Accredited Investors Inc.

CIK

1518364

Location

EDINA, MN

Portfolio Value

Small $643,345,321

Diversification

Diversified

Filing Date

Global Rank

#515 / 2,968 ▲ 2063

Top Industry

Credit Services 23.4%

3Y Alpha vs SPY

-6.5%

Period ended 29 days ago

Filed Jul 21, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+42.0%

SPY

+67.9%

Annualised alpha

-6.5%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

183 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.5%

+6.5 pts

Top 5

56.4%

+5.4 pts

Top 10

70.6%

+2.8 pts

HHI

867

Diversified+220

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.7%	$204,068,486	31
Industrials	21.1%	$135,487,289	34
Technology	19.5%	$125,157,411	32
Consumer Cyclical	10.2%	$65,393,505	15
Communication Services	4.9%	$31,778,060	6
Healthcare	4.7%	$30,346,062	26
Unclassified	3.9%	$25,353,666	7
Consumer Defensive	2.3%	$14,945,859	12
Energy	0.8%	$4,973,982	7
Utilities	0.4%	$2,833,869	5
Basic Materials	0.3%	$2,112,997	4
Real Estate	0.1%	$894,135	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+12,724	235,475	$56,123,111
BAC	Bank Of America Corp /De/	+5,337	30,566	$1,741,650
CSCO	Cisco Systems, Inc.	+4,405	12,951	$1,521,224
IAU	Ishares Gold Trust	+2,265	9,214	$695,749
UNH	Unitedhealth Group Inc	+2,151	11,819	$4,912,330
MMM	3M Co	+1,902	29,686	$4,806,460
V	Visa Inc.	+1,772	8,322	$2,855,194
BKNG	Booking Holdings Inc.	+1,666	1,736	$309,424
MRK	Merck & Co., Inc.	+1,602	12,543	$1,611,775
UNP	Union Pacific Corp	+1,200	2,025	$550,800
QQQ	Invesco Qqq Trust, Series 1	+1,030	6,213	$4,575,253
PDI	PIMCO Dynamic Income Fund	+952	45,532	$760,384
JNJ	Johnson & Johnson	+789	7,952	$2,019,569
ABBV	AbbVie Inc.	+728	8,939	$2,249,409
WFC	Wells Fargo & Company/Mn	+709	12,978	$1,072,501
CHRW	C. H. Robinson Worldwide, Inc.	+652	133,220	$25,090,654
KO	Coca Cola Co	+644	13,300	$1,080,891
CVX	Chevron Corp	+594	5,378	$891,457
PANW	Palo Alto Networks Inc	+585	4,102	$1,398,864
HD	Home Depot, Inc.	+503	5,695	$2,008,512
FDX	Fedex Corp	+424	1,124	$351,958
GS	Goldman Sachs Group Inc	+400	817	$826,289
XOM	ExxonMobil Holdings Corp	+365	17,983	$2,458,635
CL	Colgate Palmolive Co	+334	4,985	$457,024
WMT	Walmart Inc.	+314	14,323	$1,622,222
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SEZL	Sezzle Inc.	−79,200	807,442	$138,581,270
AAPL	Apple Inc.	−12,688	201,547	$58,319,639
CLF	Cleveland-Cliffs Inc.	−7,000	35,924	$337,326
BMY	Bristol Myers Squibb Co	−6,853	7,916	$456,119
BRK-B	Berkshire Hathaway Inc	−6,276	51,302	$25,671,007
NVDA	Nvidia Corp	−4,553	64,436	$12,892,999
PFE	Pfizer Inc	−3,865	12,474	$300,373
JPM	Jpmorgan Chase & Co	−3,039	17,511	$5,731,875
APH	Amphenol Corp /De/	−2,819	6,782	$1,195,802
TNC	Tennant Co	−2,317	13,162	$1,152,201
UMBF	Umb Financial Corp	−2,050	6,439	$919,231
DELL	Dell Technologies Inc.	−2,000	696	$300,296
SEDG	Solaredge Technologies, Inc.	−2,000	4,840	$282,849
FAST	Fastenal Co	−1,400	29,043	$1,394,935
CELC	Celcuity Inc.	−1,254	25,718	$2,690,617
SHOP	Shopify Inc.	−1,199	7,321	$835,911
MDT	Medtronic plc	−1,174	7,770	$607,847
TGT	Target Corp	−1,169	7,235	$944,963
USB	US Bancorp De	−1,166	57,605	$3,479,342
LLY	ELI LILLY & Co	−1,099	3,151	$3,779,404
GOOGL	Alphabet Inc.	−1,044	17,147	$6,127,823
BA	Boeing Co	−963	1,544	$334,229
WMS	Advanced Drainage Systems, Inc.	−800	1,603	$251,606
MS	Morgan Stanley	−732	2,325	$486,018
DXCM	Dexcom Inc	−704	3,673	$247,376
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	3,447	$1,493,688
DAL	Delta Air Lines, Inc.	7,214	$675,663
MOD	Modine Manufacturing Co	1,800	$480,636
ALL	Allstate Corp	1,870	$444,947
TDG	TransDigm Group INC	294	$391,619
HONA	Honeywell Aerospace Inc.	1,549	$342,019
PDO	PIMCO Dynamic Income Opportunities Fund	25,000	$330,500
TRGP	Targa Resources Corp.	1,118	$299,780
VICI	Vici Properties Inc.	11,098	$294,651
CRS	Carpenter Technology Corp	469	$289,297
ARM	Arm Holdings PLC /Uk	679	$240,753
DLR	Digital Realty Trust, Inc.	1,277	$229,323
CAH	Cardinal Health Inc	918	$218,080
IQV	Iqvia Holdings Inc.	1,107	$213,894
VIK	Viking Holdings Ltd	2,000	$209,340
PHM	Pultegroup Inc/Mi/	1,500	$205,815
KMB	Kimberly Clark Corp	1,864	$204,611
HUMA	Humacyte, Inc.	15,600	$12,168
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	2,705	$395,687
GDEN	NEW ROYAL HOLDCO I INC.	11,750	$313,607
AZO	Autozone Inc	75	$253,333
LOW	Lowes Companies Inc	1,031	$243,604
MOS	Mosaic Co	8,879	$226,414
VZ	Verizon Communications Inc	4,079	$204,765
BX	Blackstone Inc.	1,753	$201,577
SOWG	Sow Good Inc.	46,958	$18,783
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

