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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 9 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AVGO BROADCOM INC Technology 52.0 $16K 0.01% -12.0 -18.8% $310.94 +35.7%
162 STE STERIS PLC Healthcare 70.0 $15K 0.01% $221.14 -3.7%
163 INTC INTEL CORP Technology 349.0 $15K 0.01% +44.0 +14.4% $44.13 +175.9%
164 FE FIRSTENERGY CORP Utilities 300.0 $15K 0.01% $50.70 -7.7%
165 TPG TPG INC Financial Services 372.0 $15K 0.01% $40.51 +2.7%
166 VGK VANGUARD INTL EQUITY INDEX F 181.0 $15K 0.01% NEW $82.43 +8.4%
167 TM TOYOTA MOTOR CORP Consumer Cyclical 70.0 $14K 0.01% NEW $206.10 -7.8%
168 PAYX PAYCHEX INC Industrials 135.0 $12K 0.01% +2.0 +1.5% $91.96 +2.7%
169 IWP ISHARES TR 96.0 $12K 0.01% $128.12 +9.8%
170 TSLQ INVESTMENT MANAGERS SER TR I 482.0 $12K 0.01% $24.60 -33.8%
171 VTWO VANGUARD SCOTTSDALE FDS 118.0 $12K 0.01% NEW $100.43 +16.8%
172 HON HONEYWELL INTL INC Industrials 50.0 $11K 0.01% +9.0 +21.9% $225.42 +2.7%
173 YUM YUM BRANDS INC Consumer Cyclical 71.0 $11K 0.01% $156.25 -2.7%
174 NDSN NORDSON CORP Industrials 40.0 $11K 0.01% $268.90 +7.4%
175 FLLA FRANKLIN TEMPLETON ETF TR 367.0 $10K 0.01% NEW $28.28 -0.7%
176 KMB KIMBERLY-CLARK CORP Consumer Defensive 102.0 $10K 0.01% $96.47 +3.8%
177 SYY SYSCO CORP Consumer Defensive 137.0 $10K 0.01% -3.0 -2.1% $71.19 +5.7%
178 XJH ISHARES TR 212.0 $10K 0.01% $45.30 +10.9%
179 GILD GILEAD SCIENCES INC Healthcare 67.0 $9K 0.01% -7.0 -9.5% $138.42 -3.4%
180 SPSM SPDR SERIES TRUST 189.0 $9K 0.01% +1.0 +0.5% $48.35 +12.3%
Page 9 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%