Gradient Investments LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -567,776 shares of $HELO (~$37,717,360). This was a decrease of ~71% from their previous position.
- An addition of 415,168 shares of $BTCO (~$36,190,195). This was an increase of ~inf% over their previous position.
- A decrease of -91,806 shares of $GOOG (~$28,808,723). This was a decrease of ~19% from their previous position.
- An addition of 289,798 shares of $SPYM (~$23,247,596). This was an increase of ~8% over their previous position.
- An addition of 19,634 shares of $LLY (~$21,100,267). This was an increase of ~2351% over their previous position.
- An addition of 132,145 shares of $TJX (~$20,298,793). This was an increase of ~inf% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Gradient Investments LLC for more details.
