Accredited Investors Inc.
Top Portfolio Positions
173 positions ·
$512,565,096 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
783,700 | $77,100,406 | 15.04% | |
| SEZL |
Sezzle Inc.
Financial Services
|
886,642 | $56,115,572 | 10.95% | |
| AAPL |
Apple Inc.
Technology
|
214,235 | $54,370,700 | 10.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
222,751 | $46,392,350 | 9.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
57,578 | $27,591,377 | 5.38% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
132,568 | $22,015,567 | 4.30% | |
| RBLX |
Roblox Corp
Communication Services
|
376,574 | $21,299,025 | 4.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,577 | $15,333,066 | 2.99% | |
| MSFT |
Microsoft Corp
Technology
|
41,240 | $15,265,810 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
68,989 | $12,031,681 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UPS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,100,406 | 783,700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $77,735,203 | 783,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $65,462,461 | 783,700 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $79,106,678 | 783,700 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $86,278,465 | 784,421 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $98,956,848 | 784,749 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $107,016,538 | 784,924 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $107,392,900 | 784,749 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $116,654,336 | 784,864 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $123,386,085 | 784,749 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $122,318,826 | 784,749 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $140,666,258 | 784,749 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $152,238,696 | 784,776 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $136,425,459 | 784,776 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,577,476 | 139,764 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $25,485,322 | 139,615 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $29,942,905 | 139,620 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $29,888,426 | 139,444 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $25,339,397 | 139,151 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,923,219 | 139,074 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $23,639,999 | 139,067 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $23,450,205 | 139,253 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,322,388 | 43,944 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,925,385 | 44,301 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,144,391 | 44,363 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||