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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $890M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 295 New
Page 15 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FIRST TRUST 3,931.0 $279K 0.03% NEW $70.97
282 HR HEALTHCARE REALTY TRUST INC Real Estate 16,371.0 $277K 0.03% NEW $16.92 +21.1%
283 GOVT ISHARES 11,839.0 $273K 0.03% NEW $23.06 -1.6%
284 ETN EATON CORP PLC Industrials 855.0 $272K 0.03% NEW $318.13 +28.2%
285 BIV VANGUARD 3,455.0 $269K 0.03% NEW $77.86 -1.7%
286 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,243.0 $264K 0.03% NEW $117.70 +10.4%
287 BLV VANGUARD 3,762.0 $262K 0.03% NEW $69.64 -2.0%
288 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,427.0 $261K 0.03% NEW $76.16 -12.7%
289 VYMI VANGUARD 2,771.0 $249K 0.03% NEW $89.86 +11.9%
290 SPIB SPDR SERIES TRUST 7,301.0 $247K 0.03% NEW $33.83 -1.2%
291 SCHG SCHWAB 7,583.0 $247K 0.03% NEW $32.57 +5.8%
292 IYH ISHARES 3,551.0 $231K 0.03% NEW $65.05 -3.5%
293 RTX RTX CORP Industrials 1,244.0 $228K 0.03% NEW $183.28 -2.9%
294 IYW ISHARES 1,128.0 $225K 0.03% NEW $199.47 +23.3%
295 AGNC AGNC INVESTMENT CORP Real Estate 20,189.0 $216K 0.02% NEW $10.70 -3.2%
Page 15 of 15  ·  295 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 23.3%
Technology 22.4%
Consumer Cyclical 15.6%
Industrials 8.3%
Healthcare 8.1%
Communication Services 7.2%
Consumer Defensive 4.9%
Energy 4.6%
Basic Materials 2.3%
Real Estate 2.0%