Accredited Investors Inc.

CIK 1518364 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$2.3B
#1.381 dari 9.443 berdasarkan nilai 13F · top 14.6%
Posisi
299
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +24.7% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
56,80%
Bobot 25 kepemilikan teratas
81,42%
Posisi di atas 1%
22
Jumlah posisi efektif
23,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,98% Perkiraan pembelian $270.323.934 · penjualan $62.212.027

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 79,7% masih dipegang

Posisi baru
31
Meningkat
106
Menurun
104
Tertutup
13
Di halaman ini

Rincian sektor

Financial Services
6,5%
Logistics & Transportation
4,8%
Technology
4,7%
Retail
2,8%
Communication Services
1,9%
Industrials
1,8%
Healthcare
1,3%
Financials
1,2%
Consumer Staples
0,3%
Consumer Discretionary
0,3%
Energy
0,2%
Utilities
0,1%
Communications
0,1%
Consumer products
0,1%
Materials
0,1%
Real Estate
0,0%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
73,9%

Portofolio lengkap 299 posisi

Tipe Rentetan Tren 8 kuartal
AVDV $276.727.857 11,96% 2.685.375 $13.706.244 Naik ×6
SEZL Sezzle Inc. - Common Stock $138.581.271 5,99% 807.442 $82.465.699 Turun ×2
VEU $138.022.229 5,96% 1.648.027 $126.048.614 Naik ×2
SCHB $128.693.779 5,56% 4.443.846 $13.049.618 Turun ×5
VTV $127.270.680 5,50% 583.998 $19.855.688 Naik ×6
IWM $109.895.586 4,75% 365.770 $21.854.699 Naik ×4
IJH $107.561.797 4,65% 1.394.914 $12.082.550 Turun ×1
IVV $103.478.557 4,47% 138.176 $15.482.750 Naik ×5
IJR $100.081.767 4,32% 674.815 $17.501.311 Naik ×3
UPS United Parcel Service, Inc. Common Stock $84.277.344 3,64% 783.975 $7.176.910 Naik ×1
BRKA $69.643.050 3,01% 93 $2.856.030
AAPL Apple Inc. - Common Stock $58.319.722 2,52% 201.547 $3.949.058 Turun ×3
EFA $56.787.734 2,45% 546.667 $1.215.220 Turun ×6
AMZN Amazon.com, Inc. - Common Stock $56.123.018 2,43% 235.475 $9.730.750 Naik ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $50.952.609 2,20% 1.014.386 Naik ×1
IWF $45.173.289 1,95% 363.802 $5.786.883 Naik ×1
SPYV $42.657.795 1,84% 701.724 $1.747.528 Turun ×6
VT $35.334.848 1,53% 225.134 $4.169.943 Turun ×1
BRKB $25.670.964 1,11% 51.302 $-1.920.232 Turun ×1
CHRW C.H. Robinson Worldwide, Inc. - Common Stock $25.090.725 1,08% 133.220 $3.075.171 Naik ×3
IWP $24.933.669 1,08% 170.300 $2.370.699 Turun ×6
VEA $23.410.675 1,01% 328.571 $1.674.203 Turun ×6
RBLX Roblox Corporation Class A Common Stock $20.478.095 0,88% 376.574 $-820.930
EFV $17.723.288 0,77% 231.526 $265.834 Turun ×6
SPY SPY $17.442.396 0,75% 23.357 $2.109.067 Turun ×4
ESML $16.899.259 0,73% 302.150 $2.831.306 Naik ×1
MSFT Microsoft Corporation - Common Stock $15.364.665 0,66% 41.190 $98.684 Turun ×3
