GRADIENT CAPITAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 72K | $18.17M |
 | NVDA | 33K | $5.67M |
 | WPC | 28K | $1.90M |
 | GOOGL | 25K | $7.21M |
 | CSCO | 24K | $1.89M |
 | JPM | 23K | $6.67M |
 | BAC | 22K | $1.06M |
 | LRCX | 21K | $4.40M |
 | MSFT | 14K | $5.19M |
 | TSLA | 14K | $5.06M |
 | AVGO | 11K | $3.45M |
 | PFE | 10K | $290.81K |
 | OFIX | 10K | $114.75K |
 | AMZN | 10K | $2.08M |
 | BRK-B | 10K | $4.67M |
 | INTC | 9K | $410.44K |
 | CVX | 9K | $1.91M |
 | NFLX | 7K | $644.69K |
 | META | 6K | $3.66M |
 | WFC | 6K | $480.16K |
Apple Inc.
AAPL
Shares Held
72K
Value
$18.17M
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$5.67M
W. P. Carey Inc.
WPC
Shares Held
28K
Value
$1.90M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.21M
Cisco Systems, Inc.
CSCO
Shares Held
24K
Value
$1.89M
JPMorgan Chase & Co.
JPM
Shares Held
23K
Value
$6.67M
Bank of America Corporation
BAC
Shares Held
22K
Value
$1.06M
Lam Research Corporation
LRCX
Shares Held
21K
Value
$4.40M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.19M
Tesla, Inc.
TSLA
Shares Held
14K
Value
$5.06M
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.45M
Pfizer Inc.
PFE
Shares Held
10K
Value
$290.81K
Orthofix Medical Inc.
OFIX
Shares Held
10K
Value
$114.75K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$4.67M
Intel Corp.
INTC
Shares Held
9K
Value
$410.44K
Chevron Corporation
CVX
Shares Held
9K
Value
$1.91M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$644.69K
Meta Platforms, Inc.
META
Shares Held
6K
Value
$3.66M
Wells Fargo & Company
WFC
Shares Held
6K
Value
$480.16K