BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 20 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VIG VANGUARD SPECIALIZED FUNDS 1,683.0 $398K 0.01% -932.0 -35.6% $236.63 +3.4%
382 PEP PEPSICO INC Consumer Defensive 2,940.0 $398K 0.01% -2K -34.1% $135.39 +6.9%
383 MCK MCKESSON CORP Healthcare 514.0 $388K 0.01% +102.0 +24.8% $755.71 +15.6%
384 SCHG SCHWAB STRATEGIC TR 11,131.0 $377K 0.01% $33.84 +3.9%
385 HONEYWELL INTL INC 1,667.0 $373K 0.01% NEW $223.84
386 HONEYWELL AEROSPACE INC 1,658.0 $367K 0.01% NEW $221.08
387 PLTR PALANTIR TECHNOLOGIES INC Technology 3,138.0 $366K 0.01% +189.0 +6.4% $116.67 +50.8%
388 QCOM QUALCOMM INC Technology 1,942.0 $359K 0.01% -84K -97.7% $184.74 -14.2%
389 HYD VANECK ETF TRUST 6,781.0 $349K 0.01% +554.0 +8.9% $51.51 -2.4%
390 PM PHILIP MORRIS INTL INC Consumer Defensive 1,922.0 $348K 0.01% -73.0 -3.7% $180.91 +5.8%
391 ARKX ARK ETF TR 10,172.0 $347K 0.01% $34.12 -4.9%
392 KR KROGER CO Consumer Defensive 6,245.0 $347K 0.01% $55.53 +6.4%
393 FDX FEDEX CORP Industrials 1,104.0 $346K 0.01% +542.0 +96.4% $313.21 +6.7%
394 CSX CSX CORP Industrials 7,236.0 $344K 0.01% $47.53 +8.2%
395 VICI VICI PPTYS INC Real Estate 12,856.0 $341K 0.01% NEW $26.55 +0.9%
396 IWF ISHARES TR 2,740.0 $340K 0.01% NEW $124.17 -2.5%
397 NUE NUCOR CORP Basic Materials 1,527.0 $340K 0.01% $222.75 +9.8%
398 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,854.0 $337K 0.01% -367.0 -5.9% $57.62 +16.8%
399 ISBA ISABELLA BK CORP Financial Services 8,534.0 $337K 0.01% NEW $39.50 +0.5%
400 FNDF SCHWAB STRATEGIC TR 6,178.0 $326K 0.00% -101.0 -1.6% $52.76 +5.4%
Page 20 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%