StockDriftsStockDriftsTop 50 Redmond Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 3.65% | 40.9K | $14.6M | -4.63%(-1.99K) | $72.81(+373.47%) | 2026-06-30 | |
| WSO | WATSCO INC | 3.57% | 34.3K | $14.3M | +12.29%(+3.76K) | $268.96(+16.40%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.26% | 39.9K | $13.1M | -2.90%(-1.19K) | $92.09(+296.04%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 2.13% | 4.4K | $8.6M | -0.21%(-9) | $653.03(+180.95%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 1.99% | 25.3K | $8.0M | -0.50%(-126) | $233.82(+46.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.93% | 20.8K | $7.8M | -3.86%(-834) | $338.03(+43.80%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 1.93% | 84.0K | $7.7M | -1.43%(-1.22K) | $57.65(+92.91%) | 2026-06-30 | |
| V | VISA INC | 1.9% | 22.1K | $7.6M | -2.05%(-464) | $132.78(+172.59%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.88% | 15.1K | $7.6M | -1.90%(-292) | $164.06(+205.59%) | 2026-06-30 | |
| XPO | XPO INC | 1.71% | 33.5K | $6.9M | -3.51%(-1.22K) | $45.17(+367.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.28% | +5.30% | +29.49% |
| Top 20 Holdings Unweighted | +6.99% | +22.48% | +3.16% | +16.83% |
Redmond Asset Management LLC reports $400.70M in US-listed equity holdings across 199 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (3.6%), WSO (3.6%) and JPM (3.3%). The top 20 holdings account for 37.85% of reported assets. Its disclosed equity book has returned +34.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Redmond Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567890). View Redmond Asset Management LLC’s 13F filings on SEC