Accredited Investors Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SEZZLE INC | 0 | 913,042 | +913,042 | 0 | 57,955,341 | +57,955,341 |
| SPDR SERIES TRUST | 0 | 732,955 | +732,955 | 0 | 41,639,180 | +41,639,180 |
| AMERICAN CENTY ETF TR | 0 | 2,610,276 | +2,610,276 | 0 | 245,287,654 | +245,287,654 |
| UNITED PARCEL SERVICE INC | 0 | 783,700 | +783,700 | 0 | 77,735,231 | +77,735,231 |
| ISHARES TR | 0 | 330,146 | +330,146 | 0 | 81,268,778 | +81,268,778 |
| VANGUARD INDEX FDS | 0 | 499,930 | +499,930 | 0 | 95,481,556 | +95,481,556 |
| VANGUARD INDEX FDS | 0 | 25,301 | +25,301 | 0 | 6,526,459 | +6,526,459 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 86 | +86 | 0 | 64,912,800 | +64,912,800 |
| ISHARES TR | 0 | 132,174 | +132,174 | 0 | 90,531,068 | +90,531,068 |
| C H ROBINSON WORLDWIDE INC | 0 | 106,478 | +106,478 | 0 | 17,117,477 | +17,117,477 |
| ALPHABET INC | 0 | 38,599 | +38,599 | 0 | 12,112,413 | +12,112,413 |
| ISHARES TR | 0 | 24,271 | +24,271 | 0 | 3,126,867 | +3,126,867 |
| VANGUARD INTL EQUITY INDEX F | 0 | 438,075 | +438,075 | 0 | 36,627,419 | +36,627,419 |
| AMAZON COM INC | 0 | 229,404 | +229,404 | 0 | 52,950,940 | +52,950,940 |
| ISHARES TR | 0 | 40,733 | +40,733 | 0 | 1,788,586 | +1,788,586 |
| ALPHABET INC | 0 | 19,187 | +19,187 | 0 | 6,005,534 | +6,005,534 |
| TACTILE SYS TECHNOLOGY INC | 0 | 115,335 | +115,335 | 0 | 3,344,715 | +3,344,715 |
| ELI LILLY & CO | 0 | 3,986 | +3,986 | 0 | 4,283,707 | +4,283,707 |
| CELCUITY INC | 0 | 27,115 | +27,115 | 0 | 2,704,450 | +2,704,450 |
| QUANTA SVCS INC | 0 | 3,093 | +3,093 | 0 | 1,305,432 | +1,305,432 |
| FAIR ISAAC CORP | 0 | 689 | +689 | 0 | 1,164,837 | +1,164,837 |
| HYATT HOTELS CORP | 0 | 7,146 | +7,146 | 0 | 1,145,647 | +1,145,647 |
| HOULIHAN LOKEY INC | 0 | 6,403 | +6,403 | 0 | 1,115,339 | +1,115,339 |
| ISHARES TR | 0 | 636,486 | +636,486 | 0 | 76,492,831 | +76,492,831 |
| CAPITAL ONE FINL CORP | 0 | 4,514 | +4,514 | 0 | 1,094,013 | +1,094,013 |
| META PLATFORMS INC | 0 | 5,916 | +5,916 | 0 | 3,905,256 | +3,905,256 |
| COLGATE PALMOLIVE CO | 0 | 11,953 | +11,953 | 0 | 944,526 | +944,526 |
| CACI INTL INC | 0 | 1,718 | +1,718 | 0 | 915,368 | +915,368 |
| SELECT SECTOR SPDR TR | 0 | 5,728 | +5,728 | 0 | 824,660 | +824,660 |
| VANGUARD ADMIRAL FDS INC | 0 | 1,789 | +1,789 | 0 | 795,171 | +795,171 |
| ATMOS ENERGY CORP | 0 | 4,335 | +4,335 | 0 | 726,676 | +726,676 |
