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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVAV AeroVironment, Inc. - Common Stock Industrials 5,053.0 $834K 0.29% -121.0 -2.3% $165.07 -12.6%
22 ROL Rollins, Inc. Common Stock Consumer Cyclical 15,588.0 $651K 0.23% -95.0 -0.6% $41.74 -14.5%
23 STWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. Real Estate 36,837.0 $603K 0.21% -286.0 -0.8% $16.38 -2.2%
24 EMR Emerson Electric Company Common Stock Industrials 4,213.0 $603K 0.21% -23K -84.6% $143.15 +6.5%
25 CTAS Cintas Corporation - Common Stock Industrials 2,090.0 $355K 0.12% -153.0 -6.8% $170.08 +17.4%
Page 2 of 2  ·  25 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%