Redmond Asset Management, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $406 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11.9M, Microsoft Corp with a value of $11.9M, Xpo Logistics, Inc. with a value of $9.91M, Markel Corp with a value of $9.65M, and Alphabet Inc. with a value of $8.84M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $376M to 406M.

Redmond Asset Management, LLC is based out at Henrico, VA

Below you can find more details about Redmond Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $406 Million
Industrials: $80.3 Million
Technology: $79 Million
Financial Services: $76 Million
Healthcare: $35.7 Million
Consumer Cyclical: $34.7 Million
Communication Services: $25.1 Million
ETFs: $17.5 Million
Consumer Defensive: $16.8 Million
Other: $39.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $406 Million
  • Prior Value $376 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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