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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 16 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AMP AMERIPRISE FINL INC Financial Services 1.0 $459.0 $459.00 +21.9%
302 DOV DOVER CORP Industrials 2.0 $449.0 $224.50 -11.5%
303 AIG AMERICAN INTL GROUP INC Financial Services 6.0 $448.0 $74.67 +3.0%
304 NUE NUCOR CORP Basic Materials 2.0 $446.0 $223.00 +12.3%
305 SNAP SNAP INC Communication Services 100.0 $444.0 NEW $4.44 +22.3%
306 CME CME GROUP INC Financial Services 2.0 $442.0 $221.00 +29.3%
307 ABNB AIRBNB INC Consumer Cyclical 3.0 $430.0 $143.33 +32.2%
308 RSG REPUBLIC SVCS INC Industrials 2.0 $427.0 $213.50 +4.0%
309 CTVA CORTEVA INC Basic Materials 5.0 $424.0 $84.80 -1.1%
310 DGX QUEST DIAGNOSTICS INC Healthcare 2.0 $424.0 $212.00 +14.5%
311 AEP AMERICAN ELEC PWR CO INC Utilities 3.0 $411.0 $137.00 -10.7%
312 TGT TARGET CORP Consumer Defensive 3.0 $392.0 $130.67 +24.9%
313 HCA HCA HEALTHCARE INC Healthcare 1.0 $390.0 $390.00 +7.1%
314 SCHW SCHWAB CHARLES CORP Financial Services 4.0 $370.0 -7.0 -63.6% $92.50 +19.1%
315 DLR DIGITAL RLTY TR INC Real Estate 2.0 $360.0 $180.00 +3.0%
316 COOPER COS INC 5.0 $359.0 $71.80
317 EVEREST GROUP LTD 1.0 $358.0 $358.00
318 SHW SHERWIN WILLIAMS CO Basic Materials 1.0 $345.0 $345.00 -0.0%
319 TMUS T-MOBILE US INC Communication Services 2.0 $336.0 $168.00 +8.0%
320 CORPAY INC 1.0 $334.0 $334.00
Page 16 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%