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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 8 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SLYV SPDR SERIES TRUST 6,688.0 $730K 0.03% $109.11 +0.9%
142 MUB ISHARES TR 6,575.0 $708K 0.03% -238.0 -3.5% $107.62 -2.0%
143 AMD ADVANCED MICRO DEVICES INC Technology 1,213.0 $705K 0.03% -452.0 -27.1% $581.00 -17.2%
144 IAU ISHARES GOLD TR Financial Services 9,214.0 $696K 0.03% +2K +32.6% $75.51 +14.4%
145 MA MASTERCARD INCORPORATED Financial Services 1,352.0 $695K 0.03% -400.0 -22.8% $513.71 +16.5%
146 SOXX ISHARES TR 1,081.0 $692K 0.03% +9.0 +0.8% $640.54 -19.5%
147 KBDC KAYNE ANDERSON BDC INC Financial Services 50,898.0 $689K 0.03% $13.53 -0.4%
148 NUE NUCOR CORP Basic Materials 3,056.0 $681K 0.03% $222.73 +13.5%
149 DAL DELTA AIR LINES INC Industrials 7,214.0 $676K 0.03% NEW $93.66 -11.3%
150 SCHW SCHWAB CHARLES CORP Financial Services 7,286.0 $672K 0.03% $92.27 +18.6%
151 SCMB SCHWAB STRATEGIC TR 25,674.0 $663K 0.03% NEW $25.82 -2.2%
152 SOLV SOLVENTUM CORP Healthcare 8,563.0 $661K 0.03% +203.0 +2.4% $77.15 +18.6%
153 AVUS AMERICAN CENTY ETF TR 5,110.0 $654K 0.03% +190.0 +3.9% $128.08 +1.9%
154 HYG ISHARES TR 8,168.0 $653K 0.03% $79.97 -0.1%
155 SPYM SPDR SERIES TRUST 7,304.0 $642K 0.03% $87.88 +2.6%
156 ACN ACCENTURE PLC IRELAND Technology 5,144.0 $640K 0.03% +75.0 +1.5% $124.44 +45.8%
157 NFLX NETFLIX INC. Communication Services 8,859.0 $633K 0.03% -57.0 -0.6% $71.40 +14.1%
158 IEFA ISHARES TR 6,455.0 $623K 0.03% -54.0 -0.8% $96.58 +4.5%
159 MO ALTRIA GROUP INC Consumer Defensive 8,587.0 $618K 0.03% $71.95 -3.9%
160 FNDF SCHWAB STRATEGIC TR 11,550.0 $609K 0.03% +114.0 +1.0% $52.76 +5.5%
Page 8 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%