Accredited Investors Inc. Top Holdings and 13F Report (2026) About Accredited Investors Inc.Investment ActivityAccredited Investors Inc. has $1.86 billion in total holdings as of March 31, 2026.Accredited Investors Inc. owns shares of 281 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Accredited Investors Inc. has purchased 284 new stocks and bought additional shares in 87 stocks.Accredited Investors Inc. sold shares of 119 stocks and completely divested from 31 stocks this quarter.Largest Holdings Avantis International Small Cap Value ETF $263,021,613Schwab US Broad Market ETF $115,644,161Vanguard Value ETF $107,414,992iShares Core S&P Mid-Cap ETF $95,479,247iShares Russell 2000 ETF $88,040,887 Largest New Holdings this Quarter 504922105 - LABCORP HOLDINGS INC $2,841,527 Holding46432F388 - iShares MSCI USA Value Factor ETF $928,144 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $849,860 Holding025072885 - Avantis U.S. Equity ETF $547,006 Holding025072877 - Avantis U.S. Small Cap Value ETF $449,944 Holding Largest Purchases this Quarter Vanguard Value ETF 47,547 shares (about $9.33M)iShares Russell 2000 ETF 24,858 shares (about $6.16M)Berkshire Hathaway 7 shares (about $5.03M)C.H. Robinson Worldwide 26,090 shares (about $4.33M)Vanguard Total World Stock ETF 28,215 shares (about $3.90M) Largest Sales this Quarter Vanguard FTSE Europe ETF 283,865 shares (about $23.40M)iShares MSCI EAFE ETF 34,416 shares (about $3.34M)Schwab US Broad Market ETF 112,204 shares (about $2.82M)Apple 9,918 shares (about $2.52M)SEZZLE INC 26,400 shares (about $1.67M) 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$263,021,613$2,359,492 â–²0.9%2,633,90414.2%ETFSCHBSchwab US Broad Market ETF$115,644,161$2,816,320 â–¼-2.4%4,607,3376.2%ETFVTVVanguard Value ETF$107,414,992$9,328,722 â–²9.5%547,4775.8%ETFIJHiShares Core S&P Mid-Cap ETF$95,479,247$105,414 â–²0.1%1,413,8795.1%ETFIWMiShares Russell 2000 ETF$88,040,887$6,164,777 â–²7.5%355,0044.7%FinanceIVViShares Core S&P 500 ETF$87,995,807$1,658,499 â–²1.9%134,7134.7%ETFIJRiShares Core S&P Small-Cap ETF$82,580,456$3,458,924 â–²4.4%664,3114.5%ETFUPSUnited Parcel Service$77,100,4340.0%783,7004.2%TransportationBRK.ABerkshire Hathaway$66,787,020$5,026,980 â–²8.1%933.6%FinanceSEZZLE INC$56,115,572$1,670,856 â–¼-2.9%886,6423.0%COMEFAiShares MSCI EAFE ETF$55,572,514$3,342,824 â–¼-5.7%572,1463.0%FinanceAAPLApple$54,370,664$2,517,088 â–¼-4.4%214,2352.9%Computer and TechnologyAMZNAmazon.com$46,392,268$1,385,618 â–¼-2.9%222,7512.5%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$40,910,267$560,312 â–¼-1.4%723,0522.2%ETFIWFiShares Russell 1000 Growth ETF$39,386,406$399,109 â–¼-1.0%92,3702.1%ETFVTVanguard Total World Stock ETF$31,164,905$3,902,702 â–²14.3%225,3101.7%ETFBRK.BBerkshire Hathaway$27,591,196$3,739,652 â–²15.7%57,5781.5%FinanceIWPiShares Russell Mid-Cap Growth ETF$22,562,970$1,400,481 â–¼-5.8%176,1081.2%ETFCHRWC.H. Robinson