Institutional manager

Gradient Investments LLC

Holds positions in 177 of the S&P 500, worth $2.79bn as reported for the quarter ended 31-mar-2026.

Positions held177of 488 index companies covered

Reported value$2.79bnS&P 500 positions only

Top ten weight34%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 177 held. The rest are smaller than every one of these.

NvidiaNVDA741,546$129mInformation Technology AmazonAMZN616,689$128mConsumer Discretionary Alphabet Inc. (Class A)GOOGL440,240$126mCommunication Services Apple Inc.AAPL493,268$125mInformation Technology MicrosoftMSFT319,595$118mInformation Technology Meta PlatformsMETA141,275$81mCommunication Services Chevron CorporationCVX308,434$64mEnergy Goldman SachsGS70,105$59mFinancials BroadcomAVGO188,817$58mInformation Technology JPMorgan ChaseJPM193,602$57mFinancials Morgan StanleyMS327,515$54mFinancials Target CorporationTGT426,200$52mConsumer Staples WalmartWMT383,098$48mConsumer Staples Coca-Cola Company (The)KO563,727$43mConsumer Staples MedtronicMDT478,004$41mHealth Care UnitedHealth GroupUNH151,888$41mHealth Care Berkshire HathawayBRK.B82,570$40mFinancials Eaton CorporationETN110,546$40mIndustrials McDonald'sMCD125,195$39mConsumer Discretionary Visa Inc.V125,524$38mFinancials Abbott LaboratoriesABT362,674$37mHealth Care Procter & GamblePG250,266$36mConsumer Staples Johnson & JohnsonJNJ139,094$34mHealth Care Bank of AmericaBAC695,981$34mFinancials ConocoPhillipsCOP254,511$34mEnergy Lowe'sLOW141,600$33mConsumer Discretionary NetflixNFLX339,021$33mCommunication Services Lam ResearchLRCX143,796$31mInformation Technology Palo Alto NetworksPANW179,381$29mInformation Technology Quanta ServicesPWR50,386$28mIndustrials StarbucksSBUX308,701$28mConsumer Discretionary United RentalsURI36,648$27mIndustrials AmphenolAPH202,831$26mInformation Technology CostcoCOST25,309$25mConsumer Staples EcolabECL92,857$25mMaterials Martin Marietta MaterialsMLM41,787$25mMaterials Baker HughesBKR392,608$24mEnergy ExxonMobilXOM139,729$24mEnergy NextEra EnergyNEE247,516$23mUtilities EquinixEQIX22,639$22mReal Estate LyondellBasellLYB271,483$22mMaterials Extra Space StorageEXR162,817$21mReal Estate TJX CompaniesTJX129,288$21mConsumer Discretionary DexcomDXCM319,259$20mHealth Care PayPalPYPL429,427$19mFinancials ServiceNowNOW185,493$19mInformation Technology ASML HoldingASML14,621$19m KeyCorpKEY950,316$19mFinancials EOG ResourcesEOG131,696$19mEnergy Vertex PharmaceuticalsVRTX41,736$19mHealth Care Edison InternationalEIX252,605$18mUtilities Lilly (Eli)LLY19,585$18mHealth Care CintasCTAS104,115$18mIndustrials CitigroupC151,725$17mFinancials Southwest AirlinesLUV452,466$17mIndustrials Rockwell AutomationROK47,192$17mIndustrials Intuitive SurgicalISRG36,652$17mHealth Care SynopsysSNPS42,190$17mInformation Technology Kinder MorganKMI494,726$17mEnergy Boston ScientificBSX257,268$16mHealth Care

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.