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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 16 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BLV Vanguard 3,223.0 $222K 0.02% -240.0 -6.9% $68.88 -3.4%
302 MTB M&T Bank Corp Financial Services 911.0 $217K 0.02% NEW $238.20 +2.7%
303 BIL State Street 2,321.0 $213K 0.02% -3K -51.9% $91.77 -0.2%
304 SPTM State Street 2,295.0 $208K 0.02% NEW $90.63 +3.0%
305 AGGY WisdomTree 4,715.0 $205K 0.02% NEW $43.48 -1.3%
306 VEU Vanguard 2,403.0 $201K 0.02% NEW $83.65 +1.6%
Page 16 of 16  ·  306 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%