Gradient Investments Portfolio holdings
Top Buys
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.8% |
| 2 | Financials | 8.25% |
| 3 | Consumer Discretionary | 5.06% |
| 4 | Industrials | 4.85% |
| 5 | Healthcare | 4.66% |
Similar funds
Gradient Investments's Q2 2026 Portfolio in Review
As of Q2 2026, Gradient Investments held 479 positions worth $7.25B, up 12% from $6.45B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Gradient Investments deployed $241M of net new capital in Q2 2026, opening 59 new positions and adding to 257 existing holdings. Its largest new stake was BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF: 1,180,913 shares worth $44.3M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was BondBloxx Bloomberg Five Year Target Duration US Treasury ETF, an estimated $46M trimmed.
- Gradient Investments's largest Q2 2026 buy was BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF: 1,180,913 shares worth $44.3M.
- Gradient Investments added most to BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2026, an estimated $47.6M increase.
- Gradient Investments's biggest Q2 2026 reduction was BondBloxx Bloomberg Five Year Target Duration US Treasury ETF, cutting an estimated $46M.
- Gradient Investments fully exited Innovator Equity Dual Directional 10 Buffer ETF - July in Q2 2026, selling an estimated $38.6M.
- Gradient Investments's ten largest holdings make up 23% of its $7.25B portfolio in Q2 2026.
- Gradient Investments opened 59 new positions and closed 31 in Q2 2026.
- Gradient Investments's portfolio value rose 12% quarter-over-quarter to $7.25B.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.