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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 8 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HXL HEXCEL CORP Industrials 11,683.0 $1.2M 0.12% -1K -10.3% $100.06 -5.9%
142 MET METLIFE INC Financial Services 13,813.0 $1.2M 0.12% NEW $84.63 +10.4%
143 MIDD MIDDLEBY CORP Industrials 6,793.0 $1.2M 0.12% -1K -14.8% $171.94 -34.6%
144 VOYA VOYA FINANCIAL INC Financial Services 12,905.0 $1.2M 0.12% -2K -15.9% $90.51 +7.7%
145 MCO MOODYS CORP Financial Services 2,577.0 $1.2M 0.12% NEW $452.85 +10.1%
146 HSIC HENRY SCHEIN INC Healthcare 13,969.0 $1.2M 0.12% -289.0 -2.0% $83.54 +5.9%
147 UTHR UNITED THERAPEUTICS CORP Healthcare 2,154.0 $1.2M 0.12% NEW $541.78 -3.8%
148 EXEL EXELIXIS INC Healthcare 21,430.0 $1.2M 0.12% -3K -11.6% $54.41 -1.3%
149 GEN GEN DIGITAL INC Technology 46,846.0 $1.2M 0.12% NEW $24.89 +13.2%
150 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 15,260.0 $1.2M 0.12% -477.0 -3.0% $76.41 -7.4%
151 IQVIA HOLDINGS INC 6,035.0 $1.2M 0.12% NEW $193.21
152 DLTR DOLLAR TREE INC Consumer Defensive 9,632.0 $1.2M 0.12% $120.95 +6.2%
153 LEA LEAR CORP Consumer Cyclical 8,690.0 $1.2M 0.12% $134.06 -6.4%
154 SCHW SCHWAB Financial Services 12,630.0 $1.2M 0.12% +1K +12.9% $92.24 +19.0%
155 SNX TD SYNNEX CORP Technology 4,356.0 $1.2M 0.12% -2K -33.0% $267.45 -6.2%
156 UBER UBER TECHNOLOGIES INC Technology 16,142.0 $1.2M 0.12% NEW $72.17 +8.8%
157 BLOCK INC 15,332.0 $1.2M 0.12% NEW $75.98
158 AFL AFLAC INC Financial Services 9,927.0 $1.2M 0.12% +377.0 +4.0% $117.26 -0.9%
159 CRL CHARLES RIVER LABORATORIES Healthcare 5,132.0 $1.2M 0.12% NEW $226.81 +28.5%
160 GL GLOBE LIFE INC Financial Services 6,514.0 $1.2M 0.12% -1K -16.4% $178.69 -4.6%
Page 8 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%