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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 13 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BA BOEING CO Industrials 5,182.0 $1.1M 0.02% NEW $217.12 +1.1%
242 DG DOLLAR GEN CORP NEW Consumer Defensive 8,346.0 $1.1M 0.02% NEW $132.77 -20.9%
243 SYY SYSCO CORP Consumer Defensive 14,962.0 $1.1M 0.02% NEW $73.69 +2.4%
244 EXP EAGLE MATLS INC Basic Materials 5,044.0 $1.0M 0.02% NEW $206.68 -3.7%
245 CAT CATERPILLAR INC Industrials 1,751.0 $1.0M 0.02% NEW $572.88 +51.2%
246 BBMC J P MORGAN EXCHANGE TRADED F 9,294.0 $991K 0.02% NEW $106.62 +12.8%
247 ITM VANECK ETF TRUST 20,469.0 $965K 0.01% NEW $47.16 -1.5%
248 SUB ISHARES TR 8,659.0 $924K 0.01% NEW $106.70 -0.4%
249 ISHARES TR 39,776.0 $890K 0.01% NEW $22.37
250 SHE SPDR SERIES TRUST 6,707.0 $886K 0.01% NEW $132.07 +14.2%
251 VXUS VANGUARD STAR FDS 11,550.0 $871K 0.01% NEW $75.44 +12.1%
252 DUK DUKE ENERGY CORP NEW Utilities 7,110.0 $833K 0.01% NEW $117.22 +6.4%
253 SRE SEMPRA Utilities 9,321.0 $823K 0.01% NEW $88.29 +3.6%
254 DIS DISNEY WALT CO Communication Services 7,125.0 $811K 0.01% NEW $113.77 -9.0%
255 HON HONEYWELL INTL INC Industrials 4,092.0 $798K 0.01% NEW $195.09 +14.7%
256 AFL AFLAC INC Financial Services 7,203.0 $794K 0.01% NEW $110.27 +6.8%
257 ARW ARROW ELECTRS INC Technology 6,944.0 $765K 0.01% NEW $110.18 +93.2%
258 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.01% NEW $754800.00
259 PGR PROGRESSIVE CORP Financial Services 3,242.0 $738K 0.01% NEW $227.72 -11.0%
260 MYCH SSGA ACTIVE TR 29,046.0 $729K 0.01% NEW $25.09 -0.8%
Page 13 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%