Jenna Holm

@Accredited Investors Inc.

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$1.748B

Total holdings236

Assets growth rate9.04%

Assets growth rate (2-Q avg)6.02%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Accredited Investors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 236 positions.

Assets under management

The assets under management (AUM) of Accredited Investors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.748B in assets, with a quarterly growth rate of 9.04% and a 2-quarter average growth rate of 6.02%. The portfolio is managed by Jenna Holm, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ONBOld Natl Bancorp Ind Recent Activity New Position	0.32%	$5.475M 293,406 shares@ $18.67 avg price	New Position
MOSMosaic Co Recent Activity New Position	0.05%	$837,919 31,289 shares@ $26.78 avg price	New Position
SDYSpdr Ser Tr Recent Activity New Position	0.04%	$695,996 4,900 shares@ $142.04 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.03%	$467,118 6,919 shares@ $67.52 avg price	New Position
JEPIJ P Morgan Exchange Traded F Recent Activity New Position	0.03%	$436,721 7,339 shares@ $59.51 avg price	New Position
FNDFSchwab Strategic Tr Recent Activity New Position	0.03%	$416,676 11,150 shares@ $37.38 avg price	New Position
GDENGolden Entmt Inc Recent Activity New Position	0.03%	$373,533 11,750 shares@ $31.8 avg price	New Position
GSLCGoldman Sachs Etf Tr Recent Activity New Position	0.02%	$325,380 2,881 shares@ $112.94 avg price	New Position
DHRDanaher Corporation Recent Activity New Position	0.02%	$278,020 1,000 shares@ $278.02 avg price	New Position
HEIHeico Corp Recent Activity New Position	0.02%	$258,865 990 shares@ $261.48 avg price	New Position