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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 2024 · Filed July 19, 2024 · Accession 0001518364-24-000004

Total Value
$1.60B
Positions
220
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (220)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250728022,121,015$137.8M8.59%
2ISHARES TR4642875072,310,750$135.2M8.43%
3UNITED PARCEL SERVICE INCUPS784,749$107.4M6.70%
4SCHWAB STRATEGIC TR8085241021,611,625$101.3M6.32%
5ISHARES TR464287804766,551$81.8M5.10%
6VANGUARD INTL EQUITY INDEX F9220427751,312,438$77.0M4.80%
7ISHARES TR464287200130,039$71.2M4.44%
8ISHARES TR464287465878,296$68.8M4.29%
9VANGUARD INDEX FDS922908744388,067$62.2M3.88%
10AMAZON COM INCAMZN293,373$56.7M3.54%
111/100 BERKSHIRE HATHAWAY INCBRK-A9,000$55.1M3.44%
12APPLE INCAAPL242,484$51.1M3.19%
13ISHARES TR464287655239,307$48.6M3.03%
14ROBLOX CORPRBLX1,264,631$47.1M2.94%
15SPDR SER TR78464A508879,297$42.9M2.67%
16ISHARES TR46428761497,462$35.5M2.22%
17ISHARES TR464287481230,220$25.4M1.58%
18VANGUARD TAX-MANAGED FDS921943858499,275$24.7M1.54%
19VANGUARD INTL EQUITY INDEX F922042742177,370$20.0M1.25%
20BERKSHIRE HATHAWAY INC DELBRK-A44,737$18.2M1.14%
21ISHARES TR464287226166,591$16.2M1.01%
22VANGUARD SCOTTSDALE FDS92206C847280,003$16.2M1.01%
23SCHWAB STRATEGIC TR808524763280,829$15.4M0.96%
24ISHARES TR464288877258,507$13.7M0.86%
25ISHARES TR46435U663338,283$13.0M0.81%
26SPDR S&P 500 ETF TRSPY23,602$12.8M0.80%
27AUTOMATIC DATA PROCESSING INADP51,093$12.2M0.76%
28ISHARES TR46428747380,912$9.8M0.61%
29NVIDIA CORPORATIONNVDA68,835$8.5M0.53%
30MICROSOFT CORPMSFT18,651$8.3M0.52%
31GENERAL MLS INC370334104128,550$8.1M0.51%
32INVESCO EXCHANGE TRADED FDIVZ212,445$8.1M0.51%
33ISHARES TR46435U549165,124$7.7M0.48%
34C H ROBINSON WORLDWIDE INCCHRW80,739$7.1M0.44%
35VANGUARD WORLD FD92191081622,226$7.0M0.44%
36VANGUARD INDEX FDS92290876925,738$6.9M0.43%
37ISHARES TR46428880260,809$6.8M0.43%
38ALPHABET INCGOOG28,944$5.3M0.33%
39ISHARES TR46435G51663,158$5.0M0.31%
40UNITEDHEALTH GROUP INCUNH8,408$4.3M0.27%
41ISHARES TR46428857039,050$4.1M0.25%
42ISHARES TR46436E75954,037$3.6M0.23%
43ISHARES TR46436E76770,960$3.3M0.21%
44ISHARES TR46428762210,866$3.2M0.20%
453M COMMM30,635$3.1M0.20%
46VANGUARD INDEX FDS92290875113,450$2.9M0.18%
47ELI LILLY & COLLY3,218$2.9M0.18%
48JPMORGAN CHASE & CO.VYLD14,174$2.9M0.18%
49VANGUARD INDEX FDS92290865215,944$2.7M0.17%
50COSTCO WHSL CORP22160K1052,985$2.5M0.16%
