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Portfolio (Quarterly) Guide ↗

Accredited Investors Inc.

· CIK 0001518364
13F Portfolio $1.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New
Page 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AZO AUTOZONE INC Consumer Cyclical 76.0 $258K 0.01% NEW $3391.50 -9.8%
242 DFAT DIMENSIONAL ETF TRUST 4,301.0 $256K 0.01% NEW $59.54 +14.1%
243 WDC WESTERN DIGITAL CORP Technology 1,473.0 $254K 0.01% NEW $172.27 +295.4%
244 IQVIA HLDGS INC 1,107.0 $250K 0.01% NEW $225.41
245 MTUM ISHARES TR 987.0 $247K 0.01% NEW $250.31 +31.1%
246 MU MICRON TECHNOLOGY INC Technology 857.0 $245K 0.01% NEW $285.41 +265.5%
247 VV VANGUARD INDEX FDS 774.0 $244K 0.01% NEW $314.69 +8.5%
248 LNT ALLIANT ENERGY CORP Utilities 3,687.0 $240K 0.01% NEW $65.01 +12.0%
249 JVAL J P MORGAN EXCHANGE TRADED F 4,800.0 $236K 0.01% NEW $49.08 +17.1%
250 HUBS HUBSPOT INC Technology 586.0 $235K 0.01% NEW $401.30 -56.0%
251 HRL HORMEL FOODS CORP Consumer Defensive 9,919.0 $235K 0.01% NEW $23.70 +2.7%
252 ADBE ADOBE INC Technology 667.0 $233K 0.01% NEW $349.99 -43.9%
253 GILD GILEAD SCIENCES INC Healthcare 1,900.0 $233K 0.01% NEW $122.77 +2.2%
254 AVLV AMERICAN CENTY ETF TR 3,069.0 $233K 0.01% NEW $75.77 +19.2%
255 LMT LOCKHEED MARTIN CORP Industrials 477.0 $231K 0.01% NEW $483.98 +10.0%
256 GRAB GRAB HOLDINGS LIMITED Technology 44,737.0 $223K 0.01% NEW $4.99 -30.9%
257 ARCC ARES CAPITAL CORP Financial Services 10,955.0 $222K 0.01% NEW $20.23 -10.5%
258 BK BANK NEW YORK MELLON CORP Financial Services 1,884.0 $219K 0.01% NEW $116.09 +22.7%
259 VYM VANGUARD WHITEHALL FDS 1,522.0 $218K 0.01% NEW $143.52 +10.8%
260 TPR TAPESTRY INC Consumer Cyclical 1,684.0 $215K 0.01% NEW $127.77 +14.2%
Page 13 of 15  ·  284 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
Technology 27.3%
Industrials 23.5%
Financial Services 22.3%
Consumer Cyclical 11.9%
Healthcare 5.3%
Communication Services 4.4%
Consumer Defensive 3.2%
Utilities 0.9%
Energy 0.7%
Basic Materials 0.4%