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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,736.0 $309K 0.01% +2K +2380.0% $178.25 +17.2%
82 NSC NORFOLK SOUTHN CORP Industrials 978.0 $308K 0.01% +35.0 +3.7% $314.62 +12.6%
83 LNT ALLIANT ENERGY CORP Utilities 3,739.0 $285K 0.01% +26.0 +0.7% $76.29 -9.6%
84 NOBL PROSHARES TR 5,051.0 $284K 0.01% +3K +100.0% $56.16 +4.7%
85 SO SOUTHERN CO Utilities 2,569.0 $246K 0.01% +240.0 +10.3% $95.71 -5.9%
86 SCHC SCHWAB STRATEGIC TR 4,690.0 $226K 0.01% +103.0 +2.2% $48.12 +7.2%
87 CCJ CAMECO CORP Energy 2,171.0 $221K 0.01% +11.0 +0.5% $101.86 +5.7%
88 COP CONOCOPHILLIPS Energy 2,124.0 $221K 0.01% +149.0 +7.5% $103.97 +27.0%
Page 5 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%