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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 4 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 1,601.0 $123K 0.08% $77.12 -1.8%
62 NFRA FLEXSHARES TR 1,911.0 $123K 0.08% -95.0 -4.7% $64.13 +2.3%
63 DGRO ISHARES TR 1,603.0 $121K 0.08% $75.79 +4.7%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 2,807.0 $119K 0.08% $42.34 +18.3%
65 MDLZ MONDELEZ INTL INC Consumer Defensive 2,027.0 $117K 0.08% +18.0 +0.9% $57.83 +7.8%
66 HYS PIMCO ETF TR 1,250.0 $117K 0.08% $93.52 -0.6%
67 PBR PETROLEO BRASILEIRO S A Energy 6,818.0 $110K 0.07% $16.16 +14.7%
68 BERKSHIRE HATHAWAY INC DEL 219.0 $110K 0.07% $500.39
69 ESMV ISHARES TR 3,520.0 $107K 0.07% $30.42 +5.4%
70 SO SOUTHERN CO Utilities 1,049.0 $100K 0.07% +9.0 +0.9% $95.68 -7.8%
71 KO COCA COLA CO Consumer Defensive 1,226.0 $100K 0.07% $81.30 +10.3%
72 VTV VANGUARD INDEX FDS 456.0 $99K 0.07% -69.0 -13.1% $217.93 +3.4%
73 CEG CONSTELLATION ENERGY CORP Utilities 399.0 $99K 0.07% $248.65 +11.3%
74 ITOT ISHARES TR 586.0 $96K 0.06% +105.0 +21.8% $164.37 +2.5%
75 NEM NEWMONT CORP Basic Materials 1,013.0 $95K 0.06% $93.39 +37.0%
76 XVV ISHARES TR 1,658.0 $94K 0.06% $56.81 +4.0%
77 MCD MCDONALDS CORP Consumer Cyclical 310.0 $84K 0.06% $270.56 -2.1%
78 IWR ISHARES TR 740.0 $82K 0.05% $110.28 +1.8%
79 V VISA INC Financial Services 232.0 $80K 0.05% $343.62 +11.1%
80 ORCL ORACLE CORP Technology 500.0 $73K 0.05% $146.45 +2.9%
Page 4 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%