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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 26
减持 109
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
GLOBAL MED REIT INC
-$3.0M
0
-100%
建仓
XRN
GLOBAL MED REIT INC
+$2.9M
86,382
清仓
—
FARO TECHNOLOGIES INC
-$2.6M
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。
减持
GOOGL
ALPHABET INC
+$2.4M
46,450
-7%
增持
PAR
PAR TECHNOLOGY CORP
-$2.2M
79,256
+4%
增持
FISV
FISERV INC
-$2.0M
45,056
+0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.6M
127,594
-2%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.6M
137,254
-3%
增持
KMX
CARMAX INC
-$1.1M
52,143
+2%
减持
NSC
NORFOLK SOUTHN CORP
+$1.0M
26,074
-2%
减持
VRSK
VERISK ANALYTICS INC
-$998.3K
7,359
-20%
减持
JNJ
JOHNSON & JOHNSON
+$949.7K
50,106
-8%
减持
MKL
MARKEL GROUP INC
-$890.9K
4,580
-5%
减持
INTU
INTUIT
-$862.2K
7,459
-1%
减持
PG
PROCTER AND GAMBLE CO
-$757.1K
17,641
-19%
减持
ECL
ECOLAB INC
-$740.5K
19,997
-13%
减持
WSO
WATSCO INC
-$706.7K
16,855
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$690.4K
39,877
-3%
减持
V
VISA INC
-$657.6K
23,925
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$629.2K
10,713
-34%
减持
UPS
UNITED PARCEL SERVICE INC
-$628.4K
30,721
-3%
减持
GOOG
ALPHABET INC
+$623.1K
10,624
-4%
减持
TXN
TEXAS INSTRS INC
-$617.5K
22,451
-2%
减持
AAPL
APPLE INC
+$616.8K
16,264
-5%
减持
TRUP
TRUPANION INC
-$571.8K
44,389
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$567.7K
2,496
-19%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$561.7K
22,787
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$546.4K
7,568
-17%
增持
BV
BRIGHTVIEW HLDGS INC
-$546.1K
172,478
+1%
增持
—
CELLEBRITE DI LTD
+$536.8K
192,715
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$516.3K
94,925
+38%
减持
XYL
XYLEM INC
+$515.1K
32,054
-2%
减持
TSLA
TESLA INC
+$485.2K
3,826
-0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$466.8K
44,368
+126%
减持
MCD
MCDONALDS CORP
-$458.6K
4,008
-30%
减持
ERII
ENERGY RECOVERY INC
+$452.8K
229,898
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$450.7K
9,548
-9%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$440.6K
85,228
+35%
减持
CPRT
COPART INC
-$426.9K
89,820
-1%
清仓
LOW
LOWES COS INC
-$413.1K
0
-100%
减持
JKHY
HENRY JACK & ASSOC INC
-$402.5K
8,270
-9%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$402.0K
41,315
+134%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$397.8K
45,463
+70%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$390.4K
72,444
+35%
减持
CRM
SALESFORCE INC
-$371.7K
4,760
-13%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$371.5K
61,176
-3%
减持
BX
BLACKSTONE INC
+$352.9K
18,512
-1%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$342.4K
49,431
+69%
清仓
PNC
PNC FINL SVCS GROUP INC
-$327.4K
0
-100%
减持
ORCL
ORACLE CORP
+$326.4K
9,403
-11%
清仓
AOK
ISHARES TR
-$311.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$310.6K
10,948
-13%
减持
WM
WASTE MGMT INC DEL
-$309.4K
8,648
-11%
增持
—
SMURFIT WESTROCK PLC
+$307.7K
25,388
+42%
增持
CVX
CHEVRON CORP NEW
+$303.0K
23,987
+0%
清仓
EMR
EMERSON ELEC CO
-$301.3K
0
-100%
建仓
BSCX
INVESCO EXCH TRD SLF IDX FD
+$300.7K
14,004
减持
—
ACCENTURE PLC IRELAND
-$291.1K
4,510
-4%
清仓
NVO
NOVO-NORDISK A S
-$278.8K
0
-100%
减持
DE
DEERE & CO
-$272.5K
1,438
-21%
减持
ABBV
ABBVIE INC
+$271.5K
8,217
-6%
减持
TYL
TYLER TECHNOLOGIES INC
-$270.9K
3,786
-0%
增持
WSC
WILLSCOT HLDGS CORP
-$269.3K
44,991
+1%
清仓
PPG
PPG INDS INC
-$268.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$268.2K
4,679
-37%
减持
BKNG
BOOKING HOLDINGS INC
-$261.7K
582
-1%
减持
CSCO
CISCO SYS INC
-$257.5K
53,910
-5%
减持
SPG
SIMON PPTY GROUP INC NEW
+$256.5K
14,495
-5%
减持
—
UNILEVER PLC
-$256.0K
51,339
-5%
减持
MSFT
MICROSOFT CORP
-$242.6K
22,481
-6%
减持
NOW
SERVICENOW INC
-$238.2K
1,819
-2%
清仓
IDA
IDACORP INC
-$235.6K
0
-100%
