Gradient Investments LLC
•CIK: 1542265•Filing: Q4 2025
Gradient Investments LLC, managed by the renowned strategist Alex Mercer, currently oversees $6.3 billion in assets with a focus on tech and growth stocks, as evidenced by top holdings like SPYM and MSFT. Recently, the fund has made notable moves by adding BTCO, TJX, and ISRG, while exiting UBER and ZBH, and significantly increasing positions in AZN and EIX, reflecting a strategy of capitalizing on undervalued opportunities and tech sector resilience.
Total AUM
$6.3B
QoQ Performance
+5.2%
Positions
250
Top 10 Concentration
23.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM5.1%
MSFT2.3%
NVDA2.3%
AMZN2.2%
AAPL2.2%
DMBS2.1%
GOOG2.0%
AVDE1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology13.1%
Consumer5.4%
Financial4.8%
Healthcare3.6%
Consumer Staples1.1%
Energy1.0%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+172 more exited positions
Changes from Q3 2025
NEW8 new positions
↑150 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023