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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 8 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KHC KRAFT HEINZ CO Consumer Defensive 575,240.0 $12.9M 0.20% +33K +6.2% $22.49 +4.7%
142 HD HOME DEPOT INC Consumer Cyclical 39,128.0 $12.9M 0.20% +402.0 +1.0% $328.89 -4.6%
143 PRU PRUDENTIAL FINL INC Financial Services 129,799.0 $12.7M 0.20% +5K +4.2% $97.69 +5.7%
144 SJM SMUCKER J M CO Consumer Defensive 130,649.0 $12.6M 0.20% +2K +1.9% $96.44 +4.2%
145 KLAC KLA CORP Technology 8,477.0 $12.5M 0.19% -1K -13.9% $1472.41 +25.1%
146 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 301,441.0 $12.4M 0.19% +10K +3.3% $41.27 +27.1%
147 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 263,716.0 $12.2M 0.19% +6K +2.3% $46.42 +3.1%
148 MLPI NEOS ETF TRUST 214,226.0 $12.1M 0.19% NEW $56.63 +1.5%
149 HODL VANECK BITCOIN ETF 624,768.0 $12.0M 0.18% +69K +12.5% $19.16 +14.6%
150 IBM INTERNATIONAL BUSINESS MACHS Technology 48,105.0 $11.7M 0.18% +4K +8.8% $242.39 +4.4%
151 QCOM QUALCOMM INC Technology 85,610.0 $11.0M 0.17% +10K +12.6% $128.78 +57.3%
152 BOXX EA SERIES TRUST 89,887.0 $10.5M 0.16% +21K +29.7% $116.29 +0.4%
153 SCHX SCHWAB STRATEGIC TR 342,348.0 $8.8M 0.14% +32K +10.1% $25.64 +13.9%
154 QQQ INVESCO QQQ TR Financial Services 14,776.0 $8.5M 0.13% -1K -8.0% $577.16 +23.8%
155 KBWD INVESCO EXCH TRADED FD TR II 624,614.0 $7.8M 0.12% +75K +13.7% $12.54 -0.5%
156 IWMI NEOS ETF TRUST 164,206.0 $7.8M 0.12% +853.0 +0.5% $47.40 +7.9%
157 CAIE CALAMOS ETF TR 309,408.0 $7.8M 0.12% -97K -23.8% $25.14 +9.2%
158 EQNR EQUINOR ASA Energy 184,149.0 $7.8M 0.12% NEW $42.20 -8.4%
159 IYRI NEOS ETF TRUST 162,919.0 $7.7M 0.12% +9K +6.2% $47.29 +4.2%
160 SPMD SPDR SERIES TRUST 129,439.0 $7.7M 0.12% +20K +18.4% $59.22 +7.9%
Page 8 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%