Red Cedar Investment Management, LLC Top Holdings and 13F Report (2025) About Red Cedar Investment Management, LLCInvestment ActivityRed Cedar Investment Management, LLC has $722.81 million in total holdings as of March 31, 2025.Red Cedar Investment Management, LLC owns shares of 80 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.37% of the portfolio was purchased this quarter.About 13.31% of the portfolio was sold this quarter.This quarter, Red Cedar Investment Management, LLC has purchased 76 new stocks and bought additional shares in 8 stocks.Red Cedar Investment Management, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Russell 1000 $149,275,551iShares Russell 1000 ETF $139,211,283Vanguard Russell 2000 ETF $42,225,774iShares Russell 2000 ETF $41,673,624iShares Core MSCI Emerging Markets ETF $30,596,745 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $20,781,977 Holding92189F106 - VanEck Gold Miners ETF $14,587,108 Holding008474108 - Agnico Eagle Mines $2,868,203 Holding496902404 - Kinross Gold $2,860,087 Holding011532108 - Alamos Gold $2,847,275 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 254,276 shares (about $20.78M)VanEck Gold Miners ETF 317,318 shares (about $14.59M)Agnico Eagle Mines 26,457 shares (about $2.87M)Kinross Gold 226,811 shares (about $2.86M)Alamos Gold 106,480 shares (about $2.85M) Largest Sales this Quarter Vanguard Russell 1000 87,046 shares (about $22.10M)iShares Russell 1000 ETF 67,737 shares (about $20.78M)iShares MSCI Japan ETF 153,738 shares (about $10.54M)Vanguard Russell 2000 ETF 60,376 shares (about $4.87M)Schwab US Large-Cap ETF 217,860 shares (about $4.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRed Cedar Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONEVanguard Russell 1000$149,275,551$22,097,502 ▼-12.9%588,02320.7%ETFIWBiShares Russell 1000 ETF$139,211,283$20,777,662 ▼-13.0%453,84119.3%ETFVTWOVanguard Russell 2000 ETF$42,225,774$4,869,326 ▼-10.3%523,5685.8%ETFIWMiShares Russell 2000 ETF$41,673,624$4,367,630 ▼-9.5%208,9015.8%FinanceIEMGiShares Core MSCI Emerging Markets ETF$30,596,745$2,282,663 ▲8.1%566,9214.2%ETFEWJiShares MSCI Japan ETF$27,599,378$10,540,278 ▼-27.6%402,5583.8%ETFSCHFSchwab International Equity ETF$21,434,9130.0%1,083,6663.0%ETFEFAiShares MSCI EAFE ETF$20,781,977$20,781,977 ▲New Holding254,2762.9%FinanceSCHXSchwab US Large-Cap ETF$15,964,834$4,810,349 ▼-23.2%723,0452.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$14,900,4930.0%495,0332.1%ETFGDXVanEck Gold Miners ETF$14,587,108$14,587,108 ▲New Holding317,3182.0%ETFAVGOBroadcom$9,472,3520.0%56,5751.3%Computer and TechnologyMSFTMicrosoft$8,868,5890.0%23,6251.2%Computer and TechnologyLLYEli Lilly and Company$8,534,954$111,498 ▼-1.3%10,3341.2%MedicalVOOVanguard S&P 500 ETF$7,853,573$1,272,441 ▼-13.9%15,2821.1%ETFJPMJPMorgan Chase & Co.$6,939,2920.0%28,2891.0%FinanceMSIMotorola Solutions$6,906,4530.0%15,7751.0%Computer and TechnologyETNEaton$6,065,3430.0%22,3130.8%IndustrialsABBVAbbVie$5,701,0390.0%27,2100.8%MedicalPHParker-Hannifin$5,620,7890.0%9,2470.8%IndustrialsAMPAmeriprise Financial$5,093,8050.0%10,5220.7%FinanceEXCHANGE PLACE ADVISORS TRUS$5,004,0000.0%200,0000.7%NORTH SQUARE RCIMETAMeta Platforms$4,784,3640.0%8,3010.7%Computer and TechnologyMCDMcDonald's$4,437,5280.0%14,2060.6%Retail/WholesaleHDHome Depot$4,254,9490.0%11,6100.6%Retail/WholesaleGSGiShares S&P GSCI Commodity-Indexed Trust$4,198,310$198,190 ▼-4.5%184,3790.6%FinanceCOSTCostco