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Portfolio (Quarterly) Guide ↗

Redmond Asset Management, LLC

· CIK 0001567890
13F Portfolio $366M AUM 197 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 63 Added 81 Reduced 8 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 10,570.0 $297K 0.08% +1K +13.8% $28.08 -10.2%
62 BSCY INVESCO EXCH TRD SLF IDX FD 13,270.0 $275K 0.07% +4K +38.1% $20.70 +0.1%
63 HD HOME DEPOT INC Consumer Cyclical 659.0 $217K 0.06% +15.0 +2.3% $328.89 +1.6%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 25.0%
Financial Services 19.6%
Technology 17.4%
Healthcare 8.2%
Consumer Cyclical 7.1%
Communication Services 6.6%
Real Estate 3.8%
Consumer Defensive 3.4%
Utilities 3.2%
Basic Materials 3.0%