HoldingsChannel.com
Redmond Asset Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BEACON ROOFING SUPPLY 243,477 -1,647 $8,940
     BECN243,477-1,647$8,940
CARMAX INC 86,533 -2,351 $7,514
     KMX86,533-2,351$7,514
KNIGHT TRANSPORTATION INC 198,692 +2,073 $6,525
     KNX198,692+2,073$6,525
MARKEL CORP HOLDING CO 5,444 -34 $5,932
     MKL5,444-34$5,932
VISA INC 31,080 -534 $5,394
     V31,080-534$5,394
JPMORGAN CHASE & CO COM 45,495 -334 $5,086
     JPM45,495-334$5,086
DOLLAR TREE INC COM 47,143 -1,877 $5,063
     DLTR47,143-1,877$5,063
MONMOUTH REAL ESTATEINVT CORP CL A 357,145 -4,606 $4,839
     MNR357,145-4,606$4,839
COPART INC 53,933 -3,389 $4,031
     CPRT53,933-3,389$4,031
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 96,607 -494 $3,653
     LSXMA96,607-494$3,653
INTUIT COM 13,084 -370 $3,419
     INTU13,084-370$3,419
TRACTOR SUPPLY CO 30,968 -2,315 $3,369
     TSCO30,968-2,315$3,369
KANSAS CITY SOUTHERN COM NEW 26,620 -292 $3,243
     KSU26,620-292$3,243
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,150
     BRK.B14,778-320$3,150
TEXAS INSTRS INC COM 27,225 +117 $3,124
     TXN27,225+117$3,124
WATSCO INC 18,990 UNCH $3,105
     WSO18,990UNCH$3,105
PRA GROUP 107,225 -1,106 $3,017
     PRAA107,225-1,106$3,017
FISERV INC 32,296 -1,585 $2,944
     FISV32,296-1,585$2,944
AMAZON.COM INC 1,554 -17 $2,943
     AMZN1,554-17$2,943
HEALTHCARE SERVICES GROUP INC 94,325 +2,297 $2,860
     HCSG94,325+2,297$2,860
ALPHABET INC CAP STK CL A 2,543 +77 $2,754
     GOOGL2,543+77$2,754
CERNER CORP COM 36,169 -818 $2,651
     CERN36,169-818$2,651
SENSATA TECHNOLOGIES HLDNG PLC SHS 53,751 +410 $2,634
     ST53,751+410$2,634
CISCO SYS INC 47,192 -382 $2,583
     CSCO47,192-382$2,583
APPLE INC 12,838 -395 $2,541
     AAPL12,838-395$2,541
INTEL CORP COM 51,264 -1,101 $2,454
     INTC51,264-1,101$2,454
STRYKER CORP 11,795 -297 $2,425
     SYK11,795-297$2,425
CHEVRON CORP NEW COM 19,226 +201 $2,392
     CVX19,226+201$2,392
ECOLAB INC COM 11,567 -582 $2,284
     ECL11,567-582$2,284
DOMINION RESOURCES INC 29,498 -166 $2,281
     D29,498-166$2,281
FASTENAL CO 67,926 +33,612 $2,214
     FAST67,926+33,612$2,214
AUTODESK INC COM 13,391 -175 $2,181
     ADSK13,391-175$2,181
COMCAST CORP NEW CL A 50,838 -2,220 $2,149
     CMCSA50,838-2,220$2,149
FACEBOOK INC CL A 10,850 -370 $2,094
     FB10,850-370$2,094
NXP SEMICONDUCTORS NV COM 21,384 -22 $2,087
     NXPI21,384-22$2,087
PROTO LABS INC COM 17,795 +51 $2,065
     PRLB17,795+51$2,065
ALPHABET INC CAP STK CL C 1,887 -128 $2,040
     GOOG1,887-128$2,040
DANAHER CORP 13,894 -100 $1,986
     DHR13,894-100$1,986
HCA HEALTHCARE INC COM 14,672 +3,027 $1,983
     HCA14,672+3,027$1,983
MEDTRONIC PLC SHS 19,796 -613 $1,928
     MDT19,796-613$1,928
APPLIED MATLS INC COM 39,452 -1,208 $1,772
     AMAT39,452-1,208$1,772
SITEONE LANDSCAPE SUPPLY INC COM 24,867 +125 $1,723
     SITE24,867+125$1,723
BROOKFIELD ASSET MGMT INC COM VOTING 34,732 UNCH $1,659
     BAM34,732UNCH$1,659
HMS HLDGS CORP COM 51,121 UNCH $1,656
     HMSY51,121UNCH$1,656
BLACKLINE INC COM 29,807 +100 $1,595
     BL29,807+100$1,595
DUPONT DE NEMOURS INC COM 21,134 +21,134 $1,587
     DD21,134+21,134$1,587
COGNIZANT TECHNOLOGY SOLUTIONS CL A 24,691 -605 $1,565
     CTSH24,691-605$1,565
FOX FACTORY HLDG CORP COM 18,803 -4,376 $1,551
     FOXF18,803-4,376$1,551
INOGEN INC COM 23,227 +954 $1,551
     INGN23,227+954$1,551
BIO TECHNE CORP COM 7,274 -3,917 $1,517
     TECH7,274-3,917$1,517

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 06/30/2019: $232,580
At 03/31/2019: $229,906

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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