Gradient Investments LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542265
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$7.2B
Holdings
448
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Gradient Investments LLC disclosed 448 positions worth $7.2B in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 58 new positions and exited 30. The portfolio is most concentrated in Other (46.7% of disclosed assets). All figures are sourced directly from Gradient Investments LLC’s Form 13F-HR filing with the SEC under CIK 1542265.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
5.4% weight
Held 10 quarters
$NVDA2.6% weight
Held 10 quarters
DOUBLELINE ETF TRUST - MOR
2.1% weight
Held 10 quarters
$AAPL2.0% weight
Held 10 quarters
$AMZN2.0% weight
Held 10 quarters
AMPLIFY ETF TR - BLOCK TEC
9 quarters accumulating
FIRST TR EXCHNG TRADED FD
9 quarters accumulating
INVESCO EXCH TRADED FD TR
9 quarters accumulating
$SHEL9 quarters accumulating
$PUK9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$393.2M4,474,804 sh- 85.9#5
Quality
$192.1M960,223 sh DOUBLELINE ETF TRUST - MORTGAGE ETF
—Quality
$151.2M3,081,101 sh- 76.4
Quality
$145.3M502,015 sh - 68.7
Quality
$142.3M597,018 sh AMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$129.0M1,445,630 sh- 78.2
Quality
$122.0M345,387 sh JANUS DETROIT STR TR - HENDERSON MTG
—Quality
$121.0M2,688,767 sh- —
Quality
$120.5M1,517,719 sh AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU
—Quality
$119.9M3,858,271 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $393.2M | 4,474,804 |
| NVIDIA CORP$NVDA | 85.9#5 | $192.1M | 960,223 |
| DOUBLELINE ETF TRUST - MORTGAGE ETF | — | $151.2M | 3,081,101 |
| Apple Inc.$AAPL | 76.4 | $145.3M | 502,015 |
| AMAZON COM INC$AMZN | 68.7 | $142.3M | 597,018 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $129.0M | 1,445,630 |
 Alphabet Inc.$GOOGL | 78.2 | $122.0M | 345,387 |
| JANUS DETROIT STR TR - HENDERSON MTG | — | $121.0M | 2,688,767 |
 World Gold Trust$GLDM | — | $120.5M | 1,517,719 |
| AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | — | $119.9M | 3,858,271 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gradient Investments LLC's 448 positions.
Showing top 10 of 448 holdings.
Sector Allocation
Other
$3.4B
Technology
$1.1B
Financials
$895.8M
Consumer Discretionary
$484.0M
Industrials
$412.3M
Healthcare
$334.3M
Energy
$196.2M
Consumer Staples
$147.6M
Top Holdings — Gradient Investments LLC (Q2 2026)
Top 150 of 448 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $393.2M | 5.4% | +7% | — |
| 2 | $NVDA | NVIDIA CORP | $192.1M | 2.6% | +29% | 85.9 |
| 3 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $151.2M | 2.1% | +0% | — |
| 4 | $AAPL | Apple Inc. | $145.3M | 2.0% | +2% | 76.4 |
| 5 | $AMZN | AMAZON COM INC | $142.3M | 2.0% | -3% | 68.7 |
| 6 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $129.0M | 1.8% | +2% | — |
| 7 | $GOOGL | Alphabet Inc. | $122.0M | 1.7% | -6% | 78.2 |