51VANGUARD INDEX FDS9229083635,042$2.5M0.16%
52ALPHABET INCGOOG13,736$2.5M0.16%
53ISHARES TR46428759814,210$2.5M0.15%
54US BANCORP DELUSB-PS57,703$2.3M0.14%
55META PLATFORMS INCMETA4,344$2.2M0.14%
56PROCTER AND GAMBLE CO74271810911,733$1.9M0.12%
57GRACO INCGGG23,639$1.9M0.12%
58VANGUARD STAR FDS92190976829,916$1.8M0.11%
59INVESCO QQQ TRIVZ3,759$1.8M0.11%
60W GOOD INCSOWG89,379$1.8M0.11%
61ISHARES TR46435G24372,929$1.8M0.11%
62EXXON MOBIL CORPXOM15,495$1.8M0.11%
63TARGET CORPTGT11,979$1.8M0.11%
64PEPSICO INCPEP10,474$1.7M0.11%
65ACCENTURE PLC IRELANDACN5,517$1.7M0.10%
66TRAVELERS COMPANIES INCTRV8,224$1.7M0.10%
67WELLS FARGO CO94974610126,480$1.6M0.10%
68VISA INCV5,863$1.5M0.10%
69TESLA INCTSLA7,667$1.5M0.09%
70HOME DEPOT INCHD4,367$1.5M0.09%
71SPS COMM INCSPSC7,909$1.5M0.09%
72MERCK & CO INCMRK11,725$1.5M0.09%
73ORACLE CORPORCL-PD10,177$1.4M0.09%
74TACTILE SYS TECHNOLOGY INC87357P100115,335$1.4M0.09%
75SPDR INDEX SHS FDS78463X87141,782$1.3M0.08%
76ABBOTT LABSABLZF12,726$1.3M0.08%
77TENNANT COTNC13,162$1.3M0.08%
78AON PLCAON4,184$1.2M0.08%
79GE AEROSPACE3696043017,721$1.2M0.08%
80ISHARES TR46428715010,168$1.2M0.08%
81ABBVIE INCABBV6,686$1.1M0.07%
82XCEL ENERGY INCXELLL21,201$1.1M0.07%
83SCHWAB STRATEGIC TR80852430011,186$1.1M0.07%
84APPLIED MATLS INC0382221054,756$1.1M0.07%
85JOHNSON & JOHNSONJNJ7,600$1.1M0.07%
86MCDONALDS CORPMCD3,911$996,5550.06%
87WALMART INCWMT14,291$967,6290.06%
88VANGUARD SPECIALIZED FUNDS9219088445,235$955,6800.06%
89FASTENAL COFAST14,857$933,6140.06%
90BANK AMERICA CORP06050510423,110$919,0670.06%
91ISHARES TR4642884148,279$882,1270.06%
92SELECT SECTOR SPDR TR81369Y8033,884$878,6770.05%
93HEARTLAND FINL USA INC42234Q10219,484$866,0640.05%
94SPDR S&P MIDCAP 400 ETF TRMDY1,608$860,5230.05%
95AMERICAN EXPRESS COAXP3,653$845,7220.05%
96MEDTRONIC PLCMDT10,558$831,0290.05%
97CHEVRON CORPCVX5,238$819,3890.05%
98DISNEY WALT CO2546871068,063$800,5740.05%
99CATERPILLAR INCCAT2,345$781,0750.05%
100CLEVELAND-CLIFFS INCCLF46,409$714,2350.04%
101VANGUARD INDEX FDS9229086292,950$714,1950.04%
102INTERNATIONAL BUSINESS MACHSINTR4,068$703,5540.04%
103BROADRIDGE FINL SOLUTIONS IN11133T1033,571$703,4870.04%
104ISHARES TR4642876482,606$684,1530.04%
105ANALOG DEVICES INCADI2,983$680,9000.04%
106SPDR SER TR78464A3008,476$663,7560.04%
107AMGEN INCAMGN2,120$662,2820.04%
108CADENCE DESIGN SYSTEM INCCDNS2,140$658,5850.04%
109ELEVANCE HEALTH INCELV1,212$656,7340.04%
110COCA COLA COKO9,906$630,4920.04%
111VANGUARD INDEX FDS9229087361,644$614,8720.04%
