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
$593B
$3.38 Million 0.19% of portfolio
12,032
Q3 2025 Added 18.02%
$0
$3.31 Million 0.19% of portfolio
26,269
Q3 2025 Reduced 5.67%
$0
$3.2 Million 0.18% of portfolio
43,608
Q3 2025 Added 0.02%
$0
$2.95 Million 0.17% of portfolio
14,486
Q3 2025 Reduced 0.42%
$971B
$2.91 Million 0.16% of portfolio
3,810
Q3 2025 Reduced 1.06%
$1.37T
$2.88 Million 0.16% of portfolio
3,925
Q3 2025 Added 6.77%
$67.6B
$2.9 Million 0.16% of portfolio
59,969
Q3 2025 Reduced 6.45%
$0
$2.92 Million 0.16% of portfolio
29,144
Q3 2025 Reduced 1.9%
$1.29T
$2.7 Million 0.15% of portfolio
6,080
Q3 2025 Added 0.5%
$533B
$2.32 Million 0.13% of portfolio
6,789
Q3 2025 Reduced 1.19%
$0
$2.33 Million 0.13% of portfolio
3,883
Q3 2025 Reduced 2.19%
$67.3B
$2.32 Million 0.13% of portfolio
8,300
Q3 2025 Reduced 4.18%
$404B
$2.3 Million 0.13% of portfolio
2,490
Q3 2025 Added 2.77%
$0
$2.33 Million 0.13% of portfolio
16,026
Q3 2025 Reduced 2.98%
$414B
$2.09 Million 0.12% of portfolio
9,006
Q3 2025 Added 12.74%
$13.5B
$2.17 Million 0.12% of portfolio
25,514
Q3 2025 Reduced 4.73%
$228B
$1.93 Million 0.11% of portfolio
14,383
Q3 2025 Reduced 5.43%
$490B
$2.04 Million 0.11% of portfolio
18,134
Q3 2025 Added 7.89%
$0
$1.71 Million 0.1% of portfolio
42,640
Q3 2025 Reduced 0.76%
$0
$1.72 Million 0.1% of portfolio
39,187
Q3 2025 Added 0.53%
$44.1B
$1.71 Million 0.1% of portfolio
21,146
Q3 2025 Reduced 0.61%
$346B
$1.7 Million 0.1% of portfolio
11,046
Q3 2025 Added 0.31%
$23.2B
$1.56 Million 0.09% of portfolio
31,857
Q3 2025 Reduced 6.12%
$255B
$1.65 Million 0.09% of portfolio
4,968
Q3 2025 Added 0.02%
$481M
$1.58 Million 0.09% of portfolio
115,335
Q1 2025 Reduced 0.09%
$0
$1.46 Million 0.08% of portfolio
45,707
Q3 2025 Added 0.0%
$522B
$1.45 Million 0.08% of portfolio
7,806
Q3 2025 Reduced 8.06%
$0
$1.46 Million 0.08% of portfolio
2,443
Q3 2025 Added 56.0%
$72.4B
$1.5 Million 0.08% of portfolio
4,194
Q3 2025 Reduced 0.66%
$279B
$1.39 Million 0.08% of portfolio
13,466
Q3 2025 Reduced 44.92%
$317B
$1.43 Million 0.08% of portfolio
17,053
Q3 2025 Reduced 3.45%
$79.6B
$1.45 Million 0.08% of portfolio
11,748
Q3 2025 Added 3.38%
$86.4B
$1.37 Million 0.08% of portfolio
3,907
Q3 2025 Added 36.51%
$413B
$1.3 Million 0.07% of portfolio
25,193
Q3 2025 Added 0.83%
$0
$1.16 Million 0.07% of portfolio
8,175
Q3 2025 Reduced 4.89%
$139B
$1.21 Million 0.07% of portfolio
3,666
Q3 2025 Added 37.82%
$1.38B
$1.33 Million 0.07% of portfolio
27,115
Q3 2025 Reduced 6.87%
$5.24B
$1.18 Million 0.07% of portfolio
9,939
Q2 2025 Reduced 8.99%
$328B
$1.34 Million 0.07% of portfolio
4,444
Q3 2025 Reduced 32.13%
$224B
$1.25 Million 0.07% of portfolio
4,124
Q3 2025 Added 0.24%
$204B
$1.3 Million 0.07% of portfolio
9,268
Q3 2025 Reduced 2.66%
$152B
$1.28 Million 0.07% of portfolio
5,209
Q3 2025 Reduced 5.65%
$49.1B
$1.05 Million 0.06% of portfolio
872
Q3 2025 Added 2.47%
$306B
$1.01 Million 0.06% of portfolio
15,199
Q3 2025 Added 3.76%
$0
$990,000 0.06% of portfolio
5,440
Q3 2025 Added 5.57%
$1.34B
$1.07 Million 0.06% of portfolio
13,162
Q3 2025 Reduced 3.26%
$34.9B
$850,000 0.05% of portfolio
3,571
Q3 2025 Reduced 6.0%
$193B
$924,000 0.05% of portfolio
8,074
Q3 2025 Added 1.71%
$291B
$857,000 0.05% of portfolio
1,797
Q3 2025 Added 4.66%

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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