IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Red Tortoise LLC

Q1 2026 Holdings

Filed 2026-04-21 | 647 holdings | $240.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Standard MTR Prods Inc COM(SMP)Stock853666105$2.8K800.0%
Vanguard Health Care ETF(VHT)ETF92204A504$2.8K100.0%
Lennox Intl Inc COM(LII)Stock526107107$2.8K60.0%
Jacobs Solutions Inc COM(J)Stock46982L108$2.8K220.0%
Deere & Co COM(DE)Stock244199105$2.8K50.0%
First Bancorp N C COM(FBNC)Stock318910106$2.8K500.0%
Qualcomm Inc COM(QCOM)Stock747525103$2.8K220.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$2.8K390.0%
Trinity Inds Inc COM(TRN)Stock896522109$2.9K890.0%
Lakeland Finl Corp COM(LKFN)Stock511656100$2.9K500.0%
Highwoods Pptys Inc COM(HIW)REIT431284108$2.9K1340.0%
Equifax Inc COM(EFX)Stock294429105$2.9K160.0%
Prologis Inc. COM(PLD)REIT74340W103$2.9K220.0%
Align Technology Inc COM(ALGN)Stock016255101$2.9K170.0%
Brighthouse Finl Inc COM(BHF)Stock10922N103$2.9K490.0%
Millerknoll Inc COM(MLKN)Stock600544100$2.9K2030.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$3.0K150.0%
RPM Intl Inc COM(RPM)Stock749685103$3.0K300.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$3.0K170.0%
Magnera Corp COM SHS(MAGN)Stock55939A107$3.0K3140.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$3.0K1320.0%
Molson Coors Beverage Co CL B(TAP)Stock60871R209$3.0K700.0%
Copart Inc COM(CPRT)Stock217204106$3.1K920.0%
Commercial Metals Co COM(CMC)Stock201723103$3.1K500.0%
Pinterest Inc CL A(PINS)Stock72352L106$3.1K1690.0%
State Street Industrial Select Sector Spdr ETF(XLI)ETF81369Y704$3.1K190.0%
Essex Ppty TR Inc COM(ESS)REIT297178105$3.1K130.0%
Allison Transmission Hldgs Inc COM(ALSN)Stock01973R101$3.2K270.0%
The Cigna Group COM(CI)Stock125523100$3.2K120.0%
Macerich Co COM(MAC)REIT554382101$3.2K1710.0%
SLM Corp COM(SLM)Stock78442P106$3.2K1510.0%
Allegiant Travel Co COM(ALGT)Stock01748X102$3.2K400.0%
Livanova PLC SHS(LIVN)StockG5509L101$3.2K510.0%
Usana Health Sciences Inc COM(USNA)Stock90328M107$3.2K1860.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$3.3K710.0%
Synaptics Inc COM(SYNA)Stock87157D109$3.3K470.0%
Vici Pptys Inc COM(VICI)REIT925652109$3.3K1210.0%
Glacier Bancorp Inc New COM(GBCI)Stock37637Q105$3.3K740.0%
XPO Inc COM(XPO)Stock983793100$3.3K170.0%
Hologic Inc COM(HOLX)Stock436440101$3.3K440.0%
Huntsman Corp COM(HUN)Stock447011107$3.3K2510.0%
Firstenergy Corp COM(FE)Stock337932107$3.3K660.0%
Oshkosh Corp COM(OSK)Stock688239201$3.4K230.0%
Adient PLC ORD SHS(ADNT)StockG0084W101$3.4K1690.0%
Timken Co COM(TKR)Stock887389104$3.4K340.0%
Medical Properties Trust Inc COM(MPT)REIT58463J304$3.4K7390.0%
Weyerhaeuser Co COM New(WY)REIT962166104$3.4K1410.0%
Nordson Corp COM(NDSN)Stock655663102$3.5K130.0%
Portillos Inc COM CL A(PTLO)Stock73642K106$3.5K6540.0%
Public SVC Enterprise Group COM(PEG)Stock744573106$3.5K430.0%
PreviousPage 3 of 12Next