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Anita Lavin

Redmond Asset Management, Llc

Assets Managed
$366.263M
Holdings
197
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-6.6%(2Q avg: -5.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Redmond Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of Redmond Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 366.263M in assets, with a quarterly growth rate of -6.6% and a 2-quarter average growth rate of -5.15%. The portfolio is managed by Anita Lavin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.16%
3.38%
$12.343M
42,924 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.29%
3.3%
$12.08M
41,066 shares@ $294.17 avg price
WSO
Watsco Inc
Recent Activity
Increased 2.29%
3.04%
$11.124M
30,579 shares@ $363.79 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -2.7%
2.3%
$8.397M
4,387 shares@ $1914.07 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -7.2%
2.19%
$8.006M
85,184 shares@ $93.99 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.73%
2.19%
$8M
21,611 shares@ $370.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.81%
2.02%
$7.372M
15,385 shares@ $479.2 avg price
NSC
Norfolk Southern Corp
Recent Activity
Decreased -1.93%
2%
$7.293M
25,412 shares@ $287.0 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -2.61%
1.87%
$6.832M
22,603 shares@ $302.25 avg price
XPO
Xpo Inc
Recent Activity
Decreased -36.81%
1.85%
$6.747M
34,682 shares@ $194.55 avg price

1-10 of 197