| 8 | — | JANUS DETROIT STR TR - HENDERSON MTG | $121.0M | 1.7% | +15% | — |
| 9 | $GLDM | World Gold Trust | $120.5M | 1.7% | -7% | — |
| 10 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $119.9M | 1.6% | +15% | — |
| 11 |  $MSFT | MICROSOFT CORP | $113.7M | 1.6% | -5% | 79.8 |
| 12 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $112.4M | 1.6% | -2% | — |
| 13 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $104.4M | 1.4% | +4% | — |
| 14 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $99.5M | 1.4% | -10% | — |
| 15 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $92.1M | 1.3% | +18% | — |
| 16 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $86.8M | 1.2% | +122% | — |
| 17 |  $META | Meta Platforms, Inc. | $82.7M | 1.1% | +4% | 79.6 |
| 18 |  $IVZ | Invesco Ltd. | $82.6M | 1.1% | -2% | — |
| 19 |  $AVGO | Broadcom Inc. | $77.6M | 1.1% | +9% | 84.5 |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $71.5M | 1.0% | +1% | 73.5 |
| 21 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $70.0M | 1.0% | +39% | — |
| 22 |  $JPM | JPMORGAN CHASE & CO | $67.4M | 0.9% | +6% | 70.7 |
| 23 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $66.9M | 0.9% | -6% | — |
| 24 |  $MS | MORGAN STANLEY | $66.6M | 0.9% | -3% | 75.8 |
| 25 |  $LRCX | LAM RESEARCH CORP | $65.1M | 0.9% | +4% | 79.4 |
| 26 | — | PIMCO ETF TR - PREFERRED AND CP | $62.2M | 0.9% | +8% | — |
| 27 | — | AMERICAN CENTY ETF TR - US EQT ETF | $61.9M | 0.8% | +35% | — |
| 28 | — | DOUBLELINE ETF TRUST - ASSE BA SECS ETF | $61.3M | 0.8% | -3% | — |
| 29 |  $PANW | Palo Alto Networks Inc | $59.8M | 0.8% | -2% | 65.5 |
| 30 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $59.6M | 0.8% | -37% | — |
| 31 |  $UNH | UNITEDHEALTH GROUP INC | $58.1M | 0.8% | -8% | 62.7 |
| 32 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $57.4M | 0.8% | +4% | — |
| 33 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $56.7M | 0.8% | +1% | — |
| 34 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $56.2M | 0.8% | +14% | — |
| 35 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | $54.4M | 0.8% | -3% | — |
| 36 |  $CVX | CHEVRON CORP | $53.9M | 0.7% | +5% | 62.8 |
| 37 | $IVZ | Invesco Ltd. | $51.9M | 0.7% | -6% | — |
| 38 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $51.8M | 0.7% | -6% | — |
| 39 | — | ISHARES TR - NATIONAL MUN ETF | $51.1M | 0.7% | +31% | — |
| 40 |  $TGT | TARGET CORP | $49.9M | 0.7% | -10% | 60.7 |
| 41 | — | INNOVATOR ETFS TRUST - GRADIENT TACTIC | $49.7M | 0.7% | -6% | — |
| 42 |  $ETN | Eaton Corp plc | $49.6M | 0.7% | +5% | — |
| 43 |  $V | VISA INC. | $47.0M | 0.7% | +9% | 82.9 |
| 44 | — | SPDR SERIES TRUST - ST INTER BD ETF | $46.1M | 0.6% | +8222% | — |
| 45 |  $KO | COCA COLA CO | $45.8M | 0.6% | -0% | 69.5 |
| 46 |  $URI | UNITED RENTALS, INC. | $44.8M | 0.6% | +8% | 63.9 |
| 47 | — | BONDBLOXX ETF TRUST - BLOO TWEN US ETF | $44.3M | 0.6% | NEW | — |
| 48 | — | ISHARES TR - CORE S&P500 ETF | $44.0M | 0.6% | +4% | — |
