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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 13 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MCHP MICROCHIP TECHNOLOGY INC. Technology 28,167.0 $2.6M 0.04% -6K -16.5% $91.20 -19.4%
242 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 135,005.0 $2.5M 0.04% -45K -25.0% $18.87 +20.5%
243 MYCF SSGA ACTIVE TR 99,805.0 $2.5M 0.04% -5K -4.5% $25.07 -0.0%
244 MYCG SSGA ACTIVE TR 99,796.0 $2.5M 0.03% -5K -4.5% $24.99 -0.0%
245 ALAB ASTERA LABS INC Technology 5,132.0 $2.5M 0.03% +605.0 +13.4% $483.02 -41.5%
246 AMG AFFILIATED MANAGERS GROUP Financial Services 7,065.0 $2.4M 0.03% -3K -26.4% $338.40 +7.9%
247 EWBC EAST WEST BANCORP INC Financial Services 18,517.0 $2.4M 0.03% +2K +11.0% $129.09 +0.3%
248 ASB ASSOCIATED BANC-CORP Financial Services 77,334.0 $2.4M 0.03% +8K +11.5% $30.77 +0.2%
249 EXPE EXPEDIA GROUP INC Consumer Cyclical 9,218.0 $2.4M 0.03% +1K +14.0% $255.88 +32.1%
250 DKS DICKS SPORTING GOODS INC Consumer Cyclical 10,354.0 $2.3M 0.03% NEW $226.81 -45.2%
251 SMB VANECK ETF TRUST 135,162.0 $2.3M 0.03% $17.35 -0.6%
252 VOO VANGUARD INDEX FDS 3,399.0 $2.3M 0.03% +248.0 +7.9% $686.79 +2.5%
253 CNP CENTERPOINT ENERGY INC Utilities 52,820.0 $2.3M 0.03% +7K +16.1% $44.04 -11.6%
254 ONON ON HLDG AG Consumer Cyclical 64,799.0 $2.3M 0.03% +8K +13.9% $35.42 -18.6%
255 COOPER COS INC 31,829.0 $2.3M 0.03% -9K -22.2% $71.71
256 MDB MONGODB INC Technology 6,769.0 $2.3M 0.03% -1K -16.4% $335.90 +20.5%
257 FIVE FIVE BELOW INC Consumer Cyclical 12,535.0 $2.3M 0.03% -923.0 -6.9% $179.79 +44.3%
258 VST VISTRA CORP Utilities 13,929.0 $2.2M 0.03% +4K +35.1% $158.63 -12.4%
259 CHKP CHECK POINT SOFTWARE TECH LT Technology 16,717.0 $2.2M 0.03% +2K +17.4% $131.43 -1.5%
260 NDSN NORDSON CORP Industrials 7,087.0 $2.1M 0.03% $301.69 +10.6%
Page 13 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%