Fund Holdings — RedJay Asset Management Inc.

Total Portfolio Value
$639.23M
Total Bought
$373.25M
Total Sold
$160.34M
Net Transaction
+$212.91M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)430,496880,681+450,185265,982586,69291.78%+320,710
VANGUARD INDEX FDS085,800+85,800052,5428.22%+52,542
NEXTERA ENERGY INC(NEE)10,0000-10,0006940—-694
REGENERON PHARMACEUTICALS(REGN)2,0000-2,0001,0500—-1,050
UNITEDHEALTH GROUP INC(UNH)3,5000-3,5001,0920—-1,092
MOODYS CORP(MCO)3,0000-3,0001,5050—-1,505
ELI LILLY & CO(LLY)3,0000-3,0002,3390—-2,339
SPROUT SOCIAL INC(SPT)140,0000-140,0002,9270—-2,927
DANAHER CORPORATION(DHR)15,0000-15,0002,9630—-2,963
EXXON MOBIL CORP28,0000-28,0003,0180—-3,018
BERKSHIRE HATHAWAY INC DEL6,5000-6,5003,1580—-3,158
JPMORGAN CHASE & CO.(JPM)11,0000-11,0003,1890—-3,189
BROADCOM INC(AVGO)12,8000-12,8003,5280—-3,528
FIRST CTZNS BANCSHARES INC N(FCNCA)1,9000-1,9003,7170—-3,717
TESLA INC(TSLA)12,0000-12,0003,8120—-3,812
META PLATFORMS INC(META)5,7000-5,7004,2070—-4,207
SABLE OFFSHORE CORP(SOC)200,0000-200,0004,3960—-4,396
MASTERCARD INCORPORATED(MA)8,0000-8,0004,4960—-4,496
HERC HLDGS INC(HRI)35,0000-35,0004,6090—-4,609
ROKU INC(ROKU)55,0000-55,0004,8340—-4,834
DISNEY WALT CO(DIS)39,8770-39,8774,9450—-4,945
EAST WEST BANCORP INC(EWBC)50,0000-50,0005,0490—-5,049
ASML HOLDING NV
N Y REGISTRY SHS
6,5000-6,5005,2090—-5,209
BANK AMERICA CORP120,0000-120,0005,6780—-5,678
WIX COM LTD
SHS
37,0000-37,0005,8630—-5,863
PAYPAL HLDGS INC(PYPL)82,5000-82,5006,1310—-6,131
AMAZON COM INC(AMZN)36,0000-36,0007,8980—-7,898
ALPHABET INC(GOOG)45,0000-45,0007,9300—-7,930
APPLE INC(AAPL)47,0000-47,0009,6430—-9,643
ISHARES TR90,0000-90,0009,8360—-9,836
MICROSOFT CORP(MSFT)22,0000-22,00010,9430—-10,943
NVIDIA CORPORATION(NVDA)75,0000-75,00011,8490—-11,849
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
76,1000-76,10013,8300—-13,830
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RedJay Asset Management Inc. — 13F Holdings — Q3 2025 | TickerTrail