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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $152M AUM 353 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 67 Added 23 Reduced 10 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA PUT NVIDIA CORPORATION Technology 5,000.0 $1.0M 0.66% NEW $200.09 +8.7%
2 SOXS DIREXION SHARES ETF TRUST 16,896.0 $55K 0.04% NEW $3.24 +1437.7%
3 CHD CHURCH & DWIGHT CO INC Consumer Defensive 90.0 $9K 0.01% NEW $96.89 +4.5%
4 HIMX HIMAX TECHNOLOGIES INC Technology 430.0 $7K 0.00% NEW $15.34 -11.1%
5 AG FIRST MAJESTIC SILVER CORP Basic Materials 376.0 $6K 0.00% NEW $16.96 +22.4%
6 DBX DROPBOX INC Technology 220.0 $6K 0.00% NEW $27.47 +29.9%
7 SNY SANOFI SA Healthcare 140.0 $6K 0.00% NEW $42.66 +5.1%
8 EFC ELLINGTON FINANCIAL INC Real Estate 400.0 $5K 0.00% NEW $13.61 -0.3%
9 XOP SPDR SERIES TRUST 30.0 $5K 0.00% NEW $155.03 +19.9%
10 HONEYWELL INTL INC 21.0 $5K 0.00% NEW $219.05
11 HONEYWELL AEROSPACE INC 20.0 $4K 0.00% NEW $221.10
12 VNOM VIPER ENERGY INC Energy 100.0 $4K 0.00% NEW $42.40 +4.2%
13 ZM ZOOM COMMUNICATIONS INC Technology 41.0 $4K 0.00% NEW $86.32 +14.0%
14 SPACE EXPLORATION TECHN CORP 20.0 $3K 0.00% NEW $170.90
15 KLAC KLA CORP Technology 10.0 $3K 0.00% NEW $301.80 -41.8%
16 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 40.0 $3K 0.00% NEW $72.53 +7.9%
17 CSIQ CANADIAN SOLAR INC Energy 160.0 $3K 0.00% NEW $16.02 -18.0%
18 SCHF SCHWAB STRATEGIC TR 52.0 $1K 0.00% NEW $27.88 +1.5%
19 BA BOEING CO Industrials 6.0 $1K 0.00% NEW $216.50 -3.1%
20 FIG FIGMA INC Technology 60.0 $1K 0.00% NEW $18.10 +59.2%
Page 1 of 2  ·  37 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
Financial Services 46.6%
Communication Services 24.6%
Technology 18.0%
Healthcare 2.7%
Consumer Cyclical 2.5%
Industrials 2.2%
Energy 1.1%
Consumer Defensive 1.0%
Utilities 0.8%
Basic Materials 0.5%