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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 20 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CSX CSX CORP Industrials 7,232.0 $297K 0.01% $41.05 +11.8%
382 VCSH VANGUARD SCOTTSDALE FDS 3,719.0 $295K 0.01% NEW $79.27 -0.5%
383 SMMU PIMCO ETF TR 5,801.0 $293K 0.01% -3K -32.9% $50.45 -0.2%
384 NOC NORTHROP GRUMMAN CORP Industrials 420.0 $287K 0.00% -101.0 -19.4% $682.24 -19.2%
385 ITOT ISHARES TR 2,003.0 $285K 0.00% -108.0 -5.1% $142.44 +13.8%
386 SPYG SPDR SERIES TRUST 2,853.0 $279K 0.00% NEW $97.92 +20.8%
387 LNT ALLIANT ENERGY CORP Utilities 3,890.0 $279K 0.00% $71.76 +2.1%
388 IDV ISHARES TR 6,542.0 $278K 0.00% $42.56 +6.6%
389 TFC TRUIST FINL CORP Financial Services 6,031.0 $277K 0.00% -641.0 -9.6% $45.97 +4.4%
390 BAMG NORTHERN LTS FD TR IV 7,220.0 $264K 0.00% NEW $36.52 +16.4%
391 VEU VANGUARD INTL EQUITY INDEX F 3,496.0 $263K 0.00% $75.11 +9.9%
392 COFS CHOICEONE FINANCIA Financial Services 9,318.0 $262K 0.00% $28.12 +12.4%
393 HELO J P MORGAN EXCHANGE TRADED F 4,097.0 $262K 0.00% -230K -98.2% $63.91 +6.0%
394 ATO ATMOS ENERGY CORP Utilities 1,416.0 $262K 0.00% $184.77 -4.0%
395 NUE NUCOR CORP Basic Materials 1,527.0 $258K 0.00% $169.10 +33.9%
396 CEFA GLOBAL X FDS 6,862.0 $253K 0.00% $36.89 +7.4%
397 MGK VANGUARD WORLD FD 686.0 $252K 0.00% -169.0 -19.8% $367.34 -75.8%
398 MMM 3M CO Industrials 1,726.0 $251K 0.00% NEW $145.20 +4.4%
399 BAMV NORTHERN LTS FD TR IV 7,575.0 $246K 0.00% NEW $32.51 +7.5%
400 BAMD NORTHERN LTS FD TR IV 7,749.0 $241K 0.00% NEW $31.14 +4.0%
Page 20 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%