Gradient Investments LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s principal executive office as 4105 Lexington Avenue North, Suite 250, in Arden Hills, Minnesota. Nicole Alexander, Chief Compliance Officer, is listed as the authorized signatory for the report.
The disclosure details a portfolio of 457 individual equity positions. The largest holding in the portfolio is Microsoft Corporation, which accounts for 144,833,639 shares valued at $282,382,000. Apple Inc. is the second-largest position, with 150,819,449 shares valued at $452,884,000. Other significant holdings include Amazon.com Inc. with 135,836,044 shares valued at $545,198,000, and NVIDIA Corporation with 200,436,468 shares valued at $877,645,000.
The portfolio also includes substantial positions in exchange-traded funds (ETFs) and other large-cap companies. Key ETF holdings include the iShares Core S&P 500 ETF (464,287,200 shares), the iShares Core S&P Mid Cap ETF (215,981 shares), and the iShares Core S&P Small Cap ETF (449,292 shares). The Select Sector SPDR Trust—Financial Select Sector ETF is listed with 56,581,468 shares. Major individual stock positions include Berkshire Hathaway Inc. Class B (31,475,557 shares), United Parcel Service Inc. Class B (15,077,047 shares), and Eli Lilly & Co. (31,709,554 shares).
The filing includes a detailed table of all holdings, specifying the name of the issuer, CUSIP number, number of shares, and value of the position for each asset in the portfolio.
