Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDV, SCHB, VTV, IJH, IWM, and represent 36.08% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$9.3M), IWM (+$6.2M), BRK.A (+$5.0M), CHRW, VT, OEF, BRK.B, IJR, LH, AVDV.
- Started 28 new stock positions in XLE, IYG, VRT, BKSE, FIX, MRVL, DE, CCJ, IXUS, KLAR.
- Reduced shares in these 10 stocks: VGK (-$23M), EFA, SCHB, AAPL, SEZL, IWP, AMZN, SPY, LRCX, SUSB.
- Sold out of its positions in ADBE, ATO, BK, BLK, CPB, CPHC, DHR, CIBR, RDVI, GILD.
- Accredited Investors was a net buyer of stock by $4.9M.
- Accredited Investors has $1.9B in assets under management (AUM), dropping by -1.45%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 281 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 14.2 | $263M | 2.6M | 99.86 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.2 | $116M | -2% | 4.6M | 25.10 |
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| Vanguard Index Fds Value Etf (VTV) | 5.8 | $107M | +9% | 548k | 196.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $96M | 1.4M | 67.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.7 | $88M | +7% | 355k | 248.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $88M | 135k | 653.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $83M | +4% | 664k | 124.31 |
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| United Parcel Svcs CL B (UPS) | 4.2 | $77M | 784k | 98.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.6 | $67M | +8% | 93.00 | 718140.00 |
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| Sezzle (SEZL) | 3.0 | $56M | -2% | 887k | 63.29 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.0 | $56M | -5% | 572k | 97.13 |
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| Apple (AAPL) | 2.9 | $54M | -4% | 214k | 253.79 |
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| Amazon (AMZN) | 2.5 | $46M | -2% | 223k | 208.27 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.2 | $41M | 723k | 56.58 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $39M | 92k | 426.40 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.7 | $31M | +14% | 225k | 138.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $28M | +15% | 58k | 479.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.2 | $23M | -5% | 176k | 128.12 |
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| C H Robinson Worldwide In Com New (CHRW) | 1.2 | $22M | +24% | 133k | 166.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $22M | -2% | 339k | 64.08 |
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| Roblox Corp Cl A (RBLX) | 1.1 | $21M | 377k | 56.56 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $18M | 235k | 74.35 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $15M | -7% | 24k | 650.35 |
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| Microsoft Corporation (MSFT) | 0.8 | $15M | 41k | 370.17 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $14M | 299k | 47.02 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.7 | $14M | +15% | 288k | 47.55 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.7 | $13M | -64% | 154k | 82.43 |
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| NVIDIA Corporation (NVDA) | 0.6 | $12M | 69k | 174.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $12M | +6% | 159k | 75.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $11M | -4% | 37k | 286.86 |
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| Automatic Data Processing (ADP) | 0.6 | $11M | 52k | 203.18 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.5 | $9.2M | -4% | 284k | 32.43 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $8.4M | 29k | 287.18 |
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| Old National Ban (ONB) | 0.4 | $8.1M | 367k | 22.10 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.4 | $7.7M | 169k | 45.87 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.2M | -2% | 20k | 367.44 |
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| Ishares Tr Esg Optimized (SUSA) | 0.4 | $7.0M | +4% | 53k | 132.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $6.8M | +3% | 26k | 261.92 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $6.8M | -5% | 47k | 145.74 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.3 | $6.4M | 85k | 75.45 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.4M | 20k | 320.82 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $6.1M | 64k | 95.62 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $6.0M | -2% | 21k | 294.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $5.2M | -5% | 18k | 287.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.4M | +10% | 7.3k | 597.57 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $4.1M | +1371% | 13k | 318.07 |
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| General Mills (GIS) | 0.2 | $4.1M | -5% | 110k | 37.22 |
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| 3M Company (MMM) | 0.2 | $4.0M | -2% | 28k | 145.23 |
