Accredited Investors Inc. holds a focused book of 281 stocks worth $1.9B as of Q1 2026 (disclosed Apr 30, 2026, a ~45-day 13F lag). This quarter they opened Labcorp Holdings Inc and trimmed Schwab US Broad Market ETF. Their largest long position is Avantis Intl S/C Value ETF at 14% of the equity book. Cloning the disclosed picks since 2013 would be +201% (+9.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1518364/holdings"
Use Arkolith to show Accredited Investors Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +240.5%, a 39.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Accredited Investors Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Accredited Investors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| FMR LLC | 80 / 80 | $786.6B |
| MORGAN STANLEY | 80 / 80 | $605.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $535.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $457.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $169.6B |
| UBS Group AG | 80 / 80 | $157.8B |
Ranked by how many of Accredited Investors Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR INTL SMCP VLU | $263.0M | 2.63M | 14.2% | ▲+0.9% Added · +24K sh | |
| 2 | Schwab Strategic TR US BRD MKT ETF | $115.6M | 4.61M | 6.2% | ▼−2.4% Reduced · −112K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $107.4M | 547.5K | 5.8% | ▲+9.5% Added · +48K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $95.5M | 1.41M | 5.1% | ▲+0.1% Added · +2K sh | |
| 5 | Ishares TR RUSSELL 2000 ETF | $88.0M | 355.0K | 4.7% | ▲+7.5% Added · +25K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $88.0M | 134.7K | 4.7% | ▲+1.9% Added · +3K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $82.6M | 664.3K | 4.5% | ▲+4.4% Added · +28K sh | |
| 8 | United Parcel Svcs Inc CL B | $77.1M | 783.7K | 4.2% | —Held | |
| 9 | Berkshire Hathaway Inc Del CL A | $66.8M | 93 | 3.6% | ▲+8.1% Added · +7 sh | |
| 10 | Sezzle Inc COM | $56.1M | 886.6K | 3.0% | ▼−2.9% Reduced · −26K sh | |
| 11 | Ishares TR MSCI EAFE ETF | $55.6M | 572.1K | 3.0% | ▼−5.7% Reduced · −34K sh | |
| 12 | Apple Inc COM | $54.4M | 214.2K | 2.9% | ▼−4.4% Reduced · −10K sh | |
| 13 | Amazon Com Inc COM | $46.4M | 222.8K | 2.5% | ▼−2.9% Reduced · −7K sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $40.9M | 723.1K | 2.2% | ▼−1.4% Reduced · −10K sh | |
| 15 | Ishares TR RUS 1000 GRW ETF | $39.4M | 92.4K | 2.1% | ▼−1.0% Reduced · −936 sh | |
| 16 | Vanguard Intl Equity Index F TT WRLD ST ETF | $31.2M | 225.3K | 1.7% | ▲+14% Added · +28K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $27.6M | 57.6K | 1.5% | ▲+16% Added · +8K sh | |
| 18 | Ishares TR RUS MD CP GR ETF | $22.6M | 176.1K | 1.2% | ▼−5.8% Reduced · −11K sh | |
| 19 | C H Robinson Worldwide In COM NEW | $22.0M | 132.6K | 1.2% | ▲+25% Added · +26K sh | |
| 20 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $21.7M | 339.2K | 1.2% | ▼−2.5% Reduced · −9K sh | |
| 21 | Roblox Corp CL A | $21.3M | 376.6K | 1.1% | —Held | |
| 22 | Ishares TR EAFE VALUE ETF | $17.5M | 234.8K | 0.9% | ▼−1.5% Reduced · −4K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $15.3M | 23.6K | 0.8% | ▼−7.2% Reduced · −2K sh | |
| 24 | Microsoft Corp COM | $15.3M | 41.2K | 0.8% | ▼−0.6% Reduced · −261 sh | |
| 25 | Ishares TR ESG AWARE MSCI | $14.1M | 299.2K | 0.8% | ▼−0.6% Reduced · −2K sh | |
| 26 | Ishares TR ESG AWR US AGRGT | $13.7M | 287.5K | 0.7% | ▲+15% Added · +38K sh | |
| 27 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $12.7M | 154.2K | 0.7% | ▼−65% Reduced · −284K sh | |
