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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 2 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 4,916.0 $450K 0.30% -54.0 -1.1% $91.64 -0.0%
22 SLYV SPDR SERIES TRUST 4,719.0 $446K 0.30% -209.0 -4.2% $94.57 +11.6%
23 AOR ISHARES TR 6,889.0 $443K 0.29% +292.0 +4.4% $64.35 +7.8%
24 BND VANGUARD BD INDEX FDS 5,960.0 $439K 0.29% -228.0 -3.7% $73.64 -0.4%
25 AVLV AMERICAN CENTY ETF TR 5,346.0 $431K 0.29% -29.0 -0.5% $80.61 +12.3%
26 CDNS CADENCE DESIGN SYSTEM INC Technology 1,511.0 $420K 0.28% $277.87 +35.9%
27 CSCO CISCO SYS INC Technology 5,009.0 $389K 0.26% $77.59 +54.4%
28 MSFT MICROSOFT CORP Technology 984.0 $364K 0.24% +25.0 +2.6% $370.22 +11.7%
29 SDY SPDR SERIES TRUST 2,380.0 $347K 0.23% $145.93 +3.3%
30 ADSK AUTODESK INC Technology 1,428.0 $342K 0.23% $239.40 +0.9%
31 UNP UNION PAC CORP Industrials 1,378.0 $334K 0.22% $242.64 +13.1%
32 XOM EXXON MOBIL CORP Energy 1,960.0 $333K 0.22% +12.0 +0.6% $169.70 -13.3%
33 TXN TEXAS INSTRS INC Technology 1,679.0 $326K 0.22% $194.14 +63.0%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 515.0 $318K 0.21% -38.0 -6.9% $616.52 +10.6%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 908.0 $307K 0.20% $337.95 +25.3%
36 IVV ISHARES TR 460.0 $301K 0.20% $653.66 +15.4%
37 DFUS DIMENSIONAL ETF TRUST 4,216.0 $299K 0.20% $70.91 +15.4%
38 GOOGL ALPHABET INC Communication Services 881.0 $253K 0.17% -21.0 -2.3% $287.49 +36.1%
39 MRK MERCK & CO INC Healthcare 2,097.0 $252K 0.17% +13.0 +0.6% $120.28 +1.4%
40 AMGN AMGEN INC Healthcare 700.0 $246K 0.16% $351.64 -3.3%
Page 2 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%