Gradient Investments LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports a total portfolio value of $699,903,348.
The report lists 457 individual equity positions held by the firm. The largest holding in the portfolio is Apple Inc., with a reported value of $150,819,449. Microsoft Corporation is the second-largest holding, valued at $144,833,639. Other significant positions include NVIDIA Corporation ($200,436,468), Costco Wholesale Corporation ($25,594,517), and Eli Lilly & Co. ($31,709,554).
The filing indicates that all positions are held in a discretionary manner, with no voting rights or investment discretion shared with any other person.