| 28 | Nvidia Corporation COM | $12.0M | 69.0K | 0.6% | ▼~0% Reduced · −19 sh | |
| 29 | Vanguard Intl Equity Index F ALLWRLD EX US | $12.0M | 159.4K | 0.6% | ▲+6.6% Added · +10K sh | |
| 30 | Alphabet Inc CAP STK CL C | $10.6M | 36.8K | 0.6% | ▼−4.6% Reduced · −2K sh | |
| 31 | Automatic Data Processing In COM | $10.5M | 51.8K | 0.6% | ▼−0.8% Reduced · −428 sh | |
| 32 | Schwab Strategic TR FUNDAMENTAL US S | $9.2M | 283.5K | 0.5% | ▼−4.8% Reduced · −14K sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $8.4M | 29.3K | 0.5% | ▲+0.3% Added · +92 sh | |
| 34 | Old Natl Bancorp Ind COM | $8.1M | 366.5K | 0.4% | —Held | |
| 35 | Invesco Exchange Traded FD T RAFI US 1500 | $7.7M | 168.8K | 0.4% | ▼−0.7% Reduced · −1K sh | |
| 36 | Vanguard World FD MEGA GRWTH IND | $7.2M | 19.5K | 0.4% | ▼−2.4% Reduced · −485 sh | |
| 37 | Ishares TR ESG OPTIMIZED | $7.0M | 53.0K | 0.4% | ▲+4.5% Added · +2K sh | |
| 38 | Vanguard Index FDS SMALL CP ETF | $6.8M | 26.1K | 0.4% | ▲+3.1% Added · +779 sh | |
| 39 | Ishares TR RUS MDCP VAL ETF | $6.8M | 46.8K | 0.4% | ▼−5.8% Reduced · −3K sh | |
| 40 | Ishares TR ESG EAFE ETF | $6.4M | 84.6K | 0.3% | ▲+1.5% Added · +1K sh | |
| 41 | Vanguard Index FDS TOTAL STK MKT | $6.4M | 19.9K | 0.3% | ▲+0.3% Added · +69 sh | |
| 42 | Ishares TR ESG AW MSCI EAFE | $6.1M | 63.5K | 0.3% | ▼−0.9% Reduced · −579 sh | |
| 43 | JPMorgan Chase & Co COM | $6.0M | 20.6K | 0.3% | ▼−2.1% Reduced · −448 sh | |
| 44 | Alphabet Inc CAP STK CL A | $5.2M | 18.2K | 0.3% | ▼−5.2% Reduced · −996 sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $4.4M | 7.3K | 0.2% | ▲+10% Added · +671 sh | |
| 46 | Ishares TR S&P 100 ETF | $4.1M | 13.0K | 0.2% | ▲15× Added · +12K sh | |
| 47 | General Mills Inc COM | $4.1M | 109.5K | 0.2% | ▼−5.0% Reduced · −6K sh | |
| 48 | 3M Co COM | $4.0M | 27.8K | 0.2% | ▼−2.6% Reduced · −730 sh | |
| 49 | Meta Platforms Inc CL A | $4.0M | 6.9K | 0.2% | ▲+17% Added · +1K sh | |
| 50 | Ishares TR ESG AWRE 1 5 YR | $3.9M | 156.9K | 0.2% | ▼−20% Reduced · −40K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 281 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 284 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 264 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 239 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 238 | $1.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 228 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 236 | $1.7B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Jul 19, 2024 | 220 | $1.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 210 | $1.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 195 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 192 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 190 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 24, 2023 | 189 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 185 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 171 | $861.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 21, 2022 | 174 | $843.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 180 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 186 | $1.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 171 | $925.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 30, 2021 | 165 | $977.6M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 16, 2021 | 160 | $746.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 156 | $597.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 5, 2020 | 137 | $477.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.