Gradient Investments LLC

Gradient Investments LLC reported 457 holdings worth US$7B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 8, 2026

Gradient Investments LLC reported 457 holdings worth US$7B as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Oct 8, 2026 (Form 13F).

Holdings
457
Value as reported
US$7B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation878KUS$200M2.9%
Apple Inc453KUS$151M2.2%
Microsoft Corp.282KUS$145M2.1%
Amazon.com, Inc.545KUS$136M1.9%
Alphabet Inc (google) Class C397KUS$136M1.9%
Broadcom Inc.224KUS$78.7M1.1%
Meta Platforms, Inc.86,137US$62.5M0.89%
Jp Morgan Chase & Co.185KUS$61.2M0.87%
Chevron Corporation285KUS$58.2M0.83%
Goldman Sachs Group, Inc. (the)63,712US$57.4M0.82%
Morgan Stanley293KUS$55.2M0.79%
Target Corporation306KUS$47.9M0.68%
Unitedhealth Group Incorporated128KUS$46.9M0.67%
Palo Alto Networks, Inc.118KUS$46.7M0.67%
Lam Research Corporation141KUS$46.3M0.66%
Coca-cola Company (the)518KUS$44.6M0.64%
Crowdstrike Holdings, Inc.160KUS$42.2M0.60%
Procter & Gamble Company (the)282KUS$41M0.59%
Visa Inc.113KUS$40.7M0.58%
Walmart Inc.391KUS$40.6M0.58%
Amphenol Corporation435KUS$36.7M0.52%
Bank Of America Corporation671KUS$36.5M0.52%
Rtx Corporation175KUS$32.6M0.47%
United Rentals, Inc.32,414US$32.4M0.46%
Berkshire Hathaway Inc.63,211US$32.2M0.46%
Mcdonald's Corporation139KUS$32M0.46%
Eli Lilly And Company27,405US$31.7M0.45%
Johnson & Johnson119KUS$31.6M0.45%
Quanta Services, Inc.47,852US$30.7M0.44%
Conocophillips221KUS$27.7M0.40%
Servicenow, Inc.193KUS$25.9M0.37%
Costco Wholesale Corporation28,115US$25.6M0.37%
Starbucks Corporation269KUS$25.3M0.36%
Nextera Energy, Inc.314KUS$23.8M0.34%
Asml Holding Nv12,545US$22.7M0.32%
Marvell Technology, Inc.83,841US$22.2M0.32%
Cintas Corporation113KUS$22M0.31%
Synopsys, Inc.48,856US$21.2M0.30%
Martin Marietta Materials, Inc.43,906US$21.1M0.30%
Abbvie Inc.79,282US$20.7M0.30%
Intuitive Surgical, Inc.50,280US$20.4M0.29%
Dexcom, Inc.236KUS$20.4M0.29%
Southwest Airlines Company483KUS$20.1M0.29%
Equinix, Inc.19,683US$19.9M0.28%
Keycorp983KUS$19.7M0.28%
Amgen Inc.46,438US$19.6M0.28%
Boston Scientific Corporation444KUS$19.4M0.28%
Ecolab Inc.69,438US$19.1M0.27%
Rockwell Automation, Inc.43,664US$19M0.27%
Baker Hughes Company342KUS$18.8M0.27%
Netflix, Inc.270KUS$18.8M0.27%
Citigroup, Inc.144KUS$18.7M0.27%
Tjx Companies, Inc. (the)140KUS$18.5M0.26%
International Business Machines Corporation82,749US$18.2M0.26%
Waste Connections, Inc.117KUS$18M0.26%
Prudential Financial, Inc.159KUS$18M0.26%
Lowe's Companies, Inc.96,314US$17.7M0.25%
Extra Space Storage Inc135KUS$17.7M0.25%
Abbott Laboratories179KUS$17.7M0.25%
Illinois Tool Works Inc.68,661US$17.7M0.25%
Huntington Ingalls Industries, Inc.66,041US$17.6M0.25%
M/i Homes, Inc.130KUS$17.5M0.25%
Texas Instruments Incorporated62,343US$17.5M0.25%
Eog Resources, Inc.126KUS$17.4M0.25%
Cisco Systems, Inc.162KUS$17.4M0.25%
Altria Group, Inc.257KUS$17.3M0.25%
Wells Fargo & Company215KUS$17.2M0.25%
The J.m. Smucker Company144KUS$17.2M0.25%
Tractor Supply Company535KUS$16.7M0.24%
Kla Corporation85,887US$16.7M0.24%
Kinder Morgan, Inc.553KUS$16.7M0.24%
U.s. Bancorp286KUS$16.5M0.24%
Alexandria Real Estate Equities, Inc.343KUS$16.3M0.23%
American Electric Power Company, Inc.137KUS$16.2M0.23%
Allstate Corporation (the)72,510US$16.1M0.23%
Jefferies Financial Group Inc.352KUS$16.1M0.23%
Home Depot, Inc. (the)55,220US$15.7M0.22%
The Kraft Heinz Company668KUS$15.2M0.22%
United Parcel Service, Inc.161KUS$15.1M0.22%
Edison International263KUS$14.1M0.20%
Space Exploration Technologies Corp63,267US$9.54M0.14%
Suncor Energy Inc.114KUS$7.71M0.11%
Palantir Technologies Inc.37,466US$7.01M0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.15,000US$6.84M0.10%
Shell Plc70,690US$6.72M0.10%
Equinor Asa161KUS$6.69M0.10%
Mitsubishi Ufj Financial Group, Inc.288KUS$6.64M0.09%
Mizuho Financial Group, Inc.583KUS$6.44M0.09%
Ing Groep N.v.180KUS$6.41M0.09%
Kb Financial Group Inc.51,836US$6.38M0.09%
Sumitomo Mitsui Financial Group, Inc.244KUS$6.32M0.09%
Lockheed Martin Corporation12,123US$6.17M0.09%
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp1.16MUS$6.17M0.09%
Natwest Group Plc338KUS$6.13M0.09%
Nomura Holdings, Inc.625KUS$6.11M0.09%
Intercontinental Hotels Group Plc37,815US$6.08M0.09%
Orix Corporation161KUS$6.06M0.09%
Hsbc Holdings Plc60,734US$6.03M0.09%
Embraer S.a.79,979US$6.02M0.09%
Sk Telecom Co., Ltd.172KUS$6.02M0.09%

Every holding of Gradient Investments LLC

Source

View original at SEC

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