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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
Page 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORCL ORACLE CORP COM Technology 2,092.0 $307K 0.07% $146.56 +1.6%
142 IWC ISHARES MICRO-CAP ETF 1,510.0 $302K 0.07% $200.04 -1.4%
143 FDX FEDEX CORP COM Industrials 961.0 $301K 0.07% $313.13 +7.3%
144 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 12,312.0 $298K 0.07% $24.23 -0.0%
145 SCHO SCHWAB SHORT-TERM US TREASURY ETF 11,954.0 $289K 0.07% +581.0 +5.1% $24.14 -0.1%
146 NEM NEWMONT CORP COM Basic Materials 3,088.0 $288K 0.07% -183.0 -5.6% $93.40 +40.8%
147 DIS DISNEY WALT CO COM Communication Services 2,964.0 $285K 0.07% $96.25 +13.9%
148 ICF ISHARES SELECT U.S. REIT ETF 4,120.0 $279K 0.07% $67.63 +1.6%
149 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,096.0 $276K 0.06% $45.34 -4.1%
150 CRWD CROWDSTRIKE HLDGS INC CL A Technology 362.0 $276K 0.06% NEW $190.79 -0.7%
151 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 3,680.0 $275K 0.06% $74.85 -0.4%
152 DGCB DIMENSIONAL GLOBAL CREDIT ETF 4,961.0 $271K 0.06% $54.67 -2.4%
153 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 10,460.0 $262K 0.06% $25.03 -0.4%
154 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,781.0 $261K 0.06% $146.66 -1.1%
155 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 2,558.0 $251K 0.06% $98.20 +7.5%
156 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 475.0 $248K 0.06% +12.0 +2.6% $522.78 +2.2%
157 YUM YUM BRANDS INC COM Consumer Cyclical 1,525.0 $244K 0.06% $159.86 -3.4%
158 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 4,676.0 $242K 0.06% -347.0 -6.9% $51.69 +2.6%
159 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 9,532.0 $241K 0.06% $25.25 -0.1%
160 REGN REGENERON PHARMACEUTICALS COM Healthcare 384.0 $239K 0.06% $623.54 +30.7%
Page 8 of 9  ·  179 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 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%