Accredited Investors Inc.
CIK: 1518364SEC EDGAR →
Portfolio Value
$700.4B
Holdings
299
As of
Q2 2026
New Positions
30
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,648,027 | $138.0B | 19.71% |
| 2 | SCHWAB STRATEGIC TR | 4,443,846 | $128.7B | 18.38% |
| 3 | ISHARES TR | 1,394,914 | $107.6B | 15.36% |
| 4 | VANGUARD MALVERN FDS | 1,014,386 | $51.0B | 7.28% |
| 5 | SPDR SERIES TRUST | 701,724 | $42.7B | 6.09% |
| 6 | VANGUARD TAX-MANAGED FDS | 328,571 | $23.4B | 3.34% |
| 7 | ROBLOX CORP | 376,574 | $20.5B | 2.92% |
| 8 | ISHARES TR | 231,526 | $17.7B | 2.53% |
| 9 | ISHARES TR | 302,150 | $16.9B | 2.41% |
| 10 | ISHARES TR | 286,286 | $13.6B | 1.94% |
Quarterly Changes
Top Buys
New Positions (31)
$51.0B · 1.0M shares
$675.7M · 7K shares
$662.9M · 26K shares
$576.9M · 18K shares
$542.3M · 7K shares
$330.5M · 25K shares
$294.7M · 11K shares
$271.3M · 8K shares
$269.1M · 4K shares
$268.8M · 9K shares
$205.6M · 2K shares
$12.2M · 16K shares
$1.5M · 3K shares
$481K · 2K shares
$461K · 2K shares
$445K · 2K shares
$392K · 294 shares
HONEYWELL AEROSPACE INC
$342K · 2K shares
$328K · 500 shares
$300K · 1K shares
$289K · 469 shares
$241K · 679 shares
$229K · 1K shares
$227K · 659 shares
$218K · 918 shares
$214K · 2K shares
$214K · 1K shares
$209K · 2K shares
$206K · 2K shares
$205K · 2K shares
$201K · 1K shares
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 136 | $640.2B | 91.4% |
| Technology | 33 | $22.1B | 3.2% |
| Unknown | 26 | $13.2B | 1.9% |
| Healthcare | 24 | $6.8B | 1.0% |
| Consumer Defensive | 10 | $6.2B | 0.9% |
| Industrials | 29 | $4.8B | 0.7% |
| Utilities | 6 | $2.8B | 0.4% |
| Communication Services | 7 | $1.7B | 0.2% |
| Consumer Cyclical | 13 | $694.9M | 0.1% |
| Real Estate | 3 | $664.8M | 0.1% |
| Energy | 7 | $637.6M | 0.1% |
| Basic Materials | 5 | $579.3M | 0.1% |