HoldingsChannel.com
Redmond Asset Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BEACON ROOFING SUPPLY 302,315 +58,838 $10,137
     BECN302,315+58,838$10,137
CARMAX INC 83,327 -3,206 $7,333
     KMX83,327-3,206$7,333
KNIGHT TRANSPORTATION INC 194,820 -3,872 $7,072
     KNX194,820-3,872$7,072
MARKEL CORP HOLDING CO 5,305 -139 $6,270
     MKL5,305-139$6,270
MONMOUTH REAL ESTATE INVT CORP 371,925 +14,780 $5,359
     MNR371,925+14,780$5,359
JPMORGAN CHASE & CO COM 44,700 -795 $5,261
     JPM44,700-795$5,261
DOLLAR TREE INC COM 45,365 -1,778 $5,179
     DLTR45,365-1,778$5,179
VISA INC 30,093 -987 $5,176
     V30,093-987$5,176
HEALTHCARE SERVICES GROUP INC 182,424 +88,099 $4,431
     HCSG182,424+88,099$4,431
COPART INC 52,306 -1,627 $4,202
     CPRT52,306-1,627$4,202
LIBERTY MEDIA CORP SIRIUSXM 94,820 -1,787 $3,942
     LSXMA94,820-1,787$3,942
PRA GROUP 106,811 -414 $3,609
     PRAA106,811-414$3,609
TEXAS INSTRS INC COM 27,186 -39 $3,514
     TXN27,186-39$3,514
KANSAS CITY SOUTHERN COM NEW 25,740 -880 $3,424
     KSU25,740-880$3,424
INTUIT COM 12,537 -547 $3,334
     INTU12,537-547$3,334
WATSCO INC 19,443 +453 $3,289
     WSO19,443+453$3,289
FISERV INC 29,902 -2,394 $3,098
     FISV29,902-2,394$3,098
ALPHABET INC CAP STK CL A 2,520 -23 $3,077
     GOOGL2,520-23$3,077
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,955
     BRK.B14,206-572$2,955
APPLE INC 12,907 +69 $2,891
     AAPL12,907+69$2,891
AMAZON.COM INC 1,565 +11 $2,717
     AMZN1,565+11$2,717
TRACTOR SUPPLY CO 29,828 -1,140 $2,698
     TSCO29,828-1,140$2,698
SENSATA TECHNOLOGIES HLDNG PLC SHS 51,165 -2,586 $2,561
     ST51,165-2,586$2,561
INTEL CORP COM 49,546 -1,718 $2,553
     INTC49,546-1,718$2,553
CISCO SYS INC 48,794 +1,602 $2,411
     CSCO48,794+1,602$2,411
DOMINION RESOURCES INC 29,457 -41 $2,387
     D29,457-41$2,387
CERNER CORP COM 34,971 -1,198 $2,384
     CERN34,971-1,198$2,384
FASTENAL CO 71,419 +3,493 $2,333
     FAST71,419+3,493$2,333
NXP SEMICONDUCTORS NV COM 21,098 -286 $2,302
     NXPI21,098-286$2,302
STRYKER CORP 10,640 -1,155 $2,301
     SYK10,640-1,155$2,301
ALPHABET INC CAP STK CL C 1,788 -99 $2,180
     GOOG1,788-99$2,180
DANAHER CORP 14,378 +484 $2,077
     DHR14,378+484$2,077
AUTODESK INC COM 13,067 -324 $1,930
     ADSK13,067-324$1,930
MEDTRONIC PLC SHS 17,757 -2,039 $1,929
     MDT17,757-2,039$1,929
APPLIED MATLS INC COM 37,953 -1,499 $1,894
     AMAT37,953-1,499$1,894
SITEONE LANDSCAPE SUPPLY INC COM 24,973 +106 $1,849
     SITE24,973+106$1,849
FACEBOOK INC CL A 10,276 -574 $1,830
     FB10,276-574$1,830
BROOKFIELD ASSET MGMT INC 34,116 -616 $1,811
     BAM34,116-616$1,811
PROTO LABS INC COM 17,525 -270 $1,789
     PRLB17,525-270$1,789
HMS HLDGS CORP COM 51,474 +353 $1,774
     HMSY51,474+353$1,774
COMCAST CORP NEW CL A 38,376 -12,462 $1,730
     CMCSA38,376-12,462$1,730
DUPONT DE NEMOURS INC COM 23,909 +2,775 $1,705
     DD23,909+2,775$1,705
HCA HEALTHCARE INC COM 13,977 -695 $1,683
     HCA13,977-695$1,683
DIAMONDROCK HOSPITALITY 157,948 +19,944 $1,619
     DRH157,948+19,944$1,619
CHEVRON CORP NEW COM 13,433 -5,793 $1,593
     CVX13,433-5,793$1,593
VERISK ANALYTICS INC 9,979 -277 $1,578
     VRSK9,979-277$1,578
ECOLAB INC COM 7,679 -3,888 $1,521
     ECL7,679-3,888$1,521
US ECOLOGY INC COM 22,944 +178 $1,467
     ECOL22,944+178$1,467
THE CHARLES SCHWAB CORPORATION COM 34,658 +34,658 $1,450
     SCHW34,658+34,658$1,450
BLACKLINE INC COM 29,934 +127 $1,431
     BL29,934+127$1,431

See Full List: All Stocks Held By Redmond Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Redmond Asset Management LLC

Size ($ in 1000's)
At 09/30/2019: $225,400
At 06/30/2019: $232,580

Redmond Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Redmond Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Redmond Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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