Portfolio (Quarterly)
Guide ↗
Accredited Investors Inc.
· CIK 0001518364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | Technology | 6,337 | $1.1M | 0.06% | SOLD |
| 2 | ATO | ATMOS ENERGY CORP | Utilities | 4,335 | $727K | 0.04% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 3,362 | $656K | 0.04% | SOLD |
| 4 | NKE | NIKE INC | Consumer Cyclical | 9,393 | $598K | 0.03% | SOLD |
| 5 | VEEV | VEEVA SYS INC | Healthcare | 2,637 | $589K | 0.03% | SOLD |
| 6 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 20,253 | $564K | 0.03% | SOLD |
| 7 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 4,866 | $444K | 0.02% | SOLD |
| 8 | SNDR | SCHNEIDER NATIONAL INC | Industrials | 15,836 | $420K | 0.02% | SOLD |
| 9 | BLK | BLACKROCK INC | Financial Services | 313 | $335K | 0.02% | SOLD |
| 10 | BIL | SPDR SERIES TRUST | — | 3,660 | $334K | 0.02% | SOLD |
| 11 | UBER | UBER TECHNOLOGIES INC | Technology | 4,002 | $327K | 0.02% | SOLD |
| 12 | SHV | ISHARES TR | — | 2,889 | $318K | 0.02% | SOLD |
| 13 | CRM | SALESFORCE INC | Technology | 1,192 | $316K | 0.02% | SOLD |
| 14 | DHR | DANAHER CORPORATION | Healthcare | 1,314 | $301K | 0.02% | SOLD |
| 15 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 3,602 | $287K | 0.01% | SOLD |
| 16 | RJF | RAYMOND JAMES FINL INC | Financial Services | 1,756 | $282K | 0.01% | SOLD |
| 17 | — | IQVIA HLDGS INC | — | 1,107 | $250K | 0.01% | SOLD |
| 18 | VV | VANGUARD INDEX FDS | — | 774 | $244K | 0.01% | SOLD |
| 19 | HUBS | HUBSPOT INC | Technology | 586 | $235K | 0.01% | SOLD |
| 20 | ADBE | ADOBE INC | Technology | 667 | $233K | 0.01% | SOLD |
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%