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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 17 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VXUS VANGUARD STAR FDS 11,215.0 $959K 0.01% $85.49 +3.1%
322 INTC INTEL CORP Technology 6,826.0 $953K 0.01% -147.0 -2.1% $139.63 -37.3%
323 DUK DUKE ENERGY CORP NEW Utilities 7,504.0 $950K 0.01% +237.0 +3.3% $126.58 -3.9%
324 SUB ISHARES TR 8,894.0 $947K 0.01% +223.0 +2.6% $106.47 -0.1%
325 DG DOLLAR GEN CORP Consumer Defensive 8,175.0 $941K 0.01% -122.0 -1.5% $115.11 +6.5%
326 CNQ CANADIAN NAT RES LTD MED TER Energy 23,585.0 $932K 0.01% +819.0 +3.6% $39.50 +25.5%
327 FANG DIAMONDBACK ENERGY INC Energy 5,281.0 $928K 0.01% +704.0 +15.4% $175.78 +13.7%
328 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 95,148.0 $921K 0.01% NEW $9.68 -10.3%
329 BBMC J P MORGAN EXCHANGE TRADED F 7,162.0 $911K 0.01% -1K -16.5% $127.15 +0.4%
330 AXP AMERICAN EXPRESS CO Financial Services 2,580.0 $873K 0.01% +1K +71.3% $338.24 -0.7%
331 ISHARES TR 39,385.0 $872K 0.01% +1K +3.5% $22.14
332 SRE SEMPRA Utilities 9,350.0 $867K 0.01% $92.71 -9.4%
333 GTES GATES INDL CORP PLC Industrials 30,828.0 $862K 0.01% NEW $27.97 -7.2%
334 XLK SELECT SECTOR SPDR TR 4,460.0 $850K 0.01% +167.0 +3.9% $190.52 -4.6%
335 AFL AFLAC INC Financial Services 7,204.0 $845K 0.01% $117.25 -0.9%
336 SNAP SNAP INC Communication Services 188,827.0 $838K 0.01% +12K +7.1% $4.44 +33.3%
337 SLB SLB LIMITED Energy 18,015.0 $838K 0.01% $46.49 +14.6%
338 LULU LULULEMON ATHLETICA INC Consumer Cyclical 7,317.0 $835K 0.01% +705.0 +10.7% $114.18 +3.6%
339 ACAD ACADIA PHARMACEUTICALS INC Healthcare 32,738.0 $828K 0.01% +4K +13.3% $25.30 +20.8%
340 LNG CHENIERE ENERGY INC Energy 3,440.0 $822K 0.01% +622.0 +22.1% $239.03 +16.6%
Page 17 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%