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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 14 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHX SCHWAB STRATEGIC TR 28.0 $834.0 0.00% $29.79 +1.9%
262 SBUX STARBUCKS CORP Consumer Cyclical 8.0 $818.0 0.00% $102.25 +5.5%
263 HWM HOWMET AEROSPACE INC Industrials 3.0 $807.0 0.00% $269.00 -1.5%
264 COF CAPITAL ONE FINL CORP Financial Services 4.0 $803.0 0.00% $200.75 +7.4%
265 ISRG INTUITIVE SURGICAL INC Healthcare 2.0 $796.0 0.00% $398.00 -6.4%
266 NEE NEXTERA ENERGY INC Utilities 9.0 $790.0 0.00% $87.78 -6.8%
267 IMSR TERRESTRIAL ENERGY INC Energy 109.0 $772.0 0.00% +22.0 +25.3% $7.08 -28.0%
268 MCK MCKESSON CORP Healthcare 1.0 $756.0 $756.00 +18.2%
269 SCHE SCHWAB STRATEGIC TR 20.0 $727.0 NEW $36.35 +2.2%
270 SOUN SOUNDHOUND AI INC Technology 112.0 $725.0 NEW $6.47 +9.8%
271 CMI CUMMINS INC Industrials 1.0 $714.0 $714.00 -20.9%
272 NACP TIDAL TRUST III 11.0 $697.0 $63.36 -5.2%
273 CB CHUBB LIMITED Financial Services 2.0 $682.0 $341.00 -0.3%
274 PLD PROLOGIS INC. Real Estate 5.0 $678.0 $135.60 +3.8%
275 ADP AUTOMATIC DATA PROCESSING IN Industrials 3.0 $672.0 $224.00 +28.3%
276 AON AON PLC Financial Services 2.0 $664.0 $332.00 +7.0%
277 QTUM ETF SER SOLUTIONS 4.0 $662.0 NEW $165.50 -10.4%
278 LOW LOWES COS INC Consumer Cyclical 3.0 $662.0 $220.67 -5.7%
279 MMM 3M CO Industrials 4.0 $648.0 $162.00 +7.6%
280 EW EDWARDS LIFESCIENCES CORP Healthcare 7.0 $634.0 $90.57 -0.4%
Page 14 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%