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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 2,548.0 $871K 0.05% -200.0 -7.3% $341.85 +73.4%
62 MDT MEDTRONIC PLC Healthcare 8,944.0 $775K 0.04% -787.0 -8.1% $86.65 -9.8%
63 AMGN AMGEN INC Healthcare 2,156.0 $759K 0.04% -138.0 -6.0% $351.91 -2.9%
64 PM PHILIP MORRIS INTL INC Consumer Defensive 4,545.0 $752K 0.04% -135.0 -2.9% $165.35 +8.5%
65 MUB ISHARES TR 6,813.0 $723K 0.04% -316.0 -4.4% $106.16 +0.8%
66 SDY SPDR SERIES TRUST 4,945.0 $722K 0.04% -30.0 -0.6% $145.94 +3.0%
67 COF CAPITAL ONE FINL CORP Financial Services 3,829.0 $699K 0.04% -685.0 -15.2% $182.43 +10.1%
68 SCHW SCHWAB CHARLES CORP Financial Services 7,286.0 $685K 0.04% -596.0 -7.6% $93.98 +0.6%
69 CSCO CISCO SYS INC Technology 8,546.0 $663K 0.04% -2K -17.2% $77.59 +51.2%
70 SLYV SPDR SERIES TRUST 6,699.0 $634K 0.03% -407.0 -5.7% $94.59 +11.2%
71 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,587.0 $583K 0.03% -68.0 -1.9% $162.48 -14.1%
72 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,161.0 $571K 0.03% -407.0 -26.0% $491.53 -6.1%
73 SPYM SPDR SERIES TRUST 7,313.0 $560K 0.03% -125.0 -1.7% $76.54 +13.7%
74 MLI MUELLER INDS INC Industrials 4,946.0 $548K 0.03% -700.0 -12.4% $110.80 +24.8%
75 MS MORGAN STANLEY Financial Services 3,057.0 $503K 0.03% -242.0 -7.3% $164.56 +36.8%
76 RTX RTX CORPORATION Industrials 2,543.0 $491K 0.03% -199.0 -7.3% $192.90 -0.2%
77 ISRG INTUITIVE SURGICAL INC Healthcare 1,017.0 $469K 0.03% -11.0 -1.1% $460.99 -12.8%
78 ETN EATON CORP PLC Industrials 1,310.0 $469K 0.03% -560.0 -29.9% $357.78 +14.5%
79 PFE PFIZER INC Healthcare 16,339.0 $459K 0.03% -2K -12.6% $28.08 -7.7%
80 FDIQ INVESCO EXCH TRADED FD TR II 6,494.0 $445K 0.02% -998.0 -13.3% $68.47 -3.1%
Page 4 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%