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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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