Redmond Asset Management, LLC — 13F Holdings & Portfolio

CIK 1567890 · latest 13F-HR filed 2026-08-14

Redmond Asset Management, LLC manages $400.7M in 13F-reported U.S. long-equity assets across 199 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (3.65%), WSO (3.57%), JPM (3.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 5, added to 101, and trimmed 42.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
410 NORTH RIDGE ROAD
SUITE 100
HENRICO, VA 23229
Phone
(804) 288-6080
Filing Manager
Redmond Asset Management, LLC
HENRICO, VA
Signatory
Anita Lavin
Chief Compliance Officer
Loading holdings…
AUM

$400.7M

Long-equity book

Holdings

199

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+7 / −5 / ↑101 / ↓42

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TYLER TECHNOLOGIES INC$4.7M +369.3%
  • PAR TECHNOLOGY CORP$4.7M +414.4%
  • WATSCO INC$3.2M +28.6%
  • ALPHABET INC$2.3M +18.5%
  • TEXAS INSTRS INC$1.8M +44.9%
Show all 101 →

Top Trims

  • INTUIT-$1.3M -42.0%
  • CME GROUP INC-$1.2M -28.9%
  • INSULET CORP-$1.1M -25.4%
  • CHEVRON CORPORATION-$1.0M -23.2%
  • INTERCONTINENTAL EXCHANGE IN-$877.1K -24.4%
Show all 42 →

New Positions

  • TOAST INC$1.9M
  • ALLEGION PLC$1.7M
  • VANGUARD INDEX FDS$228.9K
  • WATERS CORP$207.8K
  • ANALOG DEVICES INC$206.5K
Show all 7 →

Exited Positions

  • ENERGY RECOVERY INC$2.2M
  • FISERV INC$2.1M
  • BIT DIGITAL INC$351.8K
  • NIKE INC$233.2K
  • VANGUARD WORLD FD$231.9K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $14.6M 3.65% 40,938 SH
2 WATSCO INC WSO 942622200 $14.3M 3.57% 34,338 SH
3 JPMORGAN CHASE & CO JPM 46625H100 $13.1M 3.26% 39,877 SH
4 MARKEL GROUP INC MKL 570535104 $8.6M 2.13% 4,378 SH
5 NORFOLK SOUTHN CORP NSC 655844108 $8.0M 1.99% 25,286 SH
6 MICROSOFT CORP MSFT 594918104 $7.8M 1.93% 20,777 SH
7 SCHWAB CHARLES CORP SCHW 808513105 $7.7M 1.93% 83,966 SH
8 VISA INC V 92826C839 $7.6M 1.90% 22,139 SH
9 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.6M 1.88% 15,093 SH
10 XPO INC XPO 983793100 $6.9M 1.71% 33,463 SH
11 JOHNSON & JOHNSON JNJ 478160104 $6.3M 1.57% 24,693 SH
12 TYLER TECHNOLOGIES INC TYL 902252105 $5.9M 1.48% 20,343 SH
13 OMNICELL COM OMCL 68213N109 $5.9M 1.47% 142,081 SH
14 TEXAS INSTRS INC TXN 882508104 $5.8M 1.45% 19,501 SH
15 PAR TECHNOLOGY CORP PAR 698884103 $5.8M 1.44% 331,581 SH
16 AMAZON COM INC AMZN 023135106 $5.6M 1.40% 23,558 SH
17 CATERPILLAR INC CAT 149123101 $5.6M 1.39% 5,221 SH
18 CISCO SYS INC CSCO 17275R102 $5.2M 1.29% 44,165 SH
19 ECOLAB INC ECL 278865100 $5.1M 1.26% 18,164 SH
20 APPLE INC AAPL 037833100 $4.6M 1.15% 15,962 SH
21 ZEBRA TECHNOLOGIES CORPORATI ZBRA 989207105 $4.5M 1.12% 17,025 SH
22 NAPCO SEC TECHNOLOGIES INC NSSC 630402105 $4.5M 1.12% 117,784 SH
23 FASTENAL CO FAST 311900104 $4.3M 1.09% 90,525 SH
24 WILLSCOT HLDGS CORP WSC 971378104 $3.9M 0.98% 135,415 SH
25 BROOKFIELD INFRASTRUCTURE CO BIPC 11276H106 $3.9M 0.97% 100,638 SH
26 XYLEM INC XYL 98419M100 $3.8M 0.95% 32,250 SH
27 HEXCEL CORP NEW HXL 428291108 $3.6M 0.89% 35,532 SH
28 ALPHABET INC GOOG 02079K107 $3.5M 0.88% 9,977 SH
29 ADEIA INC ADEA 00676P107 $3.5M 0.87% 105,944 SH
30 UNITED PARCEL SVCS INC UPS 911312106 $3.4M 0.84% 31,373 SH
31 CHEVRON CORPORATION CVX 166764100 $3.3M 0.83% 20,151 SH
32 INSULET CORP PODD 45784P101 $3.2M 0.80% 20,975 SH
33 CHIRON REAL ESTATE INC XRN 37954A303 $3.1M 0.78% 83,466 SH
34 MASTERCARD INCORPORATED MA 57636Q104 $3.1M 0.77% 6,009 SH
35 KNIGHT-SWIFT TRANSN HLDGS IN KNX 499049104 $3.0M 0.75% 38,403 SH
36 CME GROUP INC CME 12572Q105 $3.0M 0.75% 13,541 SH
37 CELLEBRITE DI LTD CLBT M2197Q107 $2.9M 0.73% 200,203 SH
38 CASEYS GEN STORES INC CASY 147528103 $2.8M 0.69% 3,480 SH
39 BLUE BIRD CORP BLBD 095306106 $2.8M 0.69% 34,847 SH
40 CARMAX INC KMX 143130102 $2.7M 0.68% 51,866 SH
41 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $2.7M 0.68% 22,052 SH
42 BLACKSTONE INC BX 09260D107 $2.7M 0.68% 23,055 SH
43 UNILEVER PLC UL 904767803 $2.7M 0.67% 44,515 SH
44 SILICON LABORATORIES INC SLAB 826919102 $2.7M 0.66% 12,140 SH
45 BOOKING HOLDINGS INC BKNG 09857L108 $2.6M 0.66% 14,790 SH
46 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $2.6M 0.65% 29,976 SH
47 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.5M 0.63% 3,318 SH
48 DIGITAL RLTY TR INC DLR 253868103 $2.5M 0.62% 13,756 SH
49 COPART INC CPRT 217204106 $2.5M 0.62% 87,525 SH
50 BRIGHTVIEW HLDGS INC BV 10948C107 $2.5M 0.61% 173,219 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $400.7M 199 0001567890-26-000003
2026-03-31 2026-05-06 $366.3M 197 0001567890-26-000002
2025-12-31 2026-02-09 $392.2M 197 0001567890-26-000001