Red-Mountain-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KTOS",
  null,
  null,
  "FNDF",
  "FNDA",
  "MMM",
  "ALL",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "HD",
  "MCD",
  null,
  "UNP",
  "SCHY",
  null,
  "MSFT",
  null,
  "VHT",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  "IBM",
  "SYK",
  "TM",
  "VNQ",
  "VXF",
  "PNW",
  null,
  "VIG",
  "DD",
  "VIGI",
  null,
  "VEU",
  "VGT",
  "BSV",
  "VST",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  "COST",
  "CTVA",
  "DE",
  "XOM",
  "JNJ",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 63
Total Value: 82045805
Accession Number: 0001997650-25-000002
Form Type: 13F-HR
CIK: red-mountain-financial
Manager Name: Red-Mountain-Financial

Data Enrichment

76% identified

48 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $82.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 4

Sort by:

STRYKER CORP

SYK|863667101

Shares:600

Value:$223.3K

% of Portfolio:0.3% ($223.3K/$82.0M)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:2.3K

Value:$214.3K

% of Portfolio:0.3% ($214.3K/$82.0M)

78468R853

Shares:5.1K

Value:$208.4K

% of Portfolio:0.3% ($208.4K/$82.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	600	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$223.3K	0.3% ($223.3K/$82.0M)	QoQ +3.38% (+$7.3K) YoY-
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$214.3K	0.3% ($214.3K/$82.0M)	QoQ NEW(+$214.3K) YoY-
(cusip78468R853)✕	5.1K	QoQ +0.25% (-13) YoY-	All Managers (Combined)	$208.4K	0.3% ($208.4K/$82.0M)	QoQ -9.02% (-$20.7K) YoY-