§ 13F · FUND PROFILE
Redmond Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $419.4T (13F)Positions · 209Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 45K | $14.2T | 3.6% | −3% |
| 2 | JPM | JPMORGAN CHASE & CO. | 39K | $12.7T | 3.2% | −1% |
| 3 | MSFT | MICROSOFT CORP | 22K | $10.6T | 2.7% | −2% |
| 4 | WSO | WATSCO INC | 30K | $10.1T | 2.6% | +77% |
| 5 | MKL | MARKEL GROUP INC | 5K | $9.7T | 2.5% | −2% |
| 6 | SCHW | SCHWAB CHARLES CORP | 92K | $9.2T | 2.3% | −2% |
| 7 | V | VISA INC | 23K | $8.1T | 2.1% | −3% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $7.8T | 2.0% | ±0% |
| 9 | NSC | NORFOLK SOUTHN CORP | 26K | $7.5T | 1.9% | −1% |
| 10 | XPO | XPO INC | 55K | $7.5T | 1.9% | −28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDMOND SIGNAL
AC read
Redmond Asset Management, LLC is a Other fund managing $419391.4 trillion in assets. The fund runs a broad portfolio of 209 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed