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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 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BSCY INVESCO EXCH TRD SLF IDX FD 13,270.0 $275K 0.07% +4K +38.1% $20.70 +0.1%
182 RY ROYAL BK CDA Financial Services 1,679.0 $272K 0.07% $161.78 +24.6%
183 HRL HORMEL FOODS CORP Consumer Defensive 11,700.0 $265K 0.07% -140.0 -1.2% $22.65 +6.7%
184 VOT VANGUARD INDEX FDS 1,009.0 $260K 0.07% $257.35 +19.0%
185 J JACOBS SOLUTIONS INC Industrials 2,006.0 $255K 0.07% -20.0 -1.0% $127.28 -5.0%
186 VTV VANGUARD INDEX FDS 1,262.0 $248K 0.07% $196.20 +10.3%
187 VOE VANGUARD INDEX FDS 1,339.0 $247K 0.07% $184.28 +6.3%
188 AWR AMER STATES WTR CO Utilities 3,150.0 $238K 0.07% $75.62 +2.0%
189 MGEE MGE ENERGY INC Utilities 3,062.0 $237K 0.07% $77.29 -1.8%
190 NKE NIKE INC Consumer Cyclical 4,415.0 $233K 0.06% -230.0 -5.0% $52.82 -14.4%
191 VDE VANGUARD WORLD FD 1,340.0 $232K 0.06% NEW $173.04 -12.3%
192 BSCZ INVESCO EXCH TRD SLF IDX FD 11,261.0 $231K 0.06% NEW $20.52 -0.0%
193 HD HOME DEPOT INC Consumer Cyclical 659.0 $217K 0.06% +15.0 +2.3% $328.89 +1.6%
194 VTI VANGUARD INDEX FDS 674.0 $216K 0.06% $320.85 +15.3%
195 QQQ INVESCO QQQ TR Financial Services 371.0 $214K 0.06% -31.0 -7.7% $576.96 +28.4%
196 AMD ADVANCED MICRO DEVICES INC Technology 1,050.0 $214K 0.06% $203.43 +164.2%
197 IUSG ISHARES TR 1,342.0 $208K 0.06% $155.11 +21.6%
Page 10 of 10  ·  197 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%