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 Market Cap. of $200 Billions or more
