Portfolio (Quarterly) Guide ↗

Gradient Capital Advisors, LLC

· CIK 0001727917

13F Portfolio $432M AUM 179 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 48 Added 57 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	3,696	$627K	0.16%	SOLD
2	CEG	CONSTELLATION ENERGY CORP COM	Utilities	1,096	$306K	0.08%	SOLD
3	PFE	PFIZER INC COM	Healthcare	10,356	$291K	0.07%	SOLD
4	PLTR	PALANTIR TECHNOLOGIES INC CL A	Technology	1,693	$248K	0.06%	SOLD
5	ACN	ACCENTURE PLC IRELAND SHS CLASS A	Technology	1,219	$242K	0.06%	SOLD
6	CRM	SALESFORCE INC COM	Technology	1,264	$236K	0.06%	SOLD
7	OFIX	ORTHOFIX MED INC COM	Healthcare	10,004	$115K	0.03%	SOLD

Sector Allocation

Technology 49.7%

Financial Services 19.7%

Communication Services 11.8%

Consumer Cyclical 8.5%

Healthcare 2.7%

Industrials 2.7%

Real Estate 1.7%

Energy 1.3%

Consumer Defensive 1.3%

Utilities 0.4%