Institutions / Accredited Investors Inc.

Accredited Investors Inc.

CIK 1518364 · Institution · as of Dec 31, 2025
Portfolio value
$1.88B
Positions
284
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 284 →
CompanyClassValueShares% of portfolio
American Centy ETF Tr$245.29M2,610,27613.0%
Schwab Strategic Tr$123.79M4,719,5416.6%
Vanguard Index Fds$95.48M499,9305.1%
iShares Tr$93.21M1,412,3185.0%
iShares Tr$90.53M132,1744.8%
iShares Tr$81.27M330,1464.3%
United Parcel Service Inc$77.74M783,7004.1%
iShares Tr$76.49M636,4864.1%
Berkshire Hathaway Inc Del$64.91M863.4%
Apple Inc.$60.94M224,1533.2%
iShares Tr$58.25M606,5623.1%
Sezzle IncSEZLCommon Stock$57.96M913,0423.1%
Amazon.com Inc$52.95M229,4042.8%
iShares Tr$44.16M93,3062.3%
SPDR Series Trust$41.64M732,9552.2%
Vanguard Intl Equity Index F$36.63M438,0751.9%
ROBLOX Corp$30.51M376,5741.6%
Vanguard Intl Equity Index F$27.80M197,0951.5%
iShares Tr$25.61M187,0391.4%
Warren E. Buffett$25.02M49,7741.3%
Vanguard Tax-Managed Fds$21.73M347,8581.2%
Microsoft Corp$20.07M41,5011.1%
SPDR S&P 500 ETF Tr$17.32M25,3930.9%
CH Robinson Worldwide Inc$17.12M106,4780.9%
iShares Tr$17.03M238,4440.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.