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 $400.7M across 199 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($14.6M, 3.65%), WSO ($14.3M, 3.57%), JPM ($13.1M, 3.26%), MKL ($8.6M, 2.13%), NSC ($8.0M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $14.6M | 3.65% | 40,938 | Trimmed |
| 2 | WSO | WATSCO INC | $14.3M | 3.57% | 34,338 | Added |
| 3 | JPM | JPMORGAN CHASE & CO | $13.1M | 3.26% | 39,877 | Trimmed |
| 4 | MKL | MARKEL GROUP INC | $8.6M | 2.13% | 4,378 | Trimmed |
| 5 | NSC | NORFOLK SOUTHN CORP | $8.0M | 1.99% | 25,286 | Trimmed |
| 6 | SCHW | SCHWAB CHARLES CORP | $7.7M | 1.93% | 83,966 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $7.8M | 1.93% | 20,777 | Trimmed |
| 8 | V | VISA INC | $7.6M | 1.90% | 22,139 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.6M | 1.88% | 15,093 | Trimmed |
| 10 | XPO | XPO INC | $6.9M | 1.71% | 33,463 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.57% | 24,693 | Trimmed |
| 12 | TYL | TYLER TECHNOLOGIES INC | $5.9M | 1.48% | 20,343 | Added |
| 13 | OMCL | OMNICELL COM | $5.9M | 1.47% | 142,081 | Added |
| 14 | TXN | TEXAS INSTRS INC | $5.8M | 1.45% | 19,501 | Trimmed |
| 15 | PAR | PAR TECHNOLOGY CORP | $5.8M | 1.44% | 331,581 | Added |
| 16 | AMZN | AMAZON COM INC | $5.6M | 1.40% | 23,558 | Trimmed |
| 17 | CAT | CATERPILLAR INC | $5.6M | 1.39% | 5,221 | Trimmed |
| 18 | CSCO | CISCO SYS INC | $5.2M | 1.29% | 44,165 | Trimmed |
| 19 | ECL | ECOLAB INC | $5.1M | 1.26% | 18,164 | Trimmed |
| 20 | AAPL | APPLE INC | $4.6M | 1.15% | 15,962 | Trimmed |
| 21 | NSSC | NAPCO SEC TECHNOLOGIES INC | $4.5M | 1.12% | 117,784 | Trimmed |
| 22 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $4.5M | 1.12% | 17,025 | Added |
| 23 | FAST | FASTENAL CO | $4.3M | 1.09% | 90,525 | Trimmed |
| 24 | WSC | WILLSCOT HLDGS CORP | $3.9M | 0.98% | 135,415 | Added |
| 25 | BIPC | BROOKFIELD INFRASTRUCTURE CO | $3.9M | 0.97% | 100,638 | Added |
Source: SEC Form 13F filings · as of 2026-06-30