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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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 17,511.0 $5.7M 0.25% -3K -14.8% $327.33 +9.0%
22 LLY ELI LILLY & CO Healthcare 3,151.0 $3.8M 0.16% -1K -25.9% $1199.58 +2.8%
23 VXUS VANGUARD STAR FDS 42,307.0 $3.6M 0.16% -1K -3.2% $85.49 +3.1%
24 IWD ISHARES TR 14,861.0 $3.6M 0.16% -603.0 -3.9% $242.43 +6.5%
25 META META PLATFORMS INC Communication Services 6,270.0 $3.5M 0.15% -652.0 -9.4% $563.26 +1.2%
26 USB US BANCORP Financial Services 57,605.0 $3.5M 0.15% -1K -2.0% $60.40 +3.3%
27 DSI ISHARES TR 23,591.0 $3.4M 0.14% -1K -4.5% $142.39 +3.0%
28 AGG ISHARES TR 32,106.0 $3.2M 0.14% -2K -5.5% $98.98 -1.0%
29 IWB ISHARES TR 6,915.0 $2.8M 0.12% -923.0 -11.8% $409.50 +2.5%
30 CELC CELCUITY INC Healthcare 25,718.0 $2.7M 0.12% -1K -4.7% $104.62 -11.8%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,722.0 $2.5M 0.11% -116.0 -4.1% $935.45 +2.6%
32 GWX SPDR INDEX SHS FDS 42,155.0 $1.8M 0.08% -315.0 -0.7% $43.76 +7.2%
33 XEL XCEL ENERGY INC Utilities 22,412.0 $1.8M 0.08% -360.0 -1.6% $80.30 -3.9%
34 AXP AMERICAN EXPRESS CO Financial Services 4,673.0 $1.6M 0.07% -166.0 -3.4% $338.27 -0.7%
35 GEV GE VERNOVA INC Utilities 1,320.0 $1.6M 0.07% -101.0 -7.1% $1175.07 -21.1%
36 PG PROCTER & GAMBLE CO Consumer Defensive 9,970.0 $1.5M 0.06% -470.0 -4.5% $146.64 -0.8%
37 FAST FASTENAL CO Industrials 29,043.0 $1.4M 0.06% -1K -4.6% $48.03 +4.7%
38 IYW ISHARES TR 5,307.0 $1.3M 0.06% -2K -22.1% $252.22 -2.5%
39 IVW ISHARES TR 9,672.0 $1.3M 0.06% -2K -17.3% $137.53 +0.9%
40 AON AON PLC Financial Services 3,868.0 $1.3M 0.06% -199.0 -4.9% $331.69 +7.0%
Page 2 of 5  ·  92 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%