.0%
Consumer Defensive 8.0%
Energy 6.8%
Basic Materials 2.5%
Utilities 2.4%