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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 15 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CFG CITIZENS FINL GROUP INC Financial Services 7.0 $420.0 -5.0 -41.7% $60.00 +5.0%
282 CTVA CORTEVA INC Basic Materials 5.0 $419.0 -3.0 -37.5% $83.80 -4.4%
283 DOV DOVER CORP Industrials 2.0 $417.0 $208.50 +2.2%
284 TT TRANE TECHNOLOGIES PLC Industrials 1.0 $417.0 -1.0 -50.0% $417.00 +10.8%
285 ALL ALLSTATE CORP Financial Services 2.0 $415.0 -3.0 -60.0% $207.50 +1.1%
286 AEP AMERICAN ELEC PWR CO INC Utilities 3.0 $394.0 $131.33 -1.2%
287 DGX QUEST DIAGNOSTICS INC Healthcare 2.0 $392.0 -2.0 -50.0% $196.00 -0.7%
288 ABNB AIRBNB INC Consumer Cyclical 3.0 $379.0 $126.33 +5.3%
289 TGT TARGET CORP Consumer Defensive 3.0 $364.0 -1.0 -25.0% $121.33 +6.3%
290 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5.0 $363.0 -6.0 -54.5% $72.60 +23.1%
291 DLR DIGITAL RLTY TR INC Real Estate 2.0 $361.0 -7.0 -77.8% $180.50 +6.8%
292 EFX EQUIFAX INC Industrials 2.0 $361.0 $180.50 -10.0%
293 COOPER COS INC 5.0 $358.0 -7.0 -58.3% $71.60
294 FDX FEDEX CORP Industrials 1.0 $357.0 -1.0 -50.0% $357.00 +15.3%
295 ED CONSOLIDATED EDISON INC Utilities 3.0 $340.0 -1.0 -25.0% $113.33 -4.1%
296 NUE NUCOR CORP Basic Materials 2.0 $339.0 -1.0 -33.3% $169.50 +44.8%
297 EVEREST GROUP LTD 1.0 $327.0 $327.00
298 SHW SHERWIN WILLIAMS CO Basic Materials 1.0 $321.0 -1.0 -50.0% $321.00 -3.1%
299 INGERSOLL RAND INC 4.0 $321.0 -2.0 -33.3% $80.25
300 CRH PLC 3.0 $316.0 NEW $105.33
Page 15 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%