Accredited Investors

Accredited Investors as of June 30, 2025

Portfolio Holdings for Accredited Investors

Accredited Investors holds 239 positions in its portfolio as reported in the June 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) 11.7 $198M 2.5M 79.28
Ishares Tr Core S&p Mcp Etf (IJH) 7.5 $127M 2.0M 62.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.9 $116M 4.9M 23.83
Vanguard Index Fds Value Etf (VTV) 4.9 $84M 473k 176.74
Ishares Tr Core S&p500 Etf (IVV) 4.7 $80M 129k 620.90
United Parcel Service CL B (UPS) 4.7 $79M 784k 100.94
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $74M 676k 109.29
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.4 $58M 79.00 728800.00
Ishares Tr Msci Eafe Etf (EFA) 3.3 $56M 630k 89.39
Amazon (AMZN) 3.2 $54M 244k 219.39
Roblox Corp Cl A (RBLX) 3.1 $53M 506k 105.20
Ishares Tr Russell 2000 Etf (IWM) 2.9 $49M 228k 215.79
Apple (AAPL) 2.8 $47M 228k 205.17
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.4 $41M 789k 52.34
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $40M 93k 424.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $29M 206k 138.68
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.6 $28M 358k 77.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $26M 203k 128.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $25M 52k 485.77
Schwab Strategic Tr Fundamental Us S (FNDA) 1.4 $23M 800k 28.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $21M 364k 57.01
Microsoft Corporation (MSFT) 1.2 $20M 39k 497.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $17M 27k 617.84
Automatic Data Processing (ADP) 1.0 $16M 52k 308.40
Ishares Tr Eafe Value Etf (EFV) 0.9 $16M 247k 63.48
Ishares Tr Esg Aware Msci (ESML) 0.8 $13M 323k 41.33
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $11M 237k 47.54
C H Robinson Worldwide Com New (CHRW) 0.6 $11M 114k 95.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $10M 154k 67.22
NVIDIA Corporation (NVDA) 0.6 $9.8M 62k 157.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.3M 30k 303.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $8.9M 67k 132.14
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $8.3M 30k 279.83
Old National Ban (ONB) 0.5 $8.0M 373k 21.34
Invesco Exchange Traded T Rafi Us 1500 (PRFZ) 0.5 $7.8M 193k 40.67
Vanguard World Mega Grwth Ind (MGK) 0.4 $7.6M 21k 366.17
Ishares Tr Esg Optimized (SUSA) 0.4 $7.0M 56k 126.75
General Mills (GIS) 0.4 $6.1M 118k 51.81
Vanguard Index Fds Small Cp Etf (VB) 0.4 $6.0M 26k 236.98
JPMorgan Chase & Co. (JPM) 0.4 $6.0M 21k 289.91
Ishares Tr Esg Eafe Etf (DMXF) 0.4 $5.9M 80k 74.44
Alphabet Cap Stk Cl C (GOOG) 0.3 $5.8M 33k 177.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.6M 63k 89.22
3M Company (MMM) 0.3 $4.4M 29k 152.24
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $4.2M 79k 53.93
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $4.1M 163k 25.17
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.6M 11k 339.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.5M 6.2k 567.99
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $3.2M 28k 116.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $3.1M 16k 192.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.0M 44k 69.09
Eli Lilly & Co. (LLY) 0.2 $3.0M 3.9k 779.59
