Gradient Capital Advisors, LLC
Top Portfolio Positions
70 positions ·
$106,285,327 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
71,602 | $18,171,871 | 17.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,073 | $7,209,991 | 6.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,672 | $6,669,195 | 6.27% | |
| NVDA |
Nvidia Corp
Technology
|
32,507 | $5,669,220 | 5.33% | |
| MSFT |
Microsoft Corp
Technology
|
14,016 | $5,188,302 | 4.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,602 | $5,056,543 | 4.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,741 | $4,667,887 | 4.39% | |
| LRCX |
Lam Research Corp
Technology
|
20,607 | $4,402,891 | 4.14% | |
| GLD |
Spdr Gold Trust
|
9,446 | $4,064,519 | 3.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,393 | $3,657,627 | 3.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OFIX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,745 | 10,004 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $227,430 | 15,002 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $292,800 | 20,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $223,000 | 20,000 | Shares | Sole | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||