Accredited Investors Inc.
Filing Date
Global Rank
#2,575
/ 8,605
▼ 61
· as of Mar 2026
Top Industry
Integrated Freight & Logistics
20.3%
3Y Alpha vs SPY
-10.6%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.0%
SPY
+75.5%
Annualised alpha
-10.7%
Max drawdown
−22.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.1%
+1.0 pts
Top 5
51.1%
+0.6 pts
Top 10
67.9%
+0.6 pts
HHI
648
Diversified+22
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.4% | $119,703,576 |
| Financial Services | 23.2% | $118,995,814 |
| Technology | 21.6% | $110,633,304 |
| Consumer Cyclical | 10.7% | $54,659,403 |
| Communication Services | 6.4% | $32,650,953 |
| Healthcare | 5.4% | $27,458,150 |
| Unclassified | 4.2% | $21,478,762 |
| Consumer Defensive | 3.0% | $15,604,606 |
| Energy | 1.0% | $5,346,340 |
| Utilities | 0.6% | $2,826,778 |
| Basic Materials | 0.4% | $2,258,773 |
| Real Estate | 0.1% | $350,620 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHRW | C. H. Robinson Worldwide, Inc. | +26,090 | 132,568 | $22,015,567 | |
| PDI | PIMCO Dynamic Income Fund | +23,861 | 44,580 | $762,763 | |
| ARCC | Ares Capital Corp | +10,023 | 20,978 | $378,023 | |
| BRK-B | Berkshire Hathaway Inc | +7,804 | 57,578 | $27,591,377 | |
| SHOP | Shopify Inc. | +3,434 | 8,520 | $1,010,642 | |
| TNC | Tennant Co | +2,223 | 15,479 | $1,027,805 | |
| GLW | Corning Inc /Ny | +1,258 | 3,577 | $486,364 | |
| GE | General Electric Co | +1,109 | 5,386 | $1,528,385 | |
| BA | Boeing Co | +1,067 | 2,507 | $498,968 | |
| META | Meta Platforms, Inc. | +1,006 | 6,922 | $3,960,283 | |
| QQQ | Invesco Qqq Trust, Series 1 | +714 | 5,183 | $2,991,523 | |
| IAU | Ishares Gold Trust | +615 | 6,949 | $612,623 | |
| MU | Micron Technology Inc | +588 | 1,445 | $488,178 | |
| PANW | Palo Alto Networks Inc | +524 | 3,517 | $563,845 | |
| MO | Altria Group, Inc. | +511 | 8,585 | $566,524 | |
| T | At&T Inc. | +400 | 11,901 | $345,009 | |
| CNP | Centerpoint Energy Inc | +375 | 7,222 | $311,701 | |
| XEL | Xcel Energy Inc | +359 | 22,772 | $1,809,007 | |
| IBM | International Business Machines Corp | +354 | 2,751 | $666,814 | |
| LLY | ELI LILLY & Co | +264 | 4,250 | $3,909,022 | |
| COST | Costco Wholesale Corp /New | +206 | 2,838 | $2,827,868 | |
| AMD | Advanced Micro Devices Inc | +179 | 1,665 | $338,710 | |
| GEV | GE Vernova Inc. | +169 | 1,421 | $1,240,390 | |
| WAT | Waters Corp /De/ | +118 | 1,171 | $348,723 | |
| NFLX | Netflix Inc | +100 | 8,916 | $857,273 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SEZL | Sezzle Inc. | −26,400 | 886,642 | $56,115,572 | |
| SOWG | Sow Good Inc. | −21,733 | 46,958 | $281,748 | |
| TCMD | Tactile Systems Technology Inc | −20,455 | 94,880 | $2,479,214 | |
| OBDC | Blue Owl Capital Corp | −14,931 | 16,697 | $184,668 | |
| AAPL | Apple Inc. | −9,918 | 214,235 | $54,370,700 | |
| CL | Colgate Palmolive Co | −7,302 | 4,651 | $396,404 | |
| AMZN | Amazon Com Inc | −6,653 | 222,751 | $46,392,350 | |
| GIS | General Mills Inc | −5,773 | 109,461 | $4,074,138 | |
| INTC | Intel Corp | −5,628 | 6,196 | $273,429 | |
| WFC | Wells Fargo & Company/Mn | −4,488 | 12,269 | $976,735 | |
| H | Hyatt Hotels Corp | −4,317 | 2,829 | $406,781 | |
| HLI | Houlihan Lokey, Inc. | −4,207 | 2,196 | $315,389 | |
| KO | Coca Cola Co | −2,693 | 12,656 | $962,488 | |
| NEE | Nextera Energy Inc | −2,366 | 2,313 | $214,831 | |
| PFE | Pfizer Inc | −2,357 | 16,339 | $458,799 | |
| FAST | Fastenal Co | −2,032 | 30,443 | $1,412,555 | |
| BAC | Bank Of America Corp /De/ | −1,824 | 25,229 | $1,229,913 | |
| SPY | Spdr S&P 500 ETF Trust | −1,816 | 23,577 | $15,333,066 | |
| CSCO | Cisco Systems, Inc. | −1,776 | 8,546 | $663,084 | |
| APH | Amphenol Corp /De/ | −1,615 | 9,601 | $1,213,086 | |
| JNJ | Johnson & Johnson | −1,487 | 7,163 | $1,750,923 | |
| UMBF | Umb Financial Corp | −1,450 | 8,489 | $957,474 | |
| WMT | Walmart Inc. | −1,446 | 14,009 | $1,741,038 | |
| TJX | Tjx Companies Inc /De/ | −1,420 | 2,114 | $337,605 | |
| USB | US Bancorp De | −1,328 | 58,771 | $3,056,679 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LH | Labcorp Holdings Inc. | 10,650 | $2,841,526 | |
| SLV | iShares Silver Trust | 4,888 | $333,068 | |
| WMS | Advanced Drainage Systems, Inc. | 2,403 | $329,523 | |
| MRVL | Marvell Technology, Inc. | 3,169 | $313,889 | |
| COP | Conocophillips | 1,975 | $260,700 | |
| PFG | Principal Financial Group Inc | 2,866 | $258,255 | |
| CCJ | Cameco Corp | 2,160 | $234,597 | |
| VRT | Vertiv Holdings Co | 893 | $223,767 | |
| FIX | Comfort Systems USA Inc | 155 | $213,743 | |
| DE | Deere & Co | 367 | $206,731 | |
| VZ | Verizon Communications Inc | 4,079 | $204,765 | |
| KLAR | Klarna Group plc | 15,450 | $202,240 | |
| GUTS | Fractyl Health, Inc. | 100,000 | $45,800 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 6,337 | $1,084,767 | |
| ATO | Atmos Energy Corp | 4,335 | $726,676 | |
| HON | Honeywell International Inc | 3,362 | $687,878 | |
| NKE | NIKE, Inc. | 9,393 | $598,428 | |
| VEEV | Veeva Systems Inc | 2,637 | $588,657 | |
