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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $890M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 295 New
Page 8 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RNG RINGCENTRAL INC Technology 37,991.0 $1.1M 0.12% NEW $28.88 +49.3%
142 TRV TRAVELERS COS INC Financial Services 3,783.0 $1.1M 0.12% NEW $289.98 +5.3%
143 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,956.0 $1.1M 0.12% NEW $137.76 -1.9%
144 MTD METTLER TOLEDO INTERNATIONAL Healthcare 786.0 $1.1M 0.12% NEW $1394.40 -20.7%
145 UNM UNUM GROUP Financial Services 14,142.0 $1.1M 0.12% NEW $77.50 +8.4%
146 WDAY WORKDAY INC Technology 5,101.0 $1.1M 0.12% NEW $214.86 -42.1%
147 GS GOLDMAN SACHS GROUP INC Financial Services 1,246.0 $1.1M 0.12% NEW $878.81 +12.6%
148 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 3,813.0 $1.1M 0.12% NEW $287.18 +12.7%
149 ILMN ILLUMINA INC Healthcare 8,352.0 $1.1M 0.12% NEW $131.11 +10.9%
150 MAT MATTEL INC Consumer Cyclical 55,180.0 $1.1M 0.12% NEW $19.84 -24.1%
151 MEDP MEDPACE HOLDINGS INC Healthcare 1,950.0 $1.1M 0.12% NEW $561.54 -23.4%
152 RVTY REVVITY INC Healthcare 11,318.0 $1.1M 0.12% NEW $96.75 -1.0%
153 TXT TEXTRON INC Industrials 12,562.0 $1.1M 0.12% NEW $87.17 +6.0%
154 VMI VALMONT INDUSTRIES Industrials 2,721.0 $1.1M 0.12% NEW $402.43 +31.8%
155 BWA BORGWARNER INC Consumer Cyclical 24,273.0 $1.1M 0.12% NEW $45.07 +49.1%
156 EXLS EXLSERVICE HOLDINGS INC Technology 25,779.0 $1.1M 0.12% NEW $42.44 -31.7%
157 ITT ITT INC Industrials 6,305.0 $1.1M 0.12% NEW $173.51 +14.9%
158 KEX KIRBY CORP Industrials 9,932.0 $1.1M 0.12% NEW $110.15 +30.9%
159 NRG NRG ENERGY INC Utilities 6,867.0 $1.1M 0.12% NEW $159.31 -11.7%
160 NVR NVR INC Consumer Cyclical 150.0 $1.1M 0.12% NEW $7293.33 -16.5%
Page 8 of 15  ·  295 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.3%
Technology 22.4%
Consumer Cyclical 15.6%
Industrials 8.3%
Healthcare 8.1%
Communication Services 7.2%
Consumer Defensive 4.9%
Energy 4.6%
Basic Materials 2.3%
Real Estate 2.0%