Accredited Investors Inc.
CIK: 1518364SEC EDGAR →
Portfolio Value
$927.6B
Holdings
281
As of
Q1 2026
New Positions
279
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 2,633,904 | $263.0B | 28.35% |
| 2 | SCHWAB STRATEGIC TR | 4,607,337 | $115.6B | 12.47% |
| 3 | ISHARES TR | 1,413,879 | $95.5B | 10.29% |
| 4 | UNITED PARCEL SVCS INC | 783,700 | $77.1B | 8.31% |
| 5 | SEZZLE INC | 886,642 | $56.1B | 6.05% |
| 6 | ISHARES TR | 572,146 | $55.6B | 5.99% |
| 7 | SPDR SERIES TRUST | 723,052 | $40.9B | 4.41% |
| 8 | VANGUARD TAX-MANAGED FDS | 339,208 | $21.7B | 2.34% |
| 9 | ROBLOX CORP | 376,574 | $21.3B | 2.30% |
| 10 | ISHARES TR | 234,801 | $17.5B | 1.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 129 | $790.8B | 85.2% |
| Industrials | 27 | $80.9B | 8.7% |
| Technology | 32 | $24.4B | 2.6% |
| Unknown | 21 | $12.1B | 1.3% |
| Consumer Defensive | 10 | $6.2B | 0.7% |
| Healthcare | 21 | $5.5B | 0.6% |
| Utilities | 7 | $3.2B | 0.3% |
| Communication Services | 7 | $2.0B | 0.2% |
| Basic Materials | 5 | $827.6M | 0.1% |
| Energy | 6 | $718.2M | 0.1% |
| Consumer Cyclical | 14 | $626.0M | 0.1% |
| Real Estate | 2 | $350.6M | 0.0% |