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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 12 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NDSN NORDSON CORP Industrials 7,085.0 $1.7M 0.03% NEW $240.43 +19.3%
222 SNY SANOFI SA Healthcare 34,816.0 $1.7M 0.03% NEW $48.46 -7.8%
223 SAIA SAIA INC Industrials 5,068.0 $1.7M 0.03% NEW $326.52 +42.9%
224 IWY ISHARES TR 5,962.0 $1.7M 0.03% NEW $276.94 +5.7%
225 AMCOR PLC 196,775.0 $1.6M 0.03% NEW $8.34
226 LIN LINDE PLC Basic Materials 3,829.0 $1.6M 0.03% NEW $426.39 +20.7%
227 JD JD.COM INC Consumer Cyclical 53,529.0 $1.5M 0.02% NEW $28.70 +9.7%
228 RELX RELX PLC Communication Services 37,473.0 $1.5M 0.02% NEW $40.42 -16.9%
229 INVH INVITATION HOMES INC Real Estate 52,944.0 $1.5M 0.02% NEW $27.79 +4.5%
230 SCHD SCHWAB STRATEGIC TR 52,682.0 $1.4M 0.02% NEW $27.43 +17.6%
231 DT DYNATRACE INC Technology 33,082.0 $1.4M 0.02% NEW $43.34 -9.7%
232 GPN GLOBAL PMTS INC Industrials 17,989.0 $1.4M 0.02% NEW $77.40 -6.2%
233 SNAP SNAP INC Communication Services 168,968.0 $1.4M 0.02% NEW $8.07 -30.3%
234 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,511.0 $1.4M 0.02% NEW $207.81 -39.0%
235 CATH GLOBAL X FDS 15,957.0 $1.3M 0.02% NEW $82.23 +8.1%
236 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 34,039.0 $1.3M 0.02% NEW $37.00 -11.4%
237 OXY OCCIDENTAL PETE CORP Energy 30,110.0 $1.2M 0.02% NEW $41.12 +43.1%
238 ON ON SEMICONDUCTOR CORP Technology 22,746.0 $1.2M 0.02% NEW $54.15 +102.4%
239 JAMES HARDIE INDS PLC 56,736.0 $1.2M 0.02% NEW $20.75
240 SHW SHERWIN WILLIAMS CO Basic Materials 3,481.0 $1.1M 0.02% NEW $324.03 -5.0%
Page 12 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%