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Latest Gradient Investments LLC Stock Portfolio

$6.45Billion– No. of Holdings #419

Gradient Investments LLC Performance:
2026 Q1: -2.07%YTD: -2.07%2025: 10.93%
Performance for 2026 Q1 is -2.07%, and YTD is -2.07%, and 2025 is 10.93%.

About Gradient Investments LLC and 13F Hedge Fund Stock Holdings

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gradient Investments LLC reported an equity portfolio of $6.5 Billions as of 31 Mar, 2026.

The top stock holdings of Gradient Investments LLC are BIL, , GLDM. The fund has invested 5% of it's portfolio in SPDR SERIES TRUST and 2.4% of portfolio in DOUBLELINE ETF TRUST.

The fund managers got completely rid off ABRDN SILVER ETF TRUST (SIVR), ASTRAZENECA PLC (AZN) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BALT), J P MORGAN EXCHANGE TRADED F and PFIZER INC (PFE). Gradient Investments LLC opened new stock positions in ASTRAZENECA PLC, NEOS ETF TRUST (KOCG) and EQUINOR ASA (EQNR). The fund showed a lot of confidence in some stocks as they added substantially to JD.COM INC (JD), LINDE PLC (LIN) and CANADIAN NATL RY CO (CNI).
Gradient Investments LLC Equity Portfolio Value
Last Reported on: 13 Apr, 2026

Gradient Investments LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Gradient Investments LLC made a return of -2.07% in the last quarter. In trailing 12 months, it's portfolio return was 10.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc20,662,300
neos etf trust12,131,600
equinor asa7,771,090
companhia de saneamento basi5,743,650
sk telecom co ltd5,529,400
vodafone group plc5,324,940
aercap holdings nv5,143,840
kb finl group inc4,993,780
New stocks bought by Gradient Investments LLC

Additions

Ticker% Inc.
jd.com inc264
linde plc196
canadian natl ry co184
coca-cola europacific partne179
ubs group ag177
crh plc171
te connectivity plc168
shell plc164
Additions to existing portfolio by Gradient Investments LLC

Reductions

Ticker% Reduced
innovator etfs trust-99.22
innovator etfs trust-99.19
j p morgan exchange traded f-98.25
pfizer inc-90.48
slb limited-80.17
ishares tr-45.67
neos etf trust-41.95
vaneck etf trust-39.68
Gradient Investments LLC reduced stake in above stock

Sold off

Ticker$ Sold
vaneck etf trust-7,428,280
abrdn silver etf trust-31,251,700
astrazeneca plc-16,956,000
amcor plc-1,641,100
relx plc-1,514,660
sanofi sa-1,687,180
ryanair holdings plc-2,213,920
totalenergies se-1,875,310
Gradient Investments LLC got rid off the above stocks

Sector Distribution

Gradient Investments LLC has about 55.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Energy
  • Basic Materials
Sector%
Others55.6
Technology10.1
Financial Services6
Healthcare5.2
Consumer Cyclical4.8
Industrials4.2
Consumer Defensive3.9
Communication Services3.8
Energy3.1
Basic Materials1.3

Market Cap. Distribution

Gradient Investments LLC has about 42.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED55.6
MEGA-CAP24.4
LARGE-CAP18.4

Stocks belong to which Index?

About 41.7% of the stocks held by Gradient Investments LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others57.3
S&P 50041.7
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
83.5 %
OXY
occidental pete corp
57.2 %
VLO
valero energy corp
43.8 %
XOM
exxon mobil corp
40.4 %
MPC
marathon pete corp
39.7 %
Top 5 Winners ($)$
CVX
chevron corporation
17.6 M
LYB
lyondellbasell industries nv
10.4 M
TGT
target corp
10.4 M
COP
conocophillips
10.2 M
GLDM
world gold tr
10.0 M
Top 5 Losers (%)%
SNAP
snap inc
-42.5 %
BSX
boston scientific corp
-33.2 %
JEF
jefferies financial group in
-33.0 %
NOW
servicenow inc
-29.9 %
LULU
lululemon athletica inc
-26.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-35.1 M
BIL
spdr series trust
-15.2 M
AMZN
amazon com inc
-13.8 M
META
meta platforms inc
-12.5 M
GOOG
alphabet inc
-10.3 M

Gradient Investments LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gradient Investments LLC

Gradient Investments LLC has 419 stocks in it's portfolio. About 22.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Gradient Investments LLC last quarter.

Last Reported on: 13 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions