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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 13 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COP CONOCOPHILLIPS Energy 1,975.0 $261K 0.01% NEW $132.01 -15.8%
242 BROS DUTCH BROS INC Consumer Cyclical 5,100.0 $258K 0.01% $50.66 +29.7%
243 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,866.0 $258K 0.01% NEW $90.11 +22.3%
244 IDV ISHARES TR 5,989.0 $255K 0.01% NEW $42.56 +0.0%
245 AZO AUTOZONE INC Consumer Cyclical 75.0 $253K 0.01% -1.0 -1.3% $3377.79 -9.4%
246 VOT VANGUARD INDEX FDS 982.0 $253K 0.01% $257.35 +17.0%
247 AMP AMERIPRISE FINL INC Financial Services 565.0 $251K 0.01% $444.40 +6.2%
248 FDX FEDEX CORP Industrials 700.0 $249K 0.01% $356.41 -8.6%
249 LOW LOWES COS INC Consumer Cyclical 1,031.0 $244K 0.01% -54.0 -5.0% $236.28 -8.0%
250 EWY ISHARES INC 1,937.0 $238K 0.01% NEW $123.03 +67.1%
251 TPR TAPESTRY INC Consumer Cyclical 1,684.0 $238K 0.01% $141.11 +3.4%
252 RIO RIO TINTO PLC Basic Materials 2,541.0 $237K 0.01% $93.29 +10.1%
253 MTUM ISHARES TR 987.0 $237K 0.01% $239.99 +36.8%
254 CCJ CAMECO CORP Energy 2,160.0 $235K 0.01% NEW $108.61 -2.7%
255 BKSE BNY MELLON ETF TRUST 2,048.0 $233K 0.01% NEW $113.91 +12.8%
256 VTWO VANGUARD SCOTTSDALE FDS 2,326.0 $233K 0.01% +242.0 +11.6% $100.17 +17.2%
257 JVAL J P MORGAN EXCHANGE TRADED F 4,648.0 $227K 0.01% -152.0 -3.2% $48.86 +17.7%
258 MOS MOSAIC CO Basic Materials 8,879.0 $226K 0.01% +64.0 +0.7% $25.50 -11.7%
259 SO SOUTHERN CO Utilities 2,329.0 $225K 0.01% -117.0 -4.8% $96.52 -4.1%
260 VRT VERTIV HOLDINGS CO Industrials 893.0 $224K 0.01% NEW $250.58 +19.6%
Page 13 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%