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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 14 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RPM RPM INTL INC Basic Materials 18,869.0 $2.1M 0.03% +2K +14.2% $111.15 -3.0%
262 PSKY PARAMOUNT SKYDANCE CORP Communication Services 209,173.0 $2.1M 0.03% NEW $9.86 +6.9%
263 CRBN ISHARES TR 8,150.0 $2.1M 0.03% +316.0 +4.0% $252.98 +2.7%
264 RBRK RUBRIK INC. Technology 25,652.0 $2.1M 0.03% +7K +34.4% $80.28 +17.7%
265 CAT CATERPILLAR INC Industrials 1,874.0 $2.0M 0.03% +299.0 +19.0% $1065.15 -23.1%
266 NEBIUS GROUP N.V. 7,216.0 $2.0M 0.03% +857.0 +13.5% $276.17
267 SCHD SCHWAB STRATEGIC TR 61,957.0 $2.0M 0.03% +8K +13.9% $31.71 +10.9%
268 CNR CORE NATURAL RESOURCES INC Energy 24,133.0 $1.9M 0.03% $80.02 +22.2%
269 ON ON SEMICONDUCTOR CORP Technology 20,374.0 $1.9M 0.03% -1K -5.6% $94.54 -22.3%
270 SAIA SAIA INC Industrials 4,565.0 $1.9M 0.03% -311.0 -6.4% $421.16 -17.4%
271 ENTG ENTEGRIS INC Technology 10,584.0 $1.9M 0.03% -3K -24.1% $179.86 -21.6%
272 SF STIFEL FINL CORP Financial Services 26,347.0 $1.8M 0.03% +4K +18.1% $69.77 +14.2%
273 EAGG ISHARES TR 38,674.0 $1.8M 0.03% -2K -4.5% $47.41 -1.2%
274 CATH GLOBAL X FDS 20,316.0 $1.8M 0.03% +367.0 +1.8% $88.50 +3.0%
275 OKLO OKLO INC Utilities 34,335.0 $1.8M 0.03% +10K +38.6% $52.33 -16.3%
276 USFD US FOODS HLDG CORP Consumer Defensive 16,431.0 $1.7M 0.02% +2K +12.6% $102.25 +6.7%
277 WFRD WEATHERFORD INTL PLC Energy 20,455.0 $1.7M 0.02% -1K -5.8% $81.50 +8.0%
278 FNB F N B CORP Financial Services 87,250.0 $1.7M 0.02% NEW $19.08 -2.8%
279 HQY HEALTHEQUITY INC Healthcare 18,357.0 $1.7M 0.02% -414.0 -2.2% $90.32 +15.5%
280 MMSI MERIT MED SYS INC Healthcare 23,890.0 $1.7M 0.02% NEW $69.34 +29.6%
Page 14 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%