Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDV, SCHB, VTV, IJH, IVV, and represent 34.43% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: SEZL (+$58M), IWM (+$6.6M), BRK.A (+$5.3M), VTV, AVDV, IVV, META, PWR, FICO, H.
- Started 43 new stock positions in MPC, LMT, NKE, PSEWF, MU, VEEV, AVLV, RDVI, GLW, CNP.
- Reduced shares in these 10 stocks: IJH (-$16M), AAPL (-$5.5M), FNDA, IWF, SCHB, SPYV, IWP, ONB, IWS, EFA.
- Sold out of its positions in AAMI, CCJ, COP, DE, FI, GWW, KOCT, RPG, RSP, IGV. IYC, IYJ, IDV, ITA, IAK, IAI, KMB, PYPL, QCOM, TBIL, VZ, WM, GLDM.
- Accredited Investors was a net buyer of stock by $54M.
- Accredited Investors has $1.9B in assets under management (AUM), dropping by 5.03%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 284 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 13.0 | $245M | 2.6M | 93.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.6 | $124M | 4.7M | 26.23 |
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| Vanguard Index Fds Value Etf (VTV) | 5.1 | $96M | +5% | 500k | 190.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $93M | -14% | 1.4M | 66.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $91M | +2% | 132k | 684.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.3 | $81M | +8% | 330k | 246.16 |
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| United Parcel Service CL B (UPS) | 4.1 | $78M | 784k | 99.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $77M | 637k | 120.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.4 | $65M | +8% | 86.00 | 754800.00 |
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| Apple (AAPL) | 3.2 | $61M | -8% | 224k | 271.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.1 | $58M | -2% | 607k | 96.03 |
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| Sezzle (SEZL) | 3.1 | $58M | NEW | 913k | 63.48 |
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| Amazon (AMZN) | 2.8 | $53M | 229k | 230.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $44M | -6% | 93k | 473.30 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.2 | $42M | -4% | 733k | 56.81 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.9 | $37M | +2% | 438k | 83.61 |
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| Roblox Corp Cl A (RBLX) | 1.6 | $31M | 377k | 81.03 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $28M | -2% | 197k | 141.06 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.4 | $26M | -6% | 187k | 136.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $25M | 50k | 502.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $22M | -4% | 348k | 62.47 |
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| Microsoft Corporation (MSFT) | 1.1 | $20M | 42k | 483.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $17M | -4% | 25k | 681.92 |
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| C H Robinson Worldwide Com New (CHRW) | 0.9 | $17M | +5% | 107k | 160.76 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $17M | 238k | 71.41 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.7 | $14M | 301k | 45.98 |
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| Automatic Data Processing (ADP) | 0.7 | $13M | 52k | 257.23 |
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| NVIDIA Corporation (NVDA) | 0.7 | $13M | -8% | 69k | 186.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $12M | +7% | 39k | 313.80 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $12M | 250k | 47.85 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $11M | 150k | 73.56 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.5 | $9.4M | -30% | 298k | 31.51 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $8.5M | 29k | 290.22 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $8.3M | -2% | 20k | 412.77 |
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| Old National Ban (ONB) | 0.4 | $8.2M | -18% | 367k | 22.31 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.4 | $7.8M | -8% | 170k | 45.89 |
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| Ishares Tr Esg Optimized (SUSA) | 0.4 | $7.1M | -10% | 51k | 139.35 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $7.0M | -18% | 50k | 141.05 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $6.8M | +2% | 21k | 322.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.6M | -8% | 20k | 335.27 |
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| Vanguard Index Fds Fds Small Cp Etf (VB) | 0.3 | $6.5M | 25k | 257.95 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.3 | $6.3M | +4% | 83k | 75.16 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $6.1M | +2% | 64k | 95.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.0M | +10% | 19k | 313.00 |
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| General Mills (GIS) | 0.3 | $5.4M | -2% | 115k | 46.50 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $5.0M | +14% | 197k | 25.24 |
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| 3M Company (MMM) | 0.2 | $4.6M | 29k | 160.10 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.3M | +4% | 4.0k | 1074.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.2M | +4% | 6.7k | 627.13 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $4.2M | -3% | 72k | 57.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.9M | -2% | 11k | 373.44 |
