Gradient Investments LLC

CIK

1542265

City

ARDEN HILLS

State / Country

Stock

SJM — J M SMUCKER Co

Top Portfolio Positions

279 positions · $3,241,635,849 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GLDM	World Gold Trust	1,628,261	$150,923,512	4.66%
NVDA	Nvidia Corp Technology	741,546	$129,325,622	3.99%
AMZN	Amazon Com Inc Consumer Cyclical	616,689	$128,437,818	3.96%
AAPL	Apple Inc. Technology	493,268	$125,186,485	3.86%
MSFT	Microsoft Corp Technology	319,595	$118,304,481	3.65%
META	Meta Platforms, Inc. Communication Services	141,275	$80,827,665	2.49%
CVX	Chevron Corp Energy	308,434	$63,814,994	1.97%
GS	Goldman Sachs Group Inc Financial Services	70,105	$59,308,128	1.83%
AVGO	Broadcom Inc. Technology	188,817	$58,440,749	1.80%
JPM	Jpmorgan Chase & Co Financial Services	193,602	$56,949,964	1.76%

25 quarters · across all stocks

20 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,599,789	130,649	+1.9%	Shares	Sole	2026-04-13
2025-12-31	$12,538,361	128,191	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$13,907,750	128,064	+853660.0%	Shares	Sole	2025-10-06
2024-03-31	$1,888	15	+275.0%	Shares	Sole	2024-04-23
2023-12-31	$505	4	0.0%	Shares	Sole	2024-01-18
2023-09-30	$491	4	-50.0%	Shares	Sole	2023-10-27
2023-06-30	$1,181	8	0.0%	Shares	Sole	2023-07-11
2023-03-31	$1,258	8	-91.5%	Shares	Sole	2023-04-17
2022-12-31	$14,895	94	-19.0%	Shares	Sole	2023-01-10
2022-09-30	$15,939	116	0.0%	Shares	Sole	2022-10-14
2022-06-30	$14,849	116	+286.7%	Shares	Sole	2022-07-11
2022-03-31	$4,062	30	0.0%	Shares	Sole	2022-05-26
2021-12-31	$4,074	30	-6.2%	Shares	Sole	2022-01-12
2021-09-30	$3,840	32	0.0%	Shares	Sole	2021-10-18
2021-06-30	$4,146	32	+540.0%	Shares	Sole	2021-07-12
2021-03-31	$632	5	0.0%	Shares	Sole	2021-04-21
2020-12-31	$578	5	0.0%	Shares	Sole	2021-01-08
2020-09-30	$577	5	0.0%	Shares	Sole	2020-10-06
2020-06-30	$529	5	0.0%	Shares	Sole	2020-07-10
2020-03-31	$555	5	—	Shares	Sole	2020-04-07
No 13F history on record for this holder in this stock.