§ 13F · FUND PROFILE
Redmond Asset Management, LLC.
AUM · $401M (13F)Positions · 199Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 41K | $15M | 3.7% | −5% |
| 2 | WSO | WATSCO INC | 34K | $14M | 3.6% | +12% |
| 3 | JPM | JPMORGAN CHASE & CO | 40K | $13M | 3.3% | −3% |
| 4 | MKL | MARKEL GROUP INC | 4K | $9M | 2.1% | ±0% |
| 5 | NSC | NORFOLK SOUTHN CORP | 25K | $8M | 2.0% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 21K | $8M | 1.9% | −4% |
| 7 | SCHW | SCHWAB CHARLES CORP | 84K | $8M | 1.9% | −1% |
| 8 | V | VISA INC | 22K | $8M | 1.9% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $8M | 1.9% | −2% |
| 10 | XPO | XPO INC | 33K | $7M | 1.7% | −4% |
§ 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 $401 million in assets. The fund runs a portfolio of 199 positions.
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