Accredited Investors Inc. Top Holdings and 13F Report (2025) About Accredited Investors Inc.Investment ActivityAccredited Investors Inc. has $1.69 billion in total holdings as of June 30, 2025.Accredited Investors Inc. owns shares of 239 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 7.56% of the portfolio was sold this quarter.This quarter, Accredited Investors Inc. has purchased 238 new stocks and bought additional shares in 80 stocks.Accredited Investors Inc. sold shares of 91 stocks and completely divested from 19 stocks this quarter.Largest Holdings Avantis International Small Cap Value ETF $197,568,440iShares Core S&P Mid-Cap ETF $126,584,240Schwab US Broad Market ETF $116,378,143Vanguard Value ETF $83,645,642iShares Core S&P 500 ETF $80,033,159 Largest New Holdings this Quarter 922042874 - Vanguard FTSE Europe ETF $27,726,452 Holding808513105 - Charles Schwab $659,360 Holding620076307 - Motorola Solutions $487,479 Holding09261X102 - Blackstone Secured Lending Fund $461,250 HoldingG29183103 - Eaton $435,885 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 357,761 shares (about $27.73M)Vanguard Mid-Cap ETF 25,984 shares (about $7.27M)Vanguard Value ETF 27,579 shares (about $4.87M)Vanguard Small-Cap ETF 11,523 shares (about $2.73M)Old National Bancorp 94,893 shares (about $2.03M) Largest Sales this Quarter Roblox 450,957 shares (about $47.44M)iShares Core S&P Mid-Cap ETF 630,619 shares (about $39.11M)iShares Core S&P Small-Cap ETF 100,924 shares (about $11.03M)Amazon.com 11,804 shares (about $2.59M)SPDR Portfolio S&P 500 Value ETF 38,485 shares (about $2.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAccredited Investors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVDVAvantis International Small Cap Value ETF$197,568,440$670,233 ▲0.3%2,492,03411.7%ETFIJHiShares Core S&P Mid-Cap ETF$126,584,240$39,110,988 ▼-23.6%2,041,0237.5%ETFSCHBSchwab US Broad Market ETF$116,378,143$230,079 ▼-0.2%4,883,6826.9%ETFVTVVanguard Value ETF$83,645,642$4,874,317 ▲6.2%473,2694.9%ETFIVViShares Core S&P 500 ETF$80,033,159$273,816 ▲0.3%128,8994.7%ETFUPSUnited Parcel Service$79,106,707$72,778 ▼-0.1%783,7004.7%TransportationIJRiShares Core S&P Small-Cap ETF$73,856,218$11,029,984 ▼-13.0%675,7824.4%ETFBRK.ABerkshire Hathaway$57,575,200$728,800 ▼-1.3%793.4%FinanceEFAiShares MSCI EAFE ETF$56,307,753$1,108,526 ▼-1.9%629,9113.3%FinanceAMZNAmazon.com$53,457,358$2,589,675 ▼-4.6%243,6643.2%Retail/WholesaleRBLXRoblox$53,224,678$47,440,677 ▼-47.1%505,9383.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$49,286,700$644,565 ▼-1.3%228,4012.9%FinanceAAPLApple$46,711,428$542,059 ▼-1.1%227,6722.8%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$41,269,215$2,014,306 ▼-4.7%788,4832.4%ETFIWFiShares Russell 1000 Growth ETF$39,465,288$1,032,583 ▼-2.5%92,9512.3%ETFIWPiShares Russell Mid-Cap Growth ETF$28,600,013$1,549,890 ▼-5.1%206,2301.7%ETFVGKVanguard FTSE Europe ETF$27,726,452$27,726,452 ▲New Holding357,7611.6%ETFVTVanguard Total World Stock ETF$26,033,177$1,631,821 ▼-5.9%202,5611.5%ETFBRK.BBerkshire Hathaway$24,998,026$1,950,838 ▼-7.2%51,4611.5%FinanceFNDASchwab Fundamental U.S. Small Company ETF$22,920,159$1,322,369 ▼-5.5%800,0061.4%ETFVEAVanguard FTSE Developed Markets ETF$20,763,846$556,532 ▼-2.6%364,2141.2%ETFMSFTMicrosoft$19,462,666$826,198 ▲4.4%39,1281.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$16,476,588$1,550,781 ▲10.4%26,6681.0%FinanceADPAutomatic Data Processing$16,098,357$348,181 ▲2.2%52,2001.0%Computer and TechnologyEFViShares MSCI EAFE Value ETF$15,692,446$304,831 ▼-1.9%247,2030.9%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$13,337,651$1,208,986 ▼-8.3%322,7110.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$11,282,526$841,933 ▲8.1%237,3270.7%ETFCHRWC.H. Robinson Worldwide$10,896,094$60,353 ▲0.6%113,5600.6%TransportationVEUVanguard FTSE All-World ex-US ETF$10,352,955$390,884 ▼-3.6%154,0160.6%ETFNVDANVIDIA$9,824,114$1,432,334 ▼-12.7%62,1820.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,250,620$1,039,430 ▲12.7%30,4370.5%ETFIWSiShares Russell Mid-Cap Value ETF$8,867,705$936,746 ▼-9.6%67,1080.5%ETFVOVanguard Mid-Cap ETF$8,270,903$7,271,074 ▲727.2%29,5570.5%ETFONBOld National Bancorp$7,957,588$2,025,019 ▲34.1%372,8950.5%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$7,838,526$86,464 ▼-1.1%192,7350.5%ManufacturingMGKVanguard Mega Cap Growth ETF$7,568,734$18,309 ▼-0.2%20,6700.4%ETFSUSAiShares MSCI USA ESG Select ETF$7,045,222$525,882 ▼-6.9%55,5840.4%ETFGISGeneral Mills$6,106,948$106,210 ▼-1.7%117,8720.4%Consumer StaplesVBVanguard Small-Cap ETF$6,032,514$2,730,698 ▲82.7%25,4560.4%ETFJPMJPMorgan Chase & Co.$6,002,606$35,659 ▲0.6%20,7050.4%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$5,939,791$501,874 ▲9.2%79,7930.4%ManufacturingGOOGAlphabet$5,805,008$182,177 ▲3.2%32,7250.3%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$5,574,123$15,167 ▲0.3%62,4760.3%ManufacturingMMM3M$4,358,131$304 ▲0.0%28,6270.3%Multi-Sector ConglomeratesUSXFiShares ESG Advanced MSCI USA ETF$4,239,491$216,475 ▼-4.9%78,6110.3%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$4,089,898$433,377 ▲11.9%162,4910.2%ManufacturingIWBiShares Russell 1000 ETF$3,648,001$44,144 ▼-1.2%10,7430.2%ETFVOOVanguard S&P 500 ETF$3,543,715$478,819 ▲15.6%6,2390.2%ETFDSIiShares ESG MSCI KLD 400 ETF$3,234,923$739,238 ▼-18.6%27,8490.2%ETFVXFVanguard Extended Market ETF$3,075,8440.0%15,9610.2%ETFVXUSVanguard Total International Stock ETF$3,012,417$953,104 ▲46.3%43,6010.2%ETFLLYEli Lilly and Company$3,002,183$437,347 ▲17.1%3,8510.2%MedicalUNHUnitedHealth Group$2,951,639$123,544 ▲4.4%9,4610.