Gradient Investments LLC

Position in FIVE — Five Below, Inc

CIK 1542265 ARDEN HILLS, MN

Position in FIVE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,253,667

-$821,216 QoQ

Shares Held

12,535

-6.9% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#211

of 604 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Gradient Investments LLC holds $24,417,059 across 5 Specialty Retail names. FIVE ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	492,490	$15,567,608
2	ULTA	Ulta Beauty, Inc.	7,935	$3,578,526
3	DKS	Dick's Sporting Goods, Inc.	10,354	$2,348,390
4	FIVE	Five Below, Inc This page	12,535	$2,253,667
5	ASO	Academy Sports & Outdoors, Inc.	14,192	$668,868

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,253,667	12,535	-6.9%	Shares	Sole	2026-07-08
2026-03-31	$3,074,883	13,458	-8.0%	Shares	Sole	2026-04-13
2025-12-31	$2,756,271	14,633	-3.4%	Shares	Sole	2026-01-08
2025-09-30	$2,342,931	15,145	-9.0%	Shares	Sole	2025-10-06
2025-06-30	$2,182,048	16,634	+9.9%	Shares	Sole	2025-07-08
2025-03-31	$1,134,515	15,141	-4.6%	Shares	Sole	2025-04-09
2024-12-31	$1,666,240	15,875	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$1,392,749	15,764	-47.8%	Shares	Sole	2024-10-15
2024-06-30	$3,288,169	30,175	+45.6%	Shares	Sole	2024-07-18
2024-03-31	$3,758,374	20,721	-3.5%	Shares	Sole	2024-04-23
2023-12-31	$4,577,397	21,474	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$3,393,059	21,088	+2.8%	Shares	Sole	2023-10-27
2023-06-30	$4,030,052	20,505	+4.8%	Shares	Sole	2023-07-11
2023-03-31	$4,031,656	19,574	-4.3%	Shares	Sole	2023-04-17
2022-12-31	$3,619,290	20,463	+127793.8%	Shares	Sole	2023-01-10
2022-09-30	$2,202	16	-30.4%	Shares	Sole	2022-10-14
2021-12-31	$4,758	23	-11.5%	Shares	Sole	2022-01-12
2021-09-30	$4,597	26	-59.4%	Shares	Sole	2021-10-18
2021-06-30	$12,369	64	-53.6%	Shares	Sole	2021-07-12
2021-03-31	$26,329	138	-99.6%	Shares	Sole	2021-04-21
2020-12-31	$6,408,642	36,625	-1.3%	Shares	Sole	2021-01-08
2020-09-30	$4,713,605	37,115	-12.9%	Shares	Sole	2020-10-06
2020-06-30	$4,555,969	42,615	+3.5%	Shares	Sole	2020-07-10
2020-03-31	$2,897,755	41,173	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.