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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 16 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,612.0 $1.0M 0.02% +101.0 +1.6% $153.10 -17.2%
302 IP INTERNATIONAL PAPER CO Consumer Cyclical 27,665.0 $988K 0.01% NEW $35.70 -11.8%
303 DG DOLLAR GEN CORP Consumer Defensive 8,297.0 $985K 0.01% -49.0 -0.6% $118.73 -11.5%
304 SYY SYSCO CORP Consumer Defensive 13,745.0 $980K 0.01% -1K -8.1% $71.33 +5.8%
305 ARW ARROW ELECTRS INC Technology 6,640.0 $952K 0.01% -304.0 -4.4% $143.41 +48.4%
306 DUK DUKE ENERGY CORP NEW Utilities 7,267.0 $952K 0.01% +157.0 +2.2% $130.95 -4.8%
307 EXP EAGLE MATLS INC Basic Materials 4,953.0 $938K 0.01% -91.0 -1.8% $189.45 +5.1%
308 GLD SPDR GOLD TR Financial Services 2,180.0 $938K 0.01% +653.0 +42.8% $430.29 -3.1%
309 RBRK RUBRIK INC. Technology 19,085.0 $935K 0.01% NEW $48.97 +36.6%
310 BBMC J P MORGAN EXCHANGE TRADED F 8,575.0 $930K 0.01% -719.0 -7.7% $108.41 +10.9%
311 SLB SLB LIMITED Energy 18,081.0 $929K 0.01% -73K -80.2% $51.39 +11.5%
312 SUB ISHARES TR 8,671.0 $923K 0.01% $106.50 -0.3%
313 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 92,814.0 $923K 0.01% NEW $9.94 +1.0%
314 SRE SEMPRA Utilities 9,338.0 $907K 0.01% $97.17 -5.9%
315 FANG DIAMONDBACK ENERGY INC Energy 4,577.0 $905K 0.01% +2K +61.3% $197.79 +1.6%
316 VXUS VANGUARD STAR FDS 11,229.0 $866K 0.01% -321.0 -2.8% $77.11 +9.7%
317 ISHARES TR 38,049.0 $848K 0.01% -2K -4.3% $22.28
318 SHE SPDR SERIES TRUST 6,604.0 $844K 0.01% -103.0 -1.5% $127.81 +18.0%
319 HAL HALLIBURTON CO Energy 21,420.0 $835K 0.01% +8K +58.8% $38.99 +7.6%
320 SNAP SNAP INC Communication Services 176,335.0 $811K 0.01% +7K +4.4% $4.60 +22.3%
Page 16 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%