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,946,980$154,258 ▼-5.0%29,7070.2%FinanceUSBU.S. Bancorp$2,900,862$272 ▲0.0%64,1070.2%FinanceIWDiShares Russell 1000 Value ETF$2,825,464$58,269 ▼-2.0%14,5470.2%ETFMETAMeta Platforms$2,713,198$164,593 ▼-5.7%3,6760.2%Computer and TechnologyGOOGLAlphabet$2,503,660$103,974 ▼-4.0%14,2070.1%Computer and TechnologyVVisa$2,439,549$296,467 ▲13.8%6,8710.1%Business ServicesCOSTCostco Wholesale$2,398,390$248,451 ▼-9.4%2,4230.1%Retail/WholesaleWMTWalmart$2,390,698$986,004 ▲70.2%24,4500.1%Retail/WholesaleTRVTravelers Companies$2,317,4230.0%8,6620.1%FinanceGGGGraco$2,302,449$161,194 ▲7.5%26,7820.1%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$2,230,676$49,694 ▼-2.2%16,5190.1%ETFORCLOracle$2,228,933$111,720 ▼-4.8%10,1950.1%Computer and TechnologyQQQInvesco QQQ$2,190,077$318,306 ▼-12.7%3,9700.1%FinanceABTAbbott Laboratories$2,068,613$137,917 ▲7.1%15,2090.1%MedicalTSLATesla$1,921,997$128,980 ▼-6.3%6,0500.1%Auto/Tires/TrucksXOMExxon Mobil$1,811,890$90,659 ▼-4.8%16,8080.1%EnergyPGProcter & Gamble$1,754,442$48,752 ▲2.9%11,0120.1%Consumer StaplesHDHome Depot$1,745,683$101,566 ▲6.2%4,7610.1%Retail/WholesaleEUSBiShares ESG Advanced Total USD Bond Market ETF$1,697,666$248,627 ▲17.2%38,9820.1%ETFGEGE Aerospace$1,685,361$160,866 ▼-8.7%6,5480.1%AerospaceACNAccenture$1,650,172$5,679 ▼-0.3%5,5210.1%Computer and TechnologyGWXSPDR S&P International Small Cap ETF$1,597,4390.0%42,9650.1%ETFAXPAmerican Express$1,584,397$199,684 ▲14.4%4,9670.1%FinanceAONAON$1,506,2410.0%4,2220.1%FinanceABBVAbbVie$1,482,764$12,994 ▼-0.9%7,9880.1%MedicalXELXcel Energy$1,448,884$21,043 ▲1.5%21,2760.1%UtilitiesFASTFastenal$1,425,186$715,932 ▲100.9%33,9330.1%Retail/WholesaleWFCWells Fargo & Company$1,415,080$244,767 ▲20.9%17,6620.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,335,084$29 ▲0.0%45,7060.1%ETFJNJJohnson & Johnson$1,296,778$3,666 ▼-0.3%8,4900.1%MedicalPEPPepsiCo$1,257,106$21,522 ▲1.7%9,5210.1%Consumer StaplesMCDMcDonald's$1,201,862$37,102 ▲3.2%4,1140.1%Retail/WholesaleBACBank of America$1,182,298$50,443 ▲4.5%24,9850.1%FinanceTCMDTactile Systems Technology$1,169,4970.0%115,3350.1%MedicalDVYiShares Select Dividend ETF$1,141,502$4,648 ▲0.4%8,5950.1%ETFNFLXNetflix$1,139,986$2,679 ▼-0.2%8510.1%Consumer DiscretionaryAPHAmphenol$1,122,195$244,209 ▲27.8%11,3640.1%Computer and TechnologyECLEcolab$1,104,468$394,742 ▲55.6%4,0990.1%Basic MaterialsSPSCSPS Commerce$1,076,336$1,633 ▼-0.2%7,9090.1%Business ServicesVIGVanguard Dividend Appreciation ETF$1,054,588$50,959 ▼-4.6%5,1530.1%ETFIBMInternational Business Machines$1,054,116$2,063 ▲0.2%3,5760.1%Computer and TechnologyTNCTennant$1,054,115$310 ▼0.0%13,6050.1%IndustrialsUMBFUMB Financial$1,045,185$103,267 ▼-9.0%9,9390.1%FinanceKOCocaCola$1,036,319$30,634 ▲3.0%14,6480.1%Consumer StaplesMDTMedtronic$1,000,809$42,016 ▼-4.0%11,4810.1%MedicalGE VERNOVA INC$984,815$7,409 ▼-0.7%1,8610.1%COMDISWalt Disney$984,417$58,534 ▲6.3%7,9380.1%Consumer DiscretionaryShowing largest 100 holdings. 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