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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 8 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MO ALTRIA GROUP INC Consumer Defensive 228,082.0 $13.2M 0.21% NEW $57.66 +27.8%
142 IGSB ISHARES TR 248,605.0 $13.1M 0.21% NEW $52.88 -1.1%
143 KHC KRAFT HEINZ CO Consumer Defensive 541,889.0 $13.1M 0.21% NEW $24.25 -2.9%
144 IBM INTERNATIONAL BUSINESS MACHS Technology 44,229.0 $13.1M 0.21% NEW $296.21 -14.6%
145 FLEX FLEX LTD Technology 216,250.0 $13.1M 0.21% NEW $60.42 +116.9%
146 QCOM QUALCOMM INC Technology 76,062.0 $13.0M 0.21% NEW $171.05 +18.4%
147 INNOVATOR ETFS TRUST 477,940.0 $12.7M 0.20% NEW $26.53
148 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 257,838.0 $12.6M 0.20% NEW $48.94 -2.2%
149 EAPR INNOVATOR ETFS TRUST 424,454.0 $12.6M 0.20% NEW $29.70 +9.8%
150 SJM SMUCKER J M CO Consumer Defensive 128,191.0 $12.5M 0.20% NEW $97.81 +2.7%
151 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 288,773.0 $12.5M 0.20% NEW $43.30 +61.8%
152 KLAC KLA CORP Technology 9,844.0 $12.0M 0.19% NEW $1215.08 +51.6%
153 BBUS J P MORGAN EXCHANGE TRADED F 96,136.0 $11.9M 0.19% NEW $123.31 +8.5%
154 CAIE CALAMOS ETF TR 405,937.0 $10.9M 0.17% NEW $26.74 +2.7%
155 JMST J P MORGAN EXCHANGE TRADED F 208,967.0 $10.6M 0.17% NEW $50.94 -0.2%
156 QQQ INVESCO QQQ TR Financial Services 16,060.0 $9.9M 0.16% NEW $614.32 +16.3%
157 SCHX SCHWAB STRATEGIC TR 310,835.0 $8.4M 0.13% NEW $26.91 +8.5%
158 BOXX EA SERIES TRUST 69,295.0 $8.0M 0.13% NEW $115.10 +1.5%
159 IWMI NEOS ETF TRUST 163,353.0 $8.0M 0.13% NEW $48.68 +5.1%
160 HCOW AMPLIFY ETF TR 323,379.0 $7.8M 0.12% NEW $24.19 -2.6%
Page 8 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%