Redmond Asset Management, LLC

Est. AUM

$366.3M

13F long equity, this entity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$12.3M	42924	3.37%	SOLE
2	JPMORGAN CHASE & CO	COM	$12.1M	41066	3.30%	SOLE
3	WATSCO INC	COM	$11.1M	30579	3.04%	SOLE
4	MARKEL GROUP INC	COM	$8.4M	4387	2.29%	SOLE
5	SCHWAB CHARLES CORP	COM	$8.0M	85184	2.19%	SOLE
6	MICROSOFT CORP	COM	$8.0M	21611	2.18%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	15385	2.01%	SOLE
8	NORFOLK SOUTHN CORP	COM	$7.3M	25412	1.99%	SOLE
9	VISA INC	COM CL A	$6.8M	22603	1.87%	SOLE
10	XPO INC	COM	$6.7M	34682	1.84%	SOLE
11	JOHNSON & JOHNSON	COM	$6.2M	25301	1.69%	SOLE
12	AMAZON COM INC	COM	$5.0M	23965	1.36%	SOLE
13	ECOLAB INC	COM	$4.9M	18528	1.35%	SOLE
14	NAPCO SEC TECHNOLOGIES INC	COM	$4.7M	118714	1.28%	SOLE
15	OMNICELL COM	COM	$4.7M	139485	1.27%	SOLE
16	FASTENAL CO	COM	$4.5M	96052	1.22%	SOLE
17	CHEVRON CORPORATION	COM	$4.4M	21034	1.19%	SOLE
18	INSULET CORP	COM	$4.3M	20411	1.17%	SOLE
19	CME GROUP INC	COM	$4.2M	14243	1.15%	SOLE
20	APPLE INC	COM	$4.1M	16211	1.12%	SOLE
21	TEXAS INSTRS INC	COM	$4.0M	20659	1.10%	SOLE
22	XYLEM INC	COM	$3.9M	32867	1.07%	SOLE
23	CATERPILLAR INC	COM	$3.8M	5381	1.04%	SOLE
24	INTERCONTINENTAL EXCHANGE IN	COM	$3.6M	22838	0.98%	SOLE
25	ZEBRA TECHNOLOGIES CORPORATI	CL A	$3.5M	16971	0.97%	SOLE
26	CISCO SYS INC	COM	$3.5M	44867	0.95%	SOLE
27	INTUIT	COM	$3.2M	7412	0.88%	SOLE
28	UNITED PARCEL SVCS INC	CL B	$3.1M	31837	0.86%	SOLE
29	MASTERCARD INCORPORATED	CL A	$3.0M	6060	0.83%	SOLE
30	COPART INC	COM	$2.9M	88043	0.80%	SOLE
31	ALPHABET INC	CAP STK CL C	$2.9M	10099	0.79%	SOLE
32	HEXCEL CORP NEW	COM	$2.9M	35595	0.79%	SOLE
33	CHIRON REAL ESTATE INC	COM NEW	$2.9M	86186	0.78%	SOLE
34	LOCKHEED MARTIN CORP	COM	$2.8M	4607	0.76%	SOLE
35	CELLEBRITE DI LTD	ORDINARY SHARES	$2.7M	198814	0.75%	SOLE
36	BLACKSTONE INC	COM	$2.7M	23303	0.73%	SOLE
37	DIGITAL RLTY TR INC	COM	$2.7M	14822	0.73%	SOLE
38	WALMART INC	COM	$2.6M	20693	0.70%	SOLE
39	ADEIA INC	COM	$2.5M	105944	0.70%	SOLE
40	BOOKING HOLDINGS INC	COM	$2.5M	602	0.69%	SOLE
41	CASEYS GEN STORES INC	COM	$2.5M	3467	0.69%	SOLE
42	GLOBAL WTR RES INC	COM	$2.5M	329686	0.68%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	43826	0.68%	SOLE
44	UNILEVER PLC	SPON ADR NEW	$2.5M	43238	0.67%	SOLE
45	PROCTER & GAMBLE CO	COM	$2.5M	16981	0.67%	SOLE
46	CANADIAN PACIFIC KANSAS CITY	COM	$2.4M	31083	0.67%	SOLE
47	SILICON LABORATORIES INC	COM	$2.4M	11605	0.66%	SOLE
48	MOTOROLA SOLUTIONS INC	COM NEW	$2.4M	5493	0.65%	SOLE
49	TRACTOR SUPPLY CO	COM	$2.4M	52093	0.64%	SOLE
50	BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$2.4M	59672	0.64%	SOLE

1–50 of 197

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.