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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $147M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 320 New
Page 3 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 1,948.0 $234K 0.16% NEW $120.36 +22.8%
42 AMGN AMGEN INC Healthcare 701.0 $229K 0.16% NEW $327.16 +3.9%
43 DASH DOORDASH INC Communication Services 1,002.0 $227K 0.15% NEW $226.48 -30.2%
44 MRK MERCK & CO INC Healthcare 2,084.0 $219K 0.15% NEW $105.26 +15.1%
45 VEA VANGUARD TAX-MANAGED FDS 3,377.0 $211K 0.14% NEW $62.47 +14.3%
46 BAC BANK AMERICA CORP Financial Services 3,289.0 $181K 0.12% NEW $55.00 -6.8%
47 JNJ JOHNSON & JOHNSON Healthcare 868.0 $180K 0.12% NEW $207.06 +12.2%
48 SCHY SCHWAB STRATEGIC TR 5,773.0 $172K 0.12% NEW $29.82 +8.7%
49 NFLX NETFLIX INC Communication Services 1,740.0 $163K 0.11% NEW $93.76 -6.4%
50 EXPO EXPONENT INC Industrials 2,263.0 $157K 0.11% NEW $69.46 -18.3%
51 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 10,764.0 $157K 0.11% NEW $14.54 -3.8%
52 GLDM WORLD GOLD TR Financial Services 1,810.0 $155K 0.10% NEW $85.37 +2.9%
53 NFRA FLEXSHARES TR 2,496.0 $151K 0.10% NEW $60.51 +9.9%
54 CEG CONSTELLATION ENERGY CORP Utilities 399.0 $141K 0.10% NEW $353.57 -18.6%
55 PANW PALO ALTO NETWORKS INC Technology 763.0 $141K 0.10% NEW $184.20 +35.8%
56 HYS PIMCO ETF TR 1,250.0 $119K 0.08% NEW $94.82 -1.2%
57 ORCL ORACLE CORP Technology 601.0 $117K 0.08% NEW $194.87 -3.0%
58 AVDE AMERICAN CENTY ETF TR 1,420.0 $117K 0.08% NEW $82.33 +11.1%
59 VGT VANGUARD WORLD FD 154.0 $116K 0.08% NEW $753.94 -84.5%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 2,790.0 $114K 0.08% NEW $40.73 +19.9%
Page 3 of 16  ·  320 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 35.5%
Communication Services 24.4%
Consumer Cyclical 20.5%
Technology 13.9%
Healthcare 1.8%
Industrials 1.5%
Consumer Defensive 0.7%
Utilities 0.7%
Energy 0.7%
Basic Materials 0.3%