Redmond Asset Management, LLC
Top Portfolio Positions
164 positions ·
$338,784,033 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
42,924 | $12,343,225 | 3.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,066 | $12,079,974 | 3.57% | |
| WSO |
Watsco Inc
Industrials
|
30,579 | $11,124,334 | 3.28% | |
| MKL |
Markel Group Inc.
Financial Services
|
4,387 | $8,397,024 | 2.48% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
85,184 | $8,005,592 | 2.36% | |
| MSFT |
Microsoft Corp
Technology
|
21,611 | $7,999,743 | 2.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,385 | $7,372,492 | 2.18% | |
| NSC |
Norfolk Southern Corp
Industrials
|
25,412 | $7,293,244 | 2.15% | |
| V |
Visa Inc.
Financial Services
|
22,603 | $6,831,530 | 2.02% | |
| XPO |
XPO, Inc.
Industrials
|
34,682 | $6,747,383 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in XPEL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,286,992 | 29,078 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,450,135 | 29,055 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $958,666 | 28,989 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,040,705 | 28,989 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $851,696 | 28,989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,157,820 | 28,989 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,257,252 | 28,989 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,084,188 | 30,489 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,775,043 | 32,859 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,776,026 | 32,981 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,608,477 | 33,828 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,849,415 | 33,833 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,298,952 | 33,833 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,032,009 | 33,833 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,180,198 | 33,833 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,556,659 | 33,892 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,810,783 | 34,419 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,292,296 | 33,572 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,528,034 | 33,325 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,801,341 | 33,401 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,734,513 | 33,401 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,298,802 | 44,585 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,158,864 | 44,435 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $692,617 | 44,285 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $443,735 | 44,285 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||