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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 15 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CELH CELSIUS HLDGS INC Consumer Defensive 55,849.0 $1.6M 0.02% +3K +5.1% $29.28 +20.7%
282 THC TENET HEALTHCARE CORP Healthcare 8,711.0 $1.6M 0.02% NEW $187.08 +45.3%
283 NXST NEXSTAR MEDIA GROUP INC Communication Services 9,122.0 $1.6M 0.02% +567.0 +6.6% $178.59 +6.0%
284 AMD ADVANCED MICRO DEVICES INC Technology 2,800.0 $1.6M 0.02% -404.0 -12.6% $580.91 -17.5%
285 KBH KB HOME Consumer Cyclical 25,953.0 $1.6M 0.02% -11K -28.9% $62.59 -8.8%
286 SIGI SELECTIVE INS GROUP INC Financial Services 16,644.0 $1.6M 0.02% +1K +8.0% $97.01 -5.3%
287 UNM UNUM GROUP Financial Services 17,893.0 $1.6M 0.02% NEW $89.40 +0.3%
288 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,160.0 $1.6M 0.02% $501.30 +25.3%
289 H HYATT HOTELS CORP Consumer Cyclical 8,149.0 $1.6M 0.02% NEW $193.84 -8.7%
290 INVH INVITATION HOMES INC Real Estate 51,352.0 $1.6M 0.02% -940.0 -1.8% $30.21 -0.0%
291 RJF RAYMOND JAMES FINL INC Financial Services 10,140.0 $1.5M 0.02% -15K -59.4% $152.03 +14.9%
292 TFI SPDR SERIES TRUST 32,498.0 $1.5M 0.02% +1K +3.5% $45.80 -2.0%
293 DT DYNATRACE INC Technology 33,407.0 $1.5M 0.02% +205.0 +0.6% $43.91 +14.0%
294 ROST ROSS STORES INC Consumer Cyclical 6,848.0 $1.5M 0.02% -4K -36.0% $212.85 +13.3%
295 ORCL ORACLE CORP Technology 9,931.0 $1.5M 0.02% +156.0 +1.6% $146.54 -1.3%
296 RVLV REVOLVE GROUP INC Consumer Cyclical 62,767.0 $1.4M 0.02% NEW $22.89 +1.8%
297 JAMES HARDIE INDS PLC 54,824.0 $1.4M 0.02% -435.0 -0.8% $26.18
298 OXY OCCIDENTAL PETE CORP Energy 28,300.0 $1.4M 0.02% -879.0 -3.0% $48.57 +20.3%
299 ARW ARROW ELECTRS INC Technology 6,351.0 $1.4M 0.02% -289.0 -4.3% $213.41 -5.1%
300 VSNT VERSANT MEDIA GROUP INC Industrials 37,496.0 $1.4M 0.02% NEW $36.01 +10.7%
Page 15 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%