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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INVH INVITATION HOMES INC Real Estate 52,292.0 $1.3M 0.02% -652.0 -1.2% $24.85 +16.8%
82 GPN GLOBAL PMTS INC Industrials 17,737.0 $1.2M 0.02% -252.0 -1.4% $67.30 +7.9%
83 CAT CATERPILLAR INC Industrials 1,575.0 $1.1M 0.02% -176.0 -10.1% $708.63 +22.2%
84 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 33,866.0 $1.1M 0.02% -173.0 -0.5% $32.01 +2.5%
85 JAMES HARDIE INDS PLC 55,259.0 $1.0M 0.02% -1K -2.6% $18.94
86 DG DOLLAR GEN CORP Consumer Defensive 8,297.0 $985K 0.01% -49.0 -0.6% $118.73 -11.5%
87 SYY SYSCO CORP Consumer Defensive 13,745.0 $980K 0.01% -1K -8.1% $71.33 +5.8%
88 ARW ARROW ELECTRS INC Technology 6,640.0 $952K 0.01% -304.0 -4.4% $143.41 +48.4%
89 EXP EAGLE MATLS INC Basic Materials 4,953.0 $938K 0.01% -91.0 -1.8% $189.45 +5.1%
90 BBMC J P MORGAN EXCHANGE TRADED F 8,575.0 $930K 0.01% -719.0 -7.7% $108.41 +10.9%
91 SLB SLB LIMITED Energy 18,081.0 $929K 0.01% -73K -80.2% $51.39 +11.5%
92 VXUS VANGUARD STAR FDS 11,229.0 $866K 0.01% -321.0 -2.8% $77.11 +9.7%
93 ISHARES TR 38,049.0 $848K 0.01% -2K -4.3% $22.28
94 SHE SPDR SERIES TRUST 6,604.0 $844K 0.01% -103.0 -1.5% $127.81 +18.0%
95 HON HONEYWELL INTL INC Industrials 3,419.0 $773K 0.01% -673.0 -16.4% $226.03 -1.0%
96 MYCH SSGA ACTIVE TR 27,936.0 $697K 0.01% -1K -3.8% $24.96 -0.3%
97 DIS DISNEY WALT CO Communication Services 6,830.0 $658K 0.01% -295.0 -4.1% $96.39 +7.5%
98 REGN REGENERON PHARMACEUTICALS Healthcare 846.0 $654K 0.01% -50.0 -5.6% $772.64 -15.9%
99 ITM VANECK ETF TRUST 13,444.0 $624K 0.01% -7K -34.3% $46.43 +0.0%
100 T AT&T INC Communication Services 20,981.0 $608K 0.01% -2K -8.4% $28.99 -14.0%
Page 5 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%