Accredited Investors Inc.

CIK

1518364

Location

EDINA, MN

Portfolio Value

Small $643,345,321

Diversification

Diversified

Filing Date

Global Rank

#2,476 / 8,700 ▼ 945

Top Industry

Credit Services 23.4%

Period ended 2 months ago

Filed Jul 21, 2026 · 54d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

21.5%

−7.3 pts

Top 5

56.4%

−6.5 pts

Top 10

70.6%

−8.3 pts

HHI

867

Diversified−379

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
GOOGL	Alphabet Inc.	−37,866	17,147	$6,127,823
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	−6,369	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
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	4,714,397	$522,798,082
ACSG	American Century Small Cap Growth Insights ETF	2,682,106	$266,858,651
FNDA	Schwab Fundamental U.S. Small Company ETF	4,997,292	$128,153,646
VB	Vanguard Morningstar Small-Cap ETF	634,727	$127,906,900
VEU	Vanguard FTSE All-World Ex-US ETF	545,246	$56,190,026
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	750,689	$43,675,141
—		229,069	$29,559,104
VEA	Vanguard FTSE Developed Markets ETF	339,208	$21,736,448
CVY	Invesco Zacks Multi-Asset Income ETF	168,807	$7,743,177
VXUS	Vanguard Total International Stock ETF	43,728	$3,371,866
CWI	State Street SPDR MSCI ACWI ex-US ETF	42,470	$1,793,508
EDV	Vanguard World Funds Extended Duration ETF	19,535	$1,435,588
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	12,963	$1,426,787
DCOR	Dimensional US Core Equity 1 ETF	21,376	$1,255,074
BKF	iShares MSCI BIC ETF	6,814	$1,236,195
VIG	Vanguard Dividend Appreciation ETF	6,748	$1,163,376
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	24,500	$1,054,970
VIGI	Vanguard International Dividend Appreciation ETF	5,334	$610,934
BAB	Invesco Taxable Municipal Bond ETF	6,494	$444,644
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	2,649	$420,687
PLTR	Palantir Technologies Inc.	2,705	$395,687
STT	State Street Corp	7,249	$357,883
—		1,730	$356,034
IVZ	Invesco Ltd.	3,548	$280,717
VCRM	Vanguard Core Tax-Exempt Bond ETF	5,308	$264,816
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	-6,369	$25,671,007	−72.8%	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	-37,866	$6,127,823	−61.2%	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.