EAGG $13.572.802 0,59% 286.286 $-98.085 Turun ×1
NVDA NVIDIA Corporation - Common Stock $12.893.000 0,56% 64.436 $861.344 Turun ×3
GOOG Alphabet Inc. - Class C Capital Stock $12.819.197 0,55% 36.281 $2.256.523 Turun ×2
ADP Automatic Data Processing, Inc. - Common Stock $11.610.546 0,50% 51.844 $1.077.271 Naik ×1
FNDA $10.141.165 0,44% 266.452 $946.189 Turun ×5
ONB Old National Bancorp - Common Stock $9.493.526 0,41% 366.545 $1.392.873
PRFZ Invesco RAFI US 1500 Small-Mid ETF $9.018.852 0,39% 161.715 $1.275.660 Turun ×6
MGK $8.768.320 0,38% 99.742 $1.590.380 Naik ×1
VO $8.685.608 0,38% 107.802 $268.937 Naik ×2
DMXF iShares ESG Advanced MSCI EAFE ETF $8.602.890 0,37% 101.689 $2.217.632 Naik ×3
SUSA $8.064.976 0,35% 52.268 $1.068.856 Turun ×1
VTI $7.546.313 0,33% 20.393 $1.171.706 Naik ×2
VB $7.494.196 0,32% 24.724 $663.340 Turun ×1
IWS $7.076.977 0,31% 42.995 $255.762 Turun ×6
ESGD iShares ESG Aware MSCI EAFE ETF $6.497.450 0,28% 63.199 $429.731 Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock $6.127.946 0,26% 17.147 $896.967 Turun ×2
VGK $5.867.335 0,25% 66.268 $-6.844.215 Turun ×2
JPM JP Morgan Chase & Co. Common Stock $5.731.813 0,25% 17.511 $-313.211 Turun ×2
VOO $5.435.550 0,23% 7.914 $1.060.733 Naik ×6
USXF iShares ESG Advanced MSCI USA ETF $4.937.687 0,21% 71.097 $1.038.028 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $4.912.323 0,21% 11.819 $2.296.347 Naik ×1
MMM 3M Company Common Stock $4.806.466 0,21% 29.686 $771.459 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $4.575.280 0,20% 6.213 $1.584.044 Naik ×3
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $4.080.596 0,18% 163.289 $147.080 Naik ×1
GIS General Mills, Inc. Common Stock $3.804.931 0,16% 109.337 $-269.220 Turun ×3
LLY Eli Lilly and Company Common Stock $3.779.864 0,16% 3.151 $-129.482 Turun ×1
VXUS Vanguard Total International Stock ETF $3.616.843 0,16% 42.307 $244.950 Turun ×1
IWD $3.602.801 0,16% 14.861 $298.593 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $3.531.615 0,15% 6.270 $-428.917 Turun ×1
USB U.S. Bancorp Common Stock $3.479.366 0,15% 57.605 $422.665 Turun ×2
DSI $3.359.171 0,15% 23.591 $363.866 Turun ×1
AGG $3.177.839 0,14% 32.106 $-193.953 Turun ×1
LH Labcorp Holdings Inc. Common Stock $2.982.000 0,13% 10.650 $140.473
V Visa Inc. $2.855.203 0,12% 8.322 $875.528 Naik ×1
IWB $2.831.693 0,12% 6.915 $36.976 Turun ×3
TCMD Tactile Systems Technology, Inc. - Common Stock $2.825.527 0,12% 94.880 $346.313
ITOT $2.777.785 0,12% 16.910 $562.536 Naik ×2
TRV The Travelers Companies, Inc. Common Stock $2.739.986 0,12% 8.300 $319.052
CELC Celcuity Inc. - Common Stock $2.690.618 0,12% 25.718 $-387.966 Turun ×2
