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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 Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 3,698.0 $506K 0.12% NEW $136.74
2 FEGE FIRST EAGLE GLOBAL EQUITY ETF 6,829.0 $334K 0.08% NEW $48.92 +9.3%
3 CRWD CROWDSTRIKE HLDGS INC CL A Technology 362.0 $276K 0.06% NEW $190.79 -2.8%
4 GEV GE VERNOVA INC COM Utilities 193.0 $227K 0.05% NEW $1174.86 -21.1%
5 IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 8,733.0 $224K 0.05% NEW $25.61 -1.7%
6 DE DEERE & CO COM Industrials 350.0 $222K 0.05% NEW $634.33 -0.6%
7 STIP ISHARES 0-5 YEAR TIPS BOND ETF 2,058.0 $210K 0.05% NEW $102.18 -1.2%
8 NXPI NXP SEMICONDUCTORS N V COM Technology 733.0 $206K 0.05% NEW $281.03 -20.0%
9 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 10,448.0 $194K 0.04% NEW $18.57 -0.2%

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 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%