Fund Holdings — Redmond Asset Management, LLC

Total Portfolio Value
$366.26M
Total Bought
$28.58M
Total Sold
$43.17M
Net Transaction
-$14.59M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ZEBRA TECHNOLOGIES CORPORATI(ZBRA)016,971+16,97103,5480.97%+3,548
REALTY INCOME CORP(O)031,789+31,78901,9450.53%+1,945
WILLSCOT HLDGS CORP(WSC)45,289133,181+87,8928532,3120.63%+1,459
WATSCO INC(WSO)29,89730,579+68210,07411,1243.04%+1,051
NU HLDGS LTD(NU)069,251+69,25109950.27%+995
AXON ENTERPRISE INC(AXON)02,148+2,14809120.25%+912
SILICON LABORATORIES INC(SLAB)11,60511,60501,5172,4160.66%+899
AMERICAN TOWER CORP(AMT)7,04412,278+5,2341,2372,1190.58%+882
DOW HLDGS INC(DOW)42,11142,112+19851,7540.48%+769
CATERPILLAR INC(CAT)5,4115,381-303,1003,8121.04%+712
PALO ALTO NETWORKS INC(PANW)04,391+4,39107040.19%+704
CASEYS GEN STORES INC(CASY)3,3873,467+801,8722,5230.69%+651
CHEVRON CORPORATION(CVX)24,47321,034-3,4393,7304,3521.19%+622
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,569+2,56904930.13%+493
KURA SUSHI USA INC(KRUS)24,71225,312+6001,2931,7670.48%+473
FASTENAL CO(FAST)100,20696,052-4,1544,0214,4571.22%+436
BLUE BIRD CORP34,45135,201+7501,6191,9990.55%+380
DIGITAL RLTY TR INC(DLR)14,92114,822-992,3082,6710.73%+363
KINDER MORGAN INC DEL(KMI)56,37255,572-8001,5501,8630.51%+314
HEXCEL CORP NEW(HXL)34,96835,595+6272,5842,8810.79%+297
VALVOLINE INC(VVV)49,10850,547+1,4391,4271,7020.46%+275
WALMART INC(WMT)20,82420,693-1312,3202,5720.70%+252
MOTOROLA SOLUTIONS INC(MSI)5,5715,493-782,1352,3840.65%+248
PACER FDS TR
METAURUS CAP 400
21,12728,407+7,2808971,1400.31%+243
VANGUARD WORLD FD
ENERGY ETF
01,340+1,34002320.06%+232
INVESCO EXCH TRD SLF IDX FD
BULLETSHARES
011,261+11,26102310.06%+231
CSX CORP(CSX)13,30917,212+3,9034827070.19%+224
EXXON MOBIL CORP4,6114,529-825557680.21%+214
VANGUARD INDEX FDS549932+3833445570.15%+213
APPLIED MATLS INC3,3133,093-2208511,0570.29%+206
AMERICAN ELEC PWR CO INC2,9844,164+1,1803445460.15%+202
CANADIAN PACIFIC KANSAS CITY(CP)30,92931,083+1542,2772,4450.67%+168
CME GROUP INC(CME)14,84614,243-6034,0544,2071.15%+153
DEERE & CO(DE)1,4131,41306587960.22%+138
CARMAX INC(KMX)53,08152,573-5082,0512,1860.60%+135
COSTCO WHOLESALE CORPORATION(COST)1,2231,190-331,0551,1860.32%+131
SITEONE LANDSCAPE SUPPLY INC(SITE)11,47311,703+2301,4291,5580.43%+129
VERIZON COMMUNICATIONS INC(VZ)52,52145,091-7,4302,1392,2640.62%+124
PURSUIT ATTRACTIONS AND HOSP(PRSU)31,87632,676+8001,0741,1970.33%+123
TEXAS INSTRS INC(TXN)22,45220,659-1,7933,8954,0111.10%+116
AGREE RLTY CORP22,51122,961+4501,6211,7310.47%+109
VANGUARD TAX-MANAGED FDS12,54513,831+1,2867848860.24%+103
EATON CORP PLC(ETN)2,7792,755-248859850.27%+100
WATTS WATER TECHNOLOGIES INC(WTS)4,8514,951+1001,3391,4370.39%+98
AIR PRODUCTS AND CHEMICALS I2,1502,140-105316220.17%+91
T-MOBILE US INC(TMUS)10,43310,505+722,1182,2060.60%+88
CHURCH & DWIGHT CO INC(CHD)9,8939,773-1208309120.25%+82
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
97,821101,886+4,0651,9151,9900.54%+75
WASTE MGMT INC DEL(WM)8,3088,260-481,8251,8980.52%+73
