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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 4 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMOT VANECK ETF TRUST 905,457.0 $35.2M 0.48% +35K +4.1% $38.86 +6.0%
62 BLOK AMPLIFY ETF TR 551,638.0 $34.5M 0.48% +33K +6.4% $62.63 -0.5%
63 BERKSHIRE HATHAWAY INC DEL 68,716.0 $34.4M 0.47% -14K -16.8% $500.39
64 GOOGL ALPHABET INC Communication Services 95,926.0 $34.3M 0.47% +22K +29.8% $357.37 -2.6%
65 AIS TIDAL TRUST III 396,371.0 $33.8M 0.47% NEW $85.31 -22.1%
66 CRWD CROWDSTRIKE HLDGS INC Technology 43,864.0 $33.5M 0.46% NEW $190.78 -0.1%
67 MCD MCDONALDS CORP Consumer Cyclical 122,566.0 $33.1M 0.46% -3K -2.1% $270.31 +0.8%
68 LLY ELI LILLY & CO Healthcare 27,342.0 $32.8M 0.45% +8K +39.6% $1199.43 +4.0%
69 PWR QUANTA SVCS INC Industrials 44,518.0 $32.1M 0.44% -6K -11.7% $720.04 -14.3%
70 LOW LOWES COS INC Consumer Cyclical 139,128.0 $30.7M 0.42% -2K -1.8% $220.49 -1.6%
71 SBUX STARBUCKS CORP Consumer Cyclical 295,201.0 $30.2M 0.42% -14K -4.4% $102.19 +5.2%
72 COP CONOCOPHILLIPS Energy 281,600.0 $29.3M 0.40% +27K +10.6% $103.96 +28.3%
73 MLM MARTIN MARIETTA MATLS INC Basic Materials 49,559.0 $28.6M 0.39% +8K +18.6% $576.70 -7.6%
74 ETF SER SOLUTIONS 1,040,916.0 $28.3M 0.39% NEW $27.23
75 INNOVATOR ETFS TRUST 861,224.0 $28.3M 0.39% NEW $32.86
76 CSHI NEOS ETF TRUST 565,301.0 $28.2M 0.39% +55K +10.8% $49.81 -0.2%
77 LUV SOUTHWEST AIRLS CO Industrials 539,612.0 $27.7M 0.38% +87K +19.3% $51.42 -20.8%
78 CHAT TIDAL TRUST II 279,378.0 $27.6M 0.38% -89K -24.1% $98.68 -13.3%
79 QTUM ETF SER SOLUTIONS 165,141.0 $27.3M 0.38% -29K -15.0% $165.38 -11.2%
80 ASML ASML HLDG NV Technology 13,499.0 $26.9M 0.37% -1K -7.7% $1989.44 -12.5%
Page 4 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%