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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 23 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NOC NORTHROP GRUMMAN CORP Industrials 406.0 $207K 0.00% -14.0 -3.3% $509.31 +7.8%
442 EDIV SPDR INDEX SHS FDS 5,008.0 $205K 0.00% NEW $40.96 +2.7%
443 DGRO ISHARES TR 2,688.0 $204K 0.00% NEW $75.78 +5.5%
444 CGDV CAPITAL GROUP DIVIDEND VALUE 4,131.0 $204K 0.00% NEW $49.28 +1.5%
445 MOD MODINE MFG CO Consumer Cyclical 760.0 $203K 0.00% NEW $267.02 -29.5%
446 VOE VANGUARD INDEX FDS 1,026.0 $203K 0.00% NEW $197.60 +6.1%
447 PSX PHILLIPS 66 Energy 1,191.0 $201K 0.00% -16.0 -1.3% $169.04 +43.1%
448 BGC BGC GROUP INC Financial Services 10,765.0 $115K 0.00% NEW $10.69 +11.8%
Page 23 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%