Accredited Investors Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 238Value: $1.6BLatest: 2025Q1

Accredited Investors Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 238 holdings worth $1.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SPSC",
  "GRAB",
  null,
  "MOS",
  "BROS",
  "AAXJ",
  "ONON",
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "TNC",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "ARCC",
  null,
  "EBAY",
  null,
  "UEC",
  "EXPE",
  "MSDL",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  null,
  "HWM",
  "AMAT",
  "EMR",
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  "TMCI",
  null,
  null,
  null,
  "IOVA",
  null,
  "EDAP",
  "KMI",
  "IWS",
  "SOWG",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "HRL",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "IJK",
  "HTGC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "IEFA",
  "SCHX",
  null,
  "SHOP",
  "RTX",
  "GLD",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "TGT",
  "TMO",
  "TRV",
  "UPS",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "UMBF",
  "VWO",
  null,
  null,
  null,
  "VIG",
  "IWO",
  "GDEN",
  "GGG",
  "TSM",
  "VYM",
  "GPMT",
  null,
  "ONB",
  "MLI",
  null,
  "AON",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "IWP",
  "DRRX",
  "KBDC",
  null,
  "AMZN",
  "SCHB",
  null,
  "CLF",
  "LCID",
  "ESGD",
  null,
  null,
  null,
  null,
  "VEU",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VOOG",
  "VGLT",
  "VTEB",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VERV",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "XEL",
  "SOLV",
  null,
  "LNT",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "SO",
  "TCMD",
  "CRM",
  "RBLX",
  null,
  "DIA",
  "GEV",
  "SPYV",
  "NUE",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "TECH",
  null,
  "BA",
  "BMY",
  "BR",
  "CHRW",
  "CDNS",
  "CELC",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DELL",
  "DAL",
  "DXCM",
  null,
  null,
  "DCI",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 238
Total Value: 1610621522
Accession Number: 0001518364-25-000004
Form Type: 13F-HR
CIK: accredited-investors
Manager Name: Accredited-Investors

Data Enrichment

87% identified

206 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

238 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072802

Shares:2.5M

Value:$173.2M

% of Portfolio:10.8% ($173.2M/$1.6B)

464287507

IJH|464287507

Shares:2.7M

Value:$155.9M

% of Portfolio:9.7% ($155.9M/$1.6B)

808524102

SCHB|808524102

Shares:4.9M

Value:$105.4M

% of Portfolio:6.5% ($105.4M/$1.6B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:784.4K

Value:$86.3M

% of Portfolio:5.4% ($86.3M/$1.6B)

464287804

IJR|464287804

Shares:776.7K

Value:$81.2M

% of Portfolio:5.0% ($81.2M/$1.6B)

922908744

VTV|922908744

Shares:445.7K

Value:$77.0M

% of Portfolio:4.8% ($77.0M/$1.6B)

464287200

IVV|464287200

Shares:128.5K

Value:$72.2M

% of Portfolio:4.5% ($72.2M/$1.6B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:80

Value:$63.9M

% of Portfolio:4.0% ($63.9M/$1.6B)

Roblox Corp

RBLX|771049103

Shares:956.9K

Value:$55.8M

% of Portfolio:3.5% ($55.8M/$1.6B)

464287465

EFA|464287465

Shares:642.3K

Value:$52.5M

% of Portfolio:3.3% ($52.5M/$1.6B)

Apple Inc.

AAPL|037833100

Shares:230.3K

Value:$51.2M

% of Portfolio:3.2% ($51.2M/$1.6B)

AMAZON COM INC

AMZN|023135106

Shares:255.5K

Value:$48.6M

% of Portfolio:3.0% ($48.6M/$1.6B)

464287655

IWM|464287655

Shares:231.4K

Value:$46.2M

% of Portfolio:2.9% ($46.2M/$1.6B)

78464A508

SPYV|78464A508

Shares:827.0K

Value:$42.2M

% of Portfolio:2.6% ($42.2M/$1.6B)

464287614

IWF|464287614

Shares:95.4K

Value:$34.4M

% of Portfolio:2.1% ($34.4M/$1.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:55.5K

Value:$29.5M

% of Portfolio:1.8% ($29.5M/$1.6B)

464287481

IWP|464287481

Shares:217.4K

Value:$25.5M

% of Portfolio:1.6% ($25.5M/$1.6B)

922042742

VT|922042742

Shares:215.3K

Value:$25.0M

% of Portfolio:1.5% ($25.0M/$1.6B)

808524763

FNDA|808524763

Shares:846.2K

Value:$23.2M

% of Portfolio:1.4% ($23.2M/$1.6B)

