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Portfolio (Quarterly) Guide ↗

Accredited Investors Inc.

· CIK 0001518364
13F Portfolio $2.3B AUM 299 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 88 Added 92 Reduced 13 Exited
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 16,910.0 $2.8M 0.12% +1K +8.7% $164.27 +2.2%
22 XOM EXXON MOBIL CORP Energy 17,983.0 $2.5M 0.11% +365.0 +2.1% $136.72 +17.5%
23 ABBV ABBVIE INC Healthcare 8,939.0 $2.2M 0.10% +728.0 +8.9% $251.64 +5.6%
24 EUSB ISHARES TR 51,114.0 $2.2M 0.10% +10K +24.6% $43.45 -0.9%
25 GE GE AEROSPACE Industrials 5,630.0 $2.1M 0.09% +244.0 +4.5% $373.73 -6.5%
26 CAT CATERPILLAR INC Industrials 1,935.0 $2.1M 0.09% +150.0 +8.4% $1065.05 -23.8%
27 JNJ JOHNSON & JOHNSON Healthcare 7,952.0 $2.0M 0.09% +789.0 +11.0% $253.97 +7.5%
28 HD HOME DEPOT INC Consumer Cyclical 5,695.0 $2.0M 0.09% +503.0 +9.7% $352.69 -4.2%
29 SCHG SCHWAB STRATEGIC TR 58,451.0 $2.0M 0.09% +5K +8.4% $33.84 +4.4%
30 AVGO BROADCOM INC Technology 5,192.0 $2.0M 0.09% +67.0 +1.3% $377.76 -5.6%
31 MU MICRON TECHNOLOGY INC Technology 1,597.0 $1.8M 0.08% +152.0 +10.5% $1154.29 -19.2%
32 ORCL ORACLE CORP Technology 12,096.0 $1.8M 0.08% +146.0 +1.2% $146.55 -1.3%
33 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,497.0 $1.8M 0.08% +29.0 +1.2% $703.42 -1.3%
34 BAC BANK OF AMER CORP Financial Services 30,566.0 $1.7M 0.07% +5K +21.1% $56.98 +9.6%
35 WMT WALMART INC Consumer Defensive 14,323.0 $1.6M 0.07% +314.0 +2.2% $113.26 -7.0%
36 MRK MERCK & CO INC Healthcare 12,543.0 $1.6M 0.07% +2K +14.6% $128.50 +21.7%
37 CSCO CISCO SYS INC Technology 12,951.0 $1.5M 0.07% +4K +51.5% $117.46 -5.4%
38 AVDE AMERICAN CENTY ETF TR 16,377.0 $1.5M 0.06% +294.0 +1.8% $89.20 +6.2%
39 PANW PALO ALTO NETWORKS INC Technology 4,102.0 $1.4M 0.06% +585.0 +16.6% $341.02 -0.3%
40 VIG VANGUARD SPECIALIZED FUNDS 5,255.0 $1.2M 0.05% +785.0 +17.6% $236.62 +3.2%
Page 2 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.0%
Industrials 23.5%
Technology 21.8%
Consumer Cyclical 10.6%
Healthcare 4.9%
Consumer Defensive 2.4%
Communication Services 1.8%
Energy 0.9%
Utilities 0.8%
Basic Materials 0.3%