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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Accredited Investors Inc.

Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0001518364-23-000003

Total Value
$1.32B
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS784,776$152.2M11.55%
2ISHARES TR4642874651,284,402$91.9M6.97%
3SPDR SER TR78464A5081,948,606$79.3M6.02%
4AMERICAN CENTY ETF TR0250728021,322,502$77.3M5.87%
5ISHARES TR464287804727,748$70.4M5.34%
6ROBLOX CORPRBLX1,375,412$61.9M4.69%
7ISHARES TR464288679510,324$56.4M4.28%
8ISHARES TR464287200127,441$52.4M3.98%
9ISHARES TR464288182720,155$48.9M3.71%
10ISHARES TR464287655257,047$45.9M3.48%
11ISHARES TR464287432427,102$45.4M3.45%
12ISHARES TR464287507181,101$45.3M3.44%
13SCHWAB STRATEGIC TR808524102894,973$42.8M3.25%
14APPLE INCAAPL240,037$39.6M3.00%
15ISHARES TR464288877644,254$31.3M2.37%
161/100 BERKSHIRE HATHAWAY INCBRK-A6,400$29.8M2.26%
17ISHARES TR464287614112,174$27.4M2.08%
18VANGUARD TAX-MANAGED FDS921943858542,730$24.5M1.86%
19ISHARES TR464287481258,867$23.6M1.79%
20VANGUARD INTL EQUITY INDEX F922042742172,185$15.9M1.20%
21BERKSHIRE HATHAWAY INC DELBRK-A45,429$14.0M1.06%
22ISHARES TR46435U663344,748$11.7M0.89%
23AUTOMATIC DATA PROCESSING INADP51,075$11.4M0.86%
24TESLA INCTSLA54,365$11.3M0.86%
25GENERAL MLS INC370334104115,810$9.9M0.75%
26SPDR S&P 500 ETF TRSPY23,547$9.6M0.73%
27INVESCO EXCHANGE TRADED FD TIVZ57,332$9.4M0.72%
28C H ROBINSON WORLDWIDE INCCHRW82,717$8.2M0.62%
29ISHARES TR46428722674,743$7.4M0.57%
30UNITEDHEALTH GROUP INCUNH14,641$6.9M0.53%
31VANGUARD WORLD FD92191081630,945$6.3M0.48%
32ISHARES TR46435U549122,065$5.9M0.45%
33MICROSOFT CORPMSFT19,822$5.7M0.43%
34ISHARES TR46428747351,538$5.5M0.42%
35AMAZON COM INCAMZN49,389$5.1M0.39%
36VANGUARD INDEX FDS92290876922,064$4.5M0.34%
37ISHARES TR46428880250,761$4.5M0.34%
38ISHARES TR46435G51658,228$4.2M0.32%
39SCHWAB STRATEGIC TR80852476370,970$3.5M0.26%
40ISHARES TR46428857043,678$3.4M0.26%
41VANGUARD INDEX FDS92290875114,489$2.7M0.21%
42ALPHABET INCGOOG23,782$2.5M0.19%
43ISHARES TR46428762210,969$2.5M0.19%
44US BANCORP DELUSB-PS67,918$2.4M0.19%
45ISHARES TR46428759815,610$2.4M0.18%
463M COMMM22,401$2.4M0.18%
47ISHARES TR46436E75937,334$2.2M0.17%
48VANGUARD INDEX FDS92290865215,373$2.2M0.16%
49SPDR INDEX SHS FDS78463X87166,554$2.1M0.16%
50PEPSICO INCPEP11,202$2.0M0.15%
51COSTCO WHSL CORP22160K1054,064$2.0M0.15%
52HEARTLAND FINL USA INC42234Q10247,948$1.8M0.14%
53ISHARES TR46436E76755,548$1.8M0.14%
54PROCTER AND GAMBLE CO74271810912,319$1.8M0.14%
55XCEL ENERGY INCXELLL26,403$1.8M0.14%
56JPMORGAN CHASE & COVYLD13,567$1.8M0.13%
57ISHARES TR46435G24373,125$1.8M0.13%
58HOME DEPOT INCHD5,875$1.7M0.13%
59NVIDIA CORPORATIONNVDA5,323$1.5M0.11%
60GRACO INCGGG19,677$1.4M0.11%
61ORACLE CORPORCL-PD15,239$1.4M0.11%