183 tracked positions · $643,345,321 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 183 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SEZL	Sezzle Inc. Financial Services	Reduced	807,442	-79,200	$138,581,270	+147.0%	21.54%
UPS	United Parcel Service Inc Industrials	Added	783,975	+275	$84,277,312	+9.3%	13.10%
AAPL	Apple Inc. Technology	Reduced	201,547	-12,688	$58,319,639	+7.3%	9.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	235,475	+12,724	$56,123,111	+21.0%	8.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	51,302	-6,276	$25,671,007	−7.0%	3.99%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	133,220	+652	$25,090,654	+14.0%	3.90%
RBLX	Roblox Corp Communication Services	Held	376,574	0	$20,478,094	−3.9%	3.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,357	-220	$17,442,306	+13.8%	2.71%
MSFT	Microsoft Corp Technology	Reduced	41,190	-50	$15,364,693	+0.6%	2.39%
NVDA	Nvidia Corp Technology	Reduced	64,436	-4,553	$12,892,999	+7.2%	2.00%
ADP	Automatic Data Processing Inc Technology	Added	51,844	+2	$11,610,463	+10.2%	1.80%
ONB	Old National Bancorp /In/ Financial Services	Held	366,545	0	$9,493,515	+17.2%	1.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,147	-1,044	$6,127,823	+17.1%	0.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,511	-3,039	$5,731,875	−5.2%	0.89%
UNH	Unitedhealth Group Inc Healthcare	Added	11,819	+2,151	$4,912,330	+87.8%	0.76%
MMM	3M Co Industrials	Added	29,686	+1,902	$4,806,460	+19.1%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Added	6,213	+1,030	$4,575,253	+52.9%	0.71%
GIS	General Mills Inc Consumer Defensive	Reduced	109,337	-124	$3,804,927	−6.6%	0.59%
LLY	ELI LILLY & Co Healthcare	Reduced	3,151	-1,099	$3,779,404	−3.3%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	6,270	-652	$3,531,828	−10.8%	0.55%
USB	US Bancorp De Financial Services	Reduced	57,605	-1,166	$3,479,342	+13.8%	0.54%
LH	Labcorp Holdings Inc. Healthcare	Held	10,650	0	$2,982,000	+4.9%	0.46%
V	Visa Inc. Financial Services	Added	8,322	+1,772	$2,855,194	+44.2%	0.44%
TCMD	Tactile Systems Technology Inc Healthcare	Held	94,880	0	$2,825,526	+14.0%	0.44%
TRV	Travelers Companies, Inc. Financial Services	Held	8,300	0	$2,739,996	+13.2%	0.43%
CELC	Celcuity Inc. Healthcare	Reduced	25,718	-1,254	$2,690,617	−12.6%	0.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,722	-116	$2,546,349	−10.0%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Held	6,026	0	$2,534,535	+13.1%	0.39%
XOM	ExxonMobil Holdings Corp Energy	Added	17,983	+365	$2,458,635	−17.7%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	8,939	+728	$2,249,409	+26.0%	0.35%
PWR	Quanta Services, Inc. Industrials	Held	3,093	0	$2,227,083	+31.2%	0.35%
GE	General Electric Co Industrials	Added	5,630	+244	$2,104,099	+37.7%	0.33%
CAT	Caterpillar Inc Industrials	Added	1,935	+150	$2,060,581	+62.9%	0.32%
JNJ	Johnson & Johnson Healthcare	Added	7,952	+789	$2,019,569	+15.3%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,695	+503	$2,008,512	+17.6%	0.31%
AVGO	Broadcom Inc. Technology	Added	5,192	+67	$1,961,278	+23.6%	0.30%
AMAT	Applied Materials Inc /De Technology	Added	2,554	+6	$1,846,542	+112.0%	0.29%
MU	Micron Technology Inc Technology	Added	1,597	+152	$1,843,401	+277.6%	0.29%
XEL	Xcel Energy Inc Utilities	Reduced	22,412	-360	$1,799,683	−0.5%	0.28%
GGG	Graco Inc Industrials	Held	23,739	0	$1,794,905	−10.7%	0.28%
ORCL	Oracle Corp Technology	Added	12,096	+146	$1,772,668	+0.8%	0.28%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,497	+29	$1,756,239	+15.4%	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Added	30,566	+5,337	$1,741,650	+41.6%	0.27%
WMT	Walmart Inc. Consumer Defensive	Added	14,323	+314	$1,622,222	−6.8%	0.25%
MRK	Merck & Co., Inc. Healthcare	Added	12,543	+1,602	$1,611,775	+22.5%	0.25%
AXP	American Express Co Financial Services	Reduced	4,673	-166	$1,580,642	+8.0%	0.25%
GEV	GE Vernova Inc. Industrials	Reduced	1,320	-101	$1,550,815	+25.0%	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	12,951	+4,405	$1,521,224	+129.4%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	3,137	0	$1,498,137	+41.3%	0.23%
LRCX	Lam Research Corp Technology	NEW	3,447	NEW	$1,493,688	NEW	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.