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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 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ INVESCO QQQ TR Financial Services 371.0 $214K 0.06% -31.0 -7.7% $576.96 +28.4%
Page 5 of 5  ·  81 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%