Gradient Capital Advisors, LLC
Filing Date
Global Rank
#5,579
/ 8,603
▲ 10
· as of Mar 2026
Top Industry
Consumer Electronics
18.9%
3Y Alpha vs SPY
+0.7%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.2%
SPY
+76.0%
Annualised alpha
+0.7%
Max drawdown
−23.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.2%
−0.2 pts
Top 5
40.6%
−2.0 pts
Top 10
61.3%
−1.4 pts
HHI
572
Diversified−17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.2% | $45,590,521 |
| Financial Services | 16.4% | $17,276,009 |
| Communication Services | 11.2% | $11,797,973 |
| Unclassified | 9.1% | $9,638,496 |
| Consumer Cyclical | 8.5% | $8,952,257 |
| Healthcare | 3.3% | $3,445,510 |
| Industrials | 2.5% | $2,662,094 |
| Energy | 1.8% | $1,927,069 |
| Real Estate | 1.8% | $1,897,783 |
| Consumer Defensive | 1.5% | $1,534,792 |
| Utilities | 0.5% | $514,927 |
| Basic Materials | 0.3% | $354,085 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +965 | 25,073 | $7,209,991 | |
| BRK-B | Berkshire Hathaway Inc | +229 | 9,741 | $4,667,887 | |
| GLD | Spdr Gold Trust | +130 | 9,446 | $4,064,519 | |
| NFLX | Netflix Inc | +125 | 6,705 | $644,685 | |
| ORCL | Oracle Corp | +105 | 2,089 | $307,312 | |
| BAC | Bank Of America Corp /De/ | +59 | 21,697 | $1,057,728 | |
| BNY | Bank of New York Mellon Corp | +53 | 13,395 | $1,589,048 | |
| PFE | Pfizer Inc | +22 | 10,356 | $290,796 | |
| INTC | Intel Corp | +20 | 9,301 | $410,453 | |
| WFC | Wells Fargo & Company/Mn | +15 | 6,031 | $480,127 | |
| AMGN | Amgen Inc | +7 | 3,096 | $1,089,327 | |
| LMT | Lockheed Martin Corp | +7 | 1,733 | $1,047,407 | |
| SBUX | Starbucks Corp | +6 | 3,964 | $355,134 | |
| IBM | International Business Machines Corp | +3 | 2,018 | $489,143 | |
| HD | Home Depot, Inc. | +3 | 2,365 | $777,824 | |
| COST | Costco Wholesale Corp /New | +2 | 941 | $937,640 | |
| ABBV | AbbVie Inc. | +2 | 1,410 | $306,660 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OFIX | Orthofix Medical Inc. | −4,998 | 10,004 | $114,745 | |
| GLDM | World Gold Trust | −1,935 | 25,883 | $2,399,095 | |
| TSLA | Tesla, Inc. | −1,629 | 13,602 | $5,056,543 | |
| QCOM | Qualcomm Inc/De | −1,438 | 5,097 | $656,391 | |
| AAPL | Apple Inc. | −1,164 | 71,602 | $18,171,871 | |
| SLV | iShares Silver Trust | −814 | 23,899 | $1,628,477 | |
| LRCX | Lam Research Corp | −750 | 20,607 | $4,402,891 | |
| NEM | NEWMONT Corp /DE/ | −713 | 3,271 | $354,085 | |
| AMD | Advanced Micro Devices Inc | −543 | 4,910 | $998,841 | |
| MSFT | Microsoft Corp | −454 | 14,016 | $5,188,302 | |
| JPM | Jpmorgan Chase & Co | −452 | 22,672 | $6,669,195 | |
| CSCO | Cisco Systems, Inc. | −395 | 24,308 | $1,886,057 | |
| INTU | Intuit Inc. | −394 | 932 | $402,978 | |
| META | Meta Platforms, Inc. | −298 | 6,393 | $3,657,627 | |
| CEG | Constellation Energy Corp | −226 | 1,096 | $306,058 | |
| AVGO | Broadcom Inc. | −152 | 11,131 | $3,445,155 | |
| SPY | Spdr S&P 500 ETF Trust | −131 | 818 | $531,978 | |
| QQQ | Invesco Qqq Trust, Series 1 | −111 | 1,386 | $799,971 | |
| NVDA | Nvidia Corp | −107 | 32,507 | $5,669,220 | |
| WPC | W. P. Carey Inc. | −72 | 27,925 | $1,897,783 | |
| WMT | Walmart Inc. | −68 | 2,735 | $339,905 | |
| CAT | Caterpillar Inc | −64 | 1,056 | $748,133 | |
| PANW | Palo Alto Networks Inc | −62 | 1,325 | $212,424 | |
| AMZN | Amazon Com Inc | −59 | 9,977 | $2,077,909 | |
| MAR | Marriott International Inc /Md/ | −40 | 638 | $208,670 | |
| No positions match the current search. | |||||
69 positions ·
$105,591,516 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 69 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 71,602 | $18,171,871 | 17.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 25,073 | $7,209,991 | 6.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 22,672 | $6,669,195 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 32,507 | $5,669,220 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,016 | $5,188,302 | 4.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 13,602 | $5,056,543 | 4.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 9,741 | $4,667,887 | 4.42% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 20,607 | $4,402,891 | 4.17% | |
| GLD |
Spdr Gold Trust
|
Added | 9,446 | $4,064,519 | 3.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 6,393 | $3,657,627 | 3.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 11,131 | $3,445,155 | 3.26% | |
| GLDM |
World Gold Trust
|
Reduced | 25,883 | $2,399,095 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,977 | $2,077,909 | 1.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,868 | $1,983,090 | 1.88% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 9,242 | $1,912,169 | 1.81% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 27,925 | $1,897,783 | 1.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 24,308 | $1,886,057 | 1.79% | |
| SLV |
iShares Silver Trust
|
Reduced | 23,899 | $1,628,477 | 1.54% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 13,395 | $1,589,048 | 1.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,389 | $1,317,287 | 1.25% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,096 | $1,089,327 | 1.03% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 21,697 | $1,057,728 | 1.00% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,733 | $1,047,407 | 0.99% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,910 | $998,841 | 0.95% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 941 | $937,640 | 0.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,386 | $799,971 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Held | 2,629 | $794,588 | 0.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,365 | $777,824 | 0.74% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,056 | $748,133 | 0.71% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 5,097 | $656,391 | 0.62% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 6,705 | $644,685 | 0.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 818 | $531,978 | 0.50% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 4,390 | $504,806 | 0.48% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,018 | $489,143 | 0.46% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 6,031 | $480,127 | 0.45% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 439 | $422,190 | 0.40% | |
| INTC |
Intel Corp
Technology
|
Added | 9,301 | $410,453 | 0.39% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 932 | $402,978 | 0.38% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 1,069 | $361,150 | 0.34% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,964 | $355,134 | 0.34% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 3,271 | $354,085 | 0.34% | |
| BA |
Boeing Co
Industrials
|
Held | 1,745 | $347,307 | 0.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,735 | $339,905 | 0.32% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,089 | $307,312 | 0.29% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,410 | $306,660 | 0.29% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 1,096 | $306,058 | 0.29% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 361 | $305,402 | 0.29% | |
| GHY |
PGIM Global High Yield Fund, Inc.
Financial Services
|
Held | 25,764 | $300,150 | 0.28% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 384 | $296,693 | 0.28% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 10,356 | $290,796 | 0.28% |