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Portfolio (Quarterly) Guide ↗

Red Spruce Capital, LLC

· CIK 0001795356
13F Portfolio $251M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TAP Molson Coors Beverage Company Class B Common Stock Consumer Defensive 23,194.0 $1.1M 0.43% NEW $46.68 -8.8%
62 AMD Advanced Micro Devices, Inc. - Common Stock Technology 5,036.0 $1.1M 0.43% NEW $214.16 +118.3%
63 INTU Intuit Inc. - Common Stock Technology 1,621.0 $1.1M 0.43% NEW $662.42 -51.7%
64 IDXX IDEXX Laboratories, Inc. - Common Stock Healthcare 1,571.0 $1.1M 0.42% NEW $676.53 -17.3%
65 AMBA Ambarella, Inc. - Ordinary Shares Technology 14,644.0 $1.0M 0.41% NEW $70.84 +23.6%
66 WCN Waste Connections, Inc. Common Shares Industrials 5,417.0 $950K 0.38% NEW $175.36 -11.2%
67 ROL Rollins, Inc. Common Stock Consumer Cyclical 15,683.0 $941K 0.38% NEW $60.02 -10.9%
68 CAG ConAgra Brands, Inc. Common Stock Consumer Defensive 54,152.0 $937K 0.37% NEW $17.31 -21.7%
69 IWV iShares Russell 3000 ETF 2,301.0 $890K 0.35% NEW $386.85 +9.2%
70 Berkshire Hathaway Inc. New Common Stock 1,590.0 $799K 0.32% NEW $502.65
71 PFF iShares Preferred and Income Securities ETF 25,677.0 $795K 0.32% NEW $30.96 +0.9%
72 SPGI S&P Global Inc. Common Stock Financial Services 1,444.0 $755K 0.30% NEW $522.59 -20.1%
73 TSLA Tesla, Inc. - Common Stock Consumer Cyclical 1,611.0 $724K 0.29% NEW $449.72 -5.3%
74 STWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. Real Estate 37,123.0 $669K 0.27% NEW $18.01 -4.0%
75 ROP Roper Technologies, Inc. - Common Stock Industrials 1,478.0 $658K 0.26% NEW $445.13 -26.6%
76 COHR Coherent Corp. Common Stock Technology 3,113.0 $575K 0.23% NEW $184.57 +104.6%
77 TYL Tyler Technologies, Inc. Common Stock Technology 1,075.0 $488K 0.20% NEW $453.95 -31.0%
78 CORZ Core Scientific, Inc. - Common Stock Technology 33,141.0 $483K 0.19% NEW $14.56 +73.5%
79 PH Parker-Hannifin Corporation Common Stock Industrials 536.0 $471K 0.19% NEW $878.96 -1.4%
80 BSCU Invesco BulletShares 2030 Corporate Bond ETF 26,254.0 $438K 0.17% NEW $16.70 -0.5%
Page 4 of 5  ·  93 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
Technology 27.5%
Healthcare 15.9%
Industrials 15.9%
Communication Services 15.7%
Consumer Cyclical 7.7%
Financial Services 5.6%
Basic Materials 3.9%
Real Estate 2.7%
Energy 2.1%
Consumer Defensive 1.6%