COST Costco Wholesale Corporation - Common Stock $2.546.285 0,11% 2.722 $-281.921 Turun ×1
TSLA Tesla, Inc. - Common Stock $2.534.739 0,11% 6.026 $294.394
XOM Exxon Mobil Corporation Common Stock $2.458.627 0,11% 17.983 $-530.504 Naik ×1
ABBV AbbVie Inc. Common Stock $2.249.408 0,10% 8.939 $463.517 Naik ×1
PWR Quanta Services, Inc. Common Stock $2.227.084 0,10% 3.093 $528.965
EUSB $2.220.904 0,10% 51.114 $436.751 Naik ×6
GE GE Aerospace Common Stock $2.104.085 0,09% 5.630 $575.632 Naik ×2
CAT Caterpillar, Inc. Common Stock $2.060.873 0,09% 1.935 $796.644 Naik ×1
JNJ Johnson & Johnson Common Stock $2.019.602 0,09% 7.952 $268.697 Naik ×1
HD Home Depot, Inc. (The) Common Stock $2.008.567 0,09% 5.695 $301.018 Naik ×1
SCHG $1.977.977 0,09% 58.451 $407.064 Naik ×2
AVGO Broadcom Inc. - Common Stock $1.961.355 0,08% 5.192 $374.979 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $1.846.195 0,08% 2.554 $975.172 Naik ×1
GWX $1.844.703 0,08% 42.155 $51.195 Turun ×2
MU Micron Technology, Inc. - Common Stock $1.843.400 0,08% 1.597 $1.355.216 Naik ×2
XEL Xcel Energy Inc. - Common Stock $1.799.704 0,08% 22.412 $-9.283 Turun ×1
GGG Graco Inc. Common Stock $1.794.906 0,08% 23.739 $-214.600
ORCL Oracle Corporation Common Stock $1.772.681 0,08% 12.096 $14.716 Naik ×1
MDY $1.756.446 0,08% 2.497 $234.107 Naik ×2
BAC Bank of America Corporation Common Stock $1.741.669 0,08% 30.566 $511.757 Naik ×1
WMT Walmart Inc. - Common Stock $1.622.194 0,07% 14.323 $-118.868 Naik ×1
MRK Merck & Company, Inc. Common Stock (new) $1.611.787 0,07% 12.543 $295.664 Naik ×1
AXP American Express Company Common Stock $1.580.715 0,07% 4.673 $117.043 Turun ×2
GEV GE Vernova Inc. Common Stock $1.551.091 0,07% 1.320 $310.522 Turun ×1
CSCO Cisco Systems, Inc. - Common Stock $1.521.261 0,07% 12.951 $858.179 Naik ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1.498.150 0,06% 3.137 $437.992
LRCX Lam Research Corporation - Common Stock $1.493.751 0,06% 3.447
CDNS Cadence Design Systems, Inc. - Common Stock $1.469.003 0,06% 3.914 $385.588 Naik ×1
PG Procter & Gamble Company (The) Common Stock $1.462.023 0,06% 9.970 $-45.880 Turun ×3
AVDE $1.460.829 0,06% 16.377 $96.347 Naik ×2
PANW Palo Alto Networks, Inc. - Common Stock $1.398.865 0,06% 4.102 $835.020 Naik ×4
FAST Fastenal Company - Common Stock $1.394.937 0,06% 29.043 $-17.607 Turun ×2
IYW $1.338.548 0,06% 5.307 $102.400 Turun ×1
IVW $1.330.219 0,06% 9.672 $7.119 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
AVDV $276.727.857 11,96% naik ×6
VTV $127.270.680 5,50% naik ×6
IWM $109.895.586 4,75% naik ×4
IVV $103.478.557 4,47% naik ×5
IJR $100.081.767 4,32% naik ×3
CHRW $25.090.725 1,08% naik ×3
DMXF $8.602.890 0,37% naik ×3
VOO $5.435.550 0,23% naik ×6
