Redwood Grove Capital, LLC Top Holdings and 13F Report (2025) About Redwood Grove Capital, LLCInvestment ActivityRedwood Grove Capital, LLC has $322.94 million in total holdings as of December 31, 2024.Redwood Grove Capital, LLC owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.28% of the portfolio was purchased this quarter.About 13.18% of the portfolio was sold this quarter.This quarter, Redwood Grove Capital, LLC has purchased 22 new stocks and bought additional shares in 5 stocks.Redwood Grove Capital, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $23,915,646Fiserv $20,384,237Nextera Energy Partners $19,098,243Sanofi $17,191,149International Flavors & Fragrances $16,798,563 Largest New Holdings this Quarter Humana $14,098,665 HoldingFirst Solar $9,428,840 Holding Largest Purchases this Quarter Humana 55,570 shares (about $14.10M)First Solar 53,500 shares (about $9.43M)NV5 Global 404,331 shares (about $7.62M)Nextera Energy Partners 90,700 shares (about $1.61M)Shoals Technologies Group 233,373 shares (about $1.29M) Largest Sales this Quarter American Express 34,108 shares (about $10.12M)Generac 60,058 shares (about $9.31M)PayPal 56,300 shares (about $4.81M)United Rentals 4,700 shares (about $3.31M)Bank of America 67,600 shares (about $2.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedwood Grove Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$23,915,6460.0%125,5817.4%Computer and TechnologyFIFiserv$20,384,237$1,361,935 ▼-6.3%99,2326.3%Business ServicesNEPNextera Energy Partners$19,098,243$1,614,460 ▲9.2%1,072,9355.9%Oils/EnergySNYSanofi$17,191,1490.0%356,4415.3%MedicalIFFInternational Flavors & Fragrances$16,798,5630.0%198,6825.2%Basic MaterialsMRKMerck & Co., Inc.$15,983,253$1,090,102 ▲7.3%160,6684.9%MedicalQCOMQUALCOMM$15,854,5060.0%103,2064.9%Computer and TechnologyBACBank of America$15,848,678$2,971,020 ▼-15.8%360,6074.9%FinanceSMURFIT WESTROCK PLC$15,761,375$1,398,098 ▼-8.1%292,6364.9%SHSPYPLPayPal$15,653,531$4,805,205 ▼-23.5%183,4044.8%Computer and TechnologyAMGNAmgen$15,396,0050.0%59,0704.8%MedicalPORPortland General Electric$15,137,0560.0%347,0214.7%UtilitiesHUMHumana$14,098,665$14,098,665 ▲New Holding55,5704.4%MedicalWDCWestern Digital$12,690,3370.0%212,8183.9%Computer and TechnologyGNRCGenerac$12,617,969$9,311,993 ▼-42.5%81,3803.9%Industrial ProductsURIUnited Rentals$12,133,979$3,310,868 ▼-21.4%17,2253.8%ConstructionAMRCAmeresco$11,737,4170.0%499,8903.6%Oils/EnergyARRYArray Technologies$11,432,289$1,280,812 ▲12.6%1,892,7633.5%Oils/EnergySHLSShoals Technologies Group$11,360,130$1,290,553 ▲12.8%2,054,2733.5%Oils/EnergyNVEENV5 Global$10,156,795$7,617,596 ▲300.0%539,1083.1%Business ServicesFSLRFirst Solar$9,428,840$9,428,840 ▲New Holding53,5002.9%Oils/EnergyAXPAmerican Express$8,509,563$10,122,913 ▼-54.3%28,6722.6%FinanceASPNAspen Aerogels$1,754,7350.0%147,7050.5%ConstructionBABAAlibaba Group$0$9,268,521 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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