Accredited Investors Inc. Portfolio Holdings

Accredited Investors Inc.

  • $1.69 Billion
  • Q2 2025

Accredited Investors Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.69 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $198M, Ishares Core S&P Mid Cap ETF with a value of $127M, Schwab Strategic Tr Us Broad M with a value of $116M, Vanguard Value ETF with a value of $83.6M, and Ishares Core S&P 500 ETF with a value of $80M.

Examining the 13F form we can see an increase of $80M in the current position value, from $1.61B to 1.69B.

Below you can find more details about Accredited Investors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.69 Billion
ETFs: $1.17 Billion
Industrials: $122 Million
Financial Services: $117 Million
Technology: $92.1 Million
Communication Services: $66.7 Million
Consumer Cyclical: $60.4 Million
Healthcare: $19.6 Million
Consumer Defensive: $17.7 Million
Other: $7.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$198 Million 11.71% of portfolio
2,492,034
Q2 2025 Added 0.34%
$0
$127 Million 7.5% of portfolio
2,041,023
Q2 2025 Reduced 23.6%
$0
$116 Million 6.9% of portfolio
4,883,682
Q2 2025 Reduced 0.2%
$0
$83.6 Million 4.96% of portfolio
473,269
Q2 2025 Added 6.19%
$0
$80 Million 4.74% of portfolio
128,899
Q2 2025 Added 0.34%
$61.3B
$79.1 Million 4.69% of portfolio
783,700
Q2 2025 Reduced 0.09%
$0
$73.9 Million 4.38% of portfolio
675,782
Q2 2025 Reduced 12.99%
$442B
$57.6 Million 3.41% of portfolio
79
Q2 2025 Reduced 1.25%
$0
$56.3 Million 3.34% of portfolio
629,911
Q2 2025 Reduced 1.93%
$2.36T
$53.5 Million 3.17% of portfolio
243,664
Q2 2025 Reduced 4.62%
$74.9B
$53.2 Million 3.15% of portfolio
505,938
Q2 2025 Reduced 47.13%
$0
$49.3 Million 2.92% of portfolio
228,401
Q2 2025 Reduced 1.29%
$3.8T
$46.7 Million 2.77% of portfolio
227,672
Q2 2025 Reduced 1.15%
$0
$41.3 Million 2.45% of portfolio
788,483
Q2 2025 Reduced 4.65%
$0
$39.5 Million 2.34% of portfolio
92,951
Q2 2025 Reduced 2.55%
$0
$28.6 Million 1.69% of portfolio
206,230
Q2 2025 Reduced 5.14%
$0
$26 Million 1.54% of portfolio
202,561
Q2 2025 Reduced 5.9%
$644B
$25 Million 1.48% of portfolio
51,461
Q2 2025 Reduced 7.24%
$0
$22.9 Million 1.36% of portfolio
800,006
Q2 2025 Reduced 5.45%
$0
$20.8 Million 1.23% of portfolio
364,214
Q2 2025 Reduced 2.61%
$3.84T
$19.5 Million 1.15% of portfolio
39,128
Q2 2025 Added 4.43%
$0
$16.5 Million 0.98% of portfolio
26,668
Q2 2025 Added 10.39%
$121B
$16.1 Million 0.95% of portfolio
52,200
Q2 2025 Added 2.21%
$0
$15.7 Million 0.93% of portfolio
247,203
Q2 2025 Reduced 1.91%
$0
$13.3 Million 0.79% of portfolio
322,711
Q2 2025 Reduced 8.31%
$0
$11.3 Million 0.67% of portfolio
237,327
Q2 2025 Added 8.06%
$16.5B
$10.9 Million 0.65% of portfolio
113,560
Q2 2025 Added 0.56%
$0
$10.4 Million 0.61% of portfolio
154,016
Q2 2025 Reduced 3.64%
$443B
$9.82 Million 0.58% of portfolio
62,182
Q2 2025 Reduced 12.72%
$0
$9.25 Million 0.55% of portfolio
30,437
Q2 2025 Added 12.66%
$0
$8.87 Million 0.53% of portfolio
67,108
Q2 2025 Reduced 9.55%
$0
$8.27 Million 0.49% of portfolio
29,557
Q2 2025 Added 727.23%
$6.46B
$7.96 Million 0.47% of portfolio
372,895
Q2 2025 Added 34.13%
$0
$7.84 Million 0.46% of portfolio
192,735
Q2 2025 Reduced 1.09%
$0
$7.57 Million 0.45% of portfolio
20,670
Q2 2025 Reduced 0.24%
$0
$7.05 Million 0.42% of portfolio
55,584
Q2 2025 Reduced 6.95%
$29.1B
$6.11 Million 0.36% of portfolio
117,872
Q2 2025 Reduced 1.71%
$906B
$6 Million 0.36% of portfolio
20,705
Q2 2025 Added 0.6%
$0
$6.03 Million 0.36% of portfolio
25,456
Q2 2025 Added 82.7%
$0
$5.94 Million 0.35% of portfolio
79,793
Q2 2025 Added 9.23%
$1.53T
$5.81 Million 0.34% of portfolio
32,725
Q2 2025 Added 3.24%
$0
$5.57 Million 0.33% of portfolio
62,476
Q2 2025 Added 0.27%
$86.6B
$4.36 Million 0.26% of portfolio
28,627
Q2 2025 Added 0.01%
$0
$4.24 Million 0.25% of portfolio
78,611
Q2 2025 Reduced 4.86%
$0
$4.09 Million 0.24% of portfolio
162,491
Q2 2025 Added 11.85%
$0
$3.65 Million 0.22% of portfolio
10,743
Q2 2025 Reduced 1.2%
$0
$3.54 Million 0.21% of portfolio
6,239
Q2 2025 Added 15.62%
$0
$3.23 Million 0.19% of portfolio
27,849
Q2 2025 Reduced 18.6%
$711B
$3 Million 0.18% of portfolio
3,851
Q2 2025 Added 17.05%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $1.69 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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