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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 15 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PEP PEPSICO INC Consumer Defensive 3,549.0 $509K 0.01% NEW $143.54 +3.7%
282 MPC MARATHON PETE CORP Energy 2,943.0 $479K 0.01% NEW $162.63 +52.8%
283 AOS SMITH A O CORP Industrials 6,840.0 $457K 0.01% NEW $66.88 -14.5%
284 DFUV DIMENSIONAL ETF TRUST 9,427.0 $439K 0.01% NEW $46.59 +13.3%
285 SMMU PIMCO ETF TR 8,650.0 $436K 0.01% NEW $50.43 -0.2%
286 FANG DIAMONDBACK ENERGY INC Energy 2,837.0 $426K 0.01% NEW $150.33 +33.7%
287 SLV ISHARES SILVER TR Financial Services 6,477.0 $417K 0.01% NEW $64.42 +7.8%
288 MRK MERCK & CO INC Healthcare 3,789.0 $399K 0.01% NEW $105.27 +10.1%
289 SO SOUTHERN CO Utilities 4,546.0 $396K 0.01% NEW $87.20 +7.4%
290 AR ANTERO RESOURCES CORP Energy 11,389.0 $392K 0.01% NEW $34.46 +7.5%
291 WMB WILLIAMS COS INC Energy 6,524.0 $392K 0.01% NEW $60.11 +29.6%
292 MEC MAYVILLE ENGR CO INC Industrials 20,904.0 $391K 0.01% NEW $18.72 +23.6%
293 KR KROGER CO Consumer Defensive 6,254.0 $391K 0.01% NEW $62.48 +7.3%
294 ET ENERGY TRANSFER L P Energy 23,666.0 $390K 0.01% NEW $16.49 +21.3%
295 QUAL ISHARES TR 1,953.0 $388K 0.01% NEW $198.58 +7.1%
296 HAL HALLIBURTON CO Energy 13,490.0 $381K 0.01% NEW $28.26 +48.5%
297 XLK SELECT SECTOR SPDR TR 2,628.0 $378K 0.01% NEW $144.00 +24.0%
298 IVW ISHARES TR 3,034.0 $374K 0.01% NEW $123.26 +10.8%
299 SCHG SCHWAB STRATEGIC TR 11,131.0 $363K 0.01% NEW $32.62 +5.2%
300 LNG CHENIERE ENERGY INC Energy 1,856.0 $361K 0.01% NEW $194.39 +23.7%
Page 15 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%