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| Meta Platforms Cl A (META) | 0.2 | $3.9M | +50% | 5.9k | 660.12 |
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| UnitedHealth (UNH) | 0.2 | $3.5M | 11k | 330.11 |
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| Tactile Systems Technology, In (TCMD) | 0.2 | $3.3M | 115k | 29.00 |
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| Us Bancorp Del Com New (USB) | 0.2 | $3.2M | 60k | 53.36 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.2M | -2% | 43k | 75.44 |
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| Ishares Tr Msci Kld 400 (DSI) | 0.2 | $3.1M | -7% | 24k | 128.83 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.1M | +4% | 31k | 99.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.0M | 15k | 210.34 |
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| Tesla Motors (TSLA) | 0.1 | $2.8M | +2% | 6.2k | 449.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.7M | +15% | 4.5k | 614.34 |
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| Celcuity (CELC) | 0.1 | $2.7M | 27k | 99.74 |
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| Travelers Companies (TRV) | 0.1 | $2.4M | 8.3k | 290.06 |
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| Visa Com Cl A (V) | 0.1 | $2.4M | 6.8k | 350.71 |
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| Oracle Corporation (ORCL) | 0.1 | $2.4M | 12k | 194.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.3M | -3% | 15k | 148.69 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | +5% | 2.6k | 862.27 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.2M | 18k | 120.34 |
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| Abbvie (ABBV) | 0.1 | $2.1M | +4% | 9.4k | 228.48 |
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| Gra (GGG) | 0.1 | $2.0M | -6% | 24k | 81.97 |
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| Home Depot (HD) | 0.1 | $1.9M | +12% | 5.5k | 344.09 |
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| Broadcom (AVGO) | 0.1 | $1.8M | +45% | 5.3k | 346.12 |
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| American Express Company (AXP) | 0.1 | $1.8M | 5.0k | 369.98 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | 15k | 125.29 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.8M | +10% | 8.7k | 206.94 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $1.8M | +3% | 41k | 43.91 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.7M | 43k | 40.86 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | +14% | 16k | 111.41 |
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| Xcel Energy (XEL) | 0.1 | $1.7M | +5% | 22k | 73.86 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.6M | 17k | 93.20 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | -4% | 11k | 135.14 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | -4% | 11k | 143.31 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | +7% | 27k | 55.00 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.5M | 46k | 32.62 |
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| Aon Shs Cl A (AON) | 0.1 | $1.5M | 4.2k | 352.88 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | 2.4k | 603.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | +4% | 5.4k | 268.30 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.3M | -3% | 4.3k | 308.03 |
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| Pepsi (PEP) | 0.1 | $1.3M | 9.2k | 143.52 |
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| Quanta Services (PWR) | 0.1 | $1.3M | NEW | 3.1k | 422.06 |
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| Fastenal Company (FAST) | 0.1 | $1.3M | 33k | 40.13 |
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| Merck & Co (MRK) | 0.1 | $1.2M | +19% | 12k | 105.26 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -2% | 4.0k | 305.60 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.2M | 3.9k | 312.58 |
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| Fair Isaac Corporation (FICO) | 0.1 | $1.2M | NEW | 689.00 | 1690.62 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 8.1k | 141.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | -4% | 5.2k | 219.79 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $1.1M | NEW | 7.1k | 160.32 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.1M | 9.9k | 115.04 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $1.1M | NEW | 6.4k | 174.19 |
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| Capital One Financial (COF) | 0.1 | $1.1M | NEW | 4.5k | 242.36 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | -13% | 6.3k | 171.18 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 69.91 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $1.1M | 25k | 43.72 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +10% | 1.8k | 570.94 |
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| Caterpillar (CAT) | 0.1 | $1.0M | 1.8k | 572.73 |
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| Tennant Company (TNC) | 0.1 | $977k | 13k | 73.70 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $952k | +39% | 3.1k | 303.89 |
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| Colgate-Palmolive Company (CL) | 0.1 | $945k | NEW | 12k | 79.02 |
