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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 7 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC Industrials 62,677.0 $15.4M 0.24% NEW $246.30 +1.5%
122 ASML ASML HOLDING N V Technology 14,388.0 $15.4M 0.24% NEW $1069.86 +48.8%
123 HII HUNTINGTON INGALLS INDS INC Industrials 44,806.0 $15.2M 0.24% NEW $340.07 -6.6%
124 USB US BANCORP DEL Financial Services 284,512.0 $15.2M 0.24% NEW $53.36 +2.1%
125 AMGN AMGEN INC Healthcare 46,160.0 $15.1M 0.24% NEW $327.31 +3.1%
126 ROK ROCKWELL AUTOMATION INC Industrials 38,093.0 $14.8M 0.23% NEW $389.07 +12.1%
127 MHO M/I HOMES INC Consumer Cyclical 114,773.0 $14.7M 0.23% NEW $127.95 +0.8%
128 CSCO CISCO SYS INC Technology 187,308.0 $14.4M 0.23% NEW $77.03 +53.4%
129 RTX RTX CORPORATION Industrials 78,392.0 $14.4M 0.23% NEW $183.40 -4.7%
130 CLOI VANECK ETF TRUST 267,392.0 $14.1M 0.22% NEW $52.81 +0.2%
131 ALL ALLSTATE CORP Financial Services 67,772.0 $14.1M 0.22% NEW $208.15 +3.0%
132 UPS UNITED PARCEL SERVICE INC Industrials 141,914.0 $14.1M 0.22% NEW $99.19 -0.3%
133 PRU PRUDENTIAL FINL INC Financial Services 124,572.0 $14.1M 0.22% NEW $112.88 -8.6%
134 PALL ABRDN PALLADIUM ETF TRUST Financial Services 95,808.0 $13.9M 0.22% NEW $145.38 -82.7%
135 TXN TEXAS INSTRS INC Technology 79,964.0 $13.9M 0.22% NEW $173.49 +75.7%
136 KMI KINDER MORGAN INC DEL Energy 503,379.0 $13.8M 0.22% NEW $27.49 +21.9%
137 HODL VANECK BITCOIN ETF 555,448.0 $13.7M 0.22% NEW $24.73 -11.2%
138 EOG EOG RES INC Energy 130,568.0 $13.7M 0.22% NEW $105.01 +33.3%
139 AEP AMERICAN ELEC PWR CO INC Utilities 118,902.0 $13.7M 0.22% NEW $115.31 +12.4%
140 HD HOME DEPOT INC Consumer Cyclical 38,726.0 $13.3M 0.21% NEW $344.10 -8.8%
Page 7 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%