BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Redwood Financial Network Corp

· CIK 0001927724
13F Portfolio $180M AUM 192 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 77 Added 69 Reduced 23 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 2,247.0 $216K 0.12% -72.0 -3.1% $96.24 +12.3%
182 CMI CUMMINS INC Industrials 300.0 $214K 0.12% NEW $712.81 -20.8%
183 IEMG ISHARES INC 2,566.0 $213K 0.12% NEW $82.84 -1.2%
184 ADI ANALOG DEVICES INC Technology 530.0 $210K 0.12% NEW $397.17 -8.9%
185 MP MP MATERIALS CORP Basic Materials 3,711.0 $208K 0.12% NEW $56.01 +0.2%
186 IJR ISHARES TR 1,398.0 $207K 0.12% NEW $148.33 -1.9%
187 PG PROCTER & GAMBLE CO Consumer Defensive 1,412.0 $207K 0.12% -21.0 -1.5% $146.64 -2.0%
188 J P MORGAN EXCHANGE TRADED F 2,835.0 $205K 0.11% -1K -34.0% $72.29
189 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 219.0 $205K 0.11% NEW $935.58 +1.1%
190 FENY FIDELITY COVINGTON TRUST 6,928.0 $205K 0.11% NEW $29.56 +17.5%
191 UNH UNITEDHEALTH GROUP INC Healthcare 481.0 $200K 0.11% NEW $415.89 -5.5%
192 BBDC BARINGS BDC INC Financial Services 11,050.0 $94K 0.05% -5K -30.8% $8.52 +9.7%
Page 10 of 10  ·  192 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 48.6%
Financial Services 17.7%
Communication Services 9.1%
Industrials 7.4%
Consumer Cyclical 7.3%
Healthcare 4.7%
Energy 3.3%
Consumer Defensive 1.5%
Basic Materials 0.4%