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Gradient Investments LLC
hedge fundUpdated 28 days agoManaged by Gradient Investments Llc • Latest filing Q3 2026
Portfolio value
$7B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
15.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $6.3B |
| Q1 2026 | $6.5B |
| Q2 2026 | $7.2B |
| Q3 2026 | $7B |
Top holdings
457 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $407.1M | 4.54M | 5.82% | Added(+1.4%) | |
| 2 | $200.4M | 877.6K | 2.86% | Trimmed(-8.6%) | |
| 3 | $150.8M | 452.9K | 2.15% | Trimmed(-9.8%) | |
| 4 | $144.8M | 282.4K | 2.07% | Trimmed(-7.4%) | |
| 5 | $135.8M | 545.2K | 1.94% | Trimmed(-8.7%) | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $132.7M | 1.47M | 1.90% | Added(+1.9%) |
| 7 | ? N/A AIM ETF PRODUCTS TRUST | $124.2M | 3.92M | 1.77% | Added(+1.5%) |
| 8 | ? N/A DOUBLELINE ETF TRUST | $123.1M | 2.66M | 1.76% | Trimmed(-13.7%) |
| 9 | $115.4M | 2.73M | 1.65% | Added(+1.6%) | |
| 10 | ? N/A COLUMBIA ETF TR I | $109.9M | 2.44M | 1.57% | Added(+1.1%) |
| 11 | $108.4M | 2.16M | 1.55% | Trimmed(-3.2%) | |
| 12 | $107.9M | 1.31M | 1.54% | Trimmed(-13.5%) | |
| 13 | $100.8M | 296.0K | 1.44% | Trimmed(-14.3%) | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $97.7M | 1.04M | 1.40% | Added(+0.7%) |
| 15 | $85.2M | 279.5K | 1.22% | Added(+2.5%) | |
| 16 | $78.7M | 224.1K | 1.12% | Added(+9.1%) | |
| 17 | ? N/A AMERICAN CENTY ETF TR | $70.1M | 547.3K | 1.00% | Added(+13.2%) |
| 18 | ? N/A BONDBLOXX ETF TRUST | $70M | 1.65M | 1.00% | Trimmed(-13.3%) |
| 19 | $63M | 1.25M | 0.90% | Trimmed(-5.9%) | |
| 20 | $62.5M | 86.1K | 0.89% | Trimmed(-41.4%) |