62ABBOTT LABSABLZF13,388$1.4M0.10%
63MCDONALDS CORPMCD4,845$1.4M0.10%
64AON PLCAON4,184$1.3M0.10%
65INVESCO QQQ TRIVZ4,044$1.3M0.10%
66MERCK & CO INCMRK12,097$1.3M0.10%
67VANGUARD INDEX FDS9229083633,341$1.3M0.10%
68SPS COMM INCSPSC7,910$1.2M0.09%
69TENNANT COTNC17,331$1.2M0.09%
70JOHNSON & JOHNSONJNJ7,654$1.2M0.09%
71CLEVELAND-CLIFFS INCCLF63,741$1.2M0.09%
72TARGET CORPTGT6,878$1.1M0.09%
73ABBVIE INCABBV7,003$1.1M0.08%
74BRISTOL-MYERS SQUIBB COCELG-RI15,633$1.1M0.08%
75FASTENAL COFAST19,393$1.0M0.08%
76LILLY ELI & COLLY2,999$1.0M0.08%
77INVESCO EXCH TRADED FD TR IIIVZ22,779$956,0410.07%
78MEDTRONIC PLCMDT11,753$947,5180.07%
79ISHARES TR46428715010,333$935,6920.07%
80EXXON MOBIL CORPXOM7,966$873,5880.07%
81DISNEY WALT CO2546871068,714$872,5160.07%
82CADENCE DESIGN SYSTEM INCCDNS4,099$861,1590.07%
83PFIZER INCPFE21,030$858,0310.07%
84META PLATFORMS INCMETA3,844$814,6970.06%
85CHEVRON CORPCVX4,840$789,6420.06%
86GENERAL ELECTRIC CO3696043017,912$756,4020.06%
87SELECT SECTOR SPDR TR81369Y4074,914$734,8400.06%
88BANK AMERICA CORP06050510425,454$727,9910.06%
89VANGUARD INTL EQUITY INDEX F92204277513,061$698,3640.05%
90WELLS FARGO CO94974610118,594$695,0450.05%
91CISCO SYS INCCSCO13,277$694,0520.05%
92SCHWAB STRATEGIC TR80852430010,527$686,0450.05%
93REVANCE THERAPEUTICS INC76133010920,491$660,0150.05%
94ISHARES TR4642876482,814$638,2710.05%
95ISHARES TR4642884145,820$627,0470.05%
96ANALOG DEVICES INCADI3,177$626,5680.05%
97COCA COLA COKO9,950$617,1860.05%
98SPDR SER TR78464A3007,858$598,6220.05%
99INTEL CORPINTC18,285$597,3780.05%
100APPLIED MATLS INC0382221054,849$595,5950.05%
101DEXCOM INCDXCM4,902$569,5140.04%
102WISDOMTREE TRWT19,881$567,8010.04%
103ELEVANCE HEALTH INCELV1,232$566,4860.04%
104PHILIP MORRIS INTL INC7181721095,453$530,2580.04%
105HORMEL FOODS CORPHRL13,292$530,0780.04%
106BROADRIDGE FINL SOLUTIONS IN11133T1033,571$523,4010.04%
107CATERPILLAR INCCAT2,206$504,8760.04%
108AMERICAN EXPRESS COAXP3,021$498,2770.04%
109ZOETIS INCZTS2,994$498,2750.04%
110SPDR S&P MIDCAP 400 ETF TRMDY1,083$496,5340.04%
111ALPHABET INCGOOG4,758$493,5470.04%
112VANGUARD INDEX FDS9229086292,332$491,8650.04%
113NUCOR CORPNUE3,134$484,0570.04%
114THERMO FISHER SCIENTIFIC INCTMO836$481,8450.04%
115SOUTHERN COSOMN6,756$470,0820.04%
116ISHARES TR46432F8426,814$455,5160.03%
117WALMART INCWMT3,022$445,6210.03%
118DOLLAR GEN CORP2566771052,042$429,7590.03%
119INTERNATIONAL BUSINESS MACHSINTR3,248$425,7460.03%
120HONEYWELL INTL INC4385161062,227$425,6440.03%
121ARES CAPITAL CORPARCC23,112$422,3680.03%
122BECTON DICKINSON & COBDX1,701$421,0660.03%
123VANGUARD ADMIRAL FDS INC9219325051,785$411,3310.03%
124ISHARES TR464287523903$401,5530.03%
125BOEING COBA-PA1,878$398,9750.03%
126RAYTHEON TECHNOLOGIES CORPRTX4,015$393,1750.03%
