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Gradient Investments, LLC
Michael Binger · Investment Advisor · Multi-Strategy
Gradient Investments, LLC is an independent, privately-owned, fee-only SEC-registered investment advisor headquartered in Arden Hills, Minnesota. Founded in 2011 as part of the Gradient Financial Group, the firm provides professional money management services to individuals, employer-sponsored pension plans, foundations, and corporations. The institution specializes in actively managed portfolios using exchange-traded funds (ETFs), individual equities, and options through separately managed accounts. Gradient Investments is known for its proprietary investment models and its commitment to providing retail investors with the same level of sophisticated portfolio management typically reserved for institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.3% |
| YTD return | +12.5% |
| Sharpe ratio | 3.25 |
| Win rate | 53% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.gradientinvestments.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.3% | +15.5% |
| AMZN | Amazon.com Inc | 9.0% | +12.5% |
| AAPL | Apple Inc | 8.7% | +29.2% |
| GOOGL | Alphabet Inc Class A | 8.7% | +38.1% |
| MSFT | Microsoft Corporation | 8.6% | +1.8% |
| META | Meta Platforms Inc. | 5.0% | -3.2% |
| AVGO | Broadcom Inc | 4.6% | +5.0% |
| JPM | JPMorgan Chase & Co | 4.3% | +12.3% |
| GS | Goldman Sachs Group Inc | 4.2% | +17.9% |
| MS | Morgan Stanley | 3.9% | +25.7% |
| PANW | Palo Alto Networks Inc | 3.9% | +41.0% |
| CVX | Chevron Corp | 3.7% | +31.1% |
| TGT | Target Corporation | 3.4% | +38.1% |
| UNH | UnitedHealth Group Incorporated | 3.2% | +23.8% |
| ETN | Eaton Corporation PLC | 3.0% | +19.3% |
| V | Visa Inc. Class A | 2.8% | +14.2% |
| KO | The Coca-Cola Company | 2.8% | +21.3% |
| LRCX | Lam Research Corp | 2.8% | -2.4% |
| MDT | Medtronic PLC | 2.6% | +1.0% |
| BAC | Bank of America Corp | 2.6% | -5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | TGT | 3.2% → 3.4% |
| Aug 17, 2026 | SELL | AAPL | 8.9% → 8.7% |
| Aug 17, 2026 | SELL | NVDA | 12.2% → 12.3% |
| Aug 17, 2026 | BUY | BAC | 2.5% → 2.6% |
| Aug 17, 2026 | SELL | ETN | 3.0% → 3.0% |
Investment Style Analysis
Gradient Investments, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Gradient Investments, LLC made a significant move by increasing exposure to TGT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s core philosophy is built around its proprietary Wright Investment Strategy, which employs a three-axis control system focused on risk exposure, investment strategy, and performance. Gradient Investments prioritizes active risk management, seeking to minimize portfolio volatility (standard deviation) through broad diversification and rigorous due diligence. Their approach rejects one-size-fits-all models in favor of personalized solutions tailored to each client's specific risk tolerance, time horizon, and financial objectives. By combining fundamental, technical, and cyclical analysis, the firm aims to deliver long-term growth and capital preservation across varying market environments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Gradient Investments, LLC.
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Frequently asked questions
How is the simulated portfolio for Gradient Investments, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Gradient Investments, LLC's largest holding?
As of the latest filing, Gradient Investments, LLC's top position is NVIDIA Corporation (NVDA), representing 12.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Gradient Investments, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.3% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 3.25, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Gradient Investments, LLC primarily invest in?
Gradient Investments, LLC has a strong preference for the Semiconductors sector, which makes up 16.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Gradient Investments, LLC's portfolio concentrated or diversified?
Gradient Investments, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Gradient Investments, LLC performed in 2026?
Our AI-simulated model portfolio for Gradient Investments, LLC tracks a Year-to-Date (YTD) return of +12.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Binger manage Gradient Investments, LLC directly?
Yes, Michael Binger serves as the key portfolio manager for Gradient Investments, LLC, overseeing the investment strategy and final capital allocation decisions.