Portfolio (Quarterly) Guide ↗

Gradient Capital Advisors, LLC

· CIK 0001727917

13F Portfolio $386M AUM 177 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 29 Added 70 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LLY	ELI LILLY & CO COM	Healthcare	238	$256K	0.07%	SOLD
2	ISRG	INTUITIVE SURGICAL INC COM NEW	Healthcare	425	$241K	0.06%	SOLD
3	ADBE	ADOBE INC COM	Technology	659	$231K	0.06%	SOLD

Sector Allocation

Technology 44.5%

Financial Services 21.7%

Communication Services 12.3%

Consumer Cyclical 8.7%

Healthcare 3.3%

Industrials 2.7%

Energy 2.5%

Real Estate 1.9%

Consumer Defensive 1.5%

Utilities 0.5%