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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 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IAU ISHARES GOLD TR Financial Services 6,949.0 $613K 0.03% +615.0 +9.7% $88.16 -10.0%
142 IEFA ISHARES TR 6,509.0 $589K 0.03% $90.53 +7.5%
143 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,587.0 $583K 0.03% -68.0 -1.9% $162.48 -15.8%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,161.0 $571K 0.03% -407.0 -26.0% $491.53 -5.5%
145 MO ALTRIA GROUP INC Consumer Defensive 8,585.0 $567K 0.03% +511.0 +6.3% $65.99 +4.6%
146 PANW PALO ALTO NETWORKS INC Technology 3,517.0 $564K 0.03% +524.0 +17.5% $160.32 +77.8%
147 SPYM SPDR SERIES TRUST 7,313.0 $560K 0.03% -125.0 -1.7% $76.54 +14.8%
148 FNDF SCHWAB STRATEGIC TR 11,436.0 $560K 0.03% +419.0 +3.8% $48.93 +10.6%
149 MLI MUELLER INDS INC Industrials 4,946.0 $548K 0.03% -700.0 -12.4% $110.80 +23.7%
150 AVUS AMERICAN CENTY ETF TR 4,920.0 $547K 0.03% NEW $111.18 +14.8%
151 SOLV SOLVENTUM CORP Healthcare 8,360.0 $546K 0.03% $65.30 +14.0%
152 JEPI J P MORGAN EXCHANGE TRADED F 9,521.0 $540K 0.03% +2K +19.1% $56.68 -0.9%
153 AAXJ ISHARES TR 5,552.0 $535K 0.03% +1K +31.8% $96.29 +27.9%
154 NUE NUCOR CORP Basic Materials 3,054.0 $516K 0.03% $169.10 +45.5%
155 MPC MARATHON PETE CORP Energy 2,080.0 $508K 0.03% $244.18 -1.8%
156 MS MORGAN STANLEY Financial Services 3,057.0 $503K 0.03% -242.0 -7.3% $164.56 +37.0%
157 BA BOEING CO Industrials 2,507.0 $499K 0.03% +1K +74.1% $199.07 +11.5%
158 RTX RTX CORPORATION Industrials 2,543.0 $491K 0.03% -199.0 -7.3% $192.90 -3.5%
159 MU MICRON TECHNOLOGY INC Technology 1,445.0 $488K 0.03% +588.0 +68.6% $337.84 +234.0%
160 GLW CORNING INC Technology 3,577.0 $486K 0.03% +1K +54.2% $135.97 +39.5%
Page 8 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%