$137 Thousand is the total value of Accredited Investors Inc.'s 477378 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EAGG | New | ISHARES TResg awr us agrgt | $583,000 | – | 10,320 | +100.0% | 0.12% | – |
| USXF | New | ISHARES TResg msci usa etf | $565,000 | – | 20,176 | +100.0% | 0.12% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $283,000 | – | 1,606 | +100.0% | 0.06% | – |
| NVDA | New | NVIDIA CORPORATION | $258,000 | – | 477 | +100.0% | 0.05% | – |
| FDX | New | FEDEX CORP | $229,000 | – | 909 | +100.0% | 0.05% | – |
| APH | New | AMPHENOL CORP NEWcl a | $217,000 | – | 2,000 | +100.0% | 0.04% | – |
| WAT | New | WATERS CORP | $208,000 | – | 1,063 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE COM INC | $211,000 | – | 839 | +100.0% | 0.04% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $209,000 | – | 4,517 | +100.0% | 0.04% | – |
| BLL | New | BALL CORP | $211,000 | – | 2,534 | +100.0% | 0.04% | – |
| SIEN | New | SIENTRA INC | $64,000 | – | 18,731 | +100.0% | 0.01% | – |
| CVEO | New | CIVEO CORP CDA | $14,000 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 22.4% |
| ISHARES TR | 42 | Q3 2023 | 14.6% |
| ISHARES TR | 42 | Q3 2023 | 11.2% |
| ISHARES TR | 42 | Q3 2023 | 11.7% |
| ISHARES TR | 42 | Q3 2023 | 13.3% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 11.6% |
| APPLE INC | 42 | Q3 2023 | 5.7% |
| GENERAL MLS INC | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| TENNANT CO | 42 | Q3 2023 | 1.3% |
View Accredited Investors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View Accredited Investors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.