Gradient Investments LLC

Gradient Investments LLC reported 448 holdings worth US$7.25B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

Gradient Investments LLC reported 448 holdings worth US$7.25B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 8, 2026 (Form 13F).

Holdings
448
Value as reported
US$7.25B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation960KUS$192M2.7%
Alphabet Inc (google) Class C437KUS$156M2.2%
Apple Inc502KUS$145M2.0%
Amazon.com, Inc.597KUS$142M2.0%
Microsoft Corp.305KUS$114M1.6%
Meta Platforms, Inc.147KUS$82.7M1.1%
Broadcom Inc.205KUS$77.6M1.1%
Goldman Sachs Group, Inc. (the)70,680US$71.5M0.99%
Jp Morgan Chase & Co.206KUS$67.4M0.93%
Morgan Stanley319KUS$66.6M0.92%
Lam Research Corporation150KUS$65.1M0.90%
Palo Alto Networks, Inc.175KUS$59.8M0.82%
Unitedhealth Group Incorporated140KUS$58.1M0.80%
Chevron Corporation325KUS$53.9M0.74%
Target Corporation382KUS$49.9M0.69%
Visa Inc.137KUS$47M0.65%
Coca-cola Company (the)563KUS$45.8M0.63%
United Rentals, Inc.39,514US$44.8M0.62%
Walmart Inc.388KUS$43.9M0.61%
Amphenol Corporation230KUS$40.6M0.56%
Bank Of America Corporation708KUS$40.3M0.56%
Procter & Gamble Company (the)267KUS$39.2M0.54%
Johnson & Johnson153KUS$38.8M0.54%
Berkshire Hathaway Inc.70,213US$35.1M0.48%
Crowdstrike Holdings, Inc.43,864US$33.5M0.46%
Mcdonald's Corporation123KUS$33.1M0.46%
Eli Lilly And Company27,342US$32.8M0.45%
Quanta Services, Inc.44,518US$32.1M0.44%
Lowe's Companies, Inc.139KUS$30.7M0.42%
Starbucks Corporation295KUS$30.2M0.42%
Conocophillips282KUS$29.3M0.40%
Martin Marietta Materials, Inc.49,559US$28.6M0.39%
Southwest Airlines Company540KUS$27.7M0.38%
Asml Holding Nv13,499US$26.9M0.37%
Nextera Energy, Inc.301KUS$26.4M0.36%
Costco Wholesale Corporation27,585US$25.8M0.36%
Servicenow, Inc.260KUS$25.8M0.36%
Dexcom, Inc.373KUS$25.1M0.35%
Kla Corporation82,075US$24.8M0.34%
Equinix, Inc.22,556US$23.5M0.32%
Ecolab Inc.79,748US$22.2M0.31%
Keycorp960KUS$22.1M0.31%
Waste Connections, Inc.133KUS$22.1M0.30%
Texas Instruments Incorporated73,559US$21.9M0.30%
Extra Space Storage Inc150KUS$21.8M0.30%
Rockwell Automation, Inc.43,711US$21.6M0.30%
Cisco Systems, Inc.184KUS$21.6M0.30%
Cintas Corporation127KUS$21.6M0.30%
Abbott Laboratories236KUS$21.4M0.30%
Paypal Holdings, Inc.492KUS$21.2M0.29%
Citigroup, Inc.149KUS$20.9M0.29%
Tjx Companies, Inc. (the)136KUS$20.6M0.28%
Boston Scientific Corporation468KUS$20M0.28%
M/i Homes, Inc.122KUS$19.6M0.27%
Abbvie Inc.77,648US$19.5M0.27%
Exxon Mobil Corporation142KUS$19.4M0.27%
Baker Hughes Company345KUS$19.2M0.26%
Intuitive Surgical, Inc.47,640US$18.9M0.26%
Synopsys, Inc.42,230US$18.8M0.26%
Edison International251KUS$18.7M0.26%
Netflix, Inc.259KUS$18.5M0.26%
Eog Resources, Inc.131KUS$17M0.23%
Altria Group, Inc.235KUS$16.9M0.23%
U.s. Bancorp279KUS$16.9M0.23%
Illinois Tool Works Inc.62,088US$16.8M0.23%
Allstate Corporation (the)70,427US$16.8M0.23%
Home Depot, Inc. (the)47,348US$16.7M0.23%
American Electric Power Company, Inc.121KUS$16.6M0.23%
Amgen Inc.45,254US$16.4M0.23%
Kinder Morgan, Inc.498KUS$15.9M0.22%
Tractor Supply Company492KUS$15.6M0.21%
Jefferies Financial Group Inc.309KUS$15.4M0.21%
Rtx Corporation81,001US$15.4M0.21%
The J.m. Smucker Company135KUS$15.2M0.21%
United Parcel Service, Inc.139KUS$14.9M0.21%
Wells Fargo & Company180KUS$14.9M0.21%
Alexandria Real Estate Equities, Inc.277KUS$14.6M0.20%
Prudential Financial, Inc.134KUS$14.4M0.20%
International Business Machines Corporation51,157US$14.4M0.20%
The Kraft Heinz Company597KUS$14.1M0.19%
Huntington Ingalls Industries, Inc.48,527US$13.6M0.19%
Taiwan Semiconductor Manufacturing Co., Ltd.15,283US$7.3M0.10%
Intercontinental Hotels Group Plc38,964US$6.75M0.09%
Canadian Imperial Bank Of Commerce57,990US$6.67M0.09%
Royal Bank Of Canada32,151US$6.65M0.09%
Suncor Energy Inc.119KUS$6.39M0.09%
Canadian National Railway Company53,574US$6.39M0.09%
Orix Corporation165KUS$6.28M0.09%
Lockheed Martin Corporation12,164US$6.2M0.09%
Natwest Group Plc350KUS$6.17M0.09%
Sk Telecom Co., Ltd.191KUS$6.14M0.08%
Barclays Plc228KUS$6.13M0.08%
Lloyds Banking Group Plc1.04MUS$6.05M0.08%
Hsbc Holdings Plc63,621US$6.05M0.08%
Ing Groep N.v.192KUS$6.01M0.08%
Mitsubishi Ufj Financial Group, Inc.302KUS$6M0.08%
Sumitomo Mitsui Financial Group, Inc.251KUS$5.93M0.08%
Equinor Asa188KUS$5.89M0.08%
Novartis Ag37,294US$5.84M0.08%
Mizuho Financial Group, Inc.599KUS$5.74M0.08%

Every holding of Gradient Investments LLC

Source

View original at SEC

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