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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 1,213.0 $705K 0.03% -452.0 -27.1% $581.00 -17.5%
62 MA MASTERCARD INCORPORATED Financial Services 1,352.0 $695K 0.03% -400.0 -22.8% $513.71 +16.7%
63 NFLX NETFLIX INC. Communication Services 8,859.0 $633K 0.03% -57.0 -0.6% $71.40 +15.2%
64 IEFA ISHARES TR 6,455.0 $623K 0.03% -54.0 -0.8% $96.58 +5.0%
65 MDT MEDTRONIC PLC Healthcare 7,770.0 $608K 0.03% -1K -13.1% $78.23 +16.5%
66 CRWD CROWDSTRIKE HLDGS INC Technology 783.0 $598K 0.03% -90.0 -10.3% $190.79 -2.8%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,013.0 $508K 0.02% -148.0 -12.8% $501.36 +25.3%
68 ETN EATON CORP PLC Industrials 1,181.0 $503K 0.02% -129.0 -9.8% $426.27 -4.0%
69 MS MORGAN STANLEY Financial Services 2,325.0 $486K 0.02% -732.0 -23.9% $209.02 +3.7%
70 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,916.0 $456K 0.02% -7K -46.4% $57.62 +17.9%
71 ISRG INTUITIVE SURGICAL INC Healthcare 1,010.0 $402K 0.02% -7.0 -0.7% $397.68 -6.5%
72 XLF SELECT SECTOR SPDR TR 7,204.0 $386K 0.02% -45.0 -0.6% $53.61 +8.8%
73 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 35,924.0 $337K 0.01% -7K -16.3% $9.39 +22.7%
74 BA BOEING CO Industrials 1,544.0 $334K 0.01% -963.0 -38.4% $216.54 -2.5%
75 IJK ISHARES TR 2,649.0 $311K 0.01% -27.0 -1.0% $117.50 -2.6%
76 VWO VANGUARD INTL EQUITY INDEX F 5,185.0 $309K 0.01% -1K -17.6% $59.69 +1.6%
77 GLD SPDR GOLD TR Financial Services 819.0 $302K 0.01% -100.0 -10.9% $368.38 +16.2%
78 CNP CENTERPOINT ENERGY INC Utilities 6,847.0 $302K 0.01% -375.0 -5.2% $44.04 -11.6%
79 IJJ ISHARES TR 2,034.0 $300K 0.01% -35.0 -1.7% $147.72 +0.0%
80 PFE PFIZER INC Healthcare 12,474.0 $300K 0.01% -4K -23.7% $24.08 +18.6%
Page 4 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%