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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 16 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AR ANTERO RESOURCES CORP Energy 37,897.0 $1.3M 0.02% +20K +110.2% $35.14 +8.0%
302 BUNGE GLOBAL SA 12,261.0 $1.3M 0.02% +144.0 +1.2% $106.73
303 RDNT RADNET INC Healthcare 21,028.0 $1.3M 0.02% NEW $61.67 +24.6%
304 HALO HALOZYME THERAPEUTICS INC Healthcare 16,437.0 $1.3M 0.02% NEW $78.27 +39.7%
305 SHAK SHAKE SHACK INC Consumer Cyclical 22,775.0 $1.3M 0.02% +3K +14.3% $56.02 +32.2%
306 GLOBUS MED INC 16,111.0 $1.3M 0.02% +2K +14.8% $79.01
307 VLO VALERO ENERGY CORP Energy 4,810.0 $1.3M 0.02% +51.0 +1.1% $260.44 +30.7%
308 BA BOEING CO Industrials 5,681.0 $1.2M 0.02% +51.0 +0.9% $216.46 -2.5%
309 SHW SHERWIN WILLIAMS CO Basic Materials 3,525.0 $1.2M 0.02% +48.0 +1.4% $344.32 +1.8%
310 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 35,349.0 $1.2M 0.02% +1K +4.4% $34.00 +10.1%
311 IP INTERNATIONAL PAPER CO Consumer Cyclical 31,150.0 $1.2M 0.02% +3K +12.6% $38.10 +7.6%
312 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 111,943.0 $1.2M 0.02% +19K +20.6% $10.57 +8.0%
313 CHWY CHEWY INC Consumer Cyclical 58,295.0 $1.1M 0.02% +17K +42.5% $19.65 +25.6%
314 SYY SYSCO CORP Consumer Defensive 13,442.0 $1.1M 0.02% -303.0 -2.2% $83.58 -0.1%
315 VUG VANGUARD INDEX FDS 12,761.0 $1.1M 0.01% +11K +681.0% $86.14 +1.5%
316 EXP EAGLE MATLS INC Basic Materials 4,882.0 $1.1M 0.01% -71.0 -1.4% $225.00 -11.6%
317 MPC MARATHON PETE CORP Energy 4,163.0 $1.1M 0.01% -26.0 -0.6% $255.67 +38.8%
318 SHE SPDR SERIES TRUST 6,822.0 $1.1M 0.01% +218.0 +3.3% $154.43 +2.9%
319 CGNX COGNEX CORP Technology 13,973.0 $1.0M 0.01% NEW $72.42 -17.4%
320 BROS DUTCH BROS INC Consumer Cyclical 13,630.0 $979K 0.01% NEW $71.81 -28.9%
Page 16 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%