UnitedHealth (UNH) 0.2 $3.0M 9.5k 311.98
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.9M 30k 99.20
Us Bancorp Del Com New (USB) 0.2 $2.9M 64k 45.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.8M 15k 194.23
Meta Platforms Cl A (META) 0.2 $2.7M 3.7k 738.08
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.5M 14k 176.23
Visa Cl A (V) 0.1 $2.4M 6.9k 355.05
Costco Whsl Corp New Com (COST) 0.1 $2.4M 2.4k 989.84
Wal-Mart Stores (WMT) 0.1 $2.4M 25k 97.78
Travelers Companies (TRV) 0.1 $2.3M 8.7k 267.54
Gra (GGG) 0.1 $2.3M 27k 85.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.2M 17k 135.04
Oracle Corporation (ORCL) 0.1 $2.2M 10k 218.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.2M 4.0k 551.66
Abbott Laboratories (ABT) 0.1 $2.1M 15k 136.01
Tesla Motors (TSLA) 0.1 $1.9M 6.1k 317.69
Exxon Mobil Corporation (XOM) 0.1 $1.8M 17k 107.80
Procter & Gamble Company (PG) 0.1 $1.8M 11k 159.32
Home Depot (HD) 0.1 $1.7M 4.8k 366.66
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $1.7M 39k 43.55
Ge Aerospace Com New (GE) 0.1 $1.7M 6.5k 257.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M 5.5k 298.89
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.6M 43k 37.18
American Express Company (AXP) 0.1 $1.6M 5.0k 318.98
Aon Shs Cl A (AON) 0.1 $1.5M 4.2k 356.76
Abbvie (ABBV) 0.1 $1.5M 8.0k 185.62
Xcel Energy (XEL) 0.1 $1.4M 21k 68.10
Fastenal Company (FAST) 0.1 $1.4M 34k 42.00
Wells Fargo New Com (WFC) 0.1 $1.4M 18k 80.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 46k 29.21
Johnson & Johnson (JNJ) 0.1 $1.3M 8.5k 152.74
Pepsi (PEP) 0.1 $1.3M 9.5k 132.04
McDonald's Corporation (MCD) 0.1 $1.2M 4.1k 292.14
Bank of America Corporation (BAC) 0.1 $1.2M 25k 47.32
Tactile Systems Technology, In (TCMD) 0.1 $1.2M 115k 10.14
Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M 8.6k 132.81
Netflix (NFLX) 0.1 $1.1M 851.00 1339.58
Amphenol Corp New Cl A (APH) 0.1 $1.1M 11k 98.75
Ecolab (ECL) 0.1 $1.1M 4.1k 269.45
SPS Commerce (SPSC) 0.1 $1.1M 7.9k 136.09
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.2k 204.66
International Business Machines (IBM) 0.1 $1.1M 3.6k 294.78
Tennant Company (TNC) 0.1 $1.1M 14k 77.48
UMB Financial Corporation (UMBF) 0.1 $1.0M 9.9k 105.16
Coca-Cola Company (KO) 0.1 $1.0M 15k 70.75
Medtronic SHS (MDT) 0.1 $1.0M 12k 87.17
Ge Vernova (GEV) 0.1 $985k 1.9k 529.19
Walt Disney Company (DIS) 0.1 $984k 7.9k 124.01
Broadridge Financial Solutions (BR) 0.1 $923k 3.8k 243.03
Mastercard Incorporated Cl A (MA) 0.1 $891k 1.6k 561.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $887k 1.6k 566.57
Cadence Design Systems (CDNS) 0.1 $882k 2.9k 308.15
Philip Morris International (PM) 0.0 $828k 4.5k 182.14
Target Corporation (TGT) 0.0 $809k 8.2k 98.64
Ishares Tr National Mun Etf (MUB) 0.0 $781k 7.5k 104.48
Merck & Co (MRK) 0.0 $779k 9.8k 79.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $746k 2.6k 285.86
Chevron Corp New Com (CVX) 0.0 $742k 5.2k 143.18
Broadcom (AVGO) 0.0 $733k 2.7k 275.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $733k 6.4k 115.35
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $732k 5.4k 135.73
Select Sector Spdr Tr Technology (XLK) 0.0 $723k 2.9k 253.23
Analog Devices (ADI) 0.0 $711k 3.0k 238.02
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $709k 1.8k 396.55
Honeywell International (HON) 0.0 $697k 3.0k 232.87
Bristol Myers Squibb (BMY) 0.0 $683k 15k 46.29
Caterpillar (CAT) 0.0 $667k 1.7k 388.16
Charles Schwab Corporation (SCHW) 0.0 $659k 7.2k 91.24
Vanguard Index Fds Growth Etf (VUG) 0.0 $659k 1.5k 438.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $657k 8.2k 80.65
Solventum Corp Com Shs (SOLV) 0.0 $653k 8.6k 75.84
Fiserv (FI) 0.0 $645k 3.7k 172.41
Zoetis Cl A (ZTS) 0.0 $642k 4.1k 155.94
Kayne Anderson Bdc Com Shs (KBDC) 0.0 $622k 41k 15.26
Amgen (AMGN) 0.0 $604k 2.2k 279.25
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $593k 7.4k 79.76
Cisco Systems (CSCO) 0.0 $593k 8.5k 69.38
Treace Med Concepts (TMCI) 0.0 $588k 100k 5.88
Intuitive Surgical Com New (ISRG) 0.0 $565k 1.0k 543.41
Ishares Tr Core Msci Eafe (IEFA) 0.0 $535k 6.4k 83.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $511k 4.6k 110.10
Applied Materials (AMAT) 0.0 $503k 2.7k 183.06
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $497k 6.8k 72.69
Pfizer (PFE) 0.0 $496k 20k 24.24
Altria (MO) 0.0 $490k 8.4k 58.63
Motorola Solutions Com New (MSI) 0.0 $488k 1.2k 420.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $484k 2.1k 226.49
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $481k 2.0k 238.68
Blackstone Secd Lending Common Stock (BXSL) 0.0 $461k 15k 30.75
Cintas Corporation (CTAS) 0.0 $460k 2.1k 222.87
Owl Rock Capital Corporation (OBDC) 0.0 $454k 32k 14.34
Mueller Industries (MLI) 0.0 $449k 5.6k 79.47
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $446k 11k 40.02
Eaton Corp SHS (ETN) 0.0 $436k 1.2k 356.99
Invesco Exch Traded Tr Ii Kbw Regl Bkg (KBWR) 0.0 $433k 7.5k 57.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $431k 7.6k 56.85
Hercules Technology Growth Capital (HTGC) 0.0 $420k 23k 18.28
Ishares Tr U.s. Tech Etf (IYW) 0.0 $420k 2.4k 173.29
Dimensional Etf Trust Us Us Mktwide Value (DFUV) 0.0 $407k 9.6k 42.28
Palantir Technologies Cl A (PLTR) 0.0 $405k 3.0k 136.32
Fidus Invt (FDUS) 0.0 $404k 20k 20.20
Raytheon Technologies Corp (RTX) 0.0 $400k 2.7k 146.02
Nucor Corporation (NUE) 0.0 $395k 3.0k 129.52
Pimco Dynamic Income SHS (PDI) 0.0 $393k 21k 18.97
Celcuity (CELC) 0.0 $389k 29k 13.35
Mosaic New Com (MOS) 0.0 $388k 11k 36.48
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $384k 2.6k 144.91
Dex (DXCM) 0.0 $382k 4.4k 87.29
Emerson Electric (EMR) 0.0 $381k 2.9k 133.33
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $374k 20k 18.72
Thermo Fisher Scientific (TMO) 0.0 $372k 918.00 405.46
Anthem (ELV) 0.0 $371k 953.00 388.96
Waters Corporation (WAT) 0.0 $368k 1.1k 349.04
Expedia Group Com New (EXPE) 0.0 $365k 2.2k 168.68
Howmet Aerospace (HWM) 0.0 $362k 1.9k 186.13
Bio-techne Corporation (TECH) 0.0 $360k 7.0k 51.45
Hormel Foods Corporation (HRL) 0.0 $355k 12k 30.25
salesforce (CRM) 0.0 $353k 1.3k 272.69
Donaldson Company (DCI) 0.0 $353k 5.1k 69.36
Cleveland-cliffs New Com (CLF) 0.0 $353k 46k 7.60
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $352k 4.4k 80.10
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $351k 3.9k 90.98
At&t (T) 0.0 $350k 12k 28.94
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $348k 4.2k 82.62
Dell Technologies CL C (DELL) 0.0 $347k 2.8k 122.60
Golden Entmt (GDEN) 0.0 $346k 12k 29.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $345k 1.8k 195.01
