AiSiWhale

AI & tech investing

Accredited Investors Inc.

CIK 1518364

13F filing for Q2 2026・No. 1,504

Holdings
US$2.31B
Quarter change
+US$458.63M
Entries
299
Net bought (estimate)
+US$158.56M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 31
  • Sold out 13
  • Cut 107
  • Added 102
  • Corporate actions 0
  • Unchanged 59

Largest holdings

299 stocks worth US$2.31B, options and bonds left out.

StockThis quarterValueWeight
AMERICAN CENTY ETF TRINTL SMCP VLUAddedUS$276.73M11.96%
SEZZLE INCCOMCutUS$138.58M5.99%
VANGUARD INTL EQUITY INDEX FALLWRLD EX USAddedUS$138.02M5.96%
SCHWAB STRATEGIC TRUS BRD MKT ETFCutUS$128.69M5.56%
VANGUARD INDEX FDSVALUE ETFAddedUS$127.27M5.50%
IWMISHARES TRRUSSELL 2000 ETFAddedUS$109.9M4.75%
IJHISHARES TRCORE S&P MCP ETFCutUS$107.56M4.65%
IVVISHARES TRCORE S&P500 ETFAddedUS$103.48M4.47%
ISHARES TRCORE S&P SCP ETFAddedUS$100.08M4.32%
UPSUNITED PARCEL SVCS INCCL BAddedUS$84.28M3.64%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.