REDMOND ASSET MANAGEMENT, LLC

PrivateCIK: 1567890
Location

HENRICO, VA

197
Positions
$366.26M
Total AUM (reported)
6.05M
Total Shares

Allocation by class

TOTAL AUM$366.26M197 positions
COM$265.43M72.5%
CL A$14.45M3.9%
CAP STK CL A$12.34M3.4%
COM NEW$10.55M2.9%
COM CL A$9.14M2.5%
CL B NEW$7.37M2.0%
SHS$3.54M1.0%

Portfolio Concentration

Top 39.7%4–1014.4%11–2517.9%Rest58.0%TOP 1024.1%0%100%
Top 3$35.55M9.7%
4–10$52.65M14.4%
11–25$65.74M17.9%
Rest$212.33M58.0%

Top 3 weight

9.7%

Top 10 weight

24.1%

Voting Authority Distribution

Total shares with voting rights: 6.05M

Sole

Full voting authority

5.03K

shares

% of voting shares0.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.04M

shares

% of voting shares99.9%

Investment Discretion (by position count)

Sole197
Shared0
Other0
Dominant voting typeNone · 99.9% of voting shares
Institutional Holdings197
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares42.92K
TypeSH
Market value$12.34M
3.37%
Sole
160.00
Shared
0.00
None
42.76K

JPMORGAN CHASE & CO

SOLE
COM
Shares41.07K
TypeSH
Market value$12.08M
3.30%
Sole
137.00
Shared
0.00
None
40.93K

WATSCO INC

SOLE
COM
Shares30.58K
TypeSH
Market value$11.12M
3.04%
Sole
89.00
Shared
0.00
None
30.49K

MARKEL GROUP INC

SOLE
COM
Shares4.39K
TypeSH
Market value$8.40M
2.29%
Sole
21.00
Shared
0.00
None
4.37K

SCHWAB CHARLES CORP

SOLE
COM
Shares85.18K
TypeSH
Market value$8.01M
2.19%
Sole
432.00
Shared
0.00
None
84.75K

MICROSOFT CORP

SOLE
COM
Shares21.61K
TypeSH
Market value$8.00M
2.18%
Sole
64.00
Shared
0.00
None
21.55K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares15.38K
TypeSH
Market value$7.37M
2.01%
Sole
61.00
Shared
0.00
None
15.32K

NORFOLK SOUTHN CORP

SOLE
COM
Shares25.41K
TypeSH
Market value$7.29M
1.99%
Sole
0.00
Shared
0.00
None
25.41K

VISA INC

SOLE
COM CL A
Shares22.60K
TypeSH
Market value$6.83M
1.87%
Sole
120.00
Shared
0.00
None
22.48K

XPO INC

SOLE
COM
Shares34.68K
TypeSH
Market value$6.75M
1.84%
Sole
107.00
Shared
0.00
None
34.58K

JOHNSON & JOHNSON

SOLE
COM
Shares25.30K
TypeSH
Market value$6.18M
1.69%
Sole
0.00
Shared
0.00
None
25.30K

AMAZON COM INC

SOLE
COM
Shares23.96K
TypeSH
Market value$4.99M
1.36%
Sole
0.00
Shared
0.00
None
23.96K

ECOLAB INC

SOLE
COM
Shares18.53K
TypeSH
Market value$4.93M
1.35%
Sole
70.00
Shared
0.00
None
18.46K

NAPCO SEC TECHNOLOGIES INC

SOLE
COM
Shares118.71K
TypeSH
Market value$4.68M
1.28%
Sole
0.00
Shared
0.00
None
118.71K

OMNICELL COM

SOLE
COM
Shares139.49K
TypeSH
Market value$4.66M
1.27%
Sole
0.00
Shared
0.00
None
139.49K

FASTENAL CO

SOLE
COM
Shares96.05K
TypeSH
Market value$4.46M
1.22%
Sole
500.00
Shared
0.00
None
95.55K

CHEVRON CORPORATION

SOLE
COM
Shares21.03K
TypeSH
Market value$4.35M
1.19%
Sole
40.00
Shared
0.00
None
20.99K

INSULET CORP

SOLE
COM
Shares20.41K
TypeSH
Market value$4.28M
1.17%
Sole
0.00
Shared
0.00
None
20.41K

CME GROUP INC

SOLE
COM
Shares14.24K
TypeSH
Market value$4.21M
1.15%
Sole
0.00
Shared
0.00
None
14.24K

APPLE INC

SOLE
COM
Shares16.21K
TypeSH
Market value$4.11M
1.12%
Sole
0.00
Shared
0.00
None
16.21K

TEXAS INSTRS INC

SOLE
COM
Shares20.66K
TypeSH
Market value$4.01M
1.10%
Sole
92.00
Shared
0.00
None
20.57K

XYLEM INC

SOLE
COM
Shares32.87K
TypeSH
Market value$3.93M
1.07%
Sole
111.00
Shared
0.00
None
32.76K

CATERPILLAR INC

SOLE
COM
Shares5.38K
TypeSH
Market value$3.81M
1.04%
Sole
0.00
Shared
0.00
None
5.38K

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares22.84K
TypeSH
Market value$3.59M
0.98%
Sole
91.00
Shared
0.00
None
22.75K

ZEBRA TECHNOLOGIES CORPORATI

SOLE
CL A
Shares16.97K
TypeSH
Market value$3.55M
0.97%
Sole
80.00
Shared
0.00
None
16.89K
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