Accredited Investors Inc.
•CIK: 1518364•Filing: Q4 2025
**Accredited Investors Inc.** manages $1.9B across a diversified portfolio of 284 positions. The fund exhibits significant concentration in core market indices and large-cap technology, notably holding AVDV at $245.3M and SCHB at $123.8M. Further substantial allocations include VTV ($95.5M), IJH ($93.2M), and IVV ($90.5M), indicating a systematic approach to capturing broad market beta. This structure suggests a mandate focused on established, liquid, and sector-representative equity exposure.
Total AUM
$1.9B
QoQ Performance
+5.0%
Positions
210
Top 10 Concentration
54.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AVDV
SCHB
VTV
AVDV13.0%
SCHB6.6%
VTV5.1%
IJH5.0%
IVV4.8%
IWM4.3%
UPS4.1%
IJR4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.9%
Technology6.7%
ETF6.0%
Financial5.9%
Industrial4.6%
Consumer3.5%
Healthcare1.0%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+75 more exited positions
Changes from Q3 2025
NEW16 new positions
↑82 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023