Accredited Investors Inc. Portfolio Holdings
Q3 2025•263 long positions•$1.8B portfolio value
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Holding271 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $229.6M 12.81% | +$7.7M Bought | — 2.6M shares | 2.5M → 2.6M +$7.7M | +3.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $123.6M 6.89% | -$2.0M Sold | — 4.8M shares | 4.9M → 4.8M −$2.0M | -1.59% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $107.6M 6.0% | -$25.6M Sold | — 1.6M shares | 2.0M → 1.6M −$25.6M | -19.19% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $88.5M 4.94% | +$227.3K Bought | — 474.5K shares | 473.3K → 474.5K +$227.3K | +0.26% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $86.5M 4.82% | +$185.4K Bought | — 129.2K shares | 128.9K → 129.2K +$185.4K | +0.21% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $75.4M 4.21% | -$4.9M Sold | — 634.5K shares | 675.8K → 634.5K −$4.9M | -6.11% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $73.4M 4.1% | +$18.2M Bought | — 303.5K shares | 228.4K → 303.5K +$18.2M | +32.86% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Integrated Freight & Logistics Industrials | $65.5M 3.65% | — | 0.092% 783.7K shares | — | — | $70.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $62.2M 3.47% | +$4.3M Bought | 0.002% 244.4K shares | 227.7K → 244.4K +$4.3M | +7.36% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $59.6M 3.32% | — | 0.005% 79.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $58.1M 3.24% | -$758.9K Sold | — 621.8K shares | 629.9K → 621.8K −$758.9K | -1.29% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Electronic Gaming & Multimedia Technology | $52.2M 2.91% | -$17.9M Sold | 0.054% 376.6K shares | 505.9K → 376.6K −$17.9M | -25.57% | $96.0B Large Cap | Q1 2021 Held for 4y 8m | |
Specialty Retail Consumer Cyclical | $51.0M 2.85% | -$2.5M Sold | 0.002% 232.4K shares | 243.7K → 232.4K −$2.5M | -4.6% | $2.34T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $46.6M 2.6% | +$3.0M Bought | — 99.4K shares | 93.0K → 99.4K +$3.0M | +6.93% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $42.5M 2.37% | -$1.2M Sold | — 767.5K shares | 788.5K → 767.5K −$1.2M | -2.66% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $34.2M 1.91% | +$5.7M Bought | — 428.9K shares | 357.8K → 428.9K +$5.7M | +19.88% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $28.6M 1.6% | -$774.0K Sold | — 200.8K shares | 206.2K → 200.8K −$774.0K | -2.64% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $27.7M 1.55% | -$188.2K Sold | — 201.2K shares | 202.6K → 201.2K −$188.2K | -0.67% | — — | Q1 2016 Held for 9y 8m | |
Insurance - Diversified Financial Services | $25.0M 1.39% | -$902.4K Sold | 0.002% 49.7K shares | 51.5K → 49.7K −$902.4K | -3.49% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $21.9M 1.22% | +$1.6M Bought | 0.001% 42.2K shares | 39.1K → 42.2K +$1.6M | +7.84% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $21.8M 1.21% | -$64.1K Sold | — 363.1K shares | 364.2K → 363.1K −$64.1K | -0.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.7M 0.985% | -$112.6K Sold | — 26.5K shares | 26.7K → 26.5K −$112.6K | -0.63% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $16.5M 0.919% | -$288.6K Sold | — 242.9K shares | 247.2K → 242.9K −$288.6K | -1.72% | — — | Q1 2021 Held for 4y 8m | |
Staffing & Employment Services Industrials | $15.2M 0.85% | -$75.4K Sold | 0.013% 51.9K shares | 52.2K → 51.9K −$75.4K | -0.49% | $118.89B Large Cap | Q3 2018 Held for 7y 2m | |
