Accredited Investors Inc.

Q4 2025 13F-HR Holdings

Location
Edina, MN
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
284
Total value ($000)
$1,883,025
Net value change ($000)
+90,220 (5.0%)
New positions
42
Sold out positions
23
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SEZL 57,955 NEW
AVDV 15,698 6.8%
UPS 12,273 18.7%
IWM 7,845 10.7%
VTV 6,995 7.9%
BRK-B 5,331 8.9%
IVV 4,074 4.7%
CHRW 3,770 28.2%
GOOGL 3,356 38.3%
VGK 2,401 7.0%
Top Reduces (Value $000, Stocks/ETFs)
RBLX -21,649 -41.5%
IJH -14,418 -13.4%
FNDA -3,929 -29.5%
IWP -2,982 -10.4%
IWF -2,395 -5.1%
ADP -1,800 -11.8%
MSFT -1,784 -8.2%
ONB -1,700 -17.2%
IWS -1,457 -17.2%
AAPL -1,301 -2.1%
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