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| Medtronic SHS (MDT) | 0.0 | $935k | 9.7k | 96.06 |
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| Ecolab (ECL) | 0.0 | $933k | +10% | 3.6k | 262.51 |
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| Caci Intl Cl A (CACI) | 0.0 | $915k | NEW | 1.7k | 532.81 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $909k | +28% | 1.6k | 579.45 |
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| Walt Disney Company (DIS) | 0.0 | $894k | -2% | 7.9k | 113.76 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $842k | 2.6k | 323.01 |
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| Netflix (NFLX) | 0.0 | $827k | +911% | 8.8k | 93.76 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $825k | +100% | 5.7k | 143.97 |
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| Target Corporation (TGT) | 0.0 | $824k | -3% | 8.4k | 97.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $819k | -18% | 5.1k | 160.97 |
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| Ge Vernova (GEV) | 0.0 | $818k | +8% | 1.3k | 653.67 |
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| Broadridge Financial Solutions (BR) | 0.0 | $816k | +2% | 3.7k | 223.17 |
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| Bristol Myers Squibb (BMY) | 0.0 | $797k | 15k | 53.94 |
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| Analog Devices (ADI) | 0.0 | $796k | -4% | 2.9k | 271.20 |
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| Vanguard Admiral Fds Inc 500 Grth Idx F (VOOG) | 0.0 | $795k | 1.8k | 444.48 |
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| Cisco Systems (CSCO) | 0.0 | $795k | +9% | 10k | 77.03 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $788k | +6% | 7.9k | 99.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $764k | 7.1k | 107.11 |
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| Chevron Corporation (CVX) | 0.0 | $762k | -11% | 5.0k | 152.42 |
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| Amgen (AMGN) | 0.0 | $751k | 2.3k | 327.27 |
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| Philip Morris International (PM) | 0.0 | $751k | -3% | 4.7k | 160.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $733k | 1.5k | 487.86 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $729k | 51k | 14.32 |
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| Atmos Energy Corporation (ATO) | 0.0 | $727k | NEW | 4.3k | 167.63 |
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| International Business Machines (IBM) | 0.0 | $710k | -8% | 2.4k | 296.21 |
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| Applied Materials (AMAT) | 0.0 | $706k | -13% | 2.7k | 257.02 |
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| SPS Commerce (SPSC) | 0.0 | $705k | -3% | 7.9k | 89.13 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $692k | 5.0k | 139.16 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $664k | 8.4k | 79.24 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $657k | 8.2k | 80.63 |
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| Honeywell International (HON) | 0.0 | $656k | +31% | 3.4k | 195.10 |
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| Mueller Industries (MLI) | 0.0 | $648k | 5.6k | 114.80 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $646k | -3% | 7.1k | 90.97 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $632k | +15% | 3.6k | 177.75 |
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| Nike CL B (NKE) | 0.0 | $598k | NEW | 9.4k | 63.71 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $597k | +8% | 7.4k | 80.22 |
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| Eaton Corp SHS (ETN) | 0.0 | $596k | +20% | 1.9k | 318.58 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $589k | NEW | 2.6k | 223.23 |
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| Morgan Stanley Com New (MS) | 0.0 | $586k | +15% | 3.3k | 177.51 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $582k | 6.5k | 89.46 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $582k | -3% | 1.0k | 566.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $572k | 4.6k | 123.26 |
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| Cleveland-cliffs (CLF) | 0.0 | $570k | 43k | 13.28 |
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| Goldman Sachs (GS) | 0.0 | $565k | +60% | 643.00 | 879.00 |
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| Campbell Soup Company (CPB) | 0.0 | $565k | NEW | 20k | 27.87 |
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| Palo Alto Networks (PANW) | 0.0 | $551k | +77% | 3.0k | 184.20 |
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| TJX Companies (TJX) | 0.0 | $543k | +31% | 3.5k | 153.61 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $514k | +13% | 6.3k | 81.17 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $503k | -7% | 2.7k | 183.40 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $498k | -3% | 11k | 45.21 |
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| Nucor Corporation (NUE) | 0.0 | $498k | 3.1k | 163.11 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $484k | 2.4k | 199.71 |
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| Altria (MO) | 0.0 | $466k | -6% | 8.1k | 57.66 |
