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Portfolio (Quarterly) Guide ↗

Redwood Financial Network Corp

· CIK 0001927724
13F Portfolio $157M AUM 177 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 68 Added 68 Reduced 11 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,059.0 $271K 0.17% -38.0 -3.5% $256.14 -11.2%
62 J P MORGAN EXCHANGE TRADED F 4,293.0 $271K 0.17% -301.0 -6.5% $63.18
63 RTX RTX CORPORATION Industrials 1,239.0 $227K 0.14% -299.0 -19.4% $183.42 -3.5%
64 KO COCA COLA CO Consumer Defensive 3,243.0 $227K 0.14% -327.0 -9.2% $69.90 +16.6%
65 NULG NUSHARES ETF TR 2,317.0 $227K 0.14% -961.0 -29.3% $97.81 +13.3%
66 STIP ISHARES TR 2,080.0 $213K 0.14% -11.0 -0.5% $102.39 +0.9%
67 VOO VANGUARD INDEX FDS 328.0 $206K 0.13% -49.0 -13.0% $627.97 +9.2%
68 GD GENERAL DYNAMICS CORP Industrials 603.0 $203K 0.13% -16.0 -2.6% $336.76 +1.8%
Page 4 of 4  ·  68 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 41.5%
Financial Services 20.5%
Communication Services 13.9%
Consumer Cyclical 8.9%
Industrials 6.0%
Healthcare 4.1%
Energy 2.8%
Consumer Defensive 2.4%