| 49 |  $WMT | Walmart Inc. | $43.9M | 0.6% | +1% | 60.2 |
| 50 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $43.8M | 0.6% | +11% | — |
| 51 | — | SPDR SERIES TRUST - ST INTER ETF | $43.7M | 0.6% | +14% | — |
| 52 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | $42.5M | 0.6% | NEW | — |
| 53 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $41.9M | 0.6% | +1% | — |
| 54 |  $APH | AMPHENOL CORP /DE/ | $40.6M | 0.6% | +13% | 79.3 |
| 55 |  $BAC | BANK OF AMERICA CORP /DE/ | $40.3M | 0.6% | +2% | 67.6 |
| 56 |  $PG | PROCTER & GAMBLE Co | $39.2M | 0.5% | +7% | 64.6 |
| 57 |  $MDT | Medtronic plc | $38.8M | 0.5% | +4% | 68.7 |
| 58 |  $JNJ | JOHNSON & JOHNSON | $38.8M | 0.5% | +10% | 69 |
| 59 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $37.5M | 0.5% | NEW | — |
| 60 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $35.4M | 0.5% | NEW | — |
| 61 | — | VANECK ETF TRUST - MORN SMID MO ETF | $35.2M | 0.5% | +4% | — |
| 62 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $34.5M | 0.5% | +6% | — |
| 63 |  $BRK.B | BERKSHIRE HATHAWAY INC | $34.4M | 0.5% | -17% | 73.8 |
| 64 |  $GOOG | Alphabet Inc. | $34.3M | 0.5% | +30% | 78.2 |
| 65 | — | TIDAL TRUST III - VIST ARTI IN ETF | $33.8M | 0.5% | NEW | — |
| 66 |  $CRWD | CrowdStrike Holdings, Inc. | $33.5M | 0.5% | NEW | 67.7 |
| 67 |  $MCD | MCDONALDS CORP | $33.1M | 0.5% | -2% | 69 |
| 68 |  $LLY | ELI LILLY & Co | $32.8M | 0.5% | +40% | 87.5 |
| 69 |  $PWR | QUANTA SERVICES, INC. | $32.1M | 0.4% | -12% | 72.1 |
| 70 |  $LOW | LOWES COMPANIES INC | $30.7M | 0.4% | -2% | 60.8 |
| 71 |  $SBUX | STARBUCKS CORP | $30.2M | 0.4% | -4% | 58.2 |
| 72 |  $COP | CONOCOPHILLIPS | $29.3M | 0.4% | +11% | 70.2 |
| 73 |  $MLM | MARTIN MARIETTA MATERIALS INC | $28.6M | 0.4% | +19% | 62.9 |
| 74 | — | ETF SER SOLUTIONS - APTUS JAN BUFFER | $28.3M | 0.4% | NEW | — |
| 75 | — | INNOVATOR ETFS TRUST - INNOVATOR GW 100 | $28.3M | 0.4% | NEW | — |
| 76 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $28.2M | 0.4% | +11% | — |
| 77 |  $LUV | SOUTHWEST AIRLINES CO | $27.7M | 0.4% | +19% | 55.9 |
| 78 | — | TIDAL TRUST II - ROUNDHILL GENER | $27.6M | 0.4% | -24% | — |
| 79 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $27.3M | 0.4% | -15% | — |
| 80 |  $ASML | ASML HOLDING NV | $26.9M | 0.4% | -8% | — |
| 81 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | $26.8M | 0.4% | -63% | — |
| 82 | — | FIRST TR EXCHNG TRADED FD VI - SKYB CRY IND ETF | $26.6M | 0.4% | +8% | — |
| 83 |  $NEE | NEXTERA ENERGY INC | $26.4M | 0.4% | +21% | 64.6 |
| 84 | — | BONDBLOXX ETF TRUST - PRIVA CR CLO ETF | $26.2M | 0.4% | -34% | — |
| 85 | — | INNOVATOR ETFS TRUST - INNOVATOR DEEPW | $26.1M | 0.4% | -8% | — |
| 86 | — | SSGA ACTIVE TR - STATE STREET IG | $25.8M | 0.4% | +15% | — |
| 87 |  $COST | COSTCO WHOLESALE CORP /NEW | $25.8M | 0.4% | +9% | 66.2 |
| 88 |  $NOW | ServiceNow, Inc. | $25.8M | 0.4% | +40% | 72.9 |
| 89 | — | INNOVATOR ETFS TRUST - INNOVATOR INTL D | $25.6M | 0.3% | NEW | — |
