REDMONT WEALTH ADVISORS LLC

CIK

1910482

Location

CHICAGO, IL

Portfolio Value

Micro $24,723,644

Diversification

Diversified

Filing Date

Global Rank

#7,678 / 8,662 ▼ 654 · as of Dec 2025

Top Industry

Credit Services 11.3%

3Y Alpha vs SPY

-4.1%

Period ended 6 months ago

Filed Feb 6, 2026 · 5mo

17 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.5%

SPY

+76.0%

Annualised alpha

-4.6%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

234 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

14.9%

+3.1 pts

Top 5

32.4%

+4.2 pts

Top 10

49.6%

+5.4 pts

HHI

429

Diversified+89

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	29.0%	$7,181,039	50
Unclassified	18.0%	$4,447,672	4
Industrials	15.9%	$3,928,192	32
Consumer Cyclical	13.1%	$3,226,982	28
Technology	5.0%	$1,239,319	32
Communication Services	4.5%	$1,119,287	11
Real Estate	4.1%	$1,025,439	8
Consumer Defensive	4.1%	$1,024,184	15
Healthcare	2.7%	$678,660	25
Energy	2.0%	$497,527	15
Utilities	0.8%	$202,927	4
Basic Materials	0.6%	$152,416	10

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
TSLX	Sixth Street Specialty Lending, Inc.	+1,310	4,776	$103,734
MLR	Miller Industries Inc /Tn/	+739	12,486	$466,601
NCLH	Norwegian Cruise Line Holdings Ltd.	+631	26,002	$580,364
JEF	Jefferies Financial Group Inc.	+333	14,832	$919,139
NFLX	Netflix Inc	+270	300	$28,128
BUSE	First Busey Corp /Nv/	+156	20,757	$493,809
ETN	Eaton Corp plc	+141	247	$78,671
NOW	ServiceNow, Inc.	+40	50	$7,659
PBI	Pitney Bowes Inc /De/	+27	76,573	$809,376
FSTR	Foster L B Co	+26	27,420	$738,969
RACE	Ferrari N.V.	+1	38	$14,043
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSWC	Capital Southwest Corp	−67,541	335	$7,420
MCFT	MasterCraft Boat Holdings, Inc.	−27,516	279	$5,275
LAND	GLADSTONE LAND Corp	−20,123	5,526	$50,562
OZK	Bank OZK	−12,072	1,748	$80,442
SGC	Superior Group Of Companies, Inc.	−9,700	48,431	$468,812
MFIC	MidCap Financial Investment Corp	−7,480	5,574	$63,766
VZ	Verizon Communications Inc	−6,580	3,425	$139,500
ARCC	Ares Capital Corp	−6,098	5,174	$104,670
UHAL	U-Haul Holding Co /NV/	−5,773	81	$4,083
AL	SUMISHO AIR LEASE CORP	−4,644	7,242	$465,153
BCO	Brinks Co	−1,942	2,308	$269,412
JNJ	Johnson & Johnson	−1,450	602	$124,583
QQQ	Invesco Qqq Trust, Series 1	−1,243	911	$559,636
NLY	Annaly Capital Management Inc	−1,133	1,804	$40,337
PATK	Patrick Industries Inc	−691	7,311	$792,731
MRP	Millrose Properties, Inc.	−597	30,245	$903,418
MSFT	Microsoft Corp	−434	649	$313,869
BRK-B	Berkshire Hathaway Inc	−417	1,647	$827,864
DVN	Devon Energy Corp/De	−314	961	$35,201
EZPW	Ezcorp Inc	−210	52,227	$1,014,248
NRIM	Northrim Bancorp Inc	−200	43,752	$1,164,240
RELL	Richardson Electronics, Ltd.	−140	450	$4,896
CMCSA	Comcast Corp	−115	104	$2,913
ALCO	Alico, Inc.	−84	18,598	$676,595
ABBV	AbbVie Inc.	−65	113	$25,819
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
GT	Goodyear Tire & Rubber Co /Oh/	77,668	$680,371
AZN	Astrazeneca PLC	698	$128,334
MELI	Mercadolibre Inc	7	$14,099
UL	Unilever PLC	208	$13,603
TTE	TotalEnergies SE	90	$5,887
DKNG	DraftKings Inc.	158	$5,444
Q	Qnity Electronics, Inc.	37	$3,021
MICC	Magnum Ice Cream Co N.V.	46	$729
TDAY	USA TODAY Co., Inc.	80	$412
SOLS	Solstice Advanced Materials Inc.	5	$242
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	2,410	$449,657
FITB	Fifth Third Bancorp	8,427	$375,422
OBDC	Blue Owl Capital Corp	9,664	$123,409
ARES	Ares Management Corp	252	$40,292
UNH	Unitedhealth Group Inc	58	$20,027
ACN	Accenture plc	48	$11,836
BNY	Bank of New York Mellon Corp	56	$6,101
D	Dominion Energy, Inc	22	$1,345
BKNG	Booking Holdings Inc.	1	$215
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

