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
SPGIS&p Global Inc Recent Activity New Position	0.02%	$258,827 501 shares@ $516.63 avg price	New Position
ONONOn Hldg Ag Recent Activity New Position	0.02%	$255,765 5,100 shares@ $50.15 avg price	New Position
SCHKSchwab Strategic Tr Recent Activity New Position	0.02%	$241,102 4,361 shares@ $55.29 avg price	New Position
CBChubb Limited Recent Activity New Position	0.02%	$237,057 822 shares@ $288.4 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.02%	$234,330 262 shares@ $894.39 avg price	New Position
RBARb Global Inc Recent Activity New Position	0.02%	$226,338 2,812 shares@ $80.5 avg price	New Position
CSGPCostar Group Inc Recent Activity New Position	0.02%	$223,302 2,960 shares@ $75.44 avg price	New Position
SBUXStarbucks Corp Recent Activity New Position	0.02%	$218,951 2,246 shares@ $97.49 avg price	New Position
EBAYEbay Inc. Recent Activity New Position	0.02%	$218,053 3,349 shares@ $65.11 avg price	New Position
PHMPulte Group Inc Recent Activity New Position	0.02%	$215,295 1,500 shares@ $143.53 avg price	New Position