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Funds / Accredited Investors Inc.
Institutional Fund

Accredited Investors Inc.

Edina, MNCIK 15183645 filings on record

Portfolio Value
$1.86B
Q1 2026
Holdings
281
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-1.5%
from $1.88B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • American Centy ETF Tr14.2%
  • Schwab Strategic Tr6.2%
  • Vanguard Index Fds5.8%
  • Ishares Tr5.1%
  • Ishares Tr4.7%
  • Ishares Tr4.7%
  • Other59.2%

Portfolio Holdings

281 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1American Centy ETF Tr2.63M$263.02M14.2%+23.6KAdded
2Schwab Strategic Tr4.61M$115.64M6.2%112.2KReduced
3Vanguard Index Fds547.5K$107.41M5.8%+47.5KAdded
4Ishares Tr1.41M$95.48M5.1%+1.6KAdded
5Ishares Tr355.0K$88.04M4.7%+24.9KAdded
6Ishares Tr134.7K$88.00M4.7%+2.5KAdded
7Ishares Tr664.3K$82.58M4.5%+27.8KAdded
8United Parcel Service Inc783.7K$77.10M4.2%0Held
9Berkshire Hathaway Inc Del93$66.79M3.6%+7Added
10Sezzle Inc886.6K$56.12M3.0%26.4KReduced

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