| SPDR SERIES TRUST | 0 | 4,975 | +4,975 | 0 | 692,321 | +692,321 |
| SPDR SERIES TRUST | 0 | 7,106 | +7,106 | 0 | 646,433 | +646,433 |
| BROADCOM INC | 0 | 5,330 | +5,330 | 0 | 1,844,802 | +1,844,802 |
| ISHARES TR | 0 | 196,915 | +196,915 | 0 | 4,970,146 | +4,970,146 |
| NIKE INC | 0 | 9,393 | +9,393 | 0 | 598,445 | +598,445 |
| SPDR SERIES TRUST | 0 | 7,438 | +7,438 | 0 | 596,690 | +596,690 |
| VEEVA SYS INC | 0 | 2,637 | +2,637 | 0 | 588,658 | +588,658 |
| THE CAMPBELLS COMPANY | 0 | 20,253 | +20,253 | 0 | 564,451 | +564,451 |
| ISHARES TR | 0 | 238,444 | +238,444 | 0 | 17,027,286 | +17,027,286 |
| OREILLY AUTOMOTIVE INC | 0 | 4,866 | +4,866 | 0 | 443,828 | +443,828 |
| SCHNEIDER NATIONAL INC | 0 | 15,836 | +15,836 | 0 | 420,129 | +420,129 |
| AMERICAN CENTY ETF TR | 0 | 9,944 | +9,944 | 0 | 416,882 | +416,882 |
| MERCK & CO INC | 0 | 11,804 | +11,804 | 0 | 1,242,521 | +1,242,521 |
| INVESCO QQQ TR | 0 | 4,469 | +4,469 | 0 | 2,745,505 | +2,745,505 |
| BOOKING HOLDINGS INC | 0 | 70 | +70 | 0 | 374,958 | +374,958 |
| SELECT SECTOR SPDR TR | 0 | 6,704 | +6,704 | 0 | 367,178 | +367,178 |
| ANNALY CAPITAL MANAGEMENT IN | 0 | 15,500 | +15,500 | 0 | 346,580 | +346,580 |
| JOHNSON & JOHNSON | 0 | 8,650 | +8,650 | 0 | 1,790,070 | +1,790,070 |
| MARATHON PETE CORP | 0 | 2,080 | +2,080 | 0 | 338,270 | +338,270 |
| SPDR SERIES TRUST | 0 | 3,660 | +3,660 | 0 | 334,451 | +334,451 |
| WALMART INC | 0 | 15,455 | +15,455 | 0 | 1,721,837 | +1,721,837 |
| JPMORGAN CHASE & CO. | 0 | 20,998 | +20,998 | 0 | 6,765,801 | +6,765,801 |
| UBER TECHNOLOGIES INC | 0 | 4,002 | +4,002 | 0 | 327,003 | +327,003 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 3,132 | +3,132 | 0 | 951,791 | +951,791 |
| AMERICAN CENTY ETF TR | 0 | 3,928 | +3,928 | 0 | 323,353 | +323,353 |
| ISHARES TR | 0 | 2,889 | +2,889 | 0 | 318,223 | +318,223 |
| THERMO FISHER SCIENTIFIC INC | 0 | 1,568 | +1,568 | 0 | 908,578 | +908,578 |
| ONEOK INC NEW | 0 | 4,199 | +4,199 | 0 | 308,627 | +308,627 |
| US BANCORP DEL | 0 | 60,099 | +60,099 | 0 | 3,206,859 | +3,206,859 |
| DANAHER CORPORATION | 0 | 1,314 | +1,314 | 0 | 300,801 | +300,801 |
| SPROUTS FMRS MKT INC | 0 | 3,602 | +3,602 | 0 | 286,971 | +286,971 |
| RAYMOND JAMES FINL INC | 0 | 1,756 | +1,756 | 0 | 281,996 | +281,996 |
| ISHARES TR | 0 | 64,036 | +64,036 | 0 | 6,089,144 | +6,089,144 |
| VANGUARD INDEX FDS | 0 | 6,650 | +6,650 | 0 | 4,170,444 | +4,170,444 |
| CENTERPOINT ENERGY INC | 0 | 6,847 | +6,847 | 0 | 262,514 | +262,514 |
