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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 15 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CCJ CAMECO CORP Energy 2,171.0 $221K 0.01% +11.0 +0.5% $101.86 +5.0%
282 COP CONOCOPHILLIPS Energy 2,124.0 $221K 0.01% +149.0 +7.5% $103.97 +26.8%
283 ZTS ZOETIS INC Healthcare 3,053.0 $219K 0.01% -420.0 -12.1% $71.87 +7.5%
284 CAH CARDINAL HEALTH INC Healthcare 918.0 $218K 0.01% NEW $237.56 +0.2%
285 VONG VANGUARD SCOTTSDALE FDS 1,676.0 $214K 0.01% NEW $127.81 -1.9%
286 IQVIA HLDGS INC 1,107.0 $214K 0.01% NEW $193.22
287 RSP INVESCO EXCHANGE TRADED FD T 998.0 $212K 0.01% -63.0 -5.9% $212.80 +4.2%
288 VIKING HOLDINGS LTD 2,000.0 $209K 0.01% NEW $104.67
289 PHM PULTE GROUP INC Consumer Cyclical 1,500.0 $206K 0.01% NEW $137.21 -4.6%
290 XLV SELECT SECTOR SPDR TR 1,297.0 $206K 0.01% -800.0 -38.1% $158.66 +10.5%
291 DGRW WISDOMTREE TR 2,150.0 $206K 0.01% NEW $95.62 +4.0%
292 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,864.0 $205K 0.01% NEW $109.79 +1.1%
293 NEE NEXTERA ENERGY INC Utilities 2,296.0 $202K 0.01% -17.0 -0.7% $87.77 -4.0%
294 IYY ISHARES TR 1,100.0 $201K 0.01% NEW $182.28 +2.4%
295 BLUE OWL CAPITAL CORPORATION 16,736.0 $182K 0.01% $10.87
296 EDAP EDAP TMS S A Healthcare 21,431.0 $111K 0.01% $5.18 -8.2%
297 GUTS FRACTYL HEALTH INC Healthcare 100,000.0 $79K 0.00% $0.79 -1.3%
298 GPMT GRANITE PT MTG TR INC Real Estate 15,721.0 $24K 0.00% $1.50 -29.3%
299 HUMA HUMACYTE INC Healthcare 15,600.0 $12K 0.00% NEW $0.78 -10.2%
Page 15 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%