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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 13,300.0 $1.1M 0.05% +644.0 +5.1% $81.27 +12.8%
42 WFC WELLS FARGO & CO Financial Services 12,978.0 $1.1M 0.05% +709.0 +5.8% $82.64 +2.6%
43 VUG VANGUARD INDEX FDS 11,886.0 $1.0M 0.04% +10K +596.7% $86.14 +1.5%
44 MRVL MARVELL TECHNOLOGY INC Technology 3,319.0 $989K 0.04% +150.0 +4.7% $297.90 -19.3%
45 GLW CORNING INC Technology 3,635.0 $928K 0.04% +58.0 +1.6% $255.43 -42.4%
46 CVX CHEVRON CORPORATION Energy 5,378.0 $891K 0.04% +594.0 +12.4% $165.75 +20.6%
47 VOOG VANGUARD ADMIRAL FDS INC 10,734.0 $887K 0.04% +9K +500.0% $82.62 +1.0%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 4,846.0 $877K 0.04% +301.0 +6.6% $180.91 +7.2%
49 WDC WESTERN DIGITAL CORP Technology 1,312.0 $838K 0.04% +39.0 +3.1% $638.75 -29.4%
50 GS GOLDMAN SACHS GROUP INC Financial Services 817.0 $826K 0.04% +400.0 +95.9% $1011.41 +4.7%
51 AAXJ ISHARES TR 6,389.0 $762K 0.03% +837.0 +15.1% $119.34 -2.2%
52 DIS DISNEY WALT CO Communication Services 7,911.0 $761K 0.03% +92.0 +1.2% $96.25 +15.6%
53 PDI PIMCO DYNAMIC INCOME FD Financial Services 45,532.0 $760K 0.03% +952.0 +2.1% $16.70 -7.4%
54 IAU ISHARES GOLD TR Financial Services 9,214.0 $696K 0.03% +2K +32.6% $75.51 +16.2%
55 SOXX ISHARES TR 1,081.0 $692K 0.03% +9.0 +0.8% $640.54 -19.7%
56 SOLV SOLVENTUM CORP Healthcare 8,563.0 $661K 0.03% +203.0 +2.4% $77.15 +18.7%
57 AVUS AMERICAN CENTY ETF TR 5,110.0 $654K 0.03% +190.0 +3.9% $128.08 +1.8%
58 ACN ACCENTURE PLC IRELAND Technology 5,144.0 $640K 0.03% +75.0 +1.5% $124.44 +50.2%
59 FNDF SCHWAB STRATEGIC TR 11,550.0 $609K 0.03% +114.0 +1.0% $52.76 +6.0%
60 SCHF SCHWAB STRATEGIC TR 20,996.0 $582K 0.03% +4K +22.4% $27.70 +3.2%
Page 3 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%