Semiconductors Technology | $14.1M 0.785% | +$2.5M Bought | 0.0% 75.4K shares | 62.2K → 75.4K +$2.5M | +21.32% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $13.6M 0.76% | -$928.7K Sold | — 302.1K shares | 322.7K → 302.1K −$928.7K | -6.38% | — — | Q2 2018 Held for 7y 5m | |
Integrated Freight & Logistics Industrials | $13.3M 0.745% | -$1.7M Sold | 0.085% 100.8K shares | 113.6K → 100.8K −$1.7M | -11.23% | $15.6B Large Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $13.3M 0.743% | -$11.6M Sold | — 427.2K shares | 800.0K → 427.2K −$11.6M | -46.6% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $11.8M 0.659% | +$415.7K Bought | — 246.0K shares | 237.3K → 246.0K +$415.7K | +3.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $10.9M 0.606% | -$134.0K Sold | — 152.1K shares | 154.0K → 152.1K −$134.0K | -1.22% | — — | Q2 2020 Held for 5y 5m | |
Banks - Regional Financial Services | $9.9M 0.551% | +$1.7M Bought | 0.115% 450.0K shares | 372.9K → 450.0K +$1.7M | +20.69% | $8.6B Mid Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $8.8M 0.488% | +$786.2K Bought | 0.0% 36.0K shares | 32.7K → 36.0K +$786.2K | +9.86% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $8.6M 0.481% | -$67.3K Sold | — 29.3K shares | 29.6K → 29.3K −$67.3K | -0.77% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $8.5M 0.472% | -$905.1K Sold | — 60.6K shares | 67.1K → 60.6K −$905.1K | -9.66% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $8.5M 0.472% | -$289.7K Sold | — 186.4K shares | 192.7K → 186.4K −$289.7K | -3.31% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $8.3M 0.462% | -$31.4K Sold | — 20.6K shares | 20.7K → 20.6K −$31.4K | -0.38% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $7.7M 0.429% | +$142.6K Bought | — 56.6K shares | 55.6K → 56.6K +$142.6K | +1.89% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.1M 0.395% | -$2.9M Sold | — 21.6K shares | 30.4K → 21.6K −$2.9M | -29.16% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $6.5M 0.361% | +$6.6K Bought | — 25.5K shares | 25.5K → 25.5K +$6.6K | +0.1% | — — | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $6.4M 0.359% | -$96.5K Sold | 0.001% 20.4K shares | 20.7K → 20.4K −$96.5K | -1.48% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.0M 0.337% | -$7.3K Sold | — 79.7K shares | 79.8K → 79.7K −$7.3K | -0.12% | — — | Q4 2020 Held for 4y 11m | |
Packaged Foods Consumer Defensive | $6.0M 0.332% | +$10.1K Bought | 0.022% 118.1K shares | 117.9K → 118.1K +$10.1K | +0.17% | $26.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.8M 0.324% | +$1.6K Bought | — 62.5K shares | 62.5K → 62.5K +$1.6K | +0.03% | — — | Q4 2022 Held for 2y 11m | |
Conglomerates Industrials | $4.5M 0.251% | +$49.3K Bought | 0.005% 28.9K shares | 28.6K → 28.9K +$49.3K | +1.11% | $82.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.4M 0.243% | +$243.0K Bought | — 172.1K shares | 162.5K → 172.1K +$243.0K | +5.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.3M 0.24% | -$210.7K Sold | — 74.9K shares | 78.6K → 74.9K −$210.7K | -4.68% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $4.2M 0.236% | +$778.9K Bought | 0.0% 17.4K shares | 14.2K → 17.4K +$778.9K | +22.55% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.9M 0.219% | — | — 10.7K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.9M 0.218% | +$84.5K Bought | — 6.4K shares | 6.2K → 6.4K +$84.5K | +2.21% | — — | Q1 2021 Held for 4y 8m | |
Medical - Healthcare Plans Healthcare | $3.6M 0.199% | +$298.7K Bought | 0.001% 10.3K shares | 9.5K → 10.3K +$298.7K | +9.14% | $312.73B Mega Cap | Q3 2014 Held for 11y 2m |
