Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Redmond Asset Management, LLC (CIK 1567890) reported $366.3M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($12.3M, 3.37%), JPM ($12.1M, 3.30%), WSO ($11.1M, 3.04%), MKL ($8.4M, 2.29%), SCHW ($8.0M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $12.3M | 3.37% | 42,924 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $12.1M | 3.30% | 41,066 | Added |
| 3 | WSO | WATSCO INC | $11.1M | 3.04% | 30,579 | Added |
| 4 | MKL | MARKEL GROUP INC | $8.4M | 2.29% | 4,387 | Trimmed |
| 5 | SCHW | SCHWAB CHARLES CORP | $8.0M | 2.19% | 85,184 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $8.0M | 2.18% | 21,611 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.4M | 2.01% | 15,385 | Trimmed |
| 8 | NSC | NORFOLK SOUTHN CORP | $7.3M | 1.99% | 25,412 | Trimmed |
| 9 | V | VISA INC | $6.8M | 1.87% | 22,603 | Trimmed |
| 10 | XPO | XPO INC | $6.7M | 1.84% | 34,682 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $6.2M | 1.69% | 25,301 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $5.0M | 1.36% | 23,965 | Trimmed |
| 13 | ECL | ECOLAB INC | $4.9M | 1.35% | 18,528 | Trimmed |
| 14 | NSSC | NAPCO SEC TECHNOLOGIES INC | $4.7M | 1.28% | 118,714 | Trimmed |
| 15 | OMCL | OMNICELL COM | $4.7M | 1.27% | 139,485 | Trimmed |
| 16 | FAST | FASTENAL CO | $4.5M | 1.22% | 96,052 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $4.4M | 1.19% | 21,034 | Trimmed |
| 18 | PODD | INSULET CORP | $4.3M | 1.17% | 20,411 | Trimmed |
| 19 | CME | CME GROUP INC | $4.2M | 1.15% | 14,243 | Trimmed |
| 20 | AAPL | APPLE INC | $4.1M | 1.12% | 16,211 | Added |
| 21 | TXN | TEXAS INSTRS INC | $4.0M | 1.10% | 20,659 | Trimmed |
| 22 | XYL | XYLEM INC | $3.9M | 1.07% | 32,867 | Added |
| 23 | CAT | CATERPILLAR INC | $3.8M | 1.04% | 5,381 | Trimmed |
| 24 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.6M | 0.98% | 22,838 | Added |
| 25 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3.5M | 0.97% | 16,971 | New |
Source: SEC Form 13F filings · as of 2026-03-31