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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $150M AUM 327 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 54 Added 106 Reduced 16 Exited
Page 10 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EWZ ISHARES INC 234.0 $9K 0.01% $38.43 -5.8%
182 OKE ONEOK INC NEW Energy 98.0 $9K 0.01% +1.0 +1.0% $90.31 -1.7%
183 KWEB KRANESHARES TRUST 302.0 $9K 0.01% $28.46 -5.1%
184 AWR AMER STATES WTR CO Utilities 113.0 $9K 0.01% +1.0 +0.9% $75.57 +1.5%
185 NJR NEW JERSEY RES CORP Utilities 155.0 $8K 0.01% +2.0 +1.3% $54.77 +3.3%
186 COMP COMPASS INC Technology 1,153.0 $8K 0.01% NEW $7.31 +14.4%
187 WMT WALMART INC Consumer Defensive 66.0 $8K 0.01% $125.15 -5.2%
188 QUAL ISHARES TR 40.0 $8K 0.01% $191.82 +12.1%
189 XBI SPDR SERIES TRUST 60.0 $8K 0.01% $127.73 +5.4%
190 MA MASTERCARD INCORPORATED Financial Services 15.0 $8K 0.01% -2.0 -11.8% $501.27 -1.3%
191 AMAT APPLIED MATLS INC Technology 20.0 $7K 0.01% -3.0 -13.0% $344.00 +29.8%
192 LLY ELI LILLY & CO Healthcare 7.0 $6K 0.00% $919.86 +18.2%
193 PH PARKER-HANNIFIN CORP Industrials 7.0 $6K 0.00% $902.29 -5.1%
194 NKE NIKE INC Consumer Cyclical 114.0 $6K 0.00% +1.0 +0.9% $52.81 -13.1%
195 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 20.0 $6K 0.00% $298.90 +30.0%
196 FVD FIRST TR EXCHANGE-TRADED FD 125.0 $6K 0.00% $47.03 +1.5%
197 BX BLACKSTONE INC Financial Services 50.0 $6K 0.00% $115.00 +2.8%
198 WBD WARNER BROS DISCOVERY INC Communication Services 200.0 $5K 0.00% NEW $27.46 -1.0%
199 NULV NUSHARES ETF TR 111.0 $5K 0.00% $45.41 +11.9%
200 AXP AMERICAN EXPRESS CO Financial Services 16.0 $5K 0.00% -2.0 -11.1% $304.31 +2.8%
Page 10 of 17  ·  327 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 47.2%
Communication Services 26.6%
Technology 15.7%
Healthcare 2.4%
Consumer Cyclical 2.3%
Industrials 2.1%
Energy 1.3%
Consumer Defensive 1.0%
Utilities 0.9%
Basic Materials 0.5%