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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 4 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 8,322.0 $2.9M 0.12% +2K +27.1% $343.09 +12.0%
62 IWB ISHARES TR 6,915.0 $2.8M 0.12% -923.0 -11.8% $409.50 +2.5%
63 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 94,880.0 $2.8M 0.12% $29.78 -20.8%
64 ITOT ISHARES TR 16,910.0 $2.8M 0.12% +1K +8.7% $164.27 +2.2%
65 TRV TRAVELERS COMPANIES INC Financial Services 8,300.0 $2.7M 0.12% $330.12 +12.0%
66 CELC CELCUITY INC Healthcare 25,718.0 $2.7M 0.12% -1K -4.7% $104.62 -11.8%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,722.0 $2.5M 0.11% -116.0 -4.1% $935.45 +2.6%
68 TSLA TESLA INC Consumer Cyclical 6,026.0 $2.5M 0.11% $420.63 -16.7%
69 XOM EXXON MOBIL CORP Energy 17,983.0 $2.5M 0.11% +365.0 +2.1% $136.72 +17.5%
70 ABBV ABBVIE INC Healthcare 8,939.0 $2.2M 0.10% +728.0 +8.9% $251.64 +5.6%
71 PWR QUANTA SVCS INC Industrials 3,093.0 $2.2M 0.10% $720.04 -16.1%
72 EUSB ISHARES TR 51,114.0 $2.2M 0.10% +10K +24.6% $43.45 -0.9%
73 GE GE AEROSPACE Industrials 5,630.0 $2.1M 0.09% +244.0 +4.5% $373.73 -6.5%
74 CAT CATERPILLAR INC Industrials 1,935.0 $2.1M 0.09% +150.0 +8.4% $1065.05 -23.8%
75 JNJ JOHNSON & JOHNSON Healthcare 7,952.0 $2.0M 0.09% +789.0 +11.0% $253.97 +7.5%
76 HD HOME DEPOT INC Consumer Cyclical 5,695.0 $2.0M 0.09% +503.0 +9.7% $352.69 -4.2%
77 SCHG SCHWAB STRATEGIC TR 58,451.0 $2.0M 0.09% +5K +8.4% $33.84 +4.4%
78 AVGO BROADCOM INC Technology 5,192.0 $2.0M 0.09% +67.0 +1.3% $377.76 -5.6%
79 AMAT APPLIED MATLS INC Technology 2,554.0 $1.8M 0.08% $722.86 -33.6%
80 GWX SPDR INDEX SHS FDS 42,155.0 $1.8M 0.08% -315.0 -0.7% $43.76 +7.2%
Page 4 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%