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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 14 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OKTA OKTA INC Technology 22,883.0 $1.8M 0.03% NEW $78.71 +13.6%
262 ASB ASSOCIATED BANC-CORP Financial Services 69,331.0 $1.8M 0.03% NEW $25.86 +8.5%
263 EWBC EAST WEST BANCORP INC Financial Services 16,687.0 $1.8M 0.03% NEW $106.76 +15.2%
264 IBIT ISHARES BITCOIN TRUST ETF Financial Services 46,353.0 $1.8M 0.03% +3K +8.2% $38.42 +14.5%
265 SHAK SHAKE SHACK INC Consumer Cyclical 19,917.0 $1.8M 0.03% NEW $88.47 -28.3%
266 CRBN ISHARES TR 7,834.0 $1.7M 0.03% -108.0 -1.4% $222.80 +12.8%
267 FORTINET INC 21,081.0 $1.7M 0.03% -550.0 -2.5% $81.72
268 SAIA SAIA INC Industrials 4,876.0 $1.7M 0.03% -192.0 -3.8% $351.28 +32.8%
269 SCHD SCHWAB STRATEGIC TR 54,412.0 $1.7M 0.03% +2K +3.3% $30.68 +5.1%
270 SF STIFEL FINL CORP Financial Services 22,304.0 $1.6M 0.03% NEW $73.92 -1.2%
271 RPM RPM INTL INC Basic Materials 16,516.0 $1.6M 0.03% NEW $99.40 -0.9%
272 COHR COHERENT CORP Technology 6,876.0 $1.6M 0.03% NEW $238.21 +58.7%
273 ENTG ENTEGRIS INC Technology 13,941.0 $1.6M 0.03% NEW $117.24 +12.1%
274 HQY HEALTHEQUITY INC Healthcare 18,771.0 $1.6M 0.02% -446.0 -2.3% $83.57 +3.4%
275 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,174.0 $1.6M 0.02% -104.0 -3.2% $491.53 -8.1%
276 CATH GLOBAL X FDS 19,949.0 $1.6M 0.02% +4K +25.0% $78.15 +13.7%
277 VST VISTRA CORP Utilities 10,312.0 $1.6M 0.02% NEW $150.33 -4.2%
278 NXST NEXSTAR MEDIA GROUP INC Communication Services 8,555.0 $1.5M 0.02% NEW $180.83 +4.7%
279 BUNGE GLOBAL SA 12,117.0 $1.5M 0.02% NEW $127.20
280 RDDT REDDIT INC Communication Services 10,718.0 $1.4M 0.02% NEW $134.65 +9.0%
Page 14 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%