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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $805M AUM 265 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 86 Added 100 Reduced 94 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFG ISHARES MSCI EAFE GROWTH ETF 3,533.0 $393K 0.05% +174.0 +5.2% $111.24 +10.4%
82 MUST COLUMBIA ETF TR I 14,968.0 $307K 0.04% +76.0 +0.5% $20.51 -0.2%
83 HR HEALTHCARE REALTY TRUST INC Real Estate 16,575.0 $282K 0.04% +204.0 +1.2% $17.01 +20.1%
84 RTX RTX CORP Industrials 1,274.0 $246K 0.03% +30.0 +2.4% $193.09 -8.0%
85 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,821.0 $226K 0.03% +394.0 +11.5% $59.15 +13.1%
86 AGNC AGNC INVESTMENT CORP Real Estate 20,853.0 $209K 0.03% +664.0 +3.3% $10.02 +3.0%
Page 5 of 5  ·  86 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
Financial Services 23.8%
Technology 21.3%
Consumer Cyclical 14.6%
Industrials 8.2%
Communication Services 7.8%
Healthcare 7.1%
Consumer Defensive 6.3%
Energy 5.0%
Basic Materials 2.8%
Real Estate 1.8%