Redmond Asset Management, LLC 13F 持仓 · 2026年Q2
Redmond Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 199 只证券，申报市值合计 4.01 亿美元。前几大持仓：GOOGL（3.65%）、WSO（3.57%）、JPM（3.26%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $14.6M | 3.65% | 40,938 | 减持 |
| 2 | WSO | WATSCO INC | $14.3M | 3.57% | 34,338 | 增持 |
| 3 | JPM | JPMORGAN CHASE & CO | $13.1M | 3.26% | 39,877 | 减持 |
| 4 | MKL | MARKEL GROUP INC | $8.6M | 2.13% | 4,378 | 减持 |
| 5 | NSC | NORFOLK SOUTHN CORP | $8.0M | 1.99% | 25,286 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $7.8M | 1.93% | 20,777 | 减持 |
| 7 | SCHW | SCHWAB CHARLES CORP | $7.7M | 1.93% | 83,966 | 减持 |
| 8 | V | VISA INC | $7.6M | 1.90% | 22,139 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.6M | 1.88% | 15,093 | 减持 |
| 10 | XPO | XPO INC | $6.9M | 1.71% | 33,463 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.57% | 24,693 | 减持 |
| 12 | TYL | TYLER TECHNOLOGIES INC | $5.9M | 1.48% | 20,343 | 增持 |
| 13 | OMCL | OMNICELL COM | $5.9M | 1.47% | 142,081 | 增持 |
| 14 | TXN | TEXAS INSTRS INC | $5.8M | 1.45% | 19,501 | 减持 |
| 15 | PAR | PAR TECHNOLOGY CORP | $5.8M | 1.44% | 331,581 | 增持 |
| 16 | AMZN | AMAZON COM INC | $5.6M | 1.40% | 23,558 | 减持 |
| 17 | CAT | CATERPILLAR INC | $5.6M | 1.39% | 5,221 | 减持 |
| 18 | CSCO | CISCO SYS INC | $5.2M | 1.29% | 44,165 | 减持 |
| 19 | ECL | ECOLAB INC | $5.1M | 1.26% | 18,164 | 减持 |
| 20 | AAPL | APPLE INC | $4.6M | 1.15% | 15,962 | 减持 |
| 21 | NSSC | NAPCO SEC TECHNOLOGIES INC | $4.5M | 1.12% | 117,784 | 减持 |
| 22 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $4.5M | 1.12% | 17,025 | 增持 |
| 23 | FAST | FASTENAL CO | $4.3M | 1.09% | 90,525 | 减持 |
| 24 | WSC | WILLSCOT HLDGS CORP | $3.9M | 0.98% | 135,415 | 增持 |
| 25 | BIPC | BROOKFIELD INFRASTRUCTURE CO | $3.9M | 0.97% | 100,638 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR