Redmond Asset Management, LLC — 13F holdings

Redmond Asset Management, LLC reported 199 holdings worth $401M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOGL ALPHABET INC — $14.6M (3.7%)
2. WSO WATSCO INC — $14.3M (3.6%)
3. JPM JPMorgan Chase & Co. — $13.1M (3.3%)
4. MKL MARKEL GROUP INC — $8.55M (2.1%)
5. NSC NORFOLK SOUTHN CORP — $7.95M (2.0%)
6. MSFT MICROSOFT CORP — $7.75M (1.9%)
7. SCHW SCHWAB CHARLES CORP — $7.75M (1.9%)
8. V VISA INC — $7.60M (1.9%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $7.55M (1.9%)
10. XPO XPO INC — $6.87M (1.7%)