Accredited Investors Inc.

Q1 2026 13F-HR Holdings

Location
Edina, MN
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$1,855,642
Net value change ($000)
-27,383 (-1.5%)
New positions
28
Sold out positions
30
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 17,734 7.2%
VTV 11,933 12.5%
IWM 6,772 8.3%
IJR 6,087 8.0%
CHRW 4,899 28.6%
OEF 3,818 1264.2%
VT 3,363 12.1%
LH 2,842 NEW
BRK-B 2,572 10.3%
IJH 2,266 2.4%
Top Reduces (Value $000, Stocks/ETFs)
VGK -23,915 -65.3%
RBLX -9,215 -30.2%
SCHB -8,150 -6.6%
AAPL -6,567 -10.8%
AMZN -6,559 -12.4%
MSFT -4,805 -23.9%
IWF -4,776 -10.8%
IWP -3,050 -11.9%
ADP -2,912 -21.7%
EFA -2,675 -4.6%
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