Worldwide$22,015,554$4,332,764 â–²24.5%132,5681.2%TransportationVEAVanguard FTSE Developed Markets ETF$21,736,472$554,293 â–¼-2.5%339,2081.2%ETFRBLXRoblox$21,299,0250.0%376,5741.1%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$17,457,454$270,857 â–¼-1.5%234,8010.9%ETFSPYSPDR S&P 500 ETF Trust$15,333,329$1,181,038 â–¼-7.2%23,5770.8%FinanceMSFTMicrosoft$15,265,981$96,615 â–¼-0.6%41,2400.8%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$14,067,953$82,614 â–¼-0.6%299,1910.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$13,670,887$1,792,917 â–²15.1%287,5060.7%ETFVGKVanguard FTSE Europe ETF$12,711,550$23,399,028 â–¼-64.8%154,2100.7%ETFNVDANVIDIA$12,031,656$3,314 â–¼0.0%68,9890.6%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$11,973,615$741,686 â–²6.6%159,4360.6%ETFGOOGAlphabet$10,562,674$509,746 â–¼-4.6%36,8220.6%Computer and TechnologyADPAutomatic Data Processing$10,533,275$86,961 â–¼-0.8%51,8420.6%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company ETF$9,194,976$462,484 â–¼-4.8%283,5330.5%ETFVOVanguard Mid-Cap ETF$8,416,671$26,421 â–²0.3%29,3080.5%ETFONBOld National Bancorp$8,100,6530.0%366,5450.4%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$7,743,192$54,861 â–¼-0.7%168,8070.4%ManufacturingMGKVanguard Mega Cap Growth ETF$7,177,940$178,208 â–¼-2.4%19,5350.4%ETFSUSAiShares MSCI USA ESG Select ETF$6,996,120$299,205 â–²4.5%52,9610.4%ETFVBVanguard Small-Cap ETF$6,830,856$204,035 â–²3.1%26,0800.4%ETFIWSiShares Russell Mid-Cap Value ETF$6,821,215$422,646 â–¼-5.8%46,8040.4%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$6,385,258$92,049 â–²1.5%84,6290.3%ManufacturingVTIVanguard Total Stock Market ETF$6,374,607$22,136 â–²0.3%19,8700.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$6,067,719$55,364 â–¼-0.9%63,4570.3%ManufacturingJPMJPMorgan Chase & Co.$6,045,024$131,784 â–¼-2.1%20,5500.3%FinanceGOOGLAlphabet$5,230,979$286,408 â–¼-5.2%18,1910.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,374,817$400,970 â–²10.1%7,3210.2%ETFOEFiShares S&P 100 ETF$4,119,961$3,840,059 â–²1,371.9%12,9530.2%ETFGISGeneral Mills$4,074,151$214,872 â–¼-5.0%109,4610.2%Consumer StaplesMMM3M$4,035,007$106,016 â–¼-2.6%27,7840.2%Multi-Sector ConglomeratesMETAMeta Platforms$3,960,532$575,599 â–²17.0%6,9220.2%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,933,516$1,002,146 â–¼-20.3%156,9330.2%ManufacturingLLYEli Lilly and Company$3,909,346$242,839 â–²6.6%4,2500.2%MedicalUSXFiShares ESG Advanced MSCI USA ETF$3,899,659$80,150 â–¼-2.0%70,6460.2%ManufacturingVXUSVanguard Total International Stock ETF$3,371,893$97,159 â–²3.0%43,7280.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,371,792$334,439 â–²11.0%33,9660.2%FinanceIWDiShares Russell 1000 Value ETF$3,304,208$208,116 â–²6.7%15,4640.2%ETFCELCCelcuity$3,078,584$16,322 â–¼-0.5%26,9720.2%MedicalUSBU.S. Bancorp$3,056,701$69,070 â–¼-2.2%58,7710.