127ALTRIA GROUP INCMO8,650$385,9580.03%
128AMGEN INCAMGN1,543$373,0670.03%
129VANGUARD INTL EQUITY INDEX F9220428589,228$372,7950.03%
130ISHARES TR46428844813,480$370,5650.03%
131ACCENTURE PLC IRELANDACN1,291$368,9810.03%
132DELTA AIR LINES INC DELDAL10,290$359,3180.03%
133PAYPAL HLDGS INCPYPL4,662$354,0320.03%
134ISHARES TR4642873095,313$339,4480.03%
135VANGUARD INDEX FDS9229086371,800$336,2580.03%
136SHOPIFY INCSHOP6,950$333,1830.03%
137VANGUARD SPECIALIZED FUNDS9219088442,146$330,4380.03%
138VISA INCV1,453$327,5930.02%
139AMPHENOL CORP0320951014,000$326,8800.02%
140WATERS CORP9418481031,053$326,0400.02%
141HERCULES CAPITAL INCHCXY25,000$322,2500.02%
142NEXTERA ENERGY INCNEE-PW4,046$311,8690.02%
143VANGUARD STAR FDS9219097685,609$309,6690.02%
144ISHARES TR4642877053,005$308,8610.02%
145VANGUARD INDEX FDS9229086111,943$308,4710.02%
146OTTER TAIL CORPOTTR4,171$301,4620.02%
147CELCUITY INCCELC29,115$298,4290.02%
148BANK NEW YORK MELLON CORP0640581006,494$295,0870.02%
149GE HEALTHCARE TECHNOLOGIES IGEHC3,591$294,5700.02%
150REALTY INCOME CORPO4,646$294,1870.02%
151ECOLAB INCECL1,738$287,6360.02%
152NETFLIX INCNFLX828$286,1570.02%
153AMERICAN TOWER CORP03027X1001,390$284,1280.02%
154LOCKHEED MARTIN CORPLMT594$280,8260.02%
155KIMBERLY-CLARK CORPKMB2,070$277,8340.02%
156EMERSON ELEC COEMR3,172$276,4080.02%
157SELECT SECTOR SPDR TR81369Y6058,482$272,6960.02%
158FORD MTR CO DEL34537086021,140$266,3590.02%
159QUALCOMM INCQCOM2,070$264,0910.02%
160AIRBNB INCABNB2,105$261,8620.02%
161OWL ROCK CAPITAL CORPORATIONOWL20,500$258,5050.02%
162INTUITIVE SURGICAL INCISRG1,003$256,2360.02%
163DONALDSON INCDCI3,858$252,0830.02%
164ISHARES TR4642877212,704$250,9860.02%
165STRYKER CORPORATIONSYK879$250,9280.02%
166VERIZON COMMUNICATIONS INCVZ6,394$248,6460.02%
167SYSCO CORPSYY3,160$244,0300.02%
168FIDELITY COMWLTH TR3159128085,006$240,0310.02%
169EDAP TMS S AEDAP21,431$237,2410.02%
170NORFOLK SOUTHN CORP6558441081,100$233,1900.02%
171CINTAS CORPCTAS495$229,1760.02%
172VANGUARD WHITEHALL FDS9219464062,147$226,5090.02%
173AT&T INCT-PC11,693$225,0900.02%
174ISHARES TR4642876063,143$224,7560.02%
175FIRST TR EXCHANGE TRADED FD3369201032,649$222,6480.02%
176ADVANCED MICRO DEVICES INCAMD2,253$220,8170.02%
177VANGUARD INDEX FDS9229087441,596$220,4240.02%
178MASIMO CORPMASI1,149$212,0360.02%
179DUKE ENERGY CORP NEWDUKB2,178$210,0850.02%
180MUELLER INDS INC6247561022,800$205,7440.02%
181ROCKWELL AUTOMATION INCROK701$205,7100.02%
182DEERE & CODE498$205,4980.02%
183FIVE BELOW INCFIVE991$204,1160.02%
184GENERAL DYNAMICS CORPGD892$203,5630.02%
185HUBSPOT INCHUBS468$200,6550.02%
186COMPUTE HEALTH ACQUISITIN CO20483310715,150$155,1360.01%
187GRANITE PT MTG TR INC38741L10715,815$78,4420.01%
188BRIGHT HEALTH GROUP INC10920V107218,620$48,1620.00%
189VIZSLA SILVER CORPVZLA15,600$23,7120.00%