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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 10 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ONEQ FIDELITY COMWLTH TR 4,550.0 $386K 0.02% +130.0 +2.9% $84.91 +20.7%
182 EMR EMERSON ELEC CO Industrials 2,938.0 $385K 0.02% +82.0 +2.9% $131.02 +13.7%
183 BKLC BNY MELLON ETF TRUST 3,070.0 $383K 0.02% $124.81 +13.9%
184 ARCC ARES CAPITAL CORP Financial Services 20,978.0 $378K 0.02% +10K +91.5% $18.02 +0.4%
185 DCI DONALDSON INC Industrials 4,331.0 $368K 0.02% -148.0 -3.3% $84.87 +0.6%
186 OKE ONEOK INC NEW Energy 4,030.0 $364K 0.02% -169.0 -4.0% $90.39 -5.3%
187 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 42,924.0 $363K 0.02% $8.45 +50.1%
188 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,858.0 $359K 0.02% +80.0 +2.9% $125.46 -14.4%
189 XLF SELECT SECTOR SPDR TR 7,249.0 $358K 0.02% +545.0 +8.1% $49.37 +9.5%
190 VXF VANGUARD INDEX FDS 1,730.0 $356K 0.02% $205.80 +15.3%
191 BXSL BLACKSTONE SECD LENDING FD Financial Services 15,000.0 $355K 0.02% $23.69 -0.8%
192 GS GOLDMAN SACHS GROUP INC Financial Services 417.0 $353K 0.02% -226.0 -35.1% $846.02 +29.9%
193 SOXX ISHARES TR 1,072.0 $352K 0.02% +52.0 +5.1% $328.80 +82.4%
194 SEDG SOLAREDGE TECHNOLOGIES INC Energy 6,840.0 $349K 0.02% -105.0 -1.5% $51.05 +7.1%
195 WAT WATERS CORP Healthcare 1,171.0 $349K 0.02% +118.0 +11.2% $297.80 +21.1%
196 FDUS FIDUS INVT CORP Financial Services 20,000.0 $348K 0.02% $17.42 +3.5%
197 IYG ISHARES TR 4,182.0 $346K 0.02% NEW $82.83 +10.4%
198 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,497.0 $346K 0.02% $230.89 +3.7%
199 T AT&T INC Communication Services 11,901.0 $345K 0.02% +400.0 +3.5% $28.99 -22.6%
200 WDC WESTERN DIGITAL CORP Technology 1,273.0 $344K 0.02% -200.0 -13.6% $270.50 +151.8%
Page 10 of 15  ·  281 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%