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 ETFs Only

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%
$0
$73.9 Million 4.38% of portfolio
675,782
Q2 2025 Reduced 12.99%
$0
$56.3 Million 3.34% of portfolio
629,911
Q2 2025 Reduced 1.93%
$0
$49.3 Million 2.92% of portfolio
228,401
Q2 2025 Reduced 1.29%
$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
$27.7 Million 1.64% of portfolio
357,761
Q2 2025 New
$0
$26 Million 1.54% of portfolio
202,561
Q2 2025 Reduced 5.9%
$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%
$0
$16.5 Million 0.98% of portfolio
26,668
Q2 2025 Added 10.39%
$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%
$0
$10.4 Million 0.61% of portfolio
154,016
Q2 2025 Reduced 3.64%
$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%
$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%
$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%
$0
$5.57 Million 0.33% of portfolio
62,476
Q2 2025 Added 0.27%
$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%
$0
$3.01 Million 0.18% of portfolio
43,601
Q2 2025 Added 46.28%
$0
$3.08 Million 0.18% of portfolio
15,961
Q3 2024 Added 200.3%
$0
$2.83 Million 0.17% of portfolio
14,547
Q2 2025 Reduced 2.02%
$0
$2.95 Million 0.17% of portfolio
29,707
Q2 2025 Reduced 4.97%
$0
$2.23 Million 0.13% of portfolio
16,519
Q2 2025 Reduced 2.18%
$0
$2.19 Million 0.13% of portfolio
3,970
Q2 2025 Reduced 12.69%
$0
$1.7 Million 0.1% of portfolio
38,982
Q2 2025 Added 17.16%
$0
$1.6 Million 0.09% of portfolio
42,965
Q1 2025 Reduced 3.01%
$0
$1.34 Million 0.08% of portfolio
45,706
Q2 2025 Added 0.0%
$0
$1.14 Million 0.07% of portfolio
8,595
Q2 2025 Added 0.41%
$0
$938,000 0.06% of portfolio
5,153
Q2 2025 Reduced 4.61%
$0
$780,000 0.05% of portfolio
7,471
Q2 2025 Reduced 2.56%
$0
$887,000 0.05% of portfolio
1,566
Q4 2024 Reduced 2.61%
$0
$745,000 0.04% of portfolio
2,608
Q2 2025 Added 0.08%
$0
$722,000 0.04% of portfolio
2,855
Q2 2025 Reduced 0.24%
$0
$593,000 0.04% of portfolio
7,435
Q2 2025 Reduced 6.3%

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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