112BRISTOL-MYERS SQUIBB COCELG-RI14,790$614,2280.04%
113VANGUARD ADMIRAL FDS INC9219325051,787$595,7600.04%
114AMPHENOL CORP0320951018,834$595,1470.04%
115ISHARES TR4642875232,363$582,8860.04%
116PHILIP MORRIS INTL INC7181721095,665$573,9880.04%
117NETFLIX INCNFLX849$573,1680.04%
118PFIZER INCPFE20,030$560,4430.03%
119ISHARES TR4642881827,467$537,4750.03%
120ZOETIS INCZTS2,995$519,1630.03%
121DEXCOM INCDXCM4,507$511,0040.03%
122THERMO FISHER SCIENTIFIC INCTMO906$501,0180.03%
123NUCOR CORPNUE3,110$491,7060.03%
124INTEL CORPINTC15,521$480,6820.03%
125INVESCO EXCH TRADED FD TRIVZ9,734$478,1830.03%
126CELCUITY INCCELC29,115$476,9040.03%
127HERCULES CAPITAL INCHCXY23,000$470,3500.03%
128TREACE MED CONCEPTS INC89455T10969,000$458,8500.03%
129ISHARES TR46432F8426,264$455,0170.03%
130INTUITIVE SURGICAL INCISRG1,020$453,7470.03%
131HONEYWELL INTL INC4385161062,093$446,9040.03%
132ISHARES TR4642873094,734$438,0840.03%
133SHOPIFY INCSHOP6,460$426,6830.03%
134CISCO SYS INCCSCO8,966$425,9770.03%
135QUALCOMM INCQCOM2,134$425,0500.03%
136HORMEL FOODS CORPHRL13,925$424,5810.03%
137ADVANCED MICRO DEVICES INCAMD2,543$412,4730.03%
138ALTRIA GROUP INCMO8,961$408,1880.03%
139SOLVENTUM CORPSOLV7,644$404,2150.03%
140ECOLAB INCECL1,657$394,4810.02%
141EMERSON ELEC COEMR3,409$375,5350.02%
142ISHARES TR4642885134,800$370,2720.02%
143CINTAS CORPCTAS528$370,0470.02%
144BROADCOM INCAVGO230$369,8320.02%
145OTTER TAIL CORPOTTR4,217$369,3690.02%
146VANGUARD INDEX FDS9229086112,015$367,7780.02%
147ISHARES TR4642877212,423$364,7060.02%
148INVESCO EXCH TRADED FD TRIVZ6,700$358,4720.02%
149ROYAL CARIBBEAN GROUPV7780T1032,183$348,0360.02%
150TAIWAN SEMICONDUCTOR MFG LTD8740391001,973$342,9270.02%
151FIDELITY COMWLTH TR3159128084,820$337,0530.02%
152GE VERNOVA INCGEV1,922$329,6420.02%
153BANK NEW YORK MELLON CORP0640581005,504$329,6350.02%
154DIMENSIONAL ETF TRUST25434V7248,330$327,1190.02%
155MUELLER INDS INC6247561025,600$318,8640.02%
156VANGUARD INTL EQUITY INDEX F9220428587,213$315,6610.02%
157BIO-TECHNE CORPTECH4,360$312,3830.02%
158VANGUARD INDEX FDS9229086371,245$310,7770.02%
159ISHARES TR4642886792,781$307,3010.02%
160WATERS CORP9418481031,053$305,4960.02%
161KIMBERLY-CLARK CORPKMB2,204$304,5670.02%
162MASTERCARD INCORPORATEDMA687$303,0510.02%
163DELTA AIR LINES INC DELDAL6,308$299,2500.02%
164RTX CORPORATIONRTX2,978$298,9300.02%
165BOEING COBA-PA1,593$290,0300.02%
166AMERICAN TOWER CORP03027X1001,491$289,8070.02%
