REDMOND ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CP | 32K | $2.40M |
 | XYL | 32K | $4.73M |
 | UPS | 31K | $2.57M |
 | XPEL | 29K | $958.67K |
 | AMZN | 26K | $5.75M |
 | NSC | 26K | $7.83M |
 | SW | 25K | $1.08M |
 | MRK | 25K | $2.10M |
 | KRUS | 25K | $1.46M |
 | CVX | 24K | $3.72M |
 | V | 24K | $8.17M |
 | ICE | 23K | $3.84M |
 | MSFT | 22K | $11.64M |
 | TXN | 22K | $4.12M |
 | ADC | 22K | $1.59M |
 | WMT | 21K | $2.19M |
 | PODD | 21K | $6.41M |
 | ECL | 20K | $5.48M |
 | ARCC | 19K | $395.85K |
 | RLI | 19K | $1.21M |
Canadian Pacific Kansas City Ltd.
CP
Shares Held
32K
Value
$2.40M
Xylem Inc.
XYL
Shares Held
32K
Value
$4.73M
United Parcel Service, Inc.
UPS
Shares Held
31K
Value
$2.57M
XPEL, Inc.
XPEL
Shares Held
29K
Value
$958.67K
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.75M
Norfolk Southern Corporation
NSC
Shares Held
26K
Value
$7.83M
Smurfit Westrock Plc
SW
Shares Held
25K
Value
$1.08M
Merck & Co., Inc.
MRK
Shares Held
25K
Value
$2.10M
Kura Sushi USA, Inc.
KRUS
Shares Held
25K
Value
$1.46M
Chevron Corporation
CVX
Shares Held
24K
Value
$3.72M
Visa Inc.
V
Shares Held
24K
Value
$8.17M
Intercontinental Exchange, Inc.
ICE
Shares Held
23K
Value
$3.84M
Microsoft Corporation
MSFT
Shares Held
22K
Value
$11.64M
Texas Instruments Incorporated
TXN
Shares Held
22K
Value
$4.12M
Agree Realty Corporation
ADC
Shares Held
22K
Value
$1.59M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.19M
Insulet Corporation
PODD
Shares Held
21K
Value
$6.41M
Ecolab Inc.
ECL
Shares Held
20K
Value
$5.48M
Ares Capital Corporation
ARCC
Shares Held
19K
Value
$395.85K
RLI Corp.
RLI
Shares Held
19K
Value
$1.21M