Accredited Investors Inc.

Q3 2025 13F-HR Holdings

Location
Edina, MN
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
264
Total value ($000)
$1,792,805
Net value change ($000)
+101,643 (6.0%)
New positions
33
Sold out positions
8
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDV 32,022 16.2%
IWM 24,137 49.0%
AAPL 15,528 33.2%
SCHB 7,183 6.2%
IWF 7,092 18.0%
VGK 6,500 23.4%
IVV 6,424 8.0%
VTV 4,841 5.8%
NVDA 4,251 43.3%
GOOGL 2,951 50.8%
Top Reduces (Value $000, Stocks/ETFs)
IJH -18,953 -15.0%
UPS -13,645 -17.2%
FNDA -9,608 -41.9%
VXF -2,466 -80.2%
AMZN -2,419 -4.5%
VTI -2,175 -23.5%
RBLX -1,062 -2.0%
WMT -1,003 -41.9%
ADP -853 -5.3%
TMCI -588 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type