| 90 |  $DXCM | DEXCOM INC | $25.1M | 0.3% | +17% | 76 |
| 91 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $25.0M | 0.3% | +19% | — |
| 92 |  $KLAC | KLA CORP | $24.8M | 0.3% | +868% | 78.6 |
| 93 |  $EQIX | EQUINIX INC | $23.5M | 0.3% | -0% | 59 |
| 94 | — | GLOBAL X FDS - GLBL X MLP ETF | $23.2M | 0.3% | +3% | — |
| 95 |  $ECL | ECOLAB INC. | $22.2M | 0.3% | -14% | 63.3 |
| 96 |  $KEY | KEYCORP /NEW/ | $22.1M | 0.3% | +1% | 70.8 |
| 97 |  $WCN | Waste Connections, Inc. | $22.1M | 0.3% | -8% | 68.2 |
| 98 |  $TXN | TEXAS INSTRUMENTS INC | $21.9M | 0.3% | -3% | 73.4 |
| 99 |  $EXR | Extra Space Storage Inc. | $21.8M | 0.3% | -8% | 64.3 |
| 100 |  $ROK | ROCKWELL AUTOMATION, INC | $21.6M | 0.3% | -7% | 63.6 |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $21.6M | 0.3% | -1% | 70.3 |
| 102 |  $CTAS | CINTAS CORP | $21.6M | 0.3% | +22% | 68.7 |
| 103 |  $ABT | ABBOTT LABORATORIES | $21.4M | 0.3% | -35% | 65.5 |
| 104 |  $PYPL | PayPal Holdings, Inc. | $21.2M | 0.3% | +15% | 64.1 |
| 105 | — | PROSHARES TR - DJ BRKFLD GLB | $21.1M | 0.3% | +4% | — |
| 106 |  $C | CITIGROUP INC | $20.9M | 0.3% | -1% | 65 |
| 107 |  $TJX | TJX COMPANIES INC /DE/ | $20.6M | 0.3% | +5% | 68.7 |
| 108 |  $AZN | ASTRAZENECA PLC | $20.5M | 0.3% | +3% | — |
| 109 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | $20.3M | 0.3% | +14% | — |
| 110 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $20.2M | 0.3% | +13% | — |
| 111 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $20.0M | 0.3% | +1% | — |
| 112 |  $BSX | BOSTON SCIENTIFIC CORP | $20.0M | 0.3% | +82% | 77.5 |
| 113 |  $MHO | M/I HOMES, INC. | $19.6M | 0.3% | +2% | 47.9 |
| 114 |  $ABBV | AbbVie Inc. | $19.5M | 0.3% | +5% | 72.6 |
| 115 | — | COHEN & STEERS ETF TRUST - NATURAL RES ACTI | $19.5M | 0.3% | -8% | — |
| 116 |  $XOM.R34088 | EXXON MOBIL CORP | $19.4M | 0.3% | +2% | 57.9 |
| 117 |  $BKR | Baker Hughes Co | $19.2M | 0.3% | -12% | 60.7 |
| 118 |  $ISRG | INTUITIVE SURGICAL INC | $18.9M | 0.3% | +30% | 79.9 |
| 119 |  $SNPS | SYNOPSYS INC | $18.8M | 0.3% | +0% | 67.9 |
| 120 |  $EIX | EDISON INTERNATIONAL | $18.7M | 0.3% | -1% | 61.2 |
| 121 |  $NFLX | NETFLIX INC | $18.5M | 0.3% | -24% | 78.8 |
| 122 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $18.2M | 0.3% | +31% | — |
| 123 |  $EOG | EOG RESOURCES INC | $17.0M | 0.2% | -1% | 71.9 |
| 124 |  $MO | ALTRIA GROUP, INC. | $16.9M | 0.2% | +2% | 67.4 |
| 125 |  $USB | US BANCORP \DE\ | $16.9M | 0.2% | +2% | 65.3 |
| 126 |  $ITW | ILLINOIS TOOL WORKS INC | $16.8M | 0.2% | +3% | 63.6 |
| 127 |  $ALL | ALLSTATE CORP | $16.8M | 0.2% | +2% | 78.5 |
| 128 |  $HD | HOME DEPOT, INC. | $16.7M | 0.2% | +21% | 60.3 |
| 129 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $16.6M | 0.2% | +1% | 66.8 |
| 130 |  $AMGN | AMGEN INC | $16.4M | 0.2% | +1% | 79.2 |
| 131 |  $KMI | KINDER MORGAN, INC. | $15.9M | 0.2% | +1% | 71.3 |
| 132 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $15.6M | 0.2% | NEW | 55.2 |
