Accredited Investors Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.86B
Q ending 2026-03-31
Prior quarter
$1.88B
Q ending 2025-12-31
Change
-1.5% QoQ · +15.2% YoY
Positions
281
reported holdings

Largest positions

Top 100 of 281 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
American Centy Etf TrAVDVShares$263.0M2.6M
Schwab Strategic TrSCHBShares$115.6M4.6M
Vanguard Index FdsVTVShares$107.4M547K
Ishares TrIJHShares$95.5M1.4M
Ishares TrIWMShares$88.0M355K
Ishares TrIVVShares$88.0M135K
Ishares TrIJRShares$82.6M664K
United Parcel Svcs IncUPSShares$77.1M784K
Berkshire Hathaway Inc DelBRK/AShares$66.8M93
Sezzle IncSEZLShares$56.1M887K
Ishares TrEFAShares$55.6M572K
Apple IncAAPLShares$54.4M214K
Amazon Com IncAMZNShares$46.4M223K
Spdr Series TrustSPYVShares$40.9M723K
Ishares TrIWFShares$39.4M92K
Vanguard Intl Equity Index FVTShares$31.2M225K
Berkshire Hathaway Inc DelBRK/BShares$27.6M58K
Ishares TrIWPShares$22.6M176K
C H Robinson Worldwide InCHRWShares$22.0M133K
Vanguard Tax-Managed FdsVEAShares$21.7M339K
Roblox CorpRBLXShares$21.3M377K
Ishares TrEFVShares$17.5M235K
State Str Spdr S&P 500 Etf TSPYShares$15.3M24K
Microsoft CorpMSFTShares$15.3M41K
Ishares TrESMLShares$14.1M299K
Ishares TrEAGGShares$13.7M288K
Vanguard Intl Equity Index FVGKShares$12.7M154K
Nvidia CorporationNVDAShares$12.0M69K
Vanguard Intl Equity Index FVEUShares$12.0M159K
Alphabet IncGOOGShares$10.6M37K
Automatic Data Processing InADPShares$10.5M52K
Schwab Strategic TrFNDAShares$9.2M284K
Vanguard Index FdsVOShares$8.4M29K
Old Natl Bancorp IndONBShares$8.1M367K
Invesco Exchange Traded Fd TPRFZShares$7.7M169K
Vanguard World FdMGKShares$7.2M20K
Ishares TrSUSAShares$7.0M53K
Vanguard Index FdsVBShares$6.8M26K
Ishares TrIWSShares$6.8M47K
Ishares TrDMXFShares$6.4M85K
Vanguard Index FdsVTIShares$6.4M20K
Ishares TrESGDShares$6.1M63K
Jpmorgan Chase & CoJPMShares$6.0M21K
Alphabet IncGOOGLShares$5.2M18K
Vanguard Index FdsVOOShares$4.4M7K
Ishares TrOEFShares$4.1M13K
General Mills IncGISShares$4.1M109K
3M CoMMMShares$4.0M28K
Meta Platforms IncMETAShares$4.0M7K
Ishares TrSUSBShares$3.9M157K
Eli Lilly & CoLLYShares$3.9M4K
Ishares TrUSXFShares$3.9M71K
Vanguard Star FdsVXUSShares$3.4M44K
Ishares TrAGGShares$3.4M34K
Ishares TrIWDShares$3.3M15K
Celcuity IncCELCShares$3.1M27K
Us BancorpUSBShares$3.1M59K
Ishares TrDSIShares$3.0M25K
Invesco Qqq TrQQQShares$3.0M5K
Exxon Mobil CorpXOMShares$3.0M18K
Labcorp Holdings IncLHShares$2.8M11K
Costco Wholesale CorporationCOSTShares$2.8M3K
Ishares TrIWBShares$2.8M8K
Unitedhealth Group IncUNHShares$2.6M10K
Tactile Sys Technology IncTCMDShares$2.5M95K
Travelers Companies IncTRVShares$2.4M8K
Tesla IncTSLAShares$2.2M6K
Ishares TrITOTShares$2.2M16K
Graco IncGGGShares$2.0M24K
Visa IncVShares$2.0M7K
Xcel Energy IncXELShares$1.8M23K
Spdr Index Shs FdsGWXShares$1.8M42K
Abbvie IncABBVShares$1.8M8K
Ishares TrEUSBShares$1.8M41K
Oracle CorpORCLShares$1.8M12K
Johnson & JohnsonJNJShares$1.8M7K
Walmart IncWMTShares$1.7M14K
Home Depot IncHDShares$1.7M5K
Quanta Svcs IncPWRShares$1.7M3K
Broadcom IncAVGOShares$1.6M5K
Schwab Strategic TrSCHGShares$1.6M54K
Ge AerospaceGEShares$1.5M5K
State Str Spdr S&P Midcap 40MDYShares$1.5M2K
Procter & Gamble CoPGShares$1.5M10K
Abbott LaboratoriesABTShares$1.5M14K
American Express CoAXPShares$1.5M5K
Fastenal CoFASTShares$1.4M30K
American Centy Etf TrAVDEShares$1.4M16K
Ishares TrIVWShares$1.3M12K
Merck & Co IncMRKShares$1.3M11K
Aon PlcShares$1.3M4K
Ishares TrQUALShares$1.3M7K
Caterpillar IncCATShares$1.3M2K
Pepsico IncPEPShares$1.3M8K
Mcdonalds CorpMCDShares$1.2M4K
Ge Vernova IncGEVShares$1.2M1K
Ishares TrIYWShares$1.2M7K
Bank America CorpBACShares$1.2M25K
Amphenol CorpAPHShares$1.2M10K
Ishares TrDVYShares$1.2M8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.