§ 13F · FUND PROFILE
Redmond Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $407M (13F)Positions · 198Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 43K | $12M | 3.4% | −5% |
| 2 | JPM | JPMORGAN CHASE & CO | 41K | $12M | 3.3% | +4% |
| 3 | WSO | WATSCO INC | 31K | $11M | 3.0% | +2% |
| 4 | MKL | MARKEL GROUP INC | 4K | $8M | 2.3% | −3% |
| 5 | SCHW | SCHWAB CHARLES CORP | 85K | $8M | 2.2% | −7% |
| 6 | MSFT | MICROSOFT CORP | 22K | $8M | 2.2% | −2% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 2.0% | −1% |
| 8 | NSC | NORFOLK SOUTHN CORP | 25K | $7M | 2.0% | −2% |
| 9 | V | VISA INC | 23K | $7M | 1.9% | −3% |
| 10 | XPO | XPO INC | 35K | $7M | 1.8% | −37% |
§ 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 $407 million in assets. The fund runs a portfolio of 198 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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