QQQ $4.575.280 0,20% naik ×3
EUSB $2.220.904 0,10% naik ×6
PANW $1.398.865 0,06% naik ×4
IAU $695.750 0,03% naik ×4
NUE $680.653 0,03% naik ×6
JEPI $544.468 0,02% naik ×4
ONEQ $474.799 0,02% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
VTIP $50.952.609 1.014.386 2,20%
LRCX $1.493.751 3.447 0,06%
DAL $675.683 7.214 0,03%
SCMB $662.903 25.674 0,03%
SCHD $576.864 18.192 0,02%
KRE $542.342 7.246 0,02%
MOD $480.636 1.800 0,02%
IBB $461.401 2.426 0,02%
ALL $444.948 1.870 0,02%
TDG $391.620 294 0,02%
Penerbit tidak dikenal (CUSIP: 43849R105) $342.355 1.549 0,01%
PDO $330.500 25.000 0,01%
SMH $327.945 500 0,01%
TRGP $299.781 1.118 0,01%
VICI $294.652 11.098 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
SEZL Dipangkas -79K +$82.5M
IWM Beli lebih banyak +11K +$21.9M
VTV Beli lebih banyak +37K +$19.9M
IJR Beli lebih banyak +11K +$17.5M
IVV Beli lebih banyak +3K +$15.5M
AVDV Beli lebih banyak +51K +$13.7M
SCHB Dipangkas -163K +$13.0M
IJH Dipangkas -19K +$12.1M
AMZN Beli lebih banyak +13K +$9.7M
UPS Beli lebih banyak +275 +$7.2M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
HTLF 31 Maret 2025 19.860 $1.217.517 Tidak lagi dilacak
TBIL 31 Des. 2025 22.534 $1.126.700
LRCX 31 Maret 2026 6.337 $1.084.768 47,0%
ATO 31 Maret 2026 4.335 $726.676 -8,3%
HON 31 Maret 2026 3.362 $655.910 -2,9%
KOCT 31 Des. 2025 19.278 $636.560 Tidak lagi dilacak
NKE 31 Maret 2026 9.393 $598.445 -23,2%
VEEV 31 Maret 2026 2.637 $588.658 41,0%
TMCI 30 Sep. 2025 100.000 $588.000 -33,0%
CPB 31 Maret 2026 20.253 $564.451 6,4%
RCL 30 Juni 2025 2.229 $458.028 -6,6%
FDIQ 30 Juni 2026 6.494 $444.644 17,3%
ORLY 31 Maret 2026 4.866 $443.828 -3,7%
SNDR 31 Maret 2026 15.836 $420.129 34,9%
AVIG 30 Juni 2026 9.944 $413.074 Tidak lagi dilacak
PLTR 30 Juni 2026 2.705 $395.687 48,3%
QCOM 30 Juni 2025 2.458 $377.573 1,1%
MSDL 30 Sep. 2025 20.000 $374.400 -4,3%
FISV 31 Des. 2025 2.708 $349.142 -23,3%
IYG 30 Juni 2026 4.182 $346.401 Tidak lagi dilacak
BLK 31 Maret 2026 313 $335.153 20,3%
BIL 31 Maret 2026 3.660 $334.451 Tidak lagi dilacak
ITA 31 Des. 2025 1.575 $329.585 Tidak lagi dilacak
UBER 31 Maret 2026 4.002 $327.003 8,7%
SHV 31 Maret 2026 2.889 $318.223
GEHC 30 Juni 2025 3.935 $317.562 0,0%
CRM 31 Maret 2026 1.192 $315.773 10,1%
GDEN 30 Juni 2026 11.750 $313.608 Tidak lagi dilacak
IYJ 31 Des. 2025 2.124 $309.839 Tidak lagi dilacak
IAI 31 Des. 2025 1.750 $309.540 Tidak lagi dilacak
GLDM 31 Des. 2025 3.965 $303.124 Tidak lagi dilacak
DHR 31 Maret 2026 1.314 $300.801 12,9%
IGV 31 Des. 2025 2.568 $295.346 Tidak lagi dilacak
IYC 31 Des. 2025 2.788 $292.182 Tidak lagi dilacak
SFM 31 Maret 2026 3.602 $286.971 3,6%
RJF 31 Maret 2026 1.756 $281.996 21,1%