921943858

VEA|921943858

Shares:374.0K

Value:$19.0M

% of Portfolio:1.2% ($19.0M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072802)✕	2.5M	QoQ +0.85% (+21.2K) YoY +52.84% (+858.6K)	All Managers (Combined)	$173.2M	10.8% ($173.2M/$1.6B)	QoQ +8.08% (+$13.0M) YoY +61.84% (+$66.2M)
(IJHcusip464287507)	2.7M	QoQ -0.20% (-5.5K) YoY +10.90% (+262.6K)	All Managers (Combined)	$155.9M	9.7% ($155.9M/$1.6B)	QoQ -6.54% (-$10.9M) YoY +6.53% (+$9.6M)
(SCHBcusip808524102)	4.9M	QoQ +0.38% (-18.5K) YoY +372.05% (+3.9M)	All Managers (Combined)	$105.4M	6.5% ($105.4M/$1.6B)	QoQ -4.79% (-$5.3M) YoY +66.47% (+$42.1M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	784.4K	QoQ -0.04% (-328) YoY -0.05% (-443)	All Managers (Combined)	$86.3M	5.4% ($86.3M/$1.6B)	QoQ -12.81% (-$12.7M) YoY -26.03% (-$30.4M)
(IJRcusip464287804)	776.7K	QoQ +0.76% (-5.9K) YoY +2.05% (-15.6K)	All Managers (Combined)	$81.2M	5.0% ($81.2M/$1.6B)	QoQ -8.54% (-$7.6M) YoY -3.44% (-$2.9M)
(VTVcusip922908744)	445.7K	QoQ +4.14% (+17.7K) YoY +26.79% (+94.2K)	All Managers (Combined)	$77.0M	4.8% ($77.0M/$1.6B)	QoQ +6.25% (+$4.5M) YoY +34.48% (+$19.7M)
(IVVcusip464287200)	128.5K	QoQ -0.54% (-710) YoY +4.79% (+5.9K)	All Managers (Combined)	$72.2M	4.5% ($72.2M/$1.6B)	QoQ -5.07% (-$3.9M) YoY +12.00% (+$7.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	80	QoQ NEW(+80) YoY NEW(+80)	All Managers (Combined)	$63.9M	4.0% ($63.9M/$1.6B)	QoQ NEW(+$63.9M) YoY NEW(+$63.9M)
Roblox Corp(RBLXcusip771049103)	956.9K	QoQ -4.00% (-40.0K) YoY -24.51% (-310.7K)	All Managers (Combined)	$55.8M	3.5% ($55.8M/$1.6B)	QoQ -3.29% (-$1.9M) YoY +15.24% (-$7.4M)
(EFAcusip464287465)	642.3K	QoQ -17.40% (-135.4K) YoY -29.57% (-269.7K)	All Managers (Combined)	$52.5M	3.3% ($52.5M/$1.6B)	QoQ -10.72% (-$6.3M) YoY -27.92% (-$20.3M)
Apple Inc.(AAPLcusip037833100)	230.3K	QoQ -4.13% (-9.9K) YoY -5.79% (-14.2K)	All Managers (Combined)	$51.2M	3.2% ($51.2M/$1.6B)	QoQ -14.96% (-$9.0M) YoY +22.02% (-$9.2M)
AMAZON COM INC(AMZNcusip023135106)	255.5K	QoQ -11.90% (-34.5K) YoY -12.93% (-37.9K)	All Managers (Combined)	$48.6M	3.0% ($48.6M/$1.6B)	QoQ -23.60% (-$15.0M) YoY -8.16% (-$4.3M)
(IWMcusip464287655)	231.4K	QoQ -2.38% (-5.7K) YoY -4.41% (-10.7K)	All Managers (Combined)	$46.2M	2.9% ($46.2M/$1.6B)	QoQ -11.86% (-$6.2M) YoY -9.32% (-$4.7M)
(SPYVcusip78464A508)	827.0K	QoQ -2.38% (-20.2K) YoY -9.07% (-82.6K)	All Managers (Combined)	$42.2M	2.6% ($42.2M/$1.6B)	QoQ -2.51% (-$1.1M) YoY -7.31% (-$3.3M)
(IWFcusip464287614)	95.4K	QoQ -0.56% (-545) YoY -3.26% (-3.2K)	All Managers (Combined)	$34.4M	2.1% ($34.4M/$1.6B)	QoQ -10.59% (-$4.1M) YoY +3.63% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	55.5K	QoQ -4.01% (-2.3K) YoY +28.00% (+12.1K)	All Managers (Combined)	$29.5M	1.8% ($29.5M/$1.6B)	QoQ +12.78% (-$3.3M) YoY +62.11% (+$11.3M)
(IWPcusip464287481)	217.4K	QoQ -2.68% (-6.0K) YoY -8.79% (-21.0K)	All Managers (Combined)	$25.5M	1.6% ($25.5M/$1.6B)	QoQ -9.79% (-$2.8M) YoY -6.11% (-$1.7M)
(VTcusip922042742)	215.3K	QoQ -2.39% (-5.3K) YoY +20.98% (+37.3K)	All Managers (Combined)	$25.0M	1.5% ($25.0M/$1.6B)	QoQ -3.66% (-$950.3K) YoY +26.94% (+$5.3M)
(FNDAcusip808524763)	846.2K	QoQ +7.43% (-58.6K) YoY +198.27% (+562.5K)	All Managers (Combined)	$23.2M	1.4% ($23.2M/$1.6B)	QoQ -0.91% (-$215.0K) YoY +43.25% (+$7.0M)
(VEAcusip921943858)	374.0K	QoQ -19.79% (-92.3K) YoY -24.60% (-122.0K)	All Managers (Combined)	$19.0M	1.2% ($19.0M/$1.6B)	QoQ -14.74% (-$3.3M) YoY -23.61% (-$5.9M)