Institutions / Redmond Asset Management, LLC
Redmond Asset Management, LLC
CIK 1567890 · Institution · as of Dec 31, 2025
Portfolio value
$392.18M
Positions
197
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 197 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $14.17M | 3.6% |
| JPMorgan Chase & Co | $12.69M | 3.2% |
| Microsoft Corp | $10.64M | 2.7% |
| Watsco, Inc. | $10.07M | 2.6% |
| Markel Group Inc | $9.69M | 2.5% |
| Schwab Charles Corp | $9.17M | 2.3% |
| Visa Inc | $8.14M | 2.1% |
| Warren E. Buffett | $7.80M | 2.0% |
| Norfolk Southern Corp | $7.48M | 1.9% |
| XPO Inc | $7.46M | 1.9% |
| Johnson & Johnson | $6.40M | 1.6% |
| Omnicell, Inc. | $6.33M | 1.6% |
| Amazon.com Inc | $5.87M | 1.5% |
| Insulet Corp | $5.81M | 1.5% |
| Napco Security Technologies Inc | $5.23M | 1.3% |
| Ecolab Inc. | $5.05M | 1.3% |
| Intuit Inc. | $4.81M | 1.2% |
| Xylem Inc. | $4.41M | 1.1% |
| Apple Inc. | $4.36M | 1.1% |
| Cogent Communications Holdings, Inc. | $4.31M | 1.1% |
| Cisco Systems, Inc. | $4.15M | 1.1% |
| CME Group Inc | $4.05M | 1.0% |
| Fastenal Co | $4.02M | 1.0% |
| Texas Instruments Inc | $3.90M | 1.0% |
| Chevron Corp | $3.73M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.