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Portfolio (Quarterly) Guide ↗

Red Spruce Capital, LLC

· CIK 0001795356
13F Portfolio $287M AUM 94 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 46 Added 25 Reduced 6 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO Broadcom Inc. - Common Stock Technology 28,080.0 $10.6M 3.70% +196.0 +0.7% $377.75 -5.5%
2 BSCS Invesco BulletShares 2028 Corporate Bond ETF 441,224.0 $9.0M 3.13% +4K +0.9% $20.36 -0.3%
3 MSFT Microsoft Corporation - Common Stock Technology 21,199.0 $7.9M 2.76% +6K +39.2% $373.02 +36.8%
4 AMZN Amazon.com, Inc. - Common Stock Consumer Cyclical 30,787.0 $7.3M 2.56% +16K +101.7% $238.34 +8.6%
5 BSCV Invesco BulletShares 2031 Corporate Bond ETF 422,257.0 $6.9M 2.41% +381K +915.3% $16.39 -1.3%
6 ETN Eaton Corporation, PLC Ordinary Shares Industrials 15,567.0 $6.6M 2.31% +132.0 +0.9% $426.12 -6.8%
7 BSCT Invesco BulletShares 2029 Corporate Bond ETF 297,737.0 $5.5M 1.93% +38K +14.5% $18.57 -0.5%
8 META Meta Platforms, Inc. - Class A Common Stock Communication Services 9,332.0 $5.3M 1.83% +84.0 +0.9% $563.29 +8.4%
9 SCHW Charles Schwab Corporation (The) Common Stock Financial Services 55,267.0 $5.1M 1.78% +12K +29.2% $92.27 +19.6%
10 DAL Delta Air Lines, Inc. Common Stock Industrials 53,856.0 $5.0M 1.76% +536.0 +1.0% $93.66 -15.9%
11 JCI Johnson Controls International plc Ordinary Share Industrials 31,104.0 $4.5M 1.58% +265.0 +0.9% $146.11 -2.7%
12 TXRH Texas Roadhouse, Inc. - Common Stock Consumer Cyclical 22,192.0 $4.3M 1.50% +180.0 +0.8% $193.23 -2.2%
13 COHR Coherent Corp. Common Stock Technology 10,616.0 $4.2M 1.46% +8K +241.0% $394.47 -33.0%
14 MLM Martin Marietta Materials, Inc. Common Stock Basic Materials 6,846.0 $3.9M 1.38% +55.0 +0.8% $576.70 -11.7%
15 MRK Merck & Company, Inc. Common Stock (new) Healthcare 26,440.0 $3.4M 1.19% +347.0 +1.3% $128.50 +18.6%
16 BSCU Invesco BulletShares 2030 Corporate Bond ETF 203,038.0 $3.4M 1.18% +119K +140.4% $16.64 -1.1%
17 JNJ Johnson & Johnson Common Stock Healthcare 13,133.0 $3.3M 1.16% +179.0 +1.4% $253.97 +9.6%
18 AWK American Water Works Company, Inc. Common Stock Utilities 25,244.0 $3.3M 1.16% +5K +25.4% $131.58 +7.1%
19 ABT Abbott Laboratories Common Stock Healthcare 36,210.0 $3.3M 1.15% +7K +24.3% $90.74 +19.9%
20 MSM MSC Industrial Direct Company, Inc. Common Stock Industrials 24,599.0 $2.9M 1.02% +353.0 +1.5% $118.95 -0.9%
Page 1 of 3  ·  46 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
Technology 33.0%
Industrials 15.0%
Healthcare 14.7%
Communication Services 12.1%
Consumer Cyclical 9.3%
Financial Services 4.9%
Basic Materials 3.5%
Real Estate 2.8%
Energy 2.1%
Utilities 1.4%