167SELECT SECTOR SPDR TR81369Y6057,045$289,6200.02%
168NEXTERA ENERGY INCNEE-PW4,052$286,9220.02%
169HUBSPOT INCHUBS473$278,9710.02%
170DIMENSIONAL ETF TRUST25434V6095,361$278,0750.02%
171DONALDSON INCDCI3,884$277,9490.02%
172GE HEALTHCARE TECHNOLOGIES IGEHC3,545$276,2190.02%
173ISHARES TR4642876063,130$275,7840.02%
174ADOBE INCADBE487$270,5480.02%
175PAYPAL HLDGS INCPYPL4,652$269,9560.02%
176VANGUARD MUN BD FDS9229077465,379$269,5420.02%
177FORD MTR CO DEL34537086021,145$265,1520.02%
178FIRST TR EXCHANGE-TRADED FD3369201032,649$263,1380.02%
179E L F BEAUTY INCELF1,236$260,4500.02%
180SCHWAB STRATEGIC TR8085248056,778$260,4110.02%
181LAM RESEARCH CORPLRCX241$256,6290.02%
182BLUE OWL CAPITAL CORPORATIONOWL16,628$255,4090.02%
183VANGUARD WHITEHALL FDS9219464062,147$254,6340.02%
184VANGUARD WHITEHALL FDS9219468103,098$251,8050.02%
185MORGAN STANLEYMS-PQ2,583$251,0420.02%
186ISHARES TR46432F8343,701$250,0590.02%
187SOUTHERN COSOMN3,121$242,0960.02%
188SELECT SECTOR SPDR TR81369Y2091,657$241,5080.02%
189PROSHARES TR74348A4672,502$240,5170.02%
190FEDEX CORPFDX797$239,0660.01%
191SALESFORCE INCCRM929$238,8460.01%
192VANGUARD SCOTTSDALE FDS92206C8702,967$237,1520.01%
193PALO ALTO NETWORKS INCPANW689$233,5780.01%
194CONOCOPHILLIPSCOP2,032$232,3670.01%
195COMCAST CORPCCZ5,926$232,0780.01%
196VANGUARD INDEX FDS922908538988$226,8050.01%
197BECTON DICKINSON & COBDX967$225,9980.01%
198SCHWAB STRATEGIC TR8085242013,505$225,1970.01%
199ARES CAPITAL CORPARCC10,755$224,1320.01%
200ISHARES TR4642874322,441$224,0350.01%
201ISHARES TR4642871681,824$220,6680.01%
202INVESCO EXCHANGE TRADED FD TIVZ5,850$217,9710.01%
203NORFOLK SOUTHN CORP6558441081,012$217,2880.01%
204LOCKHEED MARTIN CORPLMT461$215,3910.01%
205AT&T INCT-PC11,223$214,4720.01%
206NOVO-NORDISK A SNONOF1,486$212,1120.01%
207DIMENSIONAL ETF TRUST25434V4013,557$209,3290.01%
208EXPEDITORS INTL WASH INC3021301091,659$207,0270.01%
209SPDR DOW JONES INDL AVERAGE78467X109528$206,5170.01%
210ALIBABA GROUP HLDG LTDBBAAY2,827$203,5440.01%
211ROCKWELL AUTOMATION INCROK731$201,2860.01%
212CANTERBURY PK HLDG CORP13811E1019,179$200,4690.01%
213GRAB HOLDINGS LIMITEDGRABW53,400$189,5700.01%
214EDAP TMS S AEDAP21,431$116,5850.01%
215DURECT CORP26660550087,627$113,0390.01%
216VERVE THERAPEUTICS INC92539P10117,500$85,4000.01%
217URANIUM ENERGY CORPUEC13,300$79,9330.00%
218ALLURION TECHNOLOGIES INCALURW50,000$49,8800.00%
219GRANITE PT MTG TR INC38741L10715,721$46,6910.00%
220LUCID GROUP INCLCID10,340$26,9870.00%