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| Pfizer (PFE) | 0.0 | $466k | -2% | 19k | 24.90 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $463k | 7.5k | 61.84 |
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| Zoetis Cl A (ZTS) | 0.0 | $462k | 3.7k | 125.83 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $458k | +3% | 8.0k | 57.24 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $448k | 9.6k | 46.59 |
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| O'reilly Automotive (ORLY) | 0.0 | $444k | NEW | 4.9k | 91.21 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $442k | +68% | 943.00 | 468.76 |
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| Intel Corporation (INTC) | 0.0 | $436k | -8% | 12k | 36.90 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $433k | 2.6k | 163.59 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $433k | 23k | 18.82 |
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| Expedia Group Com New (EXPE) | 0.0 | $424k | 1.5k | 283.31 |
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| Schneider National CL B (SNDR) | 0.0 | $420k | NEW | 16k | 26.53 |
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| Motorola Solutions Com New (MSI) | 0.0 | $419k | +46% | 1.1k | 383.36 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $417k | NEW | 9.9k | 41.92 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $412k | 1.9k | 211.79 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $407k | 2.8k | 146.58 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $404k | 4.4k | 91.40 |
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| Bny Mellon Etf Trust Us Us Lrg Cp Core (BKLC) | 0.0 | $402k | 3.1k | 130.80 |
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| Chubb (CB) | 0.0 | $400k | +29% | 1.3k | 312.12 |
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| Waters Corporation (WAT) | 0.0 | $400k | 1.1k | 379.83 |
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| Howmet Aerospace (HWM) | 0.0 | $398k | 1.9k | 205.02 |
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| Donaldson Company (DCI) | 0.0 | $397k | +3% | 4.5k | 88.66 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $395k | 15k | 26.33 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $393k | 32k | 12.43 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $392k | 4.2k | 93.12 |
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| Fidus Invt (FDUS) | 0.0 | $386k | 20k | 19.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $383k | +43% | 966.00 | 396.31 |
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| Cintas Corporation (CTAS) | 0.0 | $381k | 2.0k | 188.07 |
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| Emerson Electric (EMR) | 0.0 | $379k | -8% | 2.9k | 132.72 |
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| Nextera Energy (NEE) | 0.0 | $376k | +3% | 4.7k | 80.28 |
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| Booking Holdings (BKNG) | 0.0 | $375k | NEW | 70.00 | 5356.54 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $367k | 6.7k | 54.77 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $367k | 21k | 17.71 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $366k | -2% | 15k | 24.04 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $362k | -40% | 1.7k | 209.12 |
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| Dell Technologies CL C (DELL) | 0.0 | $357k | 2.8k | 125.88 |
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| Bio-techne Corporation (TECH) | 0.0 | $356k | +2% | 6.1k | 58.81 |
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| Otter Tail Corporation (OTTR) | 0.0 | $354k | 4.4k | 80.80 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $347k | NEW | 16k | 22.36 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $338k | NEW | 2.1k | 162.63 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $336k | -3% | 3.5k | 96.88 |
|
| Blackrock (BLK) | 0.0 | $335k | +39% | 313.00 | 1070.78 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $335k | -44% | 3.7k | 91.38 |
|
| Anthem (ELV) | 0.0 | $334k | -15% | 953.00 | 350.55 |
|
| Uber Technologies (UBER) | 0.0 | $327k | NEW | 4.0k | 81.71 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $323k | NEW | 3.9k | 82.32 |
|
| Golden Entmt (GDEN) | 0.0 | $320k | 12k | 27.19 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $318k | -37% | 1.5k | 214.19 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $318k | 2.9k | 110.15 |
|
|
| salesforce (CRM) | 0.0 | $316k | -6% | 1.2k | 264.91 |
|
| Boeing Company (BA) | 0.0 | $313k | +23% | 1.4k | 217.19 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $312k | +21% | 5.1k | 61.22 |
|
| Oneok (OKE) | 0.0 | $309k | NEW | 4.2k | 73.50 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $307k | -48% | 1.0k | 301.22 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $302k | 880.00 | 342.97 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $302k | 628.00 | 480.57 |
|
|
| Norfolk Southern (NSC) | 0.0 | $301k | 1.0k | 288.75 |
|
|
| Danaher Corporation (DHR) | 0.0 | $301k | NEW | 1.3k | 228.92 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $299k | 3.5k | 84.30 |
|
|
| eBay (EBAY) | 0.0 | $291k | 3.3k | 87.10 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $291k | -13% | 5.4k | 53.76 |
|
