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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 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 4,469.0 $2.7M 0.15% NEW $614.34 +17.6%
62 CELC CELCUITY INC Healthcare 27,115.0 $2.7M 0.14% NEW $99.74 -11.7%
63 TRV TRAVELERS COMPANIES INC Financial Services 8,300.0 $2.4M 0.13% NEW $290.06 +5.5%
64 V VISA INC Financial Services 6,764.0 $2.4M 0.13% NEW $350.71 -5.0%
65 ORCL ORACLE CORP Technology 12,070.0 $2.4M 0.12% NEW $194.91 -5.9%
66 ITOT ISHARES TR 15,405.0 $2.3M 0.12% NEW $148.69 +9.0%
67 COST COSTCO WHSL CORP NEW Consumer Defensive 2,632.0 $2.3M 0.12% NEW $862.27 +12.0%
68 XOM EXXON MOBIL CORP Energy 18,253.0 $2.2M 0.12% NEW $120.34 +17.9%
69 ABBV ABBVIE INC Healthcare 9,405.0 $2.1M 0.11% NEW $228.48 -3.2%
70 GGG GRACO INC Industrials 23,926.0 $2.0M 0.10% NEW $81.97 -8.2%
71 HD HOME DEPOT INC Consumer Cyclical 5,457.0 $1.9M 0.10% NEW $344.09 -4.8%
72 AVGO BROADCOM INC Technology 5,330.0 $1.8M 0.10% NEW $346.12 +13.5%
73 AXP AMERICAN EXPRESS CO Financial Services 4,968.0 $1.8M 0.10% NEW $369.98 -8.0%
74 ABT ABBOTT LABS Healthcare 14,541.0 $1.8M 0.10% NEW $125.29 -29.4%
75 JNJ JOHNSON & JOHNSON Healthcare 8,650.0 $1.8M 0.10% NEW $206.94 +13.2%
76 EUSB ISHARES TR 40,733.0 $1.8M 0.10% NEW $43.91 -1.4%
77 GWX SPDR INDEX SHS FDS 42,640.0 $1.7M 0.09% NEW $40.86 +11.2%
78 WMT WALMART INC Consumer Defensive 15,455.0 $1.7M 0.09% NEW $111.41 +8.6%
79 XEL XCEL ENERGY INC Utilities 22,413.0 $1.7M 0.09% NEW $73.86 +6.9%
80 WFC WELLS FARGO CO NEW Financial Services 16,757.0 $1.6M 0.08% NEW $93.20 -8.7%
Page 4 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%