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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 13 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSIQ CANADIAN SOLAR INC Energy 160.0 $3K 0.00% NEW $16.02 -18.0%
242 BSX BOSTON SCIENTIFIC CORP Healthcare 58.0 $2K 0.00% $42.69 +9.7%
243 VSNT VERSANT MEDIA GROUP INC Industrials 53.0 $2K 0.00% $36.02 +13.9%
244 VTRS VIATRIS INC Healthcare 107.0 $2K 0.00% $15.94 +2.5%
245 PCG PG&E CORP Utilities 91.0 $2K 0.00% +1.0 +1.1% $16.76 -0.9%
246 SCHF SCHWAB STRATEGIC TR 52.0 $1K 0.00% NEW $27.88 +1.5%
247 BA BOEING CO Industrials 6.0 $1K 0.00% NEW $216.50 -3.1%
248 FIG FIGMA INC Technology 60.0 $1K 0.00% NEW $18.10 +59.2%
249 GD GENERAL DYNAMICS CORP Industrials 3.0 $1K 0.00% $354.33 +7.1%
250 TJX TJX COS INC NEW Consumer Cyclical 7.0 $1K 0.00% $151.57 -10.8%
251 HIMS HIMS & HERS HEALTH INC Healthcare 30.0 $1K 0.00% NEW $35.20 -18.1%
252 APP APPLOVIN CORP Technology 2.0 $1K 0.00% $515.50 -38.4%
253 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 16.0 $1K 0.00% -2.0 -11.1% $64.31 +11.5%
254 GS GOLDMAN SACHS GROUP INC Financial Services 1.0 $1K 0.00% $1012.00 +2.2%
255 QS QUANTUMSCAPE CORP Consumer Cyclical 125.0 $945.0 0.00% NEW $7.56 -25.8%
256 SNPS SYNOPSYS INC Technology 2.0 $893.0 0.00% $446.50 -0.9%
257 ACRV ACRIVON THERAPEUTICS INC Healthcare 500.0 $890.0 0.00% $1.78 +15.7%
258 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10.0 $888.0 0.00% $88.80 -28.5%
259 JCI JOHNSON CONTROLS INTERNATION Industrials 6.0 $877.0 0.00% $146.17 -4.5%
260 PGR PROGRESSIVE CORP Financial Services 4.0 $874.0 0.00% $218.50 +0.1%
Page 13 of 18  ·  353 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%