Institutional manager

Gradient Investments LLC

Holds positions in 174 of the S&P 500, worth $3.46bn as reported for the quarter ended 31-mar-2026.

Positions held174of 488 index companies covered

Reported value$3.46bnS&P 500 positions only

Top ten weight46%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 174 held. The rest are smaller than every one of these.

State Street CorporationSTT14.5m$696mFinancials 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 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 S&P 500 constituents only, 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.