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Portfolio (Quarterly) Guide ↗

Accredited Investors Inc.

· CIK 0001518364
13F Portfolio $1.9B AUM 281 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 76 Added 112 Reduced 31 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PDI PIMCO DYNAMIC INCOME FD Financial Services 44,580.0 $763K 0.04% +24K +115.2% $17.11 -4.4%
42 VUG VANGUARD INDEX FDS 1,706.0 $745K 0.04% +203.0 +13.5% $436.79 -80.4%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 2,751.0 $667K 0.04% +354.0 +14.8% $242.39 +8.2%
44 IAU ISHARES GOLD TR Financial Services 6,949.0 $613K 0.03% +615.0 +9.7% $88.16 -9.7%
45 MO ALTRIA GROUP INC Consumer Defensive 8,585.0 $567K 0.03% +511.0 +6.3% $65.99 +4.5%
46 PANW PALO ALTO NETWORKS INC Technology 3,517.0 $564K 0.03% +524.0 +17.5% $160.32 +76.0%
47 FNDF SCHWAB STRATEGIC TR 11,436.0 $560K 0.03% +419.0 +3.8% $48.93 +10.1%
48 JEPI J P MORGAN EXCHANGE TRADED F 9,521.0 $540K 0.03% +2K +19.1% $56.68 -1.2%
49 AAXJ ISHARES TR 5,552.0 $535K 0.03% +1K +31.8% $96.29 +23.6%
50 BA BOEING CO Industrials 2,507.0 $499K 0.03% +1K +74.1% $199.07 +13.3%
51 MU MICRON TECHNOLOGY INC Technology 1,445.0 $488K 0.03% +588.0 +68.6% $337.84 +208.8%
52 GLW CORNING INC Technology 3,577.0 $486K 0.03% +1K +54.2% $135.97 +29.0%
53 HWM HOWMET AEROSPACE INC Industrials 1,993.0 $459K 0.03% +50.0 +2.6% $230.46 +22.9%
54 DFUS DIMENSIONAL ETF TRUST 6,474.0 $459K 0.03% +3K +83.7% $70.91 +14.3%
55 VBR VANGUARD INDEX FDS 1,983.0 $431K 0.02% +40.0 +2.1% $217.25 +9.1%
56 SCHF SCHWAB STRATEGIC TR 17,152.0 $425K 0.02% +2K +12.6% $24.75 +12.8%
57 OTTR OTTER TAIL CORP Utilities 4,407.0 $387K 0.02% +28.0 +0.6% $87.78 -1.2%
58 ONEQ FIDELITY COMWLTH TR 4,550.0 $386K 0.02% +130.0 +2.9% $84.91 +20.7%
59 EMR EMERSON ELEC CO Industrials 2,938.0 $385K 0.02% +82.0 +2.9% $131.02 +13.7%
60 ARCC ARES CAPITAL CORP Financial Services 20,978.0 $378K 0.02% +10K +91.5% $18.02 +0.4%
Page 3 of 4  ·  76 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
Industrials 26.1%
Technology 24.5%
Financial Services 22.7%
Consumer Cyclical 11.1%
Healthcare 5.5%
Communication Services 4.4%
Consumer Defensive 3.1%
Energy 1.2%
Utilities 0.9%
Basic Materials 0.5%