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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.8B
$79.1 Million 4.69% of portfolio
783,700
Q2 2025 Reduced 0.09%
$423B
$57.6 Million 3.41% of portfolio
79
Q2 2025 Reduced 1.25%
$2.26T
$53.5 Million 3.17% of portfolio
243,664
Q2 2025 Reduced 4.62%
$70.6B
$53.2 Million 3.15% of portfolio
505,938
Q2 2025 Reduced 47.13%
$3.69T
$46.7 Million 2.77% of portfolio
227,672
Q2 2025 Reduced 1.15%
$621B
$25 Million 1.48% of portfolio
51,461
Q2 2025 Reduced 7.24%
$3.95T
$19.5 Million 1.15% of portfolio
39,128
Q2 2025 Added 4.43%
$124B
$16.1 Million 0.95% of portfolio
52,200
Q2 2025 Added 2.21%
$14.7B
$10.9 Million 0.65% of portfolio
113,560
Q2 2025 Added 0.56%
$456B
$9.82 Million 0.58% of portfolio
62,182
Q2 2025 Reduced 12.72%
$6.28B
$7.96 Million 0.47% of portfolio
372,895
Q2 2025 Added 34.13%
$29.2B
$6.11 Million 0.36% of portfolio
117,872
Q2 2025 Reduced 1.71%
$859B
$6 Million 0.36% of portfolio
20,705
Q2 2025 Added 0.6%
$1.24T
$5.81 Million 0.34% of portfolio
32,725
Q2 2025 Added 3.24%
$87.3B
$4.36 Million 0.26% of portfolio
28,627
Q2 2025 Added 0.01%
$608B
$3 Million 0.18% of portfolio
3,851
Q2 2025 Added 17.05%
$68B
$2.9 Million 0.17% of portfolio
64,107
Q2 2025 Added 0.01%
$1.78T
$2.71 Million 0.16% of portfolio
3,676
Q2 2025 Reduced 5.72%
$1.21T
$2.5 Million 0.15% of portfolio
14,207
Q2 2025 Reduced 3.99%
$551B
$2.44 Million 0.14% of portfolio
6,871
Q2 2025 Added 13.83%
$14.4B
$2.3 Million 0.14% of portfolio
26,782
Q2 2025 Added 7.53%
$439B
$2.4 Million 0.14% of portfolio
2,423
Q2 2025 Reduced 9.39%
$61.9B
$2.32 Million 0.14% of portfolio
8,662
Q1 2025 Added 5.54%
$281B
$2.39 Million 0.14% of portfolio
24,450
Q2 2025 Added 70.19%
$684B
$2.23 Million 0.13% of portfolio
10,195
Q2 2025 Reduced 4.77%
$229B
$2.07 Million 0.12% of portfolio
15,209
Q2 2025 Added 7.14%
$1.08T
$1.92 Million 0.11% of portfolio
6,050
Q2 2025 Reduced 6.29%
$442B
$1.81 Million 0.11% of portfolio
16,808
Q2 2025 Reduced 4.77%
$405B
$1.75 Million 0.1% of portfolio
4,761
Q2 2025 Added 6.18%
$306B
$1.69 Million 0.1% of portfolio
6,548
Q2 2025 Reduced 8.71%
$150B
$1.65 Million 0.1% of portfolio
5,521
Q2 2025 Reduced 0.34%
$368B
$1.75 Million 0.1% of portfolio
11,012
Q2 2025 Added 2.86%
$227B
$1.58 Million 0.09% of portfolio
4,967
Q2 2025 Added 14.42%
$39.6B
$1.45 Million 0.09% of portfolio
21,276
Q2 2025 Added 1.47%
$75.3B
$1.51 Million 0.09% of portfolio
4,222
Q1 2025 Added 0.91%
$351B
$1.48 Million 0.09% of portfolio
7,988
Q2 2025 Reduced 0.87%
$452B
$1.3 Million 0.08% of portfolio
8,490
Q2 2025 Reduced 0.28%
$302B
$1.42 Million 0.08% of portfolio
17,662
Q2 2025 Added 20.91%
$27.8B
$1.43 Million 0.08% of portfolio
33,933
Q2 2025 Added 100.94%
$66.5B
$1.12 Million 0.07% of portfolio
11,364
Q2 2025 Added 27.81%
$545B
$1.14 Million 0.07% of portfolio
851
Q2 2025 Reduced 0.23%
$202B
$1.26 Million 0.07% of portfolio
9,521
Q2 2025 Added 1.74%
$78.8B
$1.1 Million 0.07% of portfolio
4,099
Q2 2025 Added 55.62%
$253M
$1.17 Million 0.07% of portfolio
115,335
Q1 2025 Reduced 0.09%
$222B
$1.2 Million 0.07% of portfolio
4,114
Q2 2025 Added 3.19%
$381B
$1.18 Million 0.07% of portfolio
24,985
Q2 2025 Added 4.46%
$3.91B
$1.08 Million 0.06% of portfolio
7,909
Q2 2025 Reduced 0.15%
$1.55B
$1.05 Million 0.06% of portfolio
13,605
Q2 2025 Reduced 0.03%
$207B
$984,000 0.06% of portfolio
7,938
Q2 2025 Added 6.32%

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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