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$2,995,305$53,929 â–²1.8%24,7160.2%ETFQQQInvesco QQQ$2,991,236$412,067 â–²16.0%5,1830.2%FinanceXOMExxonMobil$2,989,131$107,736 â–¼-3.5%17,6180.2%EnergyLABCORP HOLDINGS INC$2,841,527$2,841,527 â–²New Holding10,6500.2%COM SHSCOSTCostco Wholesale$2,828,206$205,289 â–²7.8%2,8380.2%Retail/WholesaleIWBiShares Russell 1000 ETF$2,794,717$953,085 â–¼-25.4%7,8380.2%ETFUNHUnitedHealth Group$2,615,976$225,664 â–¼-7.9%9,6680.1%MedicalTCMDTactile Systems Technology$2,479,214$534,489 â–¼-17.7%94,8800.1%MedicalTRVTravelers Companies$2,420,9340.0%8,3000.1%FinanceTSLATesla$2,240,345$71,753 â–¼-3.1%6,0260.1%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$2,215,249$21,080 â–²1.0%15,5530.1%ETFGGGGraco$2,009,506$15,830 â–¼-0.8%23,7390.1%IndustrialsVVisa$1,979,675$64,679 â–¼-3.2%6,5500.1%Business ServicesXELXcel Energy$1,808,987$28,519 â–²1.6%22,7720.1%UtilitiesGWXSPDR S&P International Small Cap ETF$1,793,508$7,179 â–¼-0.4%42,4700.1%ETFABBVAbbVie$1,785,891$259,695 â–¼-12.7%8,2110.1%MedicalEUSBiShares ESG Advanced Total USD Bond Market ETF$1,784,153$12,267 â–²0.7%41,0150.1%ETFORCLOracle$1,757,965$17,653 â–¼-1.0%11,9500.1%Computer and TechnologyJNJJohnson & Johnson$1,750,905$363,478 â–¼-17.2%7,1630.1%MedicalWALMART INC$1,741,062$179,711 â–¼-9.4%14,0090.1%COMHDHome Depot$1,707,549$87,153 â–¼-4.9%5,1920.1%Retail/WholesalePWRQuanta Services$1,698,1190.0%3,0930.1%ConstructionAVGOBroadcom$1,586,376$63,455 â–¼-3.8%5,1250.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,570,913$242,797 â–²18.3%53,9280.1%ETFGEGE Aerospace$1,528,453$314,715 â–²25.9%5,3860.1%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$1,522,339$15,421 â–²1.0%2,4680.1%ETFPGProcter & Gamble$1,507,903$9,966 â–¼-0.7%10,4400.1%Consumer StaplesABTAbbott Laboratories$1,479,117$13,757 â–¼-0.9%14,4070.1%MedicalAXPAmerican Express$1,463,672$39,019 â–¼-2.6%4,8390.1%FinanceFASTFastenal$1,412,544$94,284 â–¼-6.3%30,4430.1%Retail/WholesaleAVDEAvantis International Equity ETF$1,364,482$1,031,230 â–²309.4%16,0830.1%ETFIVWiShares S&P 500 Growth ETF$1,323,100$798,475 â–²152.2%11,6970.1%ETFMRKMerck & Co., Inc.$1,316,123$103,813 â–¼-7.3%10,9410.1%MedicalAONAON$1,312,746$38,088 â–¼-2.8%4,0670.1%FinanceQUALiShares MSCI USA Quality Factor ETF$1,276,919$1,077,814 â–²541.3%6,6570.1%ETFCATCaterpillar$1,264,229$2,125 â–¼-0.2%1,7850.1%IndustrialsPEPPepsiCo$1,257,220$166,470 â–¼-11.7%8,0960.1%Consumer StaplesMCDMcDonald's$1,247,8480.0%4,0150.1%Retail/WholesaleGE VERNOVA INC$1,240,569$147,541 â–²13.5%1,4210.1%COMIYWiShares U.S. Technology ETF$1,236,148$796,403 â–²181.1%6,8140.1%ManufacturingBACBank of America$1,229,912$88,920 â–¼-6.7%25,2290.1%FinanceAPHAmphenol$1,213,086$204,055 â–¼-14.4%9,6010.1%Computer and TechnologyDVYiShares Select Dividend ETF$1,168,734$63,744 â–¼-5.2%7,7190.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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