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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 11 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NVS NOVARTIS AG Healthcare 14,661.0 $2.0M 0.03% NEW $137.87 +10.1%
202 TEL TE CONNECTIVITY PLC Technology 8,838.0 $2.0M 0.03% NEW $227.51 -11.5%
203 LPLA LPL FINL HLDGS INC Financial Services 5,601.0 $2.0M 0.03% NEW $357.20 -19.4%
204 CRH PLC 15,925.0 $2.0M 0.03% NEW $124.80
205 SHEL SHELL PLC Energy 26,395.0 $1.9M 0.03% NEW $73.48 +18.0%
206 ORCL ORACLE CORP Technology 9,942.0 $1.9M 0.03% NEW $194.90 -2.6%
207 EXPAND ENERGY CORPORATION 17,498.0 $1.9M 0.03% NEW $110.36
208 EAGG ISHARES TR 40,178.0 $1.9M 0.03% NEW $47.85 -1.6%
209 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 20,120.0 $1.9M 0.03% NEW $94.71 +13.1%
210 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,278.0 $1.9M 0.03% NEW $579.45 -22.0%
211 TM TOYOTA MOTOR CORP Consumer Cyclical 8,812.0 $1.9M 0.03% NEW $214.06 -11.3%
212 NGG NATIONAL GRID PLC Utilities 24,283.0 $1.9M 0.03% NEW $77.35 +11.7%
213 TOTALENERGIES SE 28,666.0 $1.9M 0.03% NEW $65.42
214 CRBN ISHARES TR 7,942.0 $1.8M 0.03% NEW $230.52 +9.1%
215 WFRD WEATHERFORD INTL PLC Energy 23,375.0 $1.8M 0.03% NEW $78.26 +42.3%
216 VOO VANGUARD INDEX FDS 2,892.0 $1.8M 0.03% NEW $627.15 +8.9%
217 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 19,913.0 $1.8M 0.03% NEW $90.70 +3.8%
218 CNI CANADIAN NATL RY CO Industrials 18,110.0 $1.8M 0.03% NEW $98.85 +15.5%
219 HQY HEALTHEQUITY INC Healthcare 19,217.0 $1.8M 0.03% NEW $91.61 -5.7%
220 FORTINET INC 21,631.0 $1.7M 0.03% NEW $79.41
Page 11 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%