Fund HoldingsRedmond Asset Management, LLC

Total Portfolio Value
$387.78M
Total Bought
$29.43M
Total Sold
$22.29M
Net Transaction
+$7.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CELLEBRITE DI LTD(CLBT)0114,317+114,31702,2210.57%+2,221
BERKSHIRE HATHAWAY INC DEL015,846+15,84608,4392.18%+8,439
JOHNSON & JOHNSON(JNJ)56,99057,024+348,2429,4572.44%+1,215
VISA INC(V)25,80625,823+178,1569,0502.33%+894
GLOBAL WTR RES INC0134,496+134,49601,3870.36%+1,387
CHEVRON CORP NEW(CVX)023,601+23,60103,9481.02%+3,948
MARKEL GROUP INC(MKL)4,9534,939-148,5509,2342.38%+684
FISERV INC(FISV)44,23744,126-1119,0879,7442.51%+657
WATSCO INC(WSO)016,314+16,31408,2932.14%+8,293
CME GROUP INC(CME)13,76514,242+4773,1973,7780.97%+582
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
010,600+10,60005390.14%+539
T-MOBILE US INC(TMUS)010,888+10,88802,9040.75%+2,904
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
024,431+24,43104980.13%+498
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
027,549+27,54904490.12%+449
FASTENAL CO(FAST)057,687+57,68704,4741.15%+4,474
ECOLAB INC(ECL)22,41222,469+575,2525,6961.47%+445
GLOBAL MED REIT INC0261,713+261,71302,2900.59%+2,290
PAYCHEX INC(PAYX)015,319+15,31902,3630.61%+2,363
VERIZON COMMUNICATIONS INC(VZ)49,37851,925+2,5471,9752,3550.61%+381
SCHWAB CHARLES CORP(SCHW)98,82898,007-8217,3147,6721.98%+358
INTERCONTINENTAL EXCHANGE IN(ICE)15,18315,087-962,2622,6030.67%+340
ENERGY RECOVERY INC0238,541+238,54103,7900.98%+3,790
WASTE MGMT INC DEL(WM)10,59610,563-332,1382,4450.63%+307
ABBVIE INC(ABBV)9,1329,207+751,6231,9290.50%+306
ISHARES TR08,060+8,06003030.08%+303
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
015,794+15,79402930.08%+293
CROWN CASTLE INC(CCI)014,435+14,43501,5050.39%+1,505
VANGUARD INTL EQUITY INDEX F013,077+13,07701,5160.39%+1,516
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
015,238+15,23802530.07%+253
VISTA GOLD CORP(VGZ)0925,110+925,11007660.20%+766
VERISK ANALYTICS INC(VRSK)09,268+9,26802,7580.71%+2,758
UNITEDHEALTH GROUP INC(UNH)0390+39002040.05%+204
UNILEVER PLC(UL)055,625+55,62503,3120.85%+3,312
ZOETIS INC(ZTS)01,226+1,22602020.05%+202
CISCO SYS INC(CSCO)59,87760,662+7853,5453,7430.97%+199
INVESCO EXCH TRD SLF IDX FD56,33865,006+8,6681,1631,3440.35%+181
MASTERCARD INCORPORATED(MA)06,606+6,60603,6210.93%+3,621
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
41,76850,174+8,4068411,0210.26%+180
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
55,26464,120+8,8561,0741,2490.32%+175
TRACTOR SUPPLY CO(TSCO)063,096+63,09603,4770.90%+3,477
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
50,67258,938+8,2669871,1550.30%+168
AMERICAN WTR WKS CO INC NEW6,8756,87508561,0140.26%+158
TEXAS INSTRS INC(TXN)025,595+25,59504,5991.19%+4,599
AGREE RLTY CORP22,45922,45901,5821,7340.45%+151
COSTAR GROUP INC(CSGP)015,953+15,95301,2640.33%+1,264
