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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 60
增持 42
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NSC
NORFOLK SOUTHN CORP
+$6.0M
27,399
+1655%
增持
MSFT
MICROSOFT CORP
+$5.7M
24,357
+129%
清仓
BLKB
BLACKBAUD INC
-$4.5M
0
-100%
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
V
VISA INC
+$3.4M
25,806
+50%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$3.2M
10,853
建仓
MSI
MOTOROLA SOLUTIONS INC
+$3.0M
6,421
增持
PG
PROCTER AND GAMBLE CO
+$2.8M
23,569
+260%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
56,990
+68%
建仓
CAT
CATERPILLAR INC
+$2.4M
6,661
增持
AAPL
APPLE INC
+$2.4M
17,836
+98%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.3M
15,183
建仓
WM
WASTE MGMT INC DEL
+$2.1M
10,596
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$2.1M
0
-100%
建仓
WMT
WALMART INC
+$2.0M
22,666
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$2.0M
49,679
增持
ECL
ECOLAB INC
+$1.9M
22,412
+70%
建仓
ORCL
ORACLE CORP
+$1.8M
10,803
增持
PEP
PEPSICO INC
+$1.7M
29,196
+79%
建仓
JKHY
HENRY JACK & ASSOC INC
+$1.7M
9,445
建仓
BLK
BLACKROCK INC
+$1.6M
1,604
建仓
ABBV
ABBVIE INC
+$1.6M
9,132
建仓
ADC
AGREE RLTY CORP
+$1.6M
22,459
减持
LEGH
LEGACY HOUSING CORP
-$1.5M
35,537
-59%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
30,598
+75%
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
建仓
SYY
SYSCO CORP
+$1.4M
17,979
增持
MCD
MCDONALDS CORP
+$1.4M
5,900
+428%
增持
CHD
CHURCH & DWIGHT CO INC
+$1.4M
17,189
+311%
减持
D
DOMINION ENERGY INC
-$1.4M
36,408
-37%
建仓
CASY
CASEYS GEN STORES INC
+$1.3M
3,339
建仓
BLBD
BLUE BIRD CORP
+$1.3M
34,000
建仓
AVGO
BROADCOM INC
+$1.2M
5,390
建仓
COST
COSTCO WHSL CORP NEW
+$1.2M
1,325
清仓
BA
BOEING CO
-$1.2M
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
56,338
减持
PAR
PAR TECHNOLOGY CORP
+$1.2M
69,524
-7%
清仓
—
AMBARELLA INC
-$1.1M
0
-100%
建仓
—
EATON CORP PLC
+$1.1M
3,334
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
6,400
+85%
建仓
ITW
ILLINOIS TOOL WKS INC
+$1.1M
4,241
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.1M
55,264
增持
DHR
DANAHER CORPORATION
+$1.1M
12,737
+91%
减持
JPM
JPMORGAN CHASE & CO.
+$1.0M
41,125
-2%
建仓
LLY
ELI LILLY & CO
+$1.0M
1,342
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$987.1K
50,672
建仓
ALL
ALLSTATE CORP
+$954.3K
4,950
增持
CSCO
CISCO SYS INC
+$942.2K
59,877
+22%
减持
COHR
COHERENT CORP
-$908.5K
27,364
-31%
建仓
—
AMDOCS LTD
+$886.8K
10,416
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$855.9K
6,875
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$840.8K
41,768
建仓
AFL
AFLAC INC
+$809.1K
7,822
减持
GOOGL
ALPHABET INC
+$805.1K
37,933
-1%
减持
AMZN
AMAZON COM INC
+$792.4K
26,775
-2%
减持
ERII
ENERGY RECOVERY INC
-$780.2K
236,660
-3%
建仓
DE
DEERE & CO
+$758.0K
1,789
减持
FISV
FISERV INC
+$757.3K
44,237
-5%
建仓
BNY
BANK NEW YORK MELLON CORP
+$743.9K
9,683
增持
BDX
BECTON DICKINSON & CO
+$741.4K
6,453
+115%
建仓
MKC
MCCORMICK & CO INC
+$739.2K
9,696
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$706.0K
133,380
-1%
建仓
ABT
ABBOTT LABS
+$690.4K
6,104
减持
TXN
TEXAS INSTRS INC
-$676.8K
23,716
-4%
建仓
APD
AIR PRODS & CHEMS INC
+$652.6K
2,250
增持
PODD
INSULET CORP
+$624.2K
21,760
+0%
清仓
HGTY
HAGERTY INC
-$609.7K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$590.3K
8,500
建仓
AMGN
AMGEN INC
+$581.2K
2,230
增持
DOW
DOW INC
-$532.1K
44,687
+5%
减持
TSLA
TESLA INC
+$526.9K
4,220
-6%
增持
KO
COCA COLA CO
+$525.9K
11,974
+292%
减持
KMI
KINDER MORGAN INC DEL
+$522.7K
125,780
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$510.6K