| WESTERN DIGITAL CORP | 0 | 1,473 | +1,473 | 0 | 253,752 | +253,752 |
| GOLDMAN SACHS GROUP INC | 0 | 643 | +643 | 0 | 565,197 | +565,197 |
| MICRON TECHNOLOGY INC | 0 | 857 | +857 | 0 | 244,598 | +244,598 |
| ADOBE INC | 0 | 667 | +667 | 0 | 233,443 | +233,443 |
| GILEAD SCIENCES INC | 0 | 1,900 | +1,900 | 0 | 233,264 | +233,264 |
| ISHARES TR | 0 | 83,409 | +83,409 | 0 | 6,269,020 | +6,269,020 |
| SCHWAB STRATEGIC TR | 0 | 4,719,541 | +4,719,541 | 0 | 123,793,557 | +123,793,557 |
| AMERICAN CENTY ETF TR | 0 | 3,069 | +3,069 | 0 | 232,538 | +232,538 |
| LOCKHEED MARTIN CORP | 0 | 477 | +477 | 0 | 230,860 | +230,860 |
| ISHARES TR | 0 | 300,948 | +300,948 | 0 | 13,837,586 | +13,837,586 |
| TAPESTRY INC | 0 | 1,684 | +1,684 | 0 | 215,165 | +215,165 |
| EXPEDITORS INTL WASH INC | 0 | 1,430 | +1,430 | 0 | 213,084 | +213,084 |
| PALO ALTO NETWORKS INC | 0 | 2,993 | +2,993 | 0 | 551,311 | +551,311 |
| VANGUARD WHITEHALL FDS | 0 | 2,310 | +2,310 | 0 | 207,900 | +207,900 |
| VANGUARD SCOTTSDALE FDS | 0 | 2,084 | +2,084 | 0 | 207,400 | +207,400 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 7,885 | +7,885 | 0 | 206,902 | +206,902 |
| ISHARES TR | 0 | 962 | +962 | 0 | 204,011 | +204,011 |
| CORNING INC | 0 | 2,319 | +2,319 | 0 | 203,052 | +203,052 |
| RIO TINTO PLC | 0 | 2,530 | +2,530 | 0 | 202,476 | +202,476 |
| FEDEX CORP | 0 | 700 | +700 | 0 | 202,134 | +202,134 |
| SELECT SECTOR SPDR TR | 0 | 1,297 | +1,297 | 0 | 200,776 | +200,776 |
| ISHARES TR | 0 | 606,562 | +606,562 | 0 | 58,248,122 | +58,248,122 |
| BANK AMERICA CORP | 0 | 27,053 | +27,053 | 0 | 1,487,928 | +1,487,928 |
| AMERICAN EXPRESS CO | 0 | 4,968 | +4,968 | 0 | 1,838,038 | +1,838,038 |
| ACCENTURE PLC IRELAND | 0 | 5,443 | +5,443 | 0 | 1,460,357 | +1,460,357 |
| CROWDSTRIKE HLDGS INC | 0 | 943 | +943 | 0 | 442,041 | +442,041 |
| CATERPILLAR INC | 0 | 1,788 | +1,788 | 0 | 1,024,048 | +1,024,048 |
| TJX COS INC NEW | 0 | 3,534 | +3,534 | 0 | 542,858 | +542,858 |
| EXXON MOBIL CORP | 0 | 18,253 | +18,253 | 0 | 2,196,540 | +2,196,540 |
| CISCO SYS INC | 0 | 10,322 | +10,322 | 0 | 795,072 | +795,072 |
| VANGUARD INTL EQUITY INDEX F | 0 | 149,560 | +149,560 | 0 | 11,001,661 | +11,001,661 |
| SPDR GOLD TR | 0 | 966 | +966 | 0 | 382,835 | +382,835 |
| ISHARES TR | 0 | 249,800 | +249,800 | 0 | 11,952,919 | +11,952,919 |
| ISHARES TR | 0 | 30,597 | +30,597 | 0 | 3,056,013 | +3,056,013 |