| Rockwell Automation (ROK) | 0.0 | $291k | +2% | 747.00 | 389.33 |
|
| Dex (DXCM) | 0.0 | $291k | 4.4k | 66.37 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $287k | NEW | 3.6k | 79.67 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $287k | 8.7k | 32.80 |
|
|
| At&t (T) | 0.0 | $286k | 12k | 24.84 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $284k | 11k | 26.91 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $282k | +7% | 2.8k | 101.97 |
|
| Raymond James Financial (RJF) | 0.0 | $282k | NEW | 1.8k | 160.59 |
|
| Ameriprise Financial (AMP) | 0.0 | $277k | 565.00 | 490.34 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $274k | 982.00 | 279.14 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $272k | 2.1k | 131.59 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $270k | +36% | 1.8k | 154.12 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $267k | 5.3k | 50.29 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $263k | NEW | 6.8k | 38.34 |
|
| Lowe's Companies (LOW) | 0.0 | $262k | -2% | 1.1k | 241.16 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $261k | 3.5k | 74.17 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $261k | 2.5k | 104.08 |
|
|
| AutoZone (AZO) | 0.0 | $258k | +38% | 76.00 | 3391.50 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $256k | -3% | 4.3k | 59.54 |
|
| Western Digital (WDC) | 0.0 | $254k | NEW | 1.5k | 172.27 |
|
| Iqvia Holdings (IQV) | 0.0 | $250k | 1.1k | 225.41 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $247k | -6% | 987.00 | 250.31 |
|
| Micron Technology (MU) | 0.0 | $245k | NEW | 857.00 | 285.41 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $244k | -8% | 774.00 | 314.69 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $240k | -2% | 3.7k | 65.01 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $236k | 4.8k | 49.08 |
|
|
| Hubspot (HUBS) | 0.0 | $235k | -2% | 586.00 | 401.30 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $235k | +2% | 9.9k | 23.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $233k | NEW | 667.00 | 349.99 |
|
| Gilead Sciences (GILD) | 0.0 | $233k | NEW | 1.9k | 122.77 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $233k | NEW | 3.1k | 75.77 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $231k | NEW | 477.00 | 483.98 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $223k | 45k | 4.99 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $222k | 11k | 20.23 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $219k | 1.9k | 116.09 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $218k | -17% | 1.5k | 143.52 |
|
| Tapestry (TPR) | 0.0 | $215k | NEW | 1.7k | 127.77 |
|
| Southern Company (SO) | 0.0 | $213k | +5% | 2.4k | 87.20 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $213k | NEW | 1.4k | 149.01 |
|
| Mosaic (MOS) | 0.0 | $212k | 8.8k | 24.09 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $212k | +5% | 918.00 | 231.32 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $209k | 4.6k | 45.53 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $208k | NEW | 2.3k | 90.00 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $207k | NEW | 2.1k | 99.52 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $207k | NEW | 7.9k | 26.24 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $206k | 1.0k | 198.58 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $204k | 1.7k | 121.75 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $204k | NEW | 962.00 | 212.07 |
|
| Corning Incorporated (GLW) | 0.0 | $203k | NEW | 2.3k | 87.56 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $203k | NEW | 2.5k | 80.03 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $202k | 2.8k | 71.45 |
|
|
| FedEx Corporation (FDX) | 0.0 | $202k | NEW | 700.00 | 288.76 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $201k | NEW | 1.3k | 154.80 |
|
| Solaredge Technologies (SEDG) | 0.0 | $200k | 6.9k | 28.85 |
|
|
| Canterbury Park Holding Corporation (CPHC) | 0.0 | $164k | 11k | 15.21 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $85k | 16k | 5.47 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $73k | NEW | 1.1k | 67.22 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $71k | 21k | 3.29 |
|
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $38k | 16k | 2.40 |
|
|
| Sow Good (SOWG) | 0.0 | $24k | -67% | 69k | 0.34 |
|
| Paysafe *w Exp 03/30/202 Deleted (PSEWF) | 0.0 | $12.000000 | NEW | 60k | 0.00 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- Accredited Investors 2025 Q4 filed Feb. 5, 2026
- Accredited Investors 2025 Q3 filed Oct. 30, 2025
- Accredited Investors 2025 Q2 filed Aug. 8, 2025
- Accredited Investors 2025 Q1 filed May 6, 2025
- Accredited Investors 2024 Q4 filed Feb. 13, 2025
- Accredited Investors 2024 Q3 restated filed Nov. 6, 2024
- Accredited Investors 2024 Q3 filed Nov. 5, 2024
- Accredited Investors 2024 Q2 filed July 19, 2024
- Accredited Investors 2024 Q1 filed May 14, 2024
- Accredited Investors 2023 Q4 filed Feb. 7, 2024
- Accredited Investors 2023 Q3 filed Nov. 7, 2023
- Accredited Investors 2023 Q2 filed Aug. 3, 2023
- Accredited Investors 2023 Q1 filed April 24, 2023
- Accredited Investors 2022 Q4 filed Feb. 7, 2023
- Accredited Investors 2022 Q3 filed Nov. 8, 2022
- Accredited Investors 2022 Q2 filed July 21, 2022