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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 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRO ISHARES TR 1,603.0 $112K 0.07% $70.18 +6.3%
62 CEG CONSTELLATION ENERGY CORP Utilities 399.0 $111K 0.07% $279.15 +3.0%
63 NEM NEWMONT CORP Basic Materials 1,010.0 $109K 0.07% $108.28 -0.1%
64 IJH ISHARES TR 1,597.0 $108K 0.07% +181.0 +12.8% $67.54 +10.4%
65 VGT VANGUARD WORLD FD 154.0 $107K 0.07% $697.86 -83.2%
66 BERKSHIRE HATHAWAY INC DEL 219.0 $105K 0.07% $479.20
67 VTV VANGUARD INDEX FDS 525.0 $103K 0.07% $196.20 +8.0%
68 SO SOUTHERN CO Utilities 1,040.0 $100K 0.07% $96.54 -2.8%
69 GOOG ALPHABET INC Communication Services 349.0 $100K 0.07% +14.0 +4.2% $286.62 +34.9%
70 ESMV ISHARES TR 3,510.0 $99K 0.07% $28.19 +6.8%
71 MCD MCDONALDS CORP Consumer Cyclical 309.0 $96K 0.06% $310.92 -9.6%
72 AMLP ALPS ETF TR 1,825.0 $96K 0.06% $52.63 +0.7%
73 KO COCA COLA CO Consumer Defensive 1,225.0 $93K 0.06% -10.0 -0.8% $76.08 +7.8%
74 LGND LIGAND PHARMACEUTICALS INC Healthcare 415.0 $83K 0.06% $199.65 +17.1%
75 XVV ISHARES TR 1,655.0 $81K 0.05% $49.21 +16.1%
76 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 643.0 $81K 0.05% $125.46 +1.7%
77 CRM SALESFORCE INC Technology 408.0 $76K 0.05% $186.65 -4.3%
78 BOND PIMCO ETF TR 818.0 $76K 0.05% +10.0 +1.2% $92.33 -0.5%
79 ORCL ORACLE CORP Technology 498.0 $73K 0.05% -103.0 -17.1% $147.19 +29.8%
80 PEP PEPSICO INC Consumer Defensive 468.0 $73K 0.05% +4.0 +0.9% $155.13 -4.4%
Page 4 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%