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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 12 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MTUM ISHARES TR 987.0 $338K 0.01% $342.83 -11.3%
222 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 35,924.0 $337K 0.01% -7K -16.3% $9.39 +22.8%
223 BA BOEING CO Industrials 1,544.0 $334K 0.01% -963.0 -38.4% $216.54 -2.1%
224 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 25,000.0 $330K 0.01% NEW $13.22 -4.8%
225 DIA STATE STR SPDR DOW JONES IND Financial Services 628.0 $328K 0.01% $522.39 +2.3%
226 SMH VANECK ETF TRUST 500.0 $328K 0.01% NEW $655.89 -15.3%
227 TJX TJX COS INC NEW Consumer Cyclical 2,164.0 $328K 0.01% +50.0 +2.4% $151.50 -9.7%
228 VYMI VANGUARD WHITEHALL FDS 3,324.0 $326K 0.01% $98.20 +7.5%
229 VYM VANGUARD WHITEHALL FDS 2,059.0 $325K 0.01% +49.0 +2.4% $158.03 +4.4%
230 MSI MOTOROLA SOLUTIONS INC Technology 772.0 $321K 0.01% +30.0 +4.0% $415.27 +17.3%
231 SCHK SCHWAB STRATEGIC TR 8,753.0 $316K 0.01% $36.06 +2.4%
232 KLARNA GROUP PLC 15,450.0 $313K 0.01% $20.24
233 IJK ISHARES TR 2,649.0 $311K 0.01% -27.0 -1.0% $117.50 -1.8%
234 VWO VANGUARD INTL EQUITY INDEX F 5,185.0 $309K 0.01% -1K -17.6% $59.69 +1.6%
235 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,736.0 $309K 0.01% +2K +2380.0% $178.25 +17.2%
236 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,866.0 $309K 0.01% $107.78 +4.1%
237 NSC NORFOLK SOUTHN CORP Industrials 978.0 $308K 0.01% +35.0 +3.7% $314.62 +12.1%
238 FIX COMFORT SYS USA INC Industrials 155.0 $307K 0.01% $1981.94 -18.4%
239 GLD SPDR GOLD TR Financial Services 819.0 $302K 0.01% -100.0 -10.9% $368.38 +14.4%
240 CNP CENTERPOINT ENERGY INC Utilities 6,847.0 $302K 0.01% -375.0 -5.2% $44.04 -10.1%
Page 12 of 15  ·  299 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%