| CPB | CAMPBELL'S Co | 20,253 | $564,451 | |
| ORLY | O Reilly Automotive Inc | 4,866 | $443,827 | |
| SNDR | Schneider National, Inc. | 15,836 | $420,129 | |
| BLK | BlackRock, Inc. | 313 | $335,016 | |
| UBER | Uber Technologies, Inc | 4,002 | $327,003 | |
| CRM | Salesforce, Inc. | 1,192 | $315,772 | |
| DHR | Danaher Corp /De/ | 1,314 | $300,800 | |
| SFM | Sprouts Farmers Market, Inc. | 3,602 | $286,971 | |
| RJF | Raymond James Financial Inc | 1,756 | $281,996 | |
| IQV | Iqvia Holdings Inc. | 1,107 | $249,528 | |
| HUBS | Hubspot Inc | 586 | $235,161 | |
| ADBE | Adobe Inc. | 667 | $233,443 | |
| GILD | Gilead Sciences, Inc. | 1,900 | $233,206 | |
| GRAB | Grab Holdings Ltd | 44,737 | $223,237 | |
| BNY | Bank of New York Mellon Corp | 1,884 | $218,713 | |
| CPHC | Canterbury Park Holding Corp | 10,782 | $166,042 | |
| VZLA | Vizsla Silver Corp. | 15,600 | $85,332 | |
| No positions match the current search. | ||||
173 positions ·
$511,967,079 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 173 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
Held | 783,700 | $77,100,406 | 15.06% | |
| SEZL |
Sezzle Inc.
Financial Services
|
Reduced | 886,642 | $56,115,572 | 10.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 214,235 | $54,370,700 | 10.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 222,751 | $46,392,350 | 9.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 57,578 | $27,591,377 | 5.39% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
Added | 132,568 | $22,015,567 | 4.30% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 376,574 | $21,299,025 | 4.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 23,577 | $15,333,066 | 2.99% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 41,240 | $15,265,810 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 68,989 | $12,031,681 | 2.35% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 51,842 | $10,533,257 | 2.06% | |
| ONB |
Old National Bancorp /In/
Financial Services
|
Held | 366,545 | $8,100,644 | 1.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 20,550 | $6,044,988 | 1.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 18,191 | $5,231,003 | 1.02% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 109,461 | $4,074,138 | 0.80% | |
| MMM |
3M Co
Industrials
|
Reduced | 27,784 | $4,035,070 | 0.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,922 | $3,960,283 | 0.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,250 | $3,909,022 | 0.76% | |
| CELC |
Celcuity Inc.
Healthcare
|
Reduced | 26,972 | $3,078,584 | 0.60% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 58,771 | $3,056,679 | 0.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,183 | $2,991,523 | 0.58% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 17,618 | $2,989,069 | 0.58% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
NEW | 10,650 | $2,841,526 | 0.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,838 | $2,827,868 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 9,668 | $2,616,064 | 0.51% | |
| TCMD |
Tactile Systems Technology Inc
Healthcare
|
Reduced | 94,880 | $2,479,214 | 0.48% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 8,300 | $2,420,944 | 0.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 6,026 | $2,240,165 | 0.44% | |
| GGG |
Graco Inc
Industrials
|
Reduced | 23,739 | $2,009,506 | 0.39% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,550 | $1,979,672 | 0.39% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 22,772 | $1,809,007 | 0.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 8,211 | $1,785,810 | 0.35% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 11,950 | $1,757,964 | 0.34% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,163 | $1,750,923 | 0.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 14,009 | $1,741,038 | 0.34% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,192 | $1,707,596 | 0.33% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 3,093 | $1,698,118 | 0.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,125 | $1,586,238 | 0.31% | |
| GE |
General Electric Co
Industrials
|
Added | 5,386 | $1,528,385 | 0.30% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 2,468 | $1,522,163 | 0.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 10,440 | $1,507,953 | 0.29% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,407 | $1,479,166 | 0.29% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 4,839 | $1,463,700 | 0.29% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 30,443 | $1,412,555 | 0.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 10,941 | $1,316,092 | 0.26% | |
| AON |
Aon plc
Financial Services
|
Reduced | 4,067 | $1,312,746 | 0.26% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,785 | $1,264,601 | 0.25% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,096 | $1,257,227 | 0.25% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 4,015 | $1,247,821 | 0.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,421 | $1,240,390 | 0.24% |