清仓
ATR
APTARGROUP INC
-$233.5K
0
-100%
减持
ADSK
AUTODESK INC
-$231.9K
8,284
-10%
减持
—
AMDOCS LTD
-$228.5K
8,131
-17%
减持
CAT
CATERPILLAR INC
+$227.3K
5,436
-11%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$225.9K
0
-100%
增持
PAYX
PAYCHEX INC
-$225.1K
15,369
+3%
减持
SCHW
SCHWAB CHARLES CORP
+$218.7K
93,704
-2%
清仓
ADI
ANALOG DEVICES INC
-$209.3K
0
-100%
减持
—
BIT DIGITAL INC
+$202.3K
265,554
-2%
增持
ALGN
ALIGN TECHNOLOGY INC
-$195.2K
5,531
+18%
减持
BL
BLACKLINE INC
-$187.5K
48,124
-1%
减持
—
EATON CORP PLC
-$175.2K
2,779
-18%
减持
FAST
FASTENAL CO
+$174.5K
99,948
-11%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$171.2K
32,177
-1%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$167.7K
111,818
-2%
减持
PEP
PEPSICO INC
-$144.5K
10,420
-14%
减持
—
ICON PLC
+$143.0K
5,149
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$141.5K
55,061
-11%
增持
DOW
DOW INC
-$140.8K
48,263
+2%
增持
USB
US BANCORP DEL
+$140.1K
39,656
+1%
减持
AMZN
AMAZON COM INC
-$137.4K
26,210
-2%
减持
BLK
BLACKROCK INC
+$136.7K
1,631
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$135.8K
5,971
-3%
减持
MKC
MCCORMICK & CO INC
-$135.5K
8,830
-8%
减持
PODD
INSULET CORP
-$121.3K
20,751
-0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$116.9K
13,331
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$116.2K
15,549
-2%
减持
CCI
CROWN CASTLE INC
-$115.3K
13,734
-2%
减持
NKE
NIKE INC
-$114.1K
4,695
-24%
减持
XPO
XPO INC
-$114.1K
75,798
-3%
减持
KMI
KINDER MORGAN INC DEL
-$112.4K
56,837
-3%
减持
MCO
MOODYS CORP
-$108.0K
2,385
-4%
减持
PFE
PFIZER INC
-$106.8K
11,288
-31%
减持
KO
COCA COLA CO
-$97.0K
11,376
-5%
减持
MRK
MERCK & CO INC
+$95.8K
25,049
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$86.0K
6,732
+8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$83.0K
6,070
-9%
减持
ABT
ABBOTT LABS
-$82.6K
5,397
-9%
减持
HRL
HORMEL FOODS CORP
-$77.5K
12,740
-2%
减持
MGEE
MGE ENERGY INC
-$73.8K
3,062
-18%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$73.2K
54,786
-2%
减持
IVV
ISHARES TR
+$69.1K
1,621
-1%
减持
MA
MASTERCARD INCORPORATED
-$67.8K
6,244
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$66.1K
653
-30%
减持
ALL
ALLSTATE CORP
-$66.1K
4,100
-13%
减持
AFL
AFLAC INC
-$65.9K
6,334
-14%
减持
CSGP
COSTAR GROUP INC
+$57.3K
15,742
-0%
增持
GWRS
GLOBAL WTR RES INC
+$53.5K
330,272
+1%
减持
D
DOMINION ENERGY INC
+$51.9K
33,857
-5%
减持
AWR
AMER STATES WTR CO
-$49.9K
3,450
-13%
减持
LMT
LOCKHEED MARTIN CORP
+$49.3K
6,051
-6%
减持
APD
AIR PRODS & CHEMS INC
-$48.3K
2,150
-4%
减持
AMAT
APPLIED MATLS INC
+$47.6K
3,463
-4%
增持
CME
CME GROUP INC
-$45.8K
14,427
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.7K
53,283
-3%
减持
FLMX
FRANKLIN TEMPLETON ETF TR
+$45.3K
14,553
-1%
减持
OMCL
OMNICELL COM
+$45.2K
140,655
-2%
减持
UNP
UNION PAC CORP
-$43.9K
1,437
-14%
减持
QDPL
PACER FDS TR
+$43.1K
20,847
-1%
增持
FTV
FORTIVE CORP
-$42.2K
14,541
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$42.1K
47,328
-2%
减持
TMUS
T-MOBILE US INC
-$41.9K
10,418
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$41.0K
64,896
-3%
减持
META
META PLATFORMS INC
-$39.9K
3,407
-1%
减持
—
MEDTRONIC PLC
+$39.8K
5,554
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$39.0K
1,766
-7%
减持
GD
GENERAL DYNAMICS CORP
+$38.2K
1,041
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$32.5K
12,530
-1%
减持
WMT
WALMART INC
-$32.2K
21,208
-7%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$31.9K
2,978
+2%
减持
SPEM
SPDR INDEX SHS FDS
+$31.2K
8,241
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$31.0K
628
+0%
减持
VLTO
VERALTO CORP
+$27.7K
17,818
-4%
减持
AXP
AMERICAN EXPRESS CO
-$25.5K
1,088
-10%
减持
BDX
BECTON DICKINSON & CO
-$25.0K
5,284
-10%
减持
IJR
ISHARES TR
+$24.9K
2,908
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.8K
5,162
+0%
清仓
URG
UR-ENERGY INC
-$21.0K
0
-100%