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| Meta Platforms Cl A (META) | 0.2 | $4.0M | +17% | 6.9k | 572.17 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $3.9M | -20% | 157k | 25.06 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.9M | +6% | 4.3k | 919.85 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $3.9M | -2% | 71k | 55.20 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.4M | +2% | 44k | 77.11 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.4M | +11% | 34k | 99.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.3M | +6% | 16k | 213.67 |
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| Celcuity (CELC) | 0.2 | $3.1M | 27k | 114.14 |
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| Us Bancorp Com New (USB) | 0.2 | $3.1M | -2% | 59k | 52.01 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $3.0M | 25k | 121.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.0M | +15% | 5.2k | 577.12 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | -3% | 18k | 169.66 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $2.8M | NEW | 11k | 266.81 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.8M | +7% | 2.8k | 996.55 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.8M | -25% | 7.8k | 356.56 |
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| UnitedHealth (UNH) | 0.1 | $2.6M | -7% | 9.7k | 270.58 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $2.5M | -17% | 95k | 26.13 |
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| Travelers Companies (TRV) | 0.1 | $2.4M | 8.3k | 291.68 |
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| Tesla Motors (TSLA) | 0.1 | $2.2M | -3% | 6.0k | 371.78 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | 16k | 142.43 |
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| Gra (GGG) | 0.1 | $2.0M | 24k | 84.65 |
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| Visa Com Cl A (V) | 0.1 | $2.0M | -3% | 6.6k | 302.24 |
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| Xcel Energy (XEL) | 0.1 | $1.8M | 23k | 79.44 |
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| Spdr Index Shs Fds State Street Spd (GWX) | 0.1 | $1.8M | 43k | 42.23 |
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| Abbvie (ABBV) | 0.1 | $1.8M | -12% | 8.2k | 217.50 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $1.8M | 41k | 43.50 |
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| Oracle Corporation (ORCL) | 0.1 | $1.8M | 12k | 147.11 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.8M | -17% | 7.2k | 244.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | -9% | 14k | 124.28 |
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| Home Depot (HD) | 0.1 | $1.7M | -4% | 5.2k | 328.88 |
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| Quanta Services (PWR) | 0.1 | $1.7M | 3.1k | 549.02 |
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| Broadcom (AVGO) | 0.1 | $1.6M | -3% | 5.1k | 309.54 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.6M | +18% | 54k | 29.13 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.5M | +25% | 5.4k | 283.78 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | 2.5k | 616.83 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | 10k | 144.44 |
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| Abbott Laboratories (ABT) | 0.1 | $1.5M | 14k | 102.67 |
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| American Express Company (AXP) | 0.1 | $1.5M | -2% | 4.8k | 302.47 |
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| Fastenal Company (FAST) | 0.1 | $1.4M | -6% | 30k | 46.40 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.4M | +309% | 16k | 84.84 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | +152% | 12k | 113.11 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -7% | 11k | 120.29 |
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| Aon Shs Cl A (AON) | 0.1 | $1.3M | -2% | 4.1k | 322.78 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.3M | +541% | 6.7k | 191.82 |
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| Caterpillar (CAT) | 0.1 | $1.3M | 1.8k | 708.25 |
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| Pepsi (PEP) | 0.1 | $1.3M | -11% | 8.1k | 155.29 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 310.80 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | +13% | 1.4k | 873.03 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | +181% | 6.8k | 181.41 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | -6% | 25k | 48.75 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | -14% | 9.6k | 126.35 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | -5% | 7.7k | 151.41 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.1M | 3.9k | 277.87 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | 3.1k | 337.95 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $1.1M | 25k | 43.06 |
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| Tennant Company (TNC) | 0.1 | $1.0M | +16% | 16k | 66.40 |
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| Target Corporation (TGT) | 0.1 | $1.0M | 8.4k | 121.19 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.0M | +67% | 8.5k | 118.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | -6% | 5.1k | 198.29 |
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| Chevron Corporation (CVX) | 0.1 | $990k | -4% | 4.8k | 206.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $977k | -26% | 12k | 79.61 |
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| Coca-Cola Company (KO) | 0.1 | $963k | -17% | 13k | 76.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $961k | -14% | 4.5k | 215.04 |
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| UMB Financial Corporation (UMBF) | 0.1 | $958k | -14% | 8.5k | 112.79 |
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| Caci Intl Cl A (CACI) | 0.1 | $934k | 1.7k | 543.87 |
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| Analog Devices (ADI) | 0.1 | $934k | 2.9k | 318.14 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $928k | NEW | 6.5k | 142.20 |
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| Ecolab (ECL) | 0.0 | $916k | -3% | 3.4k | 266.05 |
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| Bristol Myers Squibb (BMY) | 0.0 | $896k | 15k | 60.65 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $876k | -3% | 1.8k | 499.73 |
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| Applied Materials (AMAT) | 0.0 | $871k | -7% | 2.5k | 341.85 |
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| Netflix (NFLX) | 0.0 | $857k | 8.9k | 96.15 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $850k | NEW | 8.7k | 97.91 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $842k | +10% | 6.3k | 132.90 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $818k | 2.6k | 313.81 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $781k | +215% | 9.7k | 80.61 |
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| Medtronic SHS (MDT) | 0.0 | $775k | -8% | 8.9k | 86.65 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $763k | +115% | 45k | 17.11 |
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| Amgen (AMGN) | 0.0 | $759k | -6% | 2.2k | 351.91 |
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| Walt Disney Company (DIS) | 0.0 | $754k | 7.8k | 96.38 |
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| Philip Morris International (PM) | 0.0 | $752k | -2% | 4.5k | 165.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $745k | +13% | 1.7k | 436.79 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $729k | 1.8k | 407.65 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $723k | -4% | 6.8k | 106.16 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $722k | 4.9k | 145.94 |
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| Capital One Financial (COF) | 0.0 | $699k | -15% | 3.8k | 182.43 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $698k | 51k | 13.72 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $685k | -7% | 7.3k | 93.98 |
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| International Business Machines (IBM) | 0.0 | $667k | +14% | 2.8k | 242.39 |
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| Cisco Systems (CSCO) | 0.0 | $663k | -17% | 8.5k | 77.59 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $648k | 8.2k | 79.56 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $634k | -5% | 6.7k | 94.59 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $613k | +9% | 6.9k | 88.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $589k | 6.5k | 90.53 |
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| Broadridge Financial Solutions (BR) | 0.0 | $583k | 3.6k | 162.48 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $571k | -25% | 1.2k | 491.53 |
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| Altria (MO) | 0.0 | $567k | +6% | 8.6k | 65.99 |
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| Palo Alto Networks (PANW) | 0.0 | $564k | +17% | 3.5k | 160.32 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $560k | 7.3k | 76.54 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $560k | +3% | 11k | 48.93 |
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| Mueller Industries (MLI) | 0.0 | $548k | -12% | 4.9k | 110.80 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $547k | NEW | 4.9k | 111.18 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $546k | 8.4k | 65.30 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $540k | +19% | 9.5k | 56.68 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $535k | +31% | 5.6k | 96.29 |
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| Nucor Corporation (NUE) | 0.0 | $516k | 3.1k | 169.10 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $508k | 2.1k | 244.18 |
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| Morgan Stanley Com New (MS) | 0.0 | $503k | -7% | 3.1k | 164.56 |
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| Boeing Company (BA) | 0.0 | $499k | +74% | 2.5k | 199.07 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $491k | -7% | 2.5k | 192.90 |
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| Micron Technology (MU) | 0.0 | $488k | +68% | 1.4k | 337.84 |
