Accredited Investors Inc. Portfolio Holdings

Accredited Investors Inc.

  • $1.61 Billion
  • Q1 2025

Accredited Investors Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 238 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 $173M, Ishares Core S&P Mid Cap ETF with a value of $156M, Schwab Strategic Tr Us Broad M with a value of $105M, United Parcel Service Inc with a value of $86.3M, and Ishares Core S&P Sm Cap ETF with a value of $81.2M.

Examining the 13F form we can see an decrease of $41.5M in the current position value, from $1.65B to 1.61B.

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

Portfolio value $1.61 Billion
ETFs: $1.09 Billion
Industrials: $128 Million
Financial Services: $120 Million
Technology: $86 Million
Communication Services: $67.4 Million
Consumer Cyclical: $55.4 Million
Healthcare: $22.6 Million
Consumer Defensive: $18.1 Million
Other: $8.68 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$900,000 0.06% of portfolio
14,757
Q1 2025 Added 0.02%
$305B
$1.02 Million 0.06% of portfolio
14,215
Q1 2025 Added 1.43%
$253B
$887,000 0.06% of portfolio
3,569
Q1 2025 Reduced 10.89%
$36.6B
$921,000 0.06% of portfolio
3,799
Q1 2025 Added 6.38%
$321M
$839,000 0.05% of portfolio
100,000
Q4 2024 Added 44.93%
$278B
$767,000 0.05% of portfolio
4,833
Q1 2025 Reduced 1.41%
$567B
$795,000 0.05% of portfolio
853
Q1 2025 Reduced 0.7%
$296B
$884,000 0.05% of portfolio
5,288
Q1 2025 Added 0.08%
$221B
$754,000 0.05% of portfolio
2,288
Q1 2025 Added 0.09%
$223B
$736,000 0.05% of portfolio
7,466
Q1 2025 Reduced 1.18%
$151B
$606,000 0.04% of portfolio
6,355
Q1 2025 Reduced 1.03%
$12.2B
$688,000 0.04% of portfolio
25,474
Q4 2024 Reduced 18.58%
$60.6B
$583,000 0.04% of portfolio
8,891
Q1 2025 Added 0.65%
$124B
$602,000 0.04% of portfolio
2,986
Q1 2025 Added 0.2%
$76.7B
$667,000 0.04% of portfolio
2,634
Q1 2025 Added 9.11%
$160B
$674,000 0.04% of portfolio
2,164
Q1 2025 Added 1.74%
$138B
$499,000 0.03% of portfolio
19,698
Q1 2025 Added 3.17%
$182B
$514,000 0.03% of portfolio
1,039
Q1 2025 Reduced 0.1%
$70.2B
$501,000 0.03% of portfolio
3,044
Q1 2025 Added 0.69%
$116B
$420,000 0.03% of portfolio
2,512
Q1 2025 Reduced 3.35%
$88B
$545,000 0.03% of portfolio
2,146
Q1 2025 Reduced 1.38%
$4.88B
$429,000 0.03% of portfolio
5,646
Q1 2025 Added 0.82%
$167B
$460,000 0.03% of portfolio
925
Q1 2025 Reduced 3.44%
$22.5B
$433,000 0.03% of portfolio
2,107
Q1 2025 Added 3.79%
$280B
$556,000 0.03% of portfolio
9,010
Q1 2025 Added 0.13%
$160B
$485,000 0.03% of portfolio
2,292
Q1 2025 Added 14.09%
$16.2B
$427,000 0.03% of portfolio
13,818
Q1 2025 Added 2.42%
$104B
$522,000 0.03% of portfolio
8,710
Q1 2025 Added 0.51%
$88.9B
$457,000 0.03% of portfolio
2,229
Q1 2025 Added 2.11%
$83.5B
$494,000 0.03% of portfolio
1,136
Q1 2025 Reduced 8.16%
$36.1B
$252,000 0.02% of portfolio
5,791
Q1 2025 Added 0.64%
$32.5B
$298,000 0.02% of portfolio
4,377
Q4 2024 Reduced 2.88%
$2.51B
$252,000 0.02% of portfolio
4,094
Q1 2025 Added 3.72%
$259B
$270,000 0.02% of portfolio
2,637
Q1 2025 Added 3.13%
$8.67B
$312,000 0.02% of portfolio
4,664
Q1 2025 Added 9.77%
$32.1B
$254,000 0.02% of portfolio
2,796
Q4 2024 New
$4.84B
$381,000 0.02% of portfolio
46,429
Q4 2024 Added 0.01%
$1.27T
$356,000 0.02% of portfolio
2,148
Q1 2025 Added 6.13%
$311B
$381,000 0.02% of portfolio
2,882
Q1 2025 Added 1.77%
$172B
$260,000 0.02% of portfolio
5,737
Q1 2025 New
$57.6B
$274,000 0.02% of portfolio
568
Q1 2025 New
$166B
$398,000 0.02% of portfolio
2,747
Q1 2025 Added 0.62%
$192B
$320,000 0.02% of portfolio
11,333
Q1 2025 Added 1.13%
$79.1B
$321,000 0.02% of portfolio
3,835
Q1 2025 Added 9.45%
$2.09B
$363,000 0.02% of portfolio
6,192
Q1 2025 Added 8.12%
$148B
$262,000 0.02% of portfolio
3,705
Q1 2025 Reduced 1.52%
$0
$242,000 0.02% of portfolio
10,955
Q4 2024 Added 1.86%
$138B
$256,000 0.02% of portfolio
1,506
Q1 2025 Reduced 5.34%
$205M
$294,000 0.02% of portfolio
29,115
Q3 2024 Added 441.17%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $1.61 Billion
  • Prior Value $1.65 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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