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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLK BlackRock, Inc. Common Stock Financial Services 3,352.0 $3.2M 1.12% NEW $961.56 +15.9%
2 LITE Lumentum Holdings Inc. - Common Stock Technology 3,188.0 $2.7M 0.95% NEW $858.06 +0.1%
3 AEIS Advanced Energy Industries, Inc. - Common Stock Industrials 981.0 $366K 0.13% NEW $372.87 -28.2%
4 ROP Roper Technologies, Inc. - Common Stock Industrials 901.0 $305K 0.11% NEW $338.39 +23.3%
5 PNC PNC Financial Services Group, Inc. (The) Common Stock Financial Services 900.0 $222K 0.08% NEW $246.22 -1.7%
6 VUG Vanguard Growth ETF 2,569.0 $221K 0.08% NEW $86.14 +1.7%

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%