Morgan Stanley Com New (MS) 0.0 $338k 2.4k 140.84
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $336k 3.7k 91.73
Select Sector Spdr Tr Financial (XLF) 0.0 $334k 6.4k 52.37
Otter Tail Corporation (OTTR) 0.0 $333k 4.3k 77.08
Hubspot (HUBS) 0.0 $333k 598.00 556.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $325k 15k 22.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $319k 2.8k 113.41
Rockwell Automation (ROK) 0.0 $317k 955.00 332.25
Ishares Tr Short Treas Bd (SHV) 0.0 $311k 2.8k 110.42
Bank of New York Mellon Corporation (BK) 0.0 $304k 3.3k 91.11
Ameriprise Financial (AMP) 0.0 $303k 568.00 533.73
Tjx Cos New Com (TJX) 0.0 $298k 2.4k 123.49
Intel Corporation (INTC) 0.0 $296k 13k 22.40
Dutch Bros Cl A (BROS) 0.0 $287k 4.2k 68.37
Ishares Gold Tr Ishares New (IAU) 0.0 $286k 4.6k 62.36
Goldman Sachs (GS) 0.0 $285k 403.00 707.75
Nextera Energy (NEE) 0.0 $285k 4.1k 69.42
Palo Alto Networks (PANW) 0.0 $284k 1.4k 204.64
Dimensional Etf Trust Us Us Targeted Vlu (DFAT) 0.0 $283k 5.2k 53.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $279k 982.00 284.39
Nvent Electric SHS (NVT) 0.0 $277k 3.8k 73.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $277k 628.00 440.65
Boeing Company (BA) 0.0 $271k 1.3k 209.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $271k 5.5k 49.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $268k 2.2k 123.58
Norfolk Southern (NSC) 0.0 $267k 1.0k 256.00
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $261k 8.7k 29.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $259k 5.3k 49.03
Chubb (CB) 0.0 $259k 893.00 289.72
American Tower Corp New Com (AMT) 0.0 $258k 1.2k 221.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $258k 11k 24.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $256k 1.9k 133.31
Invesco Exch Traded Tr Ii Kbw Bk Etf (KBWB) 0.0 $254k 3.5k 71.61
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $252k 2.5k 100.68
eBay (EBAY) 0.0 $249k 3.3k 74.46
Paypal Holdings (PYPL) 0.0 $244k 3.3k 74.32
Vanguard Index Fds Large Cap Etf (VV) 0.0 $243k 850.00 285.30
Alliant Energy Corporation (LNT) 0.0 $242k 4.0k 60.47
Arthur J. Gallagher & Co. (AJG) 0.0 $241k 752.00 320.12
Ares Capital Corporation (ARCC) 0.0 $241k 11k 21.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $237k 987.00 240.32
Kimberly-Clark Corporation (KMB) 0.0 $236k 1.8k 128.90
Dimensional Etf Trust Us Us Equity Market (DFUS) 0.0 $236k 3.5k 67.02
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $231k 1.9k 118.43
Grab Holdings Class A Ord (GRAB) 0.0 $225k 45k 5.03
Crowdstrike Hldgs Cl A (CRWD) 0.0 $222k 436.00 509.31
H.B. Fuller Company (FUL) 0.0 $222k 3.7k 60.15
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $214k 2.8k 75.58
Southern Company (SO) 0.0 $214k 2.3k 91.83
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.0 $212k 4.8k 44.23
Lam Research Corp Com New (LRCX) 0.0 $212k 2.2k 97.34
Canterbury Park Holding Corporation (CPHC) 0.0 $207k 11k 19.23
Union Pacific Corporation (UNP) 0.0 $204k 888.00 230.08
Sow Good (SOWG) 0.0 $163k 208k 0.78
Uranium Energy (UEC) 0.0 $90k 13k 6.80
Durect Corp Com New 0.0 $58k 92k 0.64
Vizsla Silver Corp Com New (VZLA) 0.0 $46k 16k 2.94
Granite Pt Mtg Tr Inc Com Stk (GPMT) 0.0 $39k 16k 2.47
Edap Tms S A Sponsored Adr (EDAP) 0.0 $35k 21k 1.65
Lucid Group 0.0 $21k 10k 2.11