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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $1.0B AUM 306 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 99 New 121 Added 73 Reduced
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG Procter & Gamble Co Consumer Defensive 1,544.0 $226K 0.02% +15.0 +1.0% $146.37 -1.3%
Page 7 of 7  ·  121 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 26.1%
Technology 20.7%
Consumer Cyclical 16.3%
Industrials 8.2%
Communication Services 8.2%
Healthcare 6.6%
Consumer Defensive 4.4%
Basic Materials 3.1%
Energy 2.7%
Real Estate 2.4%