HoldingsChannel.com
Redmond Asset Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BEACON ROOFING SUPPLY 245,388 -56,927 $7,847
     BECN245,388-56,927$7,847
CARMAX INC 84,212 +885 $7,382
     KMX84,212+885$7,382
KNIGHT TRANSPORTATION INC 194,585 -235 $6,973
     KNX194,585-235$6,973
JPMORGAN CHASE & CO COM 44,277 -423 $6,172
     JPM44,277-423$6,172
MARKEL CORP HOLDING CO 5,225 -80 $5,973
     MKL5,225-80$5,973
VISA INC 29,598 -495 $5,561
     V29,598-495$5,561
LIBERTY MEDIA CORP SIRIUSXM 114,492 +19,672 $5,534
     LSXMA114,492+19,672$5,534
MONMOUTH REAL ESTATE INVT CORP 372,472 +547 $5,393
     MNR372,472+547$5,393
COPART INC 52,363 +57 $4,761
     CPRT52,363+57$4,761
HEALTHCARE SERVICES GROUP INC 167,359 -15,065 $4,070
     HCSG167,359-15,065$4,070
KANSAS CITY SOUTHERN COM NEW 25,718 -22 $3,938
     KSU25,718-22$3,938
DOLLAR TREE INC COM 41,478 -3,887 $3,901
     DLTR41,478-3,887$3,901
APPLE INC 12,912 +5 $3,791
     AAPL12,912+5$3,791
WATSCO INC 19,425 -18 $3,499
     WSO19,425-18$3,499
TEXAS INSTRS INC COM 27,186 UNCH $3,487
     TXN27,186UNCH$3,487
FISERV INC 29,177 -725 $3,373
     FISV29,177-725$3,373
ALPHABET INC CAP STK CL A 2,518 -2 $3,372
     GOOGL2,518-2$3,372
INTUIT COM 12,567 +30 $3,291
     INTU12,567+30$3,291
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,155
     BRK.B13,930-276$3,155
TRACTOR SUPPLY CO 31,728 +1,900 $2,964
     TSCO31,728+1,900$2,964
INTEL CORP COM 48,811 -735 $2,921
     INTC48,811-735$2,921
AMAZON.COM INC 1,565 UNCH $2,891
     AMZN1,565UNCH$2,891
PRA GROUP 79,648 -27,163 $2,891
     PRAA79,648-27,163$2,891
SENSATA TECHNOLOGIES HLDNG PLC SHS 50,022 -1,143 $2,694
     ST50,022-1,143$2,694
NXP SEMICONDUCTORS NV COM 21,098 UNCH $2,684
     NXPI21,098UNCH$2,684
APPLIED MATLS INC COM 43,810 +5,857 $2,674
     AMAT43,810+5,857$2,674
CERNER CORP COM 35,561 +590 $2,609
     CERN35,561+590$2,609
FASTENAL CO 70,509 -910 $2,605
     FAST70,509-910$2,605
CISCO SYS INC 50,573 +1,779 $2,425
     CSCO50,573+1,779$2,425
AUTODESK INC COM 13,056 -11 $2,395
     ADSK13,056-11$2,395
DOMINION RESOURCES INC 28,862 -595 $2,390
     D28,862-595$2,390
ALPHABET INC CAP STK CL C 1,745 -43 $2,333
     GOOG1,745-43$2,333
SITEONE LANDSCAPE SUPPLY INC COM 25,111 +138 $2,276
     SITE25,111+138$2,276
SCHWAB CHARLES CORP COM 47,150 +12,492 $2,242
     SCHW47,150+12,492$2,242
DANAHER CORP 14,389 +11 $2,208
     DHR14,389+11$2,208
STRYKER CORP 10,328 -312 $2,168
     SYK10,328-312$2,168
FACEBOOK INC CL A 9,963 -313 $2,044
     FB9,963-313$2,044
HCA HEALTHCARE INC COM 13,567 -410 $2,005
     HCA13,567-410$2,005
BROOKFIELD ASSET MGMT INC 34,085 -31 $1,970
     BAM34,085-31$1,970
MEDTRONIC PLC SHS 17,268 -489 $1,959
     MDT17,268-489$1,959
COMCAST CORP NEW CL A 41,486 +3,110 $1,865
     CMCSA41,486+3,110$1,865
PROTO LABS INC COM 17,579 +54 $1,785
     PRLB17,579+54$1,785
CHEVRON CORP NEW COM 13,442 +9 $1,619
     CVX13,442+9$1,619
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 32,090 +8,000 $1,618
     JPST32,090+8,000$1,618
TECH DATA CORP COM 10,860 -666 $1,559
     TECD10,860-666$1,559
ACCENTURE PLC IRELAND SHS CLASS A 7,394 -29 $1,556
     ACN7,394-29$1,556
BLACKLINE INC COM 30,100 +166 $1,551
     BL30,100+166$1,551
HMS HLDGS CORP COM 51,764 +290 $1,532
     HMSY51,764+290$1,532
INOGEN INC COM 22,195 -1,109 $1,516
     INGN22,195-1,109$1,516
VERISK ANALYTICS INC 10,019 +40 $1,496
     VRSK10,019+40$1,496

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 12/31/2019: $235,635
At 09/30/2019: $225,400

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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