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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI Vanguard Total Stock Market ETF 1,831.0 $678K 0.24% +667.0 +57.3% $370.04 +2.9%
42 HEI Heico Corporation Common Stock Industrials 1,657.0 $590K 0.21% +460.0 +38.4% $356.19 -8.6%
43 SYK Stryker Corporation Common Stock Healthcare 1,642.0 $517K 0.18% +321.0 +24.3% $314.84 -2.2%
44 CW Curtiss-Wright Corporation Common Stock Industrials 675.0 $511K 0.18% +70.0 +11.6% $757.76 -24.9%
45 Ferrovial N.V. - Ordinary Shares 6,726.0 $461K 0.16% +884.0 +15.1% $68.61
46 ISRG Intuitive Surgical, Inc. - Common Stock Healthcare 640.0 $255K 0.09% +25.0 +4.1% $397.68 -7.0%
Page 3 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%