Long-term investor
Accredited Investors Inc. @accreditedinvestorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001518364).
Record
- Tracked since 2025-06-30 (441 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +19.2% · all +19.2%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVDV · 12.0% · long · since 2025-06-30
- SEZL · 6.0% · long · since 2025-12-31
- VEU · 6.0% · long · since 2025-06-30
- SCHB · 5.6% · long · since 2025-06-30
- VTV · 5.5% · long · since 2025-06-30
- IWM · 4.7% · long · since 2025-06-30
- IJH · 4.6% · long · since 2025-06-30
- IVV · 4.5% · long · since 2025-06-30
- IJR · 4.3% · long · since 2025-06-30
- UPS · 3.6% · long · since 2025-06-30
- BRKA · 3.0% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30