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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC Technology 696.0 $300K 0.01% -2K -74.2% $431.46 +7.0%
82 SEDG SOLAREDGE TECHNOLOGIES INC Energy 4,840.0 $283K 0.01% -2K -29.2% $58.44 -44.7%
83 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,758.0 $265K 0.01% -100.0 -3.5% $95.98 +25.6%
84 SLV ISHARES SILVER TR Financial Services 4,757.0 $254K 0.01% -131.0 -2.7% $53.47 +15.0%
85 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,603.0 $252K 0.01% -800.0 -33.3% $156.96 -9.9%
86 DXCM DEXCOM INC Healthcare 3,673.0 $247K 0.01% -704.0 -16.1% $67.35 +32.0%
87 AMP AMERIPRISE FINL INC Financial Services 528.0 $242K 0.01% -37.0 -6.5% $458.76 +22.3%
88 LMT LOCKHEED MARTIN CORP Industrials 447.0 $228K 0.01% -5.0 -1.1% $509.66 +11.1%
89 ZTS ZOETIS INC Healthcare 3,053.0 $219K 0.01% -420.0 -12.1% $71.87 +8.6%
90 RSP INVESCO EXCHANGE TRADED FD T 998.0 $212K 0.01% -63.0 -5.9% $212.80 +4.4%
91 XLV SELECT SECTOR SPDR TR 1,297.0 $206K 0.01% -800.0 -38.1% $158.66 +9.7%
92 NEE NEXTERA ENERGY INC Utilities 2,296.0 $202K 0.01% -17.0 -0.7% $87.77 -4.0%
Page 5 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%