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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPYG SPDR SERIES TRUST 8,680.0 $850K 0.05% NEW $97.91 +22.2%
122 XLK SELECT SECTOR SPDR TR 6,333.0 $842K 0.04% +605.0 +10.6% $132.90 +44.3%
123 IWO ISHARES TR 2,606.0 $818K 0.04% $313.81 +23.7%
124 AVLV AMERICAN CENTY ETF TR 9,683.0 $781K 0.04% +7K +215.5% $80.61 +12.9%
125 MDT MEDTRONIC PLC Healthcare 8,944.0 $775K 0.04% -787.0 -8.1% $86.65 -8.5%
126 PDI PIMCO DYNAMIC INCOME FD Financial Services 44,580.0 $763K 0.04% +24K +115.2% $17.11 -4.9%
127 AMGN AMGEN INC Healthcare 2,156.0 $759K 0.04% -138.0 -6.0% $351.91 -4.3%
128 DIS DISNEY WALT CO Communication Services 7,819.0 $754K 0.04% $96.38 +7.9%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 4,545.0 $752K 0.04% -135.0 -2.9% $165.35 +7.8%
130 VUG VANGUARD INDEX FDS 1,706.0 $745K 0.04% +203.0 +13.5% $436.79 -80.1%
131 VOOG VANGUARD ADMIRAL FDS INC 1,789.0 $729K 0.04% $407.65 -79.6%
132 MUB ISHARES TR 6,813.0 $723K 0.04% -316.0 -4.4% $106.16 +1.1%
133 SDY SPDR SERIES TRUST 4,945.0 $722K 0.04% -30.0 -0.6% $145.94 +3.1%
134 COF CAPITAL ONE FINL CORP Financial Services 3,829.0 $699K 0.04% -685.0 -15.2% $182.43 +10.9%
135 KBDC KAYNE ANDERSON BDC INC Financial Services 50,898.0 $698K 0.04% $13.72 +0.9%
136 SCHW SCHWAB CHARLES CORP Financial Services 7,286.0 $685K 0.04% -596.0 -7.6% $93.98 -2.7%
137 IBM INTERNATIONAL BUSINESS MACHS Technology 2,751.0 $667K 0.04% +354.0 +14.8% $242.39 +3.7%
138 CSCO CISCO SYS INC Technology 8,546.0 $663K 0.04% -2K -17.2% $77.59 +54.8%
139 HYG ISHARES TR 8,150.0 $648K 0.04% $79.56 +0.5%
140 SLYV SPDR SERIES TRUST 6,699.0 $634K 0.03% -407.0 -5.7% $94.59 +12.9%
Page 7 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%