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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION COM Industrials 1,256.0 $238K 0.06% $189.73 +10.8%
162 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 638.0 $236K 0.06% $370.59 -3.5%
163 AXP AMERICAN EXPRESS CO COM Financial Services 697.0 $236K 0.06% $338.38 -0.7%
164 BUFR FT VEST LADDERED BUFFER ETF 6,382.0 $233K 0.05% $36.53 +2.1%
165 TJX TJX COS INC NEW COM Consumer Cyclical 1,497.0 $227K 0.05% $151.50 -7.9%
166 GEV GE VERNOVA INC COM Utilities 193.0 $227K 0.05% NEW $1174.86 -21.1%
167 TIP ISHARES TIPS BOND ETF 2,070.0 $227K 0.05% $109.43 -1.6%
168 IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 8,733.0 $224K 0.05% NEW $25.61 -1.7%
169 DE DEERE & CO COM Industrials 350.0 $222K 0.05% NEW $634.33 -0.6%
170 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4,141.0 $220K 0.05% $53.17 -1.3%
171 JPMORGAN SHORT DURATION CORE PLUS ETF 4,478.0 $211K 0.05% +183.0 +4.3% $47.14
172 STIP ISHARES 0-5 YEAR TIPS BOND ETF 2,058.0 $210K 0.05% NEW $102.18 -1.2%
173 SO SOUTHERN CO COM Utilities 2,166.0 $207K 0.05% $95.71 -6.0%
174 NXPI NXP SEMICONDUCTORS N V COM Technology 733.0 $206K 0.05% NEW $281.03 -20.0%
175 BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 9,381.0 $206K 0.05% $21.92 -0.9%
176 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 2,479.0 $205K 0.05% $82.65 -1.3%
177 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 10,448.0 $194K 0.04% NEW $18.57 -0.2%
178 MINDWALK HOLDINGS CORP COM 26,551.0 $42K 0.01% $1.58
179 URG UR-ENERGY INC COM Energy 10,000.0 $14K 0.00% $1.36 +8.8%
Page 9 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%