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Portfolio (Quarterly) Guide ↗

Accredited Investors Inc.

· CIK 0001518364
13F Portfolio $1.9B AUM 281 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 76 Added 112 Reduced 31 Exited
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 5,192.0 $1.7M 0.09% -265.0 -4.9% $328.88 -0.4%
42 AVGO BROADCOM INC Technology 5,125.0 $1.6M 0.09% -205.0 -3.9% $309.54 +26.9%
43 PG PROCTER & GAMBLE CO Consumer Defensive 10,440.0 $1.5M 0.08% -69.0 -0.7% $144.44 +4.3%
44 ABT ABBOTT LABORATORIES Healthcare 14,407.0 $1.5M 0.08% -134.0 -0.9% $102.67 -13.8%
45 AXP AMERICAN EXPRESS CO Financial Services 4,839.0 $1.5M 0.08% -129.0 -2.6% $302.47 +12.6%
46 FAST FASTENAL CO Industrials 30,443.0 $1.4M 0.08% -2K -6.3% $46.40 -3.3%
47 MRK MERCK & CO INC Healthcare 10,941.0 $1.3M 0.07% -863.0 -7.3% $120.29 -4.0%
48 AON AON PLC Financial Services 4,067.0 $1.3M 0.07% -118.0 -2.8% $322.78 +1.2%
49 PEP PEPSICO INC Consumer Defensive 8,096.0 $1.3M 0.07% -1K -11.7% $155.29 -8.8%
50 BAC BANK AMERICA CORP Financial Services 25,229.0 $1.2M 0.07% -2K -6.7% $48.75 +16.0%
51 APH AMPHENOL CORP Technology 9,601.0 $1.2M 0.07% -2K -14.4% $126.35 +27.5%
52 DVY ISHARES TR 7,719.0 $1.2M 0.06% -421.0 -5.2% $151.41 +1.5%
53 ACN ACCENTURE PLC IRELAND Technology 5,069.0 $1.0M 0.05% -374.0 -6.9% $198.29 -21.3%
54 CVX CHEVRON CORPORATION Energy 4,784.0 $990K 0.05% -218.0 -4.4% $206.90 -14.2%
55 WFC WELLS FARGO & CO Financial Services 12,269.0 $977K 0.05% -4K -26.8% $79.61 +6.8%
56 KO COCA COLA CO Consumer Defensive 12,656.0 $962K 0.05% -3K -17.6% $76.05 +5.1%
57 VIG VANGUARD SPECIALIZED FUNDS 4,470.0 $961K 0.05% -744.0 -14.3% $215.04 +9.1%
58 UMBF UMB FINL CORP Financial Services 8,489.0 $957K 0.05% -1K -14.6% $112.79 +17.5%
59 ECL ECOLAB INC Basic Materials 3,444.0 $916K 0.05% -110.0 -3.1% $266.05 +1.1%
60 MA MASTERCARD INCORPORATED Financial Services 1,752.0 $876K 0.05% -71.0 -3.9% $499.73 -1.3%
Page 3 of 6  ·  112 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
Industrials 26.1%
Technology 24.5%
Financial Services 22.7%
Consumer Cyclical 11.1%
Healthcare 5.5%
Communication Services 4.4%
Consumer Defensive 3.1%
Energy 1.2%
Utilities 0.9%
Basic Materials 0.5%