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Redmond Asset Management, LLC

CIK:0001567890
Investment Adviser
$388M AUM
209 holdings
Henrico, VA, USA
Founded:2001
11 employees
Latest filing:Jun 30, 2025

Redmond Asset Management, LLC is an investment adviser firm. However, there is an impersonator with a similar name and address, which should not be confused with the genuine entity.

Investment Strategy

Not specified

Latest 13F Filing Activity

Redmond Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 206 equity positions with a total 13F market value of $419M. The fund increased holdings in Alphabet Inc., Microsoft Corp., Faro Technologies Inc. among other positions. Redmond Asset Management, LLC reduced exposure to Fiserv Inc., Cogent Communications HLDGS, Johnson & Johnson among others.

Top Buys
G
GOOGLALPHABET INC
+$2.9M
M
MSFTMICROSOFT CORP
+$2.7M
F
FAROFARO TECHNOLOGIES INC
+$2.6M
K
KRUSKURA SUSHI USA INC
+$2.1M
G
GWRSGLOBAL WTR RES INC
+$2.0M
Top Sells
F
FIFISERV INC
-$2.0M
C
CCOICOGENT COMMUNICATIONS HLDGS
-$1.1M
J
JNJJOHNSON & JOHNSON
-$1.1M
C
CPRTCOPART INC
-$1.1M
W
WSOWATSCO INC
-$771.6K

Top Holdings

J
JPMJPMORGAN CHASE & CO.
+2.8%$11.9M
M
MSFTMICROSOFT CORP
+2.8%$11.9M
X
XPOXPO INC
+2.4%$9.9M
M
MKLMARKEL GROUP INC
+2.3%$9.6M
G
GOOGLALPHABET INC
+2.1%$8.8M

Equity Positions (206)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
JPMORGAN CHASE & CO.2.83%$11.9M41,006$83.36$289.91+$1.9M
MICROSOFT CORP2.83%$11.9M23,897$317.71$497.41+$2.7M
XPO INC2.36%$9.9M78,490$72.41$126.29+$1.5M
MARKEL GROUP INC2.30%$9.6M4,829$661.05$1997.36+$411.2K
ALPHABET INC2.11%$8.8M50,188$78.83$176.23+$2.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.4%
SERVICES-BUSINESS SERVICES, NEC
+5.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.7%
FIRE, MARINE & CASUALTY INSURANCE
+4.6%
PHARMACEUTICAL PREPARATIONS
+3.8%