AMD 30 Juni 2025 2.637 $270.944 231,8%
GLD 30 Juni 2025 928 $267.394 Tidak lagi dilacak
QCOM 31 Des. 2025 1.598 $265.843 -5,9%
VZ 30 Juni 2025 5.737 $260.234 14,2%
AMT 30 Sep. 2025 1.167 $257.992 -8,1%
IAK 31 Des. 2025 1.910 $256.000 Tidak lagi dilacak
AZO 30 Juni 2026 75 $253.334 -7,5%
DAL 30 Juni 2025 5.791 $252.466 67,0%
IQV 31 Maret 2026 1.107 $249.529 50,2%
KMI 30 Juni 2025 8.596 $245.244 7,4%
LOW 30 Juni 2026 1.031 $243.605 -1,3%
VV 31 Maret 2026 774 $243.567 Tidak lagi dilacak
AJG 30 Sep. 2025 752 $240.730 -16,1%
APD 30 Juni 2025 801 $236.236 7,7%
VGLT 30 Juni 2025 4.100 $236.201
HUBS 31 Maret 2026 586 $235.162 -4,3%
ADBE 31 Maret 2026 667 $233.443 12,3%
GILD 31 Maret 2026 1.900 $233.264 3,9%
KMB 31 Des. 2025 1.836 $228.276 7,5%
COP 30 Juni 2025 2.158 $226.660 50,9%
MOS 30 Juni 2026 8.879 $226.415 12,0%
WM 31 Des. 2025 1.022 $225.683 1,9%
FDX 31 Maret 2025 800 $225.069 35,1%
GRAB 31 Maret 2026 44.737 $223.238 -2,9%
VZ 31 Des. 2025 5.073 $222.961 21,4%
BKMC 30 Juni 2025 2.331 $222.890 Tidak lagi dilacak
ONON 30 Juni 2025 5.050 $221.796 -42,4%
FUL 30 Sep. 2025 3.684 $221.593 0,0%
PYPL 31 Des. 2025 3.281 $220.024 6,6%
BK 31 Maret 2026 1.884 $218.714 Tidak lagi dilacak
RSP 31 Des. 2025 1.143 $216.793 Tidak lagi dilacak
ADBE 31 Maret 2025 485 $215.844 -28,8%
BLK 30 Juni 2025 227 $214.972 10,3%
DE 31 Des. 2025 466 $212.927 34,0%
SCHA 30 Juni 2025 9.009 $211.088 Tidak lagi dilacak
BDX 30 Juni 2025 906 $207.528 39,4%
RDVI 31 Maret 2026 7.885 $206.902 Tidak lagi dilacak
JPST 30 Juni 2025 4.084 $206.794 Tidak lagi dilacak
CCJ 31 Des. 2025 2.442 $204.786 11,1%
VZ 30 Juni 2026 4.079 $204.744 16,8%
MTUM 31 Maret 2025 987 $204.230 Tidak lagi dilacak
COP 31 Des. 2025 2.159 $204.216 44,7%
VONG 31 Maret 2026 1.676 $204.053
IVE 31 Maret 2026 962 $204.011 Tidak lagi dilacak
DES 31 Maret 2025 5.906 $202.871 Tidak lagi dilacak
CIBR 31 Maret 2026 2.830 $202.204
VNQ 30 Juni 2026 2.278 $202.066 Tidak lagi dilacak
BX 30 Juni 2026 1.753 $201.599 21,8%
ACWX 30 Juni 2026 2.939 $201.216
RPG 31 Des. 2025 4.214 $201.092 Tidak lagi dilacak
RPG 31 Maret 2025 4.870 $200.936 Tidak lagi dilacak
IDV 31 Des. 2025 5.491 $200.696 Tidak lagi dilacak
CPHC 31 Maret 2026 10.782 $163.994 0,4%
VERV 30 Juni 2025 20.000 $91.400 Tidak lagi dilacak
UEC 30 Sep. 2025 13.300 $90.440 Tidak lagi dilacak
VZLA 31 Maret 2026 15.600 $85.332 Tidak lagi dilacak
IEMG 31 Maret 2026 1.084 $72.866 Tidak lagi dilacak
DRRX 30 Sep. 2025 91.919 $58.387 Tidak lagi dilacak
IOVA 30 Juni 2025 10.000 $33.300 422,4%
GWW 31 Des. 2025 26 $24.777 29,5%
LCIDXXXX 30 Sep. 2025 10.090 $21.290 Tidak lagi dilacak
SOWG 30 Juni 2026 46.958 $18.830 -24,7%
AAMI 31 Des. 2025 33 $1.589 95,3%
PSEWF 31 Maret 2026 60.000 $12 Tidak lagi dilacak