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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 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COF CAPITAL ONE FINL CORP Financial Services 4,514.0 $1.1M 0.06% NEW $242.36 -16.4%
102 LRCX LAM RESEARCH CORP Technology 6,337.0 $1.1M 0.06% NEW $171.18 +130.9%
103 KO COCA COLA CO Consumer Defensive 15,349.0 $1.1M 0.06% NEW $69.91 +12.9%
104 PSEP INNOVATOR ETFS TRUST 24,500.0 $1.1M 0.06% NEW $43.72 +5.0%
105 MA MASTERCARD INCORPORATED Financial Services 1,823.0 $1.0M 0.06% NEW $570.94 -14.2%
106 CAT CATERPILLAR INC Industrials 1,788.0 $1.0M 0.05% NEW $572.73 +72.3%
107 TNC TENNANT CO Industrials 13,256.0 $977K 0.05% NEW $73.70 +21.9%
108 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,132.0 $952K 0.05% NEW $303.89 +49.8%
109 CL COLGATE PALMOLIVE CO Consumer Defensive 11,953.0 $945K 0.05% NEW $79.02 +14.4%
110 MDT MEDTRONIC PLC Healthcare 9,731.0 $935K 0.05% NEW $96.06 -17.7%
111 ECL ECOLAB INC Basic Materials 3,554.0 $933K 0.05% NEW $262.51 +3.4%
112 CACI CACI INTL INC Technology 1,718.0 $915K 0.05% NEW $532.81 -11.7%
113 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,568.0 $909K 0.05% NEW $579.45 -19.8%
114 DIS DISNEY WALT CO Communication Services 7,857.0 $894K 0.05% NEW $113.76 -8.9%
115 IWO ISHARES TR 2,606.0 $842K 0.04% NEW $323.01 +19.5%
116 NFLX NETFLIX INC Communication Services 8,816.0 $827K 0.04% NEW $93.76 -17.5%
117 XLK SELECT SECTOR SPDR TR 5,728.0 $825K 0.04% NEW $143.97 +32.7%
118 TGT TARGET CORP Consumer Defensive 8,426.0 $824K 0.04% NEW $97.75 +34.0%
119 SHOP SHOPIFY INC Technology 5,086.0 $819K 0.04% NEW $160.97 -32.3%
120 GEV GE VERNOVA INC Utilities 1,252.0 $818K 0.04% NEW $653.67 +68.7%
Page 6 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%