| 133 |  $JEF | Jefferies Financial Group Inc. | $15.4M | 0.2% | +2% | 57.5 |
| 134 |  $RTX | RTX Corp | $15.4M | 0.2% | +4% | 73.2 |
| 135 |  $HODL | VanEck Bitcoin ETF | $15.3M | 0.2% | +48% | — |
| 136 |  $SJM | J M SMUCKER Co | $15.2M | 0.2% | +3% | 59.1 |
| 137 |  $UPS | UNITED PARCEL SERVICE INC | $14.9M | 0.2% | +2% | 58.6 |
| 138 |  $WFC | WELLS FARGO & COMPANY/MN | $14.9M | 0.2% | +4% | 61.8 |
| 139 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $14.6M | 0.2% | +5% | 43 |
| 140 | — | VANECK ETF TRUST - CLO ETF | $14.6M | 0.2% | +3% | — |
| 141 |  $PFH | PRUDENTIAL FINANCIAL INC | $14.4M | 0.2% | +3% | 58.7 |
| 142 | — | INNOVATOR ETFS TRUST - US SM CA PWR MAY | $14.4M | 0.2% | NEW | — |
| 143 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $14.4M | 0.2% | +6% | 70 |
| 144 | — | INNOVATOR ETFS TRUST - EMRGNG MKT APRIL | $14.2M | 0.2% | -1% | — |
| 145 |  $LYB | LyondellBasell Industries N.V. | $14.1M | 0.2% | -1% | — |
| 146 |  $KHC | Kraft Heinz Co | $14.1M | 0.2% | +4% | 47 |
| 147 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $13.7M | 0.2% | +30% | — |
| 148 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $13.6M | 0.2% | +15% | 52.2 |
| 149 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.5M | 0.2% | +24% | — |
| 150 |  $PALL | abrdn Palladium ETF Trust | $12.7M | 0.2% | +378% | — |
New Positions (58)
BONDBLOXX ETF TRUST - BLOO TWEN US ETF$44.3M
INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$42.5M
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF$37.5M
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF$35.4M
TIDAL TRUST III - VIST ARTI IN ETF$33.8M
$CRWD CrowdStrike Holdings, Inc.$33.5M ETF SER SOLUTIONS - APTUS JAN BUFFER$28.3M
INNOVATOR ETFS TRUST - INNOVATOR GW 100$28.3M
INNOVATOR ETFS TRUST - INNOVATOR INTL D$25.6M
$TSCO TRACTOR SUPPLY CO /DE/$15.6M INNOVATOR ETFS TRUST - US SM CA PWR MAY$14.4M
TEMA ETF TRUST - SPACE INNOV ETF$10.5M
VANGUARD WHITEHALL FDS - INTL HIGH ETF$5.1M
$AAL American Airlines Group Inc.$2.8M
$AYI ACUITY INC. (DE)$2.8MExited Positions (30)
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
$BTCO Invesco Galaxy Bitcoin ETF AIM ETF PRODUCTS TRUST
INNOVATOR ETFS TRUST
ARK ETF TR
$VRTX VERTEX PHARMACEUTICALS INC / MA
$PODD INSULET CORP
$FLEX FLEX LTD. ISHARES TR
INNOVATOR ETFS TRUST
$HLT Hilton Worldwide Holdings Inc.
$CTRA Coterra Energy Inc.
$WBD Warner Bros. Discovery, Inc.
$TTWO TAKE TWO INTERACTIVE SOFTWARE INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Gradient Investments LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Gradient Investments LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Gradient Investments LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Gradient Investments LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Gradient Investments LLC (SEC CIK: 1542265), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Gradient Investments LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.