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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 13 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VIG VANGUARD DIVIDEND APPREC ETF 1,964.0 $422K 0.05% $214.87 +8.5%
242 XLB SS MATERIALS SELECT SECTOR 8,224.0 $411K 0.05% NEW $49.98 +2.0%
243 VYM VANGUARD HIGH DVD YIELD ETF 2,755.0 $408K 0.05% +223.0 +8.8% $148.09 +7.1%
244 EFG ISHARES MSCI EAFE GROWTH ETF 3,533.0 $393K 0.05% +174.0 +5.2% $111.24 +10.3%
245 DGP DB GOLD DOUBLE LONG ETN Financial Services 2,000.0 $366K 0.04% $183.00 -8.8%
246 SCHB SCHWAB US BROAD MARKET ETF 14,008.0 $352K 0.04% $25.13 +14.9%
247 SMH VANECK SEMICONDUCTOR ETF 857.0 $329K 0.04% NEW $383.90 +56.0%
248 XLI SS INDUSTRIAL SELECT SECTOR 2,004.0 $324K 0.04% NEW $161.68 +7.7%
249 GE GENERAL ELECTRIC Industrials 1,127.0 $320K 0.04% -26.0 -2.2% $283.94 +9.9%
250 MUST COLUMBIA ETF TR I 14,968.0 $307K 0.04% +76.0 +0.5% $20.51 -0.1%
251 ETN EATON CORP PLC Industrials 858.0 $307K 0.04% $357.81 +13.3%
252 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,243.0 $294K 0.04% $131.07 +0.1%
253 HR HEALTHCARE REALTY TRUST INC Real Estate 16,575.0 $282K 0.04% +204.0 +1.2% $17.01 +20.5%
254 LQD ISHARES TR 2,389.0 $260K 0.03% -404.0 -14.5% $108.83 -0.1%
255 VMBS VANGUARD SCOTTSDALE FDS 5,495.0 $258K 0.03% -490.0 -8.2% $46.95 -0.6%
256 VYMI VANGUARD INT HIGH DVD YLD IN 2,693.0 $254K 0.03% -78.0 -2.8% $94.32 +6.5%
257 RTX RTX CORP Industrials 1,274.0 $246K 0.03% +30.0 +2.4% $193.09 -7.8%
258 BIV VANGUARD BD INDEX FDS 3,171.0 $245K 0.03% -284.0 -8.2% $77.26 -1.0%
259 BLV VANGUARD BD INDEX FDS 3,463.0 $238K 0.03% -299.0 -8.0% $68.73 -0.8%
260 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,821.0 $226K 0.03% +394.0 +11.5% $59.15 +11.5%
Page 13 of 14  ·  264 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%