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| Corning Incorporated (GLW) | 0.0 | $486k | +54% | 3.6k | 135.97 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $469k | 1.0k | 460.99 |
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| Eaton Corp SHS (ETN) | 0.0 | $469k | -29% | 1.3k | 357.78 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $466k | 9.6k | 48.46 |
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| Howmet Aerospace (HWM) | 0.0 | $459k | +2% | 2.0k | 230.46 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $459k | +83% | 6.5k | 70.91 |
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| Pfizer (PFE) | 0.0 | $459k | -12% | 16k | 28.08 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $450k | NEW | 4.1k | 110.47 |
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| Invesco Exch Traded Fd Tr Ii Bloomberg Financ (FDIQ) | 0.0 | $445k | -13% | 6.5k | 68.47 |
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| Dell Technologies CL C (DELL) | 0.0 | $443k | -4% | 2.7k | 164.13 |
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| SPS Commerce (SPSC) | 0.0 | $440k | 7.9k | 55.67 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $431k | +2% | 2.0k | 217.25 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $425k | +12% | 17k | 24.75 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $421k | 2.6k | 158.81 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $413k | 9.9k | 41.54 |
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| Zoetis Cl A (ZTS) | 0.0 | $411k | -5% | 3.5k | 118.20 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $407k | -60% | 2.8k | 143.79 |
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| Colgate-Palmolive Company (CL) | 0.0 | $396k | -61% | 4.7k | 85.23 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $396k | -23% | 2.7k | 146.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $395k | -4% | 919.00 | 430.29 |
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| Otter Tail Corporation (OTTR) | 0.0 | $387k | 4.4k | 87.78 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $386k | +2% | 4.6k | 84.91 |
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| Emerson Electric (EMR) | 0.0 | $385k | +2% | 2.9k | 131.02 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $383k | 3.1k | 124.81 |
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| Ares Capital Corporation (ARCC) | 0.0 | $378k | +91% | 21k | 18.02 |
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| Donaldson Company (DCI) | 0.0 | $368k | -3% | 4.3k | 84.87 |
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| Oneok (OKE) | 0.0 | $364k | -4% | 4.0k | 90.39 |
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| Cleveland-cliffs (CLF) | 0.0 | $363k | 43k | 8.45 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $359k | +2% | 2.9k | 125.46 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $358k | +8% | 7.2k | 49.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $356k | 1.7k | 205.80 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $355k | 15k | 23.69 |
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| Goldman Sachs (GS) | 0.0 | $353k | -35% | 417.00 | 846.02 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $353k | +5% | 1.1k | 328.80 |
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| Solaredge Technologies (SEDG) | 0.0 | $349k | 6.8k | 51.05 |
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| Waters Corporation (WAT) | 0.0 | $349k | +11% | 1.2k | 297.80 |
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| Fidus Invt (FDUS) | 0.0 | $348k | 20k | 17.42 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $346k | NEW | 4.2k | 82.83 |
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| Expedia Group Com New (EXPE) | 0.0 | $346k | 1.5k | 230.89 |
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| At&t (T) | 0.0 | $345k | +3% | 12k | 28.99 |
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| Western Digital (WDC) | 0.0 | $344k | -13% | 1.3k | 270.50 |
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| Cintas Corporation (CTAS) | 0.0 | $342k | 2.0k | 169.14 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $341k | -7% | 873.00 | 390.41 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $340k | +16% | 6.3k | 54.05 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $340k | 23k | 14.77 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $339k | +12% | 1.7k | 203.45 |
|
| TJX Companies (TJX) | 0.0 | $338k | -40% | 2.1k | 159.70 |
|
| Chubb (CB) | 0.0 | $335k | -19% | 1.0k | 325.93 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $333k | NEW | 4.9k | 68.14 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $330k | +22% | 5.3k | 62.46 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $330k | NEW | 2.4k | 137.13 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $328k | 16k | 21.15 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $322k | -32% | 742.00 | 433.72 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $315k | -65% | 2.2k | 143.62 |
