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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 6 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AON AON PLC Financial Services 3,868.0 $1.3M 0.06% -199.0 -4.9% $331.69 +6.7%
102 ABT ABBOTT LABORATORIES Healthcare 13,918.0 $1.3M 0.06% -489.0 -3.4% $90.74 +25.7%
103 VIG VANGUARD SPECIALIZED FUNDS 5,255.0 $1.2M 0.05% +785.0 +17.6% $236.62 +3.2%
104 DVY ISHARES TR 7,719.0 $1.2M 0.05% $156.30 +5.5%
105 APH AMPHENOL CORP Technology 6,782.0 $1.2M 0.05% -3K -29.4% $176.32 -8.5%
106 ADI ANALOG DEVICES INC Technology 2,935.0 $1.2M 0.05% $397.17 -6.4%
107 TNC TENNANT CO Industrials 13,162.0 $1.2M 0.05% -2K -15.0% $87.54 -19.8%
108 PSEP INNOVATOR ETFS TRUST 24,500.0 $1.1M 0.05% $46.05 +1.6%
109 QUAL ISHARES TR 5,137.0 $1.1M 0.05% -2K -22.8% $219.41 +2.0%
110 PEP PEPSICO INC Consumer Defensive 8,042.0 $1.1M 0.05% -54.0 -0.7% $135.39 +5.0%
111 KO COCA COLA CO Consumer Defensive 13,300.0 $1.1M 0.05% +644.0 +5.1% $81.27 +10.8%
112 WFC WELLS FARGO & CO Financial Services 12,978.0 $1.1M 0.05% +709.0 +5.8% $82.64 +3.1%
113 SPYG SPDR SERIES TRUST 8,697.0 $1.0M 0.04% $118.99 +0.8%
114 OEF ISHARES TR 2,814.0 $1.0M 0.04% -10K -78.3% $365.87 +3.1%
115 IWO ISHARES TR 2,606.0 $1.0M 0.04% $393.96 -2.2%
116 VUG VANGUARD INDEX FDS 11,886.0 $1.0M 0.04% +10K +596.7% $86.14 +1.5%
117 XLK SELECT SECTOR SPDR TR 5,350.0 $1.0M 0.04% -983.0 -15.5% $190.52 -4.0%
118 MCD MCDONALDS CORP Consumer Cyclical 3,742.0 $1.0M 0.04% -273.0 -6.8% $270.29 -1.3%
119 MRVL MARVELL TECHNOLOGY INC Technology 3,319.0 $989K 0.04% +150.0 +4.7% $297.90 -17.7%
120 TGT TARGET CORP Consumer Defensive 7,235.0 $945K 0.04% -1K -13.9% $130.62 +25.6%
Page 6 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%