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
$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%
$325B
$2.95 Million 0.17% of portfolio
9,461
Q2 2025 Added 4.37%
$72.3B
$2.9 Million 0.17% of portfolio
64,107
Q2 2025 Added 0.01%
$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%
$1.72T
$2.71 Million 0.16% of portfolio
3,676
Q2 2025 Reduced 5.72%
$1.43T
$2.5 Million 0.15% of portfolio
14,207
Q2 2025 Reduced 3.99%
$562B
$2.44 Million 0.14% of portfolio
6,871
Q2 2025 Added 13.83%
$14.5B
$2.3 Million 0.14% of portfolio
26,782
Q2 2025 Added 7.53%
$433B
$2.4 Million 0.14% of portfolio
2,423
Q2 2025 Reduced 9.39%
$64.3B
$2.32 Million 0.14% of portfolio
8,662
Q1 2025 Added 5.54%
$278B
$2.39 Million 0.14% of portfolio
24,450
Q2 2025 Added 70.19%
$651B
$2.23 Million 0.13% of portfolio
10,195
Q2 2025 Reduced 4.77%
$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%
$1.1T
$1.92 Million 0.11% of portfolio
6,050
Q2 2025 Reduced 6.29%
$461B
$1.81 Million 0.11% of portfolio
16,808
Q2 2025 Reduced 4.77%
$0
$1.7 Million 0.1% of portfolio
38,982
Q2 2025 Added 17.16%
$425B
$1.75 Million 0.1% of portfolio
4,761
Q2 2025 Added 6.18%
$302B
$1.69 Million 0.1% of portfolio
6,548
Q2 2025 Reduced 8.71%
$159B
$1.65 Million 0.1% of portfolio
5,521
Q2 2025 Reduced 0.34%
$378B
$1.75 Million 0.1% of portfolio
11,012
Q2 2025 Added 2.86%
$242B
$1.58 Million 0.09% of portfolio
4,967
Q2 2025 Added 14.42%
$39.2B
$1.45 Million 0.09% of portfolio
21,276
Q2 2025 Added 1.47%
$0
$1.6 Million 0.09% of portfolio
42,965
Q1 2025 Reduced 3.01%
$76.5B
$1.51 Million 0.09% of portfolio
4,222
Q1 2025 Added 0.91%
$372B
$1.48 Million 0.09% of portfolio
7,988
Q2 2025 Reduced 0.87%
$463B
$1.3 Million 0.08% of portfolio
8,490
Q2 2025 Reduced 0.28%
$307B
$1.42 Million 0.08% of portfolio
17,662
Q2 2025 Added 20.91%
$27.6B
$1.43 Million 0.08% of portfolio
33,933
Q2 2025 Added 100.94%
$0
$1.34 Million 0.08% of portfolio
45,706
Q2 2025 Added 0.0%
$65.8B
$1.12 Million 0.07% of portfolio
11,364
Q2 2025 Added 27.81%
$554B
$1.14 Million 0.07% of portfolio
851
Q2 2025 Reduced 0.23%
$197B
$1.26 Million 0.07% of portfolio
9,521
Q2 2025 Added 1.74%
$78.5B
$1.1 Million 0.07% of portfolio
4,099
Q2 2025 Added 55.62%
$271M
$1.17 Million 0.07% of portfolio
115,335
Q1 2025 Reduced 0.09%
$230B
$1.2 Million 0.07% of portfolio
4,114
Q2 2025 Added 3.19%
$0
$1.14 Million 0.07% of portfolio
8,595
Q2 2025 Added 0.41%
$404B
$1.18 Million 0.07% of portfolio
24,985
Q2 2025 Added 4.46%
$3.98B
$1.08 Million 0.06% of portfolio
7,909
Q2 2025 Reduced 0.15%
$1.53B
$1.05 Million 0.06% of portfolio
13,605
Q2 2025 Reduced 0.03%
$214B
$984,000 0.06% of portfolio
7,938
Q2 2025 Added 6.32%
$6.07B
$1.05 Million 0.06% of portfolio
9,939
Q2 2025 Reduced 8.99%
$125B
$1 Million 0.06% of portfolio
11,481
Q2 2025 Reduced 4.03%
$293B
$1.04 Million 0.06% of portfolio
14,648
Q2 2025 Added 3.05%
$232B
$1.05 Million 0.06% of portfolio
3,576
Q2 2025 Added 0.2%
$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%

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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