VANGUARD TAX-MANAGED FDS012,689+12,68906450.17%+645
CASEYS GEN STORES INC(CASY)3,3393,379+401,3231,4670.38%+144
AUTOMATIC DATA PROCESSING IN10,85310,85303,1773,3160.86%+139
XYLEM INC(XYL)028,712+28,71203,4300.88%+3,430
JPMORGAN CHASE & CO.(JPM)41,12540,737-3889,8589,9932.58%+135
MCDONALDS CORP(MCD)5,9005,885-151,7101,8380.47%+128
ABBOTT LABS6,1046,10406908100.21%+119
AMGEN INC(AMGN)2,2302,23005816950.18%+114
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
014,265+14,26503570.09%+357
MCKESSON CORP(MCK)824854+304705750.15%+105
COCA COLA CO(KO)11,97411,786-1887468440.22%+99
CHURCH & DWIGHT CO INC(CHD)17,18917,139-501,8001,8870.49%+87
EXXON MOBIL CORP07,478+7,47808890.23%+889
DEERE & CO(DE)1,7891,78907588400.22%+82
DOMINION ENERGY INC(D)036,392+36,39202,0410.53%+2,041
HENRY JACK & ASSOC INC(JKHY)9,4459,495+501,6561,7340.45%+78
ELI LILLY & CO(LLY)1,3421,34201,0361,1080.29%+72
ALLSTATE CORP(ALL)4,9504,95009541,0250.26%+71
WEC ENERGY GROUP INC(WEC)4,7004,70004425120.13%+70
ROPER TECHNOLOGIES INC(ROP)97097005045720.15%+68
AMDOCS LTD(DOX)10,41610,41608879530.25%+66
PROCTER AND GAMBLE CO(PG)23,56923,56903,9514,0171.04%+65
VANGUARD INDEX FDS0667+66703430.09%+343
NORFOLK SOUTHN CORP(NSC)27,39927,407+86,4316,4911.67%+61
BANK NEW YORK MELLON CORP9,6839,595-887448050.21%+61
AFLAC INC(AFL)7,8227,82208098700.22%+61
MCCORMICK & CO INC(MKC)9,6969,680-167397970.21%+58
MEDTRONIC PLC(MDT)05,612+5,61205040.13%+504
NORTHROP GRUMMAN CORP(NOC)97897804595010.13%+42
COSTCO WHSL CORP NEW(COST)1,3251,32501,2141,2530.32%+39
CROWDSTRIKE HLDGS INC(CRWD)2,8152,834+199639990.26%+36
SPDR S&P 500 ETF TR(SPY)0666+66603720.10%+372
INTERNATIONAL BUSINESS MACHS(IBM)09,795+9,79502,4360.63%+2,436
ATMOS ENERGY CORP(ATO)1,9751,97502753050.08%+30
BROADRIDGE FINL SOLUTIONS IN(BR)2,0332,016-174604890.13%+29
SPDR INDEX SHS FDS
ST PORT MARK ETF
08,529+8,52903360.09%+336
TYLER TECHNOLOGIES INC(TYL)03,899+3,89902,2670.58%+2,267
LINDE PLC(LIN)51651602162400.06%+24
VANGUARD INDEX FDS01,050+1,05002570.07%+257
STARBUCKS CORP(SBUX)3,3733,37303083310.09%+23
NISOURCE INC(NI)06,674+6,67402680.07%+268
LEGACY HOUSING CORP035,537+35,53708960.23%+896
IDACORP INC(IDA)2,0412,04102232370.06%+14
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
049,580+49,58002,8330.73%+2,833
UNION PAC CORP(UNP)01,592+1,59203760.10%+376
BRISTOL-MYERS SQUIBB CO(BMY)4,0303,930-1002282400.06%+12
AIR PRODS & CHEMS INC2,2502,25006536640.17%+11
PACER FDS TR
METAURUS CAP 400
017,097+17,09706240.16%+624
GENERAL DYNAMICS CORP(GD)1,0901,09002872970.08%+10
ARTESIAN RES CORP09,427+9,42703080.08%+308
BRIACELL THERAPEUTICS CORP075,000+75,000080.00%+8
VANGUARD INTL EQUITY INDEX F05,156+5,15602330.06%+233
ARES CAPITAL CORP(ARCC)019,395+19,39504300.11%+430
AMER STATES WTR CO4,4504,45003463500.09%+4
MOODYS CORP(MCO)02,490+2,49001,1600.30%+1,160
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