98,828
-6%
建仓
ROP
ROPER TECHNOLOGIES INC
+$504.3K
970
增持
INTU
INTUIT
+$502.4K
7,779
+10%
建仓
NKE
NIKE INC
+$480.9K
6,355
建仓
PFE
PFIZER INC
+$479.7K
18,083
增持
—
GLOBAL MED REIT INC
-$474.4K
243,447
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$473.9K
15,866
-5%
建仓
MCK
MCKESSON CORP
+$469.6K
824
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$463.5K
13,607
增持
XYL
XYLEM INC
-$462.1K
28,384
+2%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$459.6K
2,033
建仓
NOC
NORTHROP GRUMMAN CORP
+$459.0K
978
建仓
WEC
WEC ENERGY GROUP INC
+$442.0K
4,700
增持
BX
BLACKSTONE INC
+$433.9K
15,006
+7%
增持
—
UNILEVER PLC
-$423.1K
54,859
+1%
建仓
HRL
HORMEL FOODS CORP
+$420.2K
13,395
建仓
GWW
GRAINGER W W INC
+$405.8K
385
建仓
CSX
CSX CORP
+$396.9K
12,300
建仓
AXP
AMERICAN EXPRESS CO
+$371.6K
1,252
建仓
MSA
MSA SAFETY INC
+$362.2K
2,185
减持
CPRT
COPART INC
+$362.0K
96,324
-2%
建仓
MGEE
MGE ENERGY INC
+$360.4K
3,836
增持
CME
CME GROUP INC
+$355.1K
13,765
+7%
减持
MKL
MARKEL GROUP INC
+$354.2K
4,953
-5%
建仓
AWR
AMER STATES WTR CO
+$345.9K
4,450
减持
NVR
NVR INC
-$339.9K
100
-15%
增持
CCI
CROWN CASTLE INC
-$330.6K
13,507
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$326.2K
2,815
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$322.7K
49,378
+34%
建仓
SBUX
STARBUCKS CORP
+$307.8K
3,373
建仓
J
JACOBS SOLUTIONS INC
+$307.5K
2,301
清仓
VV
VANGUARD INDEX FDS
-$303.0K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$287.2K
1,090
增持
—
ICON PLC
-$284.6K
5,249
+9%
减持
CRM
SALESFORCE INC
+$282.0K
5,884
-4%
减持
META
META PLATFORMS INC
-$278.9K
3,761
-13%
减持
TRUP
TRUPANION INC
+$277.5K
44,957
-0%
减持
NOW
SERVICENOW INC
+$275.3K
1,861
-2%
建仓
ATO
ATMOS ENERGY CORP
+$275.1K
1,975
建仓
FIS
FIDELITY NATL INFORMATION SV
+$264.5K
3,275
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$260.9K
31,469
+6%
增持
IVV
ISHARES TR
+$257.0K
1,730
+31%
减持
AMAT
APPLIED MATLS INC
-$249.5K
3,649
-13%
增持
MRK
MERCK & CO INC
+$249.4K
15,290
+37%
减持
BL
BLACKLINE INC
+$248.1K
49,082
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$247.6K
617
-8%
清仓
ZTS
ZOETIS INC
-$239.5K
0
-100%
减持
ALGN
ALIGN TECHNOLOGY INC
-$229.4K
2,715
-13%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$227.9K
4,030
建仓
HD
HOME DEPOT INC
+$226.8K
583
建仓
IDA
IDACORP INC
+$223.0K
2,041
减持
WSC
WILLSCOT HLDGS CORP
-$222.2K
44,491
-2%
建仓
—
LINDE PLC
+$216.0K
516
增持
PAYX
PAYCHEX INC
+$215.1K
14,100
+7%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$211.8K
56,630
-3%
清仓
REZ
ISHARES TR
-$208.2K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$202.9K
2,830
增持
CVX
CHEVRON CORP NEW
+$202.7K
22,095
+9%
减持
AMRC
AMERESCO INC
-$199.0K
12,844
-3%
减持
DLR
DIGITAL RLTY TR INC
+$177.5K
15,239
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$168.3K
10,602
+18%
减持
MA
MASTERCARD INCORPORATED
+$155.8K
6,534
-2%
减持
XPO
XPO INC
-$155.6K
77,616
-19%
减持
—
MEDTRONIC PLC
-$143.9K
5,612
-15%
减持
TMUS
T-MOBILE US INC
+$141.2K
10,728
-1%
增持
NVO
NOVO-NORDISK A S
-$131.8K
4,039
+0%
增持
OMCL
OMNICELL COM
+$127.7K
121,209
+0%
增持
—
BIT DIGITAL INC
-$124.1K
259,381
+3%
减持
IWF
ISHARES TR
-$108.6K
1,313
-22%
增持
USB
US BANCORP DEL
+$108.0K
37,227
+2%
增持
WSO
WATSCO INC
-$105.8K
16,270
+2%
增持
VRSK
VERISK ANALYTICS INC
+$102.9K
9,215
+1%
减持
ADSK
AUTODESK INC
+$102.0K
9,728
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$101.6K
4,638
-2%
减持
MORN
MORNINGSTAR INC
+$97.1K
7,528
-1%
减持
SLP
SIMULATIONS PLUS INC
-$93.5K
18,770
-3%
增持
TSCO
TRACTOR SUPPLY CO
-$93.1K
62,309
+433%
增持
QDPL
PACER FDS TR
+$92.2K
15,986
+16%
