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Redmond Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Redmond Asset Management, LLC
报告期 2026-03-31 · CIK 0001567890
持仓数
197
前50大市值合计
$221.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 21
增持 85
减持 34
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
KANSAS CITY SOUTHERN COM NEW
-$6.0M
0
-100%
清仓
—
MONMOUTH REAL ESTATE INVT CORP
-$5.1M
0
-100%
建仓
—
CANADIAN PAC RY LTD
+$4.4M
61,403
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
TRUP
TRUPANION INC
+$2.8M
30,755
+92%
增持
MA
MASTERCARD INCORPORATED
+$2.3M
7,171
+987%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$1.8M
191,211
-9%
增持
CVX
CHEVRON CORP NEW
+$1.7M
105,606
+1%
增持
LEGH
LEGACY HOUSING CORP
+$1.7M
98,699
+93%
建仓
—
PROS HOLDINGS INC
+$1.7M
48,644
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$1.6M
171,130
-0%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$1.4M
53,853
+220%
建仓
—
UNILEVER PLC
+$1.3M
23,448
建仓
HGTY
HAGERTY INC
+$1.2M
85,861
增持
—
LESLIES INC
+$1.2M
88,447
+100%
清仓
LRN
STRIDE INC COM
-$1.2M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
10,213
+156%
建仓
DOCU
DOCUSIGN INC
+$1.1M
7,171
建仓
—
ESS TECH INC
+$1.1M
94,749
增持
TSCO
TRACTOR SUPPLY CO
+$1.1M
26,349
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
13,176
+78%
增持
FAST
FASTENAL CO
+$996.0K
64,635
+6%
增持
STAA
STAAR SURGICAL CO
+$968.0K
20,991
+185%
减持
INTU
INTUIT
+$958.0K
10,555
-2%
增持
—
HERITAGE COMM CORP
+$947.0K
150,262
+106%
减持
PAR
PAR TECHNOLOGY CORP
-$910.0K
90,253
-2%
增持
HXL
HEXCEL CORP NEW
+$907.0K
40,722
+101%
增持
CPF
CENTRAL PAC FINL CORP
+$896.0K
63,910
+82%
增持
SLAB
SILICON LABORATORIES INC
+$882.0K
13,219
+0%
增持
GOOGL
ALPHABET INC
+$870.0K
2,445
+5%
建仓
—
INVESCO EXCHANGE TRADED FD T
+$847.0K
10,037
减持
WSO
WATSCO INC
+$841.0K
17,968
-1%
增持
VRSK
VERISK ANALYTICS INC
+$835.0K
11,989
+26%
增持
JPM
JPMORGAN CHASE & CO
+$829.0K
38,380
+20%
建仓
—
SEMLER SCIENTIFIC INC
+$828.0K
9,038
清仓
—
ALDEL FINANCIAL INC CL A COM
-$809.0K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$731.0K
18,714
清仓
—
LIVEXLIVE MEDIA INC
-$714.0K
0
-100%
增持
PFE
PFIZER INC
+$710.0K
33,948
+13%
增持
—
ACCENTURE PLC IRELAND
+$709.0K
7,035
+2%
减持
SPG
SIMON PPTY GROUP INC NEW
+$702.0K
24,225
-1%
增持
CLAR
CLARUS CORP NEW
+$686.0K
110,568
+19%
增持
ECL
ECOLAB INC
+$680.0K
10,197
+24%
增持
RMCF
ROCKY MTN CHOCOLATE FACTORY
+$680.0K
146,118
+132%
增持
PEP
PEPSICO INC
+$661.0K
8,819
+52%
增持
PYPL
PAYPAL HLDGS INC
-$635.0K
11,952
+8%
减持
—
CERNER CORP
+$622.0K
31,167
-3%
增持
MSFT
MICROSOFT CORP
+$620.0K
9,925
+3%
增持
AVGO
BROADCOM INC
+$609.0K
2,598
+13%
增持
—
CHICKEN SOUP FOR THE SOUL EN
-$581.0K
117,236
+22%
清仓
—
NEOPHOTONICS CORP COM
-$574.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$569.0K
13,278
-8%
增持
PI
IMPINJ INC
+$567.0K
17,819
+0%
建仓
LOW
LOWES COS INC
+$566.0K
2,191
清仓
—
PERSHING SQUARE TONTINE HOLDINGS
-$558.0K
0
-100%
增持
MKL
MARKEL CORP
+$557.0K
6,239
+4%
建仓
PNC
PNC FINL SVCS GROUP INC
+$553.0K
2,759
增持
OMCL
OMNICELL COM
+$542.0K
16,675
+0%
建仓
CHD
CHURCH & DWIGHT CO INC
+$537.0K
5,242
减持
—
NXP SEMICONDUCTORS N V
+$536.0K
18,517
-1%
增持
MORN
MORNINGSTAR INC
+$534.0K
6,241
+1%
减持
—
MEDTRONIC PLC
-$526.0K
9,532
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$519.0K
21,595
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$494.0K
12,054
+3%
清仓
ZYXIQ
ZYNEX INC COM
-$483.0K
0
-100%
减持
VSAT
VIASAT INC
-$482.0K
35,858
-5%
减持
AAPL
APPLE INC
+$473.0K
25,487
-11%
增持
D
DOMINION ENERGY INC
+$472.0K
30,624
+16%
增持
DHR
DANAHER CORPORATION
+$466.0K
13,625
+3%
减持
META
META PLATFORMS INC
-$455.0K
6,768
-16%
增持
—
GLOBAL MED REIT INC
+$454.0K
103,288
+10%
减持
CSCO
CISCO SYS INC
+$428.0K
55,338
-2%
增持
KO
COCA COLA CO
+$417.0K
19,332
+39%
建仓
ARCC
ARES CAPITAL CORP