|
| Marvell Technology (MRVL) | 0.0 | $314k | NEW | 3.2k | 99.05 |
|
| Golden Entmt (GDEN) | 0.0 | $314k | 12k | 26.69 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $313k | +43% | 3.3k | 94.24 |
|
| CenterPoint Energy (CNP) | 0.0 | $312k | +5% | 7.2k | 43.16 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $308k | +61% | 2.1k | 146.63 |
|
| Nvent Elec SHS (NVT) | 0.0 | $306k | -6% | 2.6k | 118.28 |
|
| eBay (EBAY) | 0.0 | $305k | 3.3k | 91.02 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $298k | +32% | 2.0k | 148.10 |
|
| Booking Holdings (BKNG) | 0.0 | $295k | 70.00 | 4211.43 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $291k | 628.00 | 463.19 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $290k | -8% | 5.5k | 52.26 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $282k | NEW | 3.5k | 80.58 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $281k | 3.5k | 79.11 |
|
|
| Anthem (ELV) | 0.0 | $279k | 953.00 | 292.75 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $278k | NEW | 4.5k | 61.27 |
|
| Dex (DXCM) | 0.0 | $275k | 4.4k | 62.80 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $274k | 2.1k | 132.50 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $274k | 8.7k | 31.33 |
|
|
| Intel Corporation (INTC) | 0.0 | $273k | -47% | 6.2k | 44.13 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $273k | -5% | 452.00 | 604.85 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $271k | 11k | 25.64 |
|
|
| Norfolk Southern (NSC) | 0.0 | $271k | -9% | 943.00 | 287.03 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $269k | -22% | 2.7k | 100.62 |
|
| Rockwell Automation (ROK) | 0.0 | $269k | 750.00 | 358.97 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $268k | 2.5k | 106.02 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $266k | 3.7k | 71.76 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $265k | 5.3k | 49.89 |
|
|
| ConocoPhillips (COP) | 0.0 | $261k | NEW | 2.0k | 132.01 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $258k | 5.1k | 50.66 |
|
|
| Principal Financial (PFG) | 0.0 | $258k | NEW | 2.9k | 90.11 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $255k | NEW | 6.0k | 42.56 |
|
| AutoZone (AZO) | 0.0 | $253k | 75.00 | 3377.79 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $253k | 982.00 | 257.35 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $251k | 565.00 | 444.40 |
|
|
| FedEx Corporation (FDX) | 0.0 | $250k | 700.00 | 356.41 |
|
|
| Lowe's Companies (LOW) | 0.0 | $244k | -4% | 1.0k | 236.28 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $238k | NEW | 1.9k | 123.03 |
|
| Tapestry (TPR) | 0.0 | $238k | 1.7k | 141.11 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $237k | 2.5k | 93.29 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $237k | 987.00 | 239.99 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $235k | NEW | 2.2k | 108.61 |
|
| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 0.0 | $233k | NEW | 2.0k | 113.91 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $233k | +11% | 2.3k | 100.17 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $227k | -3% | 4.6k | 48.86 |
|
| Mosaic (MOS) | 0.0 | $226k | 8.9k | 25.50 |
|
|
| Southern Company (SO) | 0.0 | $225k | -4% | 2.3k | 96.52 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $224k | NEW | 893.00 | 250.58 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $220k | -70% | 206.00 | 1067.54 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $219k | -2% | 9.7k | 22.65 |
|
| Nextera Energy (NEE) | 0.0 | $215k | -50% | 2.3k | 92.88 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $214k | 4.6k | 46.74 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $214k | NEW | 155.00 | 1378.98 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $212k | NEW | 5.9k | 35.94 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $210k | NEW | 2.4k | 86.64 |
|
| Deere & Company (DE) | 0.0 | $207k | NEW | 367.00 | 562.78 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $205k | 1.4k | 143.23 |
|
|
| Verizon Communications (VZ) | 0.0 | $205k | NEW | 4.1k | 50.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $204k | NEW | 1.1k | 191.90 |
|
| Klarna Group SHS (KLAR) | 0.0 | $202k | NEW | 16k | 13.09 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $202k | NEW | 2.3k | 88.70 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $202k | 1.8k | 115.00 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $201k | NEW | 2.9k | 68.46 |
|
| Union Pacific Corporation (UNP) | 0.0 | $200k | -10% | 825.00 | 242.62 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $185k | -47% | 17k | 11.06 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $80k | 21k | 3.72 |
|
|
| Fractyl Health (GUTS) | 0.0 | $46k | NEW | 100k | 0.46 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $23k | 16k | 1.45 |
|
|
| Sow Good (SOWG) | 0.0 | $19k | -31% | 47k | 0.40 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- Accredited Investors 2026 Q1 filed April 30, 2026
- 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