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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 7 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLW CORNING INC Technology 3,635.0 $928K 0.04% +58.0 +1.6% $255.43 -42.4%
122 UMBF UMB FINL CORP Financial Services 6,439.0 $919K 0.04% -2K -24.1% $142.76 +0.6%
123 CVX CHEVRON CORPORATION Energy 5,378.0 $891K 0.04% +594.0 +12.4% $165.75 +20.6%
124 VOOG VANGUARD ADMIRAL FDS INC 10,734.0 $887K 0.04% +9K +500.0% $82.62 +1.0%
125 PM PHILIP MORRIS INTL INC Consumer Defensive 4,846.0 $877K 0.04% +301.0 +6.6% $180.91 +7.2%
126 AVLV AMERICAN CENTY ETF TR 9,568.0 $873K 0.04% -115.0 -1.2% $91.21 +3.5%
127 ECL ECOLAB INC Basic Materials 3,068.0 $855K 0.04% -376.0 -10.9% $278.59 +3.9%
128 WDC WESTERN DIGITAL CORP Technology 1,312.0 $838K 0.04% +39.0 +3.1% $638.75 -29.4%
129 SHOP SHOPIFY INC Technology 7,321.0 $836K 0.04% -1K -14.1% $114.18 +34.8%
130 INTC INTEL CORP Technology 5,956.0 $832K 0.04% -240.0 -3.9% $139.63 -37.4%
131 GS GOLDMAN SACHS GROUP INC Financial Services 817.0 $826K 0.04% +400.0 +95.9% $1011.41 +4.7%
132 VLUE ISHARES TR 4,098.0 $819K 0.04% -2K -37.2% $199.83 +0.7%
133 CACI CACI INTL INC Technology 1,718.0 $796K 0.03% $463.26 +32.1%
134 AMGN AMGEN INC Healthcare 2,123.0 $769K 0.03% -33.0 -1.5% $362.15 +22.1%
135 AAXJ ISHARES TR 6,389.0 $762K 0.03% +837.0 +15.1% $119.34 -2.2%
136 DIS DISNEY WALT CO Communication Services 7,911.0 $761K 0.03% +92.0 +1.2% $96.25 +15.6%
137 PDI PIMCO DYNAMIC INCOME FD Financial Services 45,532.0 $760K 0.03% +952.0 +2.1% $16.70 -7.4%
138 IBM INTERNATIONAL BUSINESS MACHS Technology 2,683.0 $754K 0.03% -68.0 -2.5% $281.21 -16.7%
139 COF CAPITAL ONE FINL CORP Financial Services 3,759.0 $754K 0.03% -70.0 -1.8% $200.62 +7.8%
140 SDY SPDR SERIES TRUST 4,900.0 $746K 0.03% -45.0 -0.9% $152.18 +4.0%
Page 7 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%