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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CW Curtiss-Wright Corporation Common Stock Industrials 675.0 $511K 0.18% +70.0 +11.6% $757.76 -24.9%
82 Ferrovial N.V. - Ordinary Shares 6,726.0 $461K 0.16% +884.0 +15.1% $68.61
83 INTU Intuit Inc. - Common Stock Technology 1,621.0 $423K 0.15% $261.00 +31.9%
84 AAPL Apple Inc. - Common Stock Technology 1,305.0 $378K 0.13% $289.36 +13.4%
85 AEIS Advanced Energy Industries, Inc. - Common Stock Industrials 981.0 $366K 0.13% NEW $372.87 -26.4%
86 CTAS Cintas Corporation - Common Stock Industrials 2,090.0 $355K 0.12% -153.0 -6.8% $170.08 +18.2%
87 ROP Roper Technologies, Inc. - Common Stock Industrials 901.0 $305K 0.11% NEW $338.39 +24.8%
88 BX Blackstone Inc. Common Stock Financial Services 2,371.0 $279K 0.10% $117.67 +17.0%
89 SCHB Schwab U.S. Broad Market ETF 9,507.0 $275K 0.10% $28.96 +3.0%
90 ISRG Intuitive Surgical, Inc. - Common Stock Healthcare 640.0 $255K 0.09% +25.0 +4.1% $397.68 -7.0%
91 TMO Thermo Fisher Scientific Inc Common Stock Healthcare 504.0 $253K 0.09% $501.36 +23.4%
92 AJG Arthur J. Gallagher & Co. Common Stock Financial Services 1,050.0 $241K 0.08% $229.57 +16.2%
93 PNC PNC Financial Services Group, Inc. (The) Common Stock Financial Services 900.0 $222K 0.08% NEW $246.22 -0.4%
94 VUG Vanguard Growth ETF 2,569.0 $221K 0.08% NEW $86.14 +3.2%
Page 5 of 5  ·  94 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%