INVESCO EXCH TRD SLF IDX FD
BULL 2034 CO ETF
9,61213,270+3,6582022750.07%+73
COCA COLA CO(KO)11,11611,156+407778480.23%+71
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
52,03156,928+4,8978699370.26%+68
PFIZER INC(PFE)9,28910,570+1,2812312970.08%+66
INVESCO EXCH TRD SLF IDX FD
BUL 2033 COR ETF
14,95418,250+3,2963213860.11%+65
PEPSICO INC(PEP)9,4109,112-2981,3511,4150.39%+64
NORTHROP GRUMMAN CORP(NOC)653638-153724350.12%+63
LINDE PLC(LIN)628660+322683270.09%+59
ILLINOIS TOOL WKS INC(ITW)4,1214,12101,0151,0730.29%+58
LEGACY HOUSING CORP(LEGH)35,53736,420+8836947440.20%+50
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
14,80717,032+2,2253503910.11%+41
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
46,91349,546+2,6339791,0200.28%+41
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
14,52814,497-314925320.15%+40
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
43,11545,892+2,7777307670.21%+38
AMGEN INC(AMGN)2,0482,012-366707080.19%+38
UNITED PARCEL SVCS INC(UPS)31,20131,837+6363,0953,1320.86%+37
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
45,44847,787+2,3398568920.24%+36
WEC ENERGY GROUP INC(WEC)4,4004,300-1004644980.14%+34
WW GRAINGER INC(GWW)40040004044360.12%+33
NISOURCE INC(NI)6,6746,67402793110.09%+33
VANGUARD INTL EQUITY INDEX F13,50214,003+5011,9051,9370.53%+32
AMERICAN WTR WKS CO INC NEW5,9205,912-87738050.22%+32
ATMOS ENERGY CORP(ATO)1,9751,950-253313600.10%+29
WISDOMTREE TR(WT)7,2597,305+463603870.11%+27
ISHARES TR2,9002,955+553493670.10%+19
STARBUCKS CORP(SBUX)3,3733,37302843020.08%+18
MCDONALDS CORP(MCD)3,8733,863-101,1841,2010.33%+17
MCKESSON CORP(MCK)829804-256806960.19%+16
WISDOMTREE TR(WT)11,59311,640+475986120.17%+13
AMER STATES WTR CO3,1503,15002282380.07%+10
VANGUARD INDEX FDS1,3391,33902372470.07%+9
UNION PAC CORP(UNP)1,4161,387-293283370.09%+9
ROYCE SMALL CAP TRUST INC(RVT)17,90017,90002882970.08%+9
MSA SAFETY INC(MSA)2,1852,18503503580.10%+8
VANGUARD INDEX FDS1,2621,26202412480.07%+7
LEAR CORP(LEA)2,9862,877-1093423480.10%+6
SPDR INDEX SHS FDS
ST PORT MARK ETF
8,1768,273+973833880.11%+5
TOWNEBANK PORTSMOUTH VA
COM
13,60713,60704544580.13%+4
ARTESIAN RES CORP9,5269,52603013030.08%+2
VANGUARD INTL EQUITY INDEX F5,1625,16202782790.08%+1
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
74,87375,583+7101,5421,5440.42%+1
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
10,60010,60005405400.15%0
BANK NEW YORK MELLON CORP7,4177,257-1608618610.24%-0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
88,40888,916+5081,7451,7450.48%-0
GENERAL DYNAMICS CORP(GD)1,016991-253423400.09%-2
BRIACELL THERAPEUTICS CORP75,0000-75,00020—-2
AFLAC INC(AFL)5,9345,93406546510.18%-3
MGE ENERGY INC(MGEE)3,0623,06202402370.06%-3
STATE STR SPDR S&P 500 ETF T(SPY)614637+234194140.11%-4
HOME DEPOT INC(HD)644659+152222170.06%-5
FORTIVE CORP(FTV)14,51614,394-1228017960.22%-6
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Redmond Asset Management, LLC — 13F Holdings — Q1 2026 | TickerTrail