234 positions · $24,723,644 total · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 234 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	5,415	-22	$3,692,596	+1.9%	14.94%
CW	Curtiss Wright Corp Industrials	Reduced	2,207	-12	$1,216,652	+1.0%	4.92%
NRIM	Northrim Bancorp Inc Financial Services	Reduced	43,752	-200	$1,164,240	+22.3%	4.71%
EZPW	Ezcorp Inc Financial Services	Reduced	52,227	-210	$1,014,248	+1.6%	4.10%
SLM	SLM Corp Financial Services	Held	34,345	0	$929,375	−2.2%	3.76%
JEF	Jefferies Financial Group Inc. Financial Services	Added	14,832	+333	$919,139	−3.1%	3.72%
MRP	Millrose Properties, Inc. Real Estate	Reduced	30,245	-597	$903,418	−12.8%	3.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,647	-417	$827,864	−20.2%	3.35%
PBI	Pitney Bowes Inc /De/ Industrials	Added	76,573	+27	$809,376	−7.3%	3.27%
PATK	Patrick Industries Inc Consumer Cyclical	Reduced	7,311	-691	$792,731	−4.2%	3.21%
FSTR	Foster L B Co Industrials	Added	27,420	+26	$738,969	+0.1%	2.99%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	NEW	77,668	NEW	$680,371	NEW	2.75%
ALCO	Alico, Inc. Consumer Defensive	Reduced	18,598	-84	$676,595	+4.5%	2.74%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Added	26,002	+631	$580,364	−7.1%	2.35%
QQQ	Invesco Qqq Trust, Series 1	Reduced	911	-1,243	$559,636	−56.7%	2.26%
GOOGL	Alphabet Inc. Communication Services	Held	1,720	0	$538,360	+28.8%	2.18%
BUSE	First Busey Corp /Nv/ Financial Services	Added	20,757	+156	$493,809	+3.5%	2.00%
SGC	Superior Group Of Companies, Inc. Consumer Cyclical	Reduced	48,431	-9,700	$468,812	−24.8%	1.90%
MLR	Miller Industries Inc /Tn/ Consumer Cyclical	Added	12,486	+739	$466,601	−1.7%	1.89%
AL	SUMISHO AIR LEASE CORP Industrials	Reduced	7,242	-4,644	$465,153	−38.5%	1.88%
AB	Alliancebernstein Holding L.P. Financial Services	Held	11,373	0	$437,633	+0.7%	1.77%
CHRD	Chord Energy Corp Energy	Reduced	3,650	-12	$338,355	−7.0%	1.37%
MSFT	Microsoft Corp Technology	Reduced	649	-434	$313,869	−44.0%	1.27%
BCO	Brinks Co Industrials	Reduced	2,308	-1,942	$269,412	−45.8%	1.09%
DIS	Walt Disney Co Communication Services	Held	2,284	0	$259,850	−0.6%	1.05%
AAPL	Apple Inc. Technology	Held	914	0	$248,480	+6.8%	1.01%
GLD	Spdr Gold Trust	Held	454	0	$179,924	+11.5%	0.73%
DUK	Duke Energy CORP Utilities	Held	1,347	0	$157,881	−5.3%	0.64%
VZ	Verizon Communications Inc Communication Services	Reduced	3,425	-6,580	$139,500	−68.3%	0.56%
OMF	OneMain Holdings, Inc. Financial Services	Held	2,053	0	$138,680	+19.6%	0.56%
AZN	Astrazeneca PLC Healthcare	NEW	698	NEW	$128,334	NEW	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	602	-1,450	$124,583	−67.3%	0.50%
META	Meta Platforms, Inc. Communication Services	Reduced	179	-5	$118,156	−12.6%	0.48%
ARCC	Ares Capital Corp Financial Services	Reduced	5,174	-6,098	$104,670	−54.5%	0.42%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	4,776	+1,310	$103,734	+30.9%	0.42%
MA	Mastercard Inc Financial Services	Held	173	0	$98,762	+0.4%	0.40%
V	Visa Inc. Financial Services	Held	268	0	$93,990	+2.7%	0.38%
AVGO	Broadcom Inc. Technology	Held	270	0	$93,447	+4.9%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	277	-17	$89,254	−3.8%	0.36%
BSX	Boston Scientific Corp Healthcare	Held	878	0	$83,717	−2.3%	0.34%
INTU	Intuit Inc. Technology	Held	124	0	$82,140	−3.0%	0.33%
OZK	Bank OZK Financial Services	Reduced	1,748	-12,072	$80,442	−88.6%	0.33%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Held	5,138	0	$78,816	−3.5%	0.32%
ETN	Eaton Corp plc Industrials	Added	247	+141	$78,671	+98.3%	0.32%
ANET	Arista Networks, Inc. Technology	Held	580	0	$75,997	−10.1%	0.31%
CAT	Caterpillar Inc Industrials	Held	129	0	$73,900	+20.1%	0.30%
ASML	Asml Holding NV Technology	Held	64	0	$68,471	+10.5%	0.28%
MO	Altria Group, Inc. Consumer Defensive	Held	1,151	0	$66,366	−12.7%	0.27%
PH	Parker-Hannifin Corp Industrials	Held	74	0	$65,043	+15.9%	0.26%
MFIC	MidCap Financial Investment Corp Financial Services	Reduced	5,574	-7,480	$63,766	−59.3%	0.26%