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ACCREDITED INVESTOR SERVICES, LLC 13F portfolio summary

ACCREDITED INVESTOR SERVICES, LLC of ACCREDITED INVESTOR SERVICES, LLC has 76 current stock holdings with a reported portfolio value of $155.8M. The portfolio 1 year return is +20.34%. Top holdings include PFXF (0.00%), NPFD (0.00%), NCZ (0.00%), EAD (0.00%), SPY (0.00%).

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ACCREDITED INVESTOR SERVICES, LLC

ACCREDITED INVESTOR SERVICES, LLC
Latest filing: 2026-03-31

ACCREDITED INVESTOR SERVICES, LLC runs ACCREDITED INVESTOR SERVICES, LLC and currently holds 76 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $155.76M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ACCREDITED INVESTOR SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ACCREDITED INVESTOR SERVICES, LLC's portfolio at ACCREDITED INVESTOR SERVICES, LLC has delivered returns of +20.34%. Their 3-year annualized return is +16.43%. Looking at the 5-year horizon, ACCREDITED INVESTOR SERVICES, LLC has achieved +16.43% annualized returns at ACCREDITED INVESTOR SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.34%
#0/1000
3 Year
+16.43%
#0/1000
5 Year
+16.43%
#0/1000

Portfolio Value

$155.76M

Alpha Score

15.5

#0 of 1000

Holdings

76

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change