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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 2 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF ISHRS US E F R A 99,258.0 $6.0M 0.68% NEW $60.81 +10.3%
22 MDYV SPDR SERIES TRUST 66,882.0 $5.7M 0.64% NEW $84.66 +7.8%
23 SPYM SPDR SERIES TRUST 67,755.0 $5.4M 0.61% NEW $80.22 +9.9%
24 META META PLATFORMS INC Communication Services 7,136.0 $4.7M 0.53% NEW $660.03 -8.0%
25 IVW ISHARES 37,217.0 $4.6M 0.52% NEW $123.25 +11.8%
26 AVGO BROADCOM INC Technology 12,741.0 $4.4M 0.50% NEW $346.13 +22.2%
27 QUAL ISHARES 22,135.0 $4.4M 0.49% NEW $198.60 +8.4%
28 TSLA TESLA INC Consumer Cyclical 9,312.0 $4.2M 0.47% NEW $449.74 -4.7%
29 EFV ISHARES 57,496.0 $4.1M 0.46% NEW $71.41 +11.1%
30 SCHZ SCHWAB 175,465.0 $4.1M 0.46% NEW $23.37 -1.3%
31 IUSB ISHR 86,649.0 $4.0M 0.45% NEW $46.54 -1.2%
32 XLG INVESCO 66,486.0 $3.9M 0.44% NEW $59.28 +7.1%
33 IVE ISHARES 17,793.0 $3.8M 0.42% NEW $212.05 +7.5%
34 BERKSHIRE HATHAWAY INC 7,105.0 $3.6M 0.40% NEW $502.60
35 SPY SPDR S&P 500 ETF TR Financial Services 5,033.0 $3.4M 0.39% NEW $681.90 +9.8%
36 MTCH MATCH GROUP INC Communication Services 101,702.0 $3.3M 0.37% NEW $32.29 +9.8%
37 XTEN BONDBLOXX BBG 10Y US TSY ETF 69,868.0 $3.2M 0.36% NEW $46.22 -2.2%
38 IEMG ISHARES CORE MSCI EMERGING 43,547.0 $2.9M 0.33% NEW $67.21 +23.7%
39 XOM EXXON MOBIL CORP Energy 23,494.0 $2.8M 0.32% NEW $120.33 +26.0%
40 MBB ISHARES 27,698.0 $2.6M 0.30% NEW $95.21 -1.0%
Page 2 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%