1y return+12.9%S&P 500 +20.9%
3y return+39.8%S&P 500 +68.5%
5y return+31.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $171 against $275 in the S&P 500.2
Gradient Investments LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $393.2M | 5.4% | +6.6% |
| NVDANvidia Corporation | $192.1M | 2.7% | +29.5% |
| DMBSDoubleline Etf Trust | $151.2M | 2.1% | |
| AAPLApple Inc | $145.3M | 2.0% | +1.8% |
| AMZNAmazon Com Inc | $142.3M | 2.0% | −3.2% |
| AVDEAmerican Centy Etf Tr | $129.0M | 1.8% | +2.2% |
| GOOGAlphabet Inc | $122.0M | 1.7% | −5.7% |
| JMBSJanus Detroit Str Tr | $121.0M | 1.7% | +14.6% |
| GLDMWorld Gold Tr | $120.5M | 1.7% | −6.8% |
| SEPUAim Etf Products Trust | $119.9M | 1.7% | +14.5% |
| MSFTMicrosoft Corp | $113.7M | 1.6% | −4.6% |
| SPDWSpdr Index Shs Fds | $112.4M | 1.6% | −1.5% |
| RECSColumbia Etf Tr I | $104.4M | 1.4% | +3.9% |
| AVEMAmerican Centy Etf Tr | $99.5M | 1.4% | −9.8% |
| IETCIshares U S Etf Tr | $92.1M | 1.3% | +18.4% |
| XTENBondbloxx Etf Trust | $86.8M | 1.2% | +121.8% |
| METAMeta Platforms Inc | $82.7M | 1.1% | +4.0% |
| QQQMInvesco Exch Traded Fd Tr II | $82.6M | 1.1% | −2.3% |
| AVGOBroadcom Inc | $77.6M | 1.1% | +8.8% |
| GSGoldman Sachs Group Inc | $71.5M | 1.0% | |
| XSVNBondbloxx Etf Trust | $70.0M | 1.0% | +38.8% |
| JPMJpmorgan Chase & Co | $67.4M | 0.9% | +6.4% |
| JAAAJanus Detroit Str Tr | $66.9M | 0.9% | −5.8% |
| MSMorgan Stanley | $66.6M | 0.9% | −2.7% |
| LRCXLam Research Corp | $65.1M | 0.9% | +4.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $192.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $77.6M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $59.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $65.1M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $71.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $122.0M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $66.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $67.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $145.3M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $82.7M |
Sold off last quarter
- DDTLInnovator Etfs Trust was $38.6M
- NAUGInnovator Etfs Trust was $35.9M
- BTCOInvesco Galaxy Bitcoin Etf was $31.5M
- JULTAim Etf Products Trust was $25.9M
- ISEPInnovator Etfs Trust was $25.8M
- ARKWArk Etf Tr was $24.7M
- VRTXVertex Pharmaceuticals Inc was $18.6M
- PODDInsulet Corp was $15.2M
- Flextronics Intl LtdCUSIP Y2573F102 was $14.4M
- IGSBIshares Tr was $13.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +5.5% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gradient Investments LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542265&type=13F-HR&dateb=&owner=include&count=40CIK 1542265
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542265/000154226526000005/Filed July 8, 2026 · accession 0001542265-26-000005