BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MU MICRON TECHNOLOGY INC Technology 1,597.0 $1.8M 0.08% +152.0 +10.5% $1154.29 -19.2%
82 XEL XCEL ENERGY INC Utilities 22,412.0 $1.8M 0.08% -360.0 -1.6% $80.30 -3.9%
83 GGG GRACO INC Industrials 23,739.0 $1.8M 0.08% $75.61 +4.1%
84 ORCL ORACLE CORP Technology 12,096.0 $1.8M 0.08% +146.0 +1.2% $146.55 -1.3%
85 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,497.0 $1.8M 0.08% +29.0 +1.2% $703.42 -1.3%
86 BAC BANK OF AMER CORP Financial Services 30,566.0 $1.7M 0.07% +5K +21.1% $56.98 +9.6%
87 WMT WALMART INC Consumer Defensive 14,323.0 $1.6M 0.07% +314.0 +2.2% $113.26 -7.0%
88 MRK MERCK & CO INC Healthcare 12,543.0 $1.6M 0.07% +2K +14.6% $128.50 +21.7%
89 AXP AMERICAN EXPRESS CO Financial Services 4,673.0 $1.6M 0.07% -166.0 -3.4% $338.27 -0.7%
90 GEV GE VERNOVA INC Utilities 1,320.0 $1.6M 0.07% -101.0 -7.1% $1175.07 -21.1%
91 CSCO CISCO SYS INC Technology 12,951.0 $1.5M 0.07% +4K +51.5% $117.46 -5.4%
92 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,137.0 $1.5M 0.07% $477.57 -12.6%
93 LRCX LAM RESEARCH CORP Technology 3,447.0 $1.5M 0.07% NEW $433.35 -27.4%
94 CDNS CADENCE DESIGN SYSTEM INC Technology 3,914.0 $1.5M 0.06% $375.32 -11.6%
95 PG PROCTER & GAMBLE CO Consumer Defensive 9,970.0 $1.5M 0.06% -470.0 -4.5% $146.64 -0.8%
96 AVDE AMERICAN CENTY ETF TR 16,377.0 $1.5M 0.06% +294.0 +1.8% $89.20 +6.2%
97 PANW PALO ALTO NETWORKS INC Technology 4,102.0 $1.4M 0.06% +585.0 +16.6% $341.02 -0.3%
98 FAST FASTENAL CO Industrials 29,043.0 $1.4M 0.06% -1K -4.6% $48.03 +4.7%
99 IYW ISHARES TR 5,307.0 $1.3M 0.06% -2K -22.1% $252.22 -2.5%
100 IVW ISHARES TR 9,672.0 $1.3M 0.06% -2K -17.3% $137.53 +0.9%
Page 5 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%