+$411.0K
19,395
清仓
—
VISION MARINE TECHNOLOGIES INC
-$409.0K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$404.0K
9,760
+7%
建仓
PPG
PPG INDS INC
+$399.0K
2,312
增持
BL
BLACKLINE INC
-$380.0K
28,182
+1%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$379.0K
8,764
+0%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$370.0K
1,728
-17%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$363.0K
104,054
-15%
减持
FISV
FISERV INC
-$357.0K
22,193
-9%
减持
CPRT
COPART INC
+$351.0K
33,397
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$351.0K
5,451
+237%
增持
SKT
TANGER FACTORY OUTLET CTRS I
+$348.0K
112,661
+1%
增持
—
AMBARELLA INC
+$347.0K
7,279
+0%
减持
—
COLFAX CORP
-$333.0K
41,058
-15%
减持
—
LIBERTY MEDIA CORP DEL
+$332.0K
92,867
-0%
增持
PRAA
PRA GROUP INC
+$327.0K
38,854
+1%
增持
—
CARLOTZ INC
-$322.0K
516,671
+32%
建仓
MCD
MCDONALDS CORP
+$317.0K
1,182
增持
DY
DYCOM INDS INC
+$308.0K
13,544
+0%
建仓
—
LIVEONE INC
+$308.0K
240,557
减持
—
INTRUSION INC
-$297.0K
434,558
-2%
建仓
UNP
UNION PAC CORP
+$284.0K
1,128
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$283.0K
75,645
+2%
增持
KMX
CARMAX INC
+$276.0K
37,936
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$271.0K
23,745
+33%
减持
SYK
STRYKER CORPORATION
-$257.0K
5,090
-17%
清仓
ANVS
ANNOVIS BIO INC
-$250.0K
0
-100%
减持
GOOG
ALPHABET INC
-$249.0K
1,055
-15%
增持
—
EXXON MOBIL CORP
+$249.0K
7,459
+112%
建仓
NVO
NOVO-NORDISK A S
+$238.0K
2,124
建仓
TREX
TREX CO INC
+$237.0K
1,755
增持
XPEL
XPEL INC
-$236.0K
33,572
+1%
增持
INGN
INOGEN INC
-$236.0K
42,104
+9%
增持
UPS
UNITED PARCEL SERVICE INC
+$227.0K
6,094
+3%
增持
—
LIVEPERSON INC
-$227.0K
10,155
+2%
增持
MRK
MERCK & CO INC
+$226.0K
14,480
+23%
建仓
—
TRANSCODE THERAPEUTICS INC
+$224.0K
88,010
增持
DGII
DIGI INTL INC
+$212.0K
53,243
+2%
建仓
ADI
ANALOG DEVICES INC
+$204.0K
1,159
增持
EMR
EMERSON ELEC CO
+$201.0K
15,743
+17%
增持
FORM
FORMFACTOR INC
+$201.0K
22,376
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$201.0K
7,078
+32%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$198.0K
47,573
-5%
增持
—
SPLUNK INC
-$192.0K
6,771
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$190.0K
1,763
+26%
增持
MMM
3M CO
+$189.0K
20,449
+4%
增持
DOW
DOW INC
+$186.0K
16,922
+26%
增持
PTON
PELOTON INTERACTIVE INC
+$179.0K
33,643
+186%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$173.0K
12,467
+21%
增持
SLP
SIMULATIONS PLUS INC
+$173.0K
21,487
+1%
增持
W
WAYFAIR INC
-$158.0K
2,490
+1%
增持
FCN
FTI CONSULTING INC
+$158.0K
7,971
+1%
减持
AMAT
APPLIED MATLS INC
+$145.0K
17,197
-14%
增持
—
II-VI INC
+$142.0K
14,225
+2%
增持
—
BOXLIGHT CORP
-$139.0K
185,451
+6%
增持
LTRN
LANTERN PHARMA INC
-$137.0K
49,187
+4%
增持
PGNY
PROGYNY INC
-$135.0K
24,335
+0%
增持
BOH
BANK HAWAII CORP
+$134.0K
23,693
+5%
增持
RLI
RLI CORP
+$129.0K
10,280
+1%
减持
HRTX
HERON THERAPEUTICS INC
-$128.0K
46,023
-10%
增持
V
VISA INC
-$127.0K
21,481
+0%
减持
MCO
MOODYS CORP
+$127.0K
4,033
-1%
增持
—
QUOTIENT TECHNOLOGY INC
+$125.0K
75,292
+1%
增持
ALRM
ALARM COM HLDGS INC
+$125.0K
17,003
+1%
增持
VRAYQ
VIEWRAY INC
-$124.0K
85,353
+4%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$122.0K
8,755
+1%
增持
VUZI
VUZIX CORP
-$121.0K
70,932
+1%
减持
—
TABULA RASA HEALTHCARE INC
-$119.0K
10,592
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$115.0K
618
-8%
减持
MU
MICRON TECHNOLOGY INC
+$114.0K
11,152
-14%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$109.0K
3,302
-39%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$109.0K
15,101
+1%
减持
HD
HOME DEPOT INC
+$108.0K
2,225
-10%
增持
KMI
KINDER MORGAN INC DEL
-$105.0K
144,582
+1%
增持
—
BLACKROCK INC
+$103.0K
1,072
+2%
增持
MEDP
MEDPACE HLDGS INC
+$103.0K
3,430
+1%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$102.0K
8,700
+30%
减持
SCHW
SCHWAB CHARLES CORP
-$99.0K
29,404
-17%
