Accredited Investors Inc. Portfolio Holdings

Accredited Investors Inc.

  • $1.79 Billion
  • Q3 2025

Accredited Investors Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.79 Billion distributed in 264 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 $230M, Schwab Strategic Tr Us Broad M with a value of $124M, Ishares Core S&P Mid Cap ETF with a value of $108M, Vanguard Value ETF with a value of $88.5M, and Ishares Core S&P 500 ETF with a value of $86.5M.

Examining the 13F form we can see an increase of $98.5M in the current position value, from $1.69B to 1.79B.

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

Portfolio value $1.79 Billion
ETFs: $1.25 Billion
Financial Services: $121 Million
Technology: $117 Million
Industrials: $111 Million
Communication Services: $70.6 Million
Consumer Cyclical: $59.7 Million
Healthcare: $21.5 Million
Consumer Defensive: $16.3 Million
Other: $8.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$230 Million 12.85% of portfolio
2,578,796
Q3 2025 Added 3.48%
$0
$124 Million 6.92% of portfolio
4,805,946
Q3 2025 Reduced 1.59%
$0
$108 Million 6.03% of portfolio
1,649,266
Q3 2025 Reduced 19.19%
$0
$88.5 Million 4.95% of portfolio
474,488
Q3 2025 Added 0.26%
$0
$86.5 Million 4.84% of portfolio
129,176
Q3 2025 Added 0.21%
$0
$75.4 Million 4.22% of portfolio
634,484
Q3 2025 Reduced 6.11%
$0
$73.4 Million 4.11% of portfolio
303,453
Q3 2025 Added 32.86%
$68.7B
$65.5 Million 3.66% of portfolio
783,700
Q2 2025 Reduced 0.09%
$4.3T
$62.2 Million 3.48% of portfolio
244,431
Q3 2025 Added 7.36%
$453B
$59.6 Million 3.34% of portfolio
79
Q2 2025 Reduced 1.25%
$0
$58.1 Million 3.25% of portfolio
621,783
Q3 2025 Reduced 1.29%
$55.8B
$52.2 Million 2.92% of portfolio
376,574
Q3 2025 Reduced 25.57%
$2.39T
$51 Million 2.86% of portfolio
232,446
Q3 2025 Reduced 4.6%
$0
$46.6 Million 2.61% of portfolio
99,393
Q3 2025 Added 6.93%
$0
$42.5 Million 2.38% of portfolio
767,507
Q3 2025 Reduced 2.66%
$0
$34.2 Million 1.92% of portfolio
428,900
Q3 2025 Added 19.88%
$0
$27.7 Million 1.55% of portfolio
201,195
Q3 2025 Reduced 0.67%
$662B
$25 Million 1.4% of portfolio
49,666
Q3 2025 Reduced 3.49%
$0
$21.8 Million 1.22% of portfolio
363,145
Q3 2025 Reduced 0.29%
$3.78T
$21.9 Million 1.22% of portfolio
42,196
Q3 2025 Added 7.84%
$0
$17.7 Million 0.99% of portfolio
26,499
Q3 2025 Reduced 0.63%
$0
$16.5 Million 0.92% of portfolio
242,948
Q3 2025 Reduced 1.72%
$104B
$15.2 Million 0.85% of portfolio
51,943
Q3 2025 Reduced 0.49%
$465B
$14.1 Million 0.79% of portfolio
75,439
Q3 2025 Added 21.32%
$0
$13.6 Million 0.76% of portfolio
302,109
Q3 2025 Reduced 6.38%
$18.9B
$13.3 Million 0.75% of portfolio
100,811
Q3 2025 Reduced 11.23%
$0
$13.3 Million 0.75% of portfolio
427,205
Q3 2025 Reduced 46.6%
$0
$11.8 Million 0.66% of portfolio
245,983
Q3 2025 Added 3.65%
$0
$10.9 Million 0.61% of portfolio
152,139
Q3 2025 Reduced 1.22%
$6.08B
$9.88 Million 0.55% of portfolio
450,040
Q3 2025 Added 20.69%
$1.74T
$8.76 Million 0.49% of portfolio
35,953
Q3 2025 Added 9.86%
$0
$8.61 Million 0.48% of portfolio
29,328
Q3 2025 Reduced 0.77%
$0
$8.47 Million 0.47% of portfolio
60,628
Q3 2025 Reduced 9.66%
$0
$8.46 Million 0.47% of portfolio
186,356
Q3 2025 Reduced 3.31%
$0
$8.29 Million 0.46% of portfolio
20,592
Q3 2025 Reduced 0.38%
$0
$7.68 Million 0.43% of portfolio
56,635
Q3 2025 Added 1.89%
$0
$7.08 Million 0.4% of portfolio
21,562
Q3 2025 Reduced 29.16%
$0
$6.48 Million 0.36% of portfolio
25,482
Q3 2025 Added 0.1%
$881B
$6.43 Million 0.36% of portfolio
20,399
Q3 2025 Reduced 1.48%
$0
$6.04 Million 0.34% of portfolio
79,697
Q3 2025 Reduced 0.12%
$28.1B
$5.95 Million 0.33% of portfolio
118,072
Q3 2025 Added 0.17%
$0
$5.81 Million 0.33% of portfolio
62,493
Q3 2025 Added 0.03%
$91.4B
$4.49 Million 0.25% of portfolio
28,945
Q3 2025 Added 1.11%
$1.65T
$4.23 Million 0.24% of portfolio
17,411
Q3 2025 Added 22.55%
$0
$4.36 Million 0.24% of portfolio
172,093
Q3 2025 Added 5.91%
$0
$4.29 Million 0.24% of portfolio
74,934
Q3 2025 Reduced 4.68%
$0
$3.93 Million 0.22% of portfolio
10,743
Q2 2025 Reduced 1.2%
$0
$3.91 Million 0.22% of portfolio
6,377
Q3 2025 Added 2.21%
$300B
$3.57 Million 0.2% of portfolio
10,326
Q3 2025 Added 9.14%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $1.79 Billion
  • Prior Value $1.69 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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