Wholesale$4,190,7510.0%4,4310.6%Retail/WholesaleSOSouthern$4,128,2790.0%44,8970.6%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$4,040,6840.0%40,8480.6%FinanceVTHRVanguard Russell 3000 ETF$3,943,718$262,799 ▼-6.2%15,9820.5%ETFQCOMQUALCOMM$3,549,159$818,895 ▼-18.7%23,1050.5%Computer and TechnologyPAYXPaychex$3,438,9010.0%22,2900.5%Business ServicesADIAnalog Devices$3,384,023$849,837 ▼-20.1%16,7800.5%Computer and TechnologyPGProcter & Gamble$3,348,7530.0%19,6500.5%Consumer StaplesBLACKROCK INC$3,337,288$1,596,712 ▲91.7%3,5260.5%COMVVisa$3,315,702$787,484 ▲31.1%9,4610.5%Business ServicesMMCMarsh & McLennan Companies$3,313,439$962,210 ▼-22.5%13,5780.5%FinanceGLWCorning$3,155,387$1,507,810 ▲91.5%68,9250.4%Computer and TechnologyAEMAgnico Eagle Mines$2,868,203$2,868,203 ▲New Holding26,4570.4%Basic MaterialsKGCKinross Gold$2,860,087$2,860,087 ▲New Holding226,8110.4%Basic MaterialsAGIAlamos Gold$2,847,275$2,847,275 ▲New Holding106,4800.4%Basic MaterialsAAPLApple$2,648,0120.0%11,9210.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,635,280$2,889 ▲0.1%7,2980.4%ETFSYKStryker$2,584,1600.0%6,9420.4%MedicalVTWVVanguard Russell 2000 Value ETF$2,552,874$9,715 ▲0.4%19,1820.4%ETFACNAccenture$2,452,0100.0%7,8580.3%Computer and TechnologyRTXRTX$2,252,217$909,603 ▲67.7%17,0030.3%AerospaceNEENextEra Energy$2,221,8340.0%31,3420.3%UtilitiesWECWEC Energy Group$2,184,504$114,647 ▲5.5%20,0450.3%UtilitiesWELLWelltower$2,184,1620.0%14,2560.3%FinancePNCThe PNC Financial Services Group$2,129,1020.0%12,1130.3%FinanceSPGSimon Property Group$2,117,1880.0%12,7480.3%FinanceAXPAmerican Express$2,052,3130.0%7,6280.3%FinanceMDLZMondelez International$1,922,5980.0%28,3360.3%Consumer StaplesCVXChevron$1,897,4030.0%11,3420.3%EnergyMRKMerck & Co., Inc.$1,893,218$897,959 ▼-32.2%21,0920.3%MedicalCTASCintas$1,875,2560.0%9,1240.3%Business ServicesEQIXEquinix$1,588,3020.0%1,9480.2%FinanceURIUnited Rentals$1,540,4290.0%2,4580.2%ConstructionXOMExxon Mobil$1,498,0420.0%12,5960.2%EnergyLMTLockheed Martin$1,462,529$104,530 ▼-6.7%3,2740.2%AerospacePSXPhillips 66$1,431,8740.0%11,5960.2%EnergyGDGeneral Dynamics$1,357,448$843,907 ▼-38.3%4,9800.2%AerospaceTJXTJX Companies$1,306,5490.0%10,7270.2%Retail/WholesaleAPDAir Products and Chemicals$1,305,3160.0%4,4260.2%Basic MaterialsMARMarriott International$1,278,8960.0%5,3690.2%Consumer DiscretionaryCFGCitizens Financial Group$1,254,174$1,254,174 ▲New Holding30,6120.2%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,091,0230.0%10,8430.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,057,7170.0%13,3990.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,042,5300.0%19,9070.1%ManufacturingVICIVICI Properties$1,028,6720.0%31,5350.1%FinanceMCKMcKesson$867,484$867,484 ▲New Holding1,2890.1%MedicalFPEFirst Trust Preferred Securities and Income ETF$855,8770.0%48,6570.1%ETFBSVVanguard Short-Term Bond ETF$826,6370.0%10,5600.1%ETFVLOValero Energy$752,4030.0%5,6970.1%EnergyDLRDigital Realty Trust$700,1150.0%4,8860.1%FinancePEPPepsiCo$421,781$1,189,024 ▼-73.8%2,8130.1%Consumer StaplesKOCoca-Cola$341,9140.0%4,7740.0%Consumer StaplesFISFidelity National Information Services$280,050$1,323,255 ▼-82.5%3,7500.0%Business ServicesMPCMarathon Petroleum$209,7940.0%1,4400.0%EnergyIVViShares Core S&P 500 ETF$0$8,906,728 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$8,351,640 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$2,627,943 ▼-100.0%00.0%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
