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Portfolio (Quarterly) Guide ↗

Gradient Investments LLC

· CIK 0001542265
13F Portfolio $6.5B AUM 420 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New 164 Added 127 Reduced 16 Exited
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EIX EDISON INTL Utilities 252,605.0 $18.5M 0.29% -10K -4.0% $73.18 -3.9%
42 LLY ELI LILLY & CO Healthcare 19,585.0 $18.0M 0.28% -884.0 -4.3% $919.78 +13.2%
43 CTAS CINTAS CORP Industrials 104,115.0 $17.6M 0.27% -5K -4.5% $169.14 +1.9%
44 C CITIGROUP INC Financial Services 151,725.0 $17.2M 0.27% -4K -2.4% $113.41 +10.4%
45 LUV SOUTHWEST AIRLS CO Industrials 452,466.0 $17.0M 0.26% -51K -10.1% $37.57 +8.5%
46 KMI KINDER MORGAN INC DEL Energy 494,726.0 $16.6M 0.26% -9K -1.7% $33.53 -0.1%
47 HII HUNTINGTON INGALLS INDS INC Industrials 42,347.0 $16.1M 0.25% -2K -5.5% $379.90 -16.4%
48 AMGN AMGEN INC Healthcare 44,623.0 $15.7M 0.24% -2K -3.3% $351.85 -4.1%
49 ITW ILLINOIS TOOL WKS INC Industrials 60,187.0 $15.7M 0.24% -2K -4.0% $260.29 -4.0%
50 RTX RTX CORPORATION Industrials 77,732.0 $15.0M 0.23% -660.0 -0.8% $192.90 -9.4%
51 TXN TEXAS INSTRS INC Technology 76,187.0 $14.8M 0.23% -4K -4.7% $194.14 +57.0%
52 CSCO CISCO SYS INC Technology 186,046.0 $14.4M 0.22% -1K -0.7% $77.59 +52.3%
53 USB US BANCORP Financial Services 274,647.0 $14.3M 0.22% -10K -3.5% $52.01 +4.8%
54 UPS UNITED PARCEL SVCS INC Industrials 135,704.0 $13.4M 0.21% -6K -4.4% $98.38 +0.5%
55 KLAC KLA CORP Technology 8,477.0 $12.5M 0.19% -1K -13.9% $1472.41 +25.1%
56 QQQ INVESCO QQQ TR Financial Services 14,776.0 $8.5M 0.13% -1K -8.0% $577.16 +23.8%
57 CAIE CALAMOS ETF TR 309,408.0 $7.8M 0.12% -97K -23.8% $25.14 +9.2%
58 DSI ISHARES TR 43,245.0 $5.2M 0.08% -506.0 -1.2% $121.19 +16.2%
59 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 179,943.0 $4.4M 0.07% -3K -1.4% $24.39 +1.1%
60 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 39,433.0 $3.6M 0.06% -2K -5.7% $92.31 +0.0%
Page 3 of 7  ·  127 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
Financial Services 21.0%
Technology 20.9%
Healthcare 10.0%
Consumer Cyclical 9.9%
Industrials 8.7%
Communication Services 8.0%
Consumer Defensive 8.0%
Energy 6.8%
Basic Materials 2.5%
Utilities 2.4%