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Portfolio (Quarterly) Guide ↗

Gradient Investments LLC

· CIK 0001542265
13F Portfolio $6.3B AUM 343 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 343 New
Page 16 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MGK VANGUARD WORLD FD 855.0 $353K 0.01% NEW $412.98 -78.5%
302 PM PHILIP MORRIS INTL INC Consumer Defensive 2,140.0 $343K 0.01% NEW $160.40 +17.6%
303 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,432.0 $340K 0.01% NEW $45.80 +4.7%
304 MA MASTERCARD INCORPORATED Financial Services 594.0 $339K 0.01% NEW $570.88 -12.5%
305 VGT VANGUARD WORLD FD 450.0 $339K 0.01% NEW $753.03 -84.8%
306 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,236.0 $336K 0.01% NEW $53.94 +10.4%
307 MCK MCKESSON CORP Healthcare 410.0 $336K 0.01% NEW $820.44 -6.6%
308 VTV VANGUARD INDEX FDS 1,746.0 $333K 0.01% NEW $190.98 +9.4%
309 VEA VANGUARD TAX-MANAGED FDS 5,310.0 $332K 0.01% NEW $62.47 +13.2%
310 TFC TRUIST FINL CORP Financial Services 6,672.0 $328K 0.01% NEW $49.21 -2.5%
311 ULST SSGA ACTIVE ETF TR 7,952.0 $322K 0.01% NEW $40.51 -0.2%
312 ITOT ISHARES TR 2,111.0 $314K 0.01% NEW $148.69 +9.1%
313 XLY SELECT SECTOR SPDR TR 2,547.0 $304K 0.01% NEW $119.41 -0.6%
314 NOC NORTHROP GRUMMAN CORP Industrials 521.0 $297K 0.01% NEW $570.21 -3.3%
315 ARKX ARK ETF TR 10,172.0 $295K 0.01% NEW $28.98 +18.9%
316 CMS CMS ENERGY CORP Utilities 4,010.0 $280K 0.00% NEW $69.93 +5.3%
317 FNDF SCHWAB STRATEGIC TR 6,178.0 $279K 0.00% NEW $45.21 +18.7%
318 HDV ISHARES TR 2,294.0 $279K 0.00% NEW $121.61 -77.3%
319 CL COLGATE PALMOLIVE CO Consumer Defensive 3,498.0 $276K 0.00% NEW $79.02 +14.5%
320 COFS CHOICEONE FINL SVCS INC Financial Services 9,318.0 $275K 0.00% NEW $29.52 +7.1%
Page 16 of 18  ·  343 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 23.5%
Financial Services 20.0%
Healthcare 10.9%
Consumer Cyclical 10.0%
Communication Services 8.8%
Industrials 8.1%
Consumer Defensive 7.7%
Energy 5.1%
Basic Materials 2.3%
Real Estate 1.8%