Red Cedar Investment Management, LLC Top Holdings and 13F Report (2026)

About Red Cedar Investment Management, LLC

Investment Activity

Red Cedar Investment Management, LLC has $1.06 billion in total holdings as of June 30, 2026.
Red Cedar Investment Management, LLC owns shares of 90 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 4.86% of the portfolio was purchased this quarter.
About 4.47% of the portfolio was sold this quarter.
This quarter, Red Cedar Investment Management, LLC has purchased 91 new stocks and bought additional shares in 22 stocks.
Red Cedar Investment Management, LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Russell 1000 ETF: $171,867,571
iShares Russell 1000 ETF: $155,576,751
iShares Core S&P Mid-Cap ETF: $62,269,803
iShares Core MSCI Emerging Markets ETF: $47,710,186
iShares MSCI Japan ETF: $36,022,485

Largest New Holdings this Quarter

20825C104 - ConocoPhillips: $3,215,275 Holding
91324P102 - UnitedHealth Group: $1,452,211 Holding
882508104 - Texas Instruments: $1,166,050 Holding
842587842 - SOUTHERN CO: $540,658 Holding

Largest Purchases this Quarter

Global X Copper Miners ETF: 91,253 shares (about $7.02M)
Valero Energy: 21,388 shares (about $5.57M)
VanEck Gold Miners ETF: 48,224 shares (about $3.64M)
iShares Silver Trust: 67,895 shares (about $3.63M)
SPDR Gold Shares: 9,059 shares (about $3.34M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 119,456 shares (about $11.82M)
Corning: 33,642 shares (about $8.59M)
iShares Russell 1000 ETF: 15,406 shares (about $6.31M)
VanEck Oil Services ETF: 9,952 shares (about $3.70M)
Vanguard Russell 1000 ETF: 9,613 shares (about $3.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VONE Vanguard Russell 1000 ETF	$171,867,571	$3,256,116 â–¼	-1.9%	507,403	16.3%	ETF
IWB iShares Russell 1000 ETF	$155,576,751	$6,308,754 â–¼	-3.9%	379,919	14.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$62,269,803	$341,597 â–¼	-0.5%	807,545	5.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$47,710,186	$252,248 â–²	0.5%	575,932	4.5%	ETF
EWJ iShares MSCI Japan ETF	$36,022,485	$560,273 â–¼	-1.5%	386,217	3.4%	ETF
SCHF Schwab International Equity ETF	$28,973,214	$560,621 â–¼	-1.9%	1,045,964	2.7%	ETF
EFA iShares MSCI EAFE ETF	$26,851,418	$136,083 â–²	0.5%	258,485	2.5%	ETF
VTWO Vanguard Russell 2000 ETF	$25,048,549	$2,870,972 â–¼	-10.3%	206,297	2.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$24,514,894	$11,823,766 â–¼	-32.5%	247,675	2.3%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$21,660,828	$1,504,521 â–¼	-6.5%	721,787	2.1%	ETF
SCHX Schwab US Large-Cap ETF	$19,319,677		0.0%	656,462	1.8%	ETF
GLD SPDR Gold Shares	$16,764,237	$3,337,154 â–²	24.9%	45,508	1.6%	ETF
ILF iShares Latin America 40 ETF	$16,014,713		0.0%	474,510	1.5%	ETF
GDX VanEck Gold Miners ETF	$15,722,279	$3,638,503 â–²	30.1%	208,380	1.5%	ETF
XLE Energy Select Sector SPDR Fund	$15,386,551	$1,911,535 â–¼	-11.1%	289,711	1.5%	ETF
IWM iShares Russell 2000 ETF	$14,643,214	$34,852 â–²	0.2%	48,738	1.4%	ETF
COPX Global X Copper Miners ETF	$14,618,690	$7,023,748 â–²	92.5%	189,927	1.4%	ETF
OIH VanEck Oil Services ETF	$14,263,105	$3,702,403 â–¼	-20.6%	38,339	1.4%	ETF
SLV iShares Silver Trust	$14,194,788	$3,630,346 â–²	34.4%	265,472	1.3%	ETF
GLW Corning	$13,966,146	$8,593,176 â–¼	-38.1%	54,677	1.3%	Technology
AVGO Broadcom	$12,667,091		0.0%	33,533	1.2%	Technology
EXCHANGE PLACE ADVISORS TRUS	$11,888,061		0.0%	466,193	1.1%	NORT SQU RCI ETF
VOO Vanguard S&P 500 ETF	$11,607,089		0.0%	16,900	1.1%	ETF
LLY Eli Lilly and Company	$11,229,064		0.0%	9,362	1.1%	Healthcare
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$10,983,592		0.0%	429,718	1.0%	ETF
JPM JPMorgan Chase & Co.	$9,070,642		0.0%	27,711	0.9%	Finance
PH Parker-Hannifin	$8,980,120		0.0%	9,181	0.9%	Industrials
MSFT Microsoft	$7,862,516		0.0%	21,078	0.7%	Technology
CSCO Cisco Systems	$7,814,731		0.0%	66,531	0.7%	Technology
RTX RTX	$7,327,562		0.0%	38,621	0.7%	Industrials
CFG Citizens Financial Group	$7,323,086		0.0%	104,511	0.7%	Finance
CVX Chevron	$7,081,764	$3,196,184 â–²	82.3%	42,723	0.7%	Energy
ETN Eaton	$7,059,530	$150,420 â–¼	-2.1%	16,567	0.7%	Industrials
VLO Valero Energy	$7,045,423	$5,570,291 â–²	377.6%	27,052	0.7%	Energy
ABBV AbbVie	$6,805,855		0.0%	27,046	0.6%	Healthcare
SPY SPDR S&P 500 ETF Trust	$6,739,599		0.0%	9,025	0.6%	ETF
ADI Analog Devices	$6,662,527		0.0%	16,775	0.6%	Technology
JNJ Johnson & Johnson	$6,127,788		0.0%	24,128