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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DLR DIGITAL RLTY TR INC Real Estate 1,277.0 $229K 0.01% NEW $179.58 +7.1%
22 VV VANGUARD INDEX FDS 659.0 $227K 0.01% NEW $343.82 +2.6%
23 CAH CARDINAL HEALTH INC Healthcare 918.0 $218K 0.01% NEW $237.56 +0.2%
24 VONG VANGUARD SCOTTSDALE FDS 1,676.0 $214K 0.01% NEW $127.81 -1.9%
25 IQVIA HLDGS INC 1,107.0 $214K 0.01% NEW $193.22
26 VIKING HOLDINGS LTD 2,000.0 $209K 0.01% NEW $104.67
27 PHM PULTE GROUP INC Consumer Cyclical 1,500.0 $206K 0.01% NEW $137.21 -4.6%
28 DGRW WISDOMTREE TR 2,150.0 $206K 0.01% NEW $95.62 +4.0%
29 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,864.0 $205K 0.01% NEW $109.79 +1.1%
30 IYY ISHARES TR 1,100.0 $201K 0.01% NEW $182.28 +2.4%
31 HUMA HUMACYTE INC Healthcare 15,600.0 $12K 0.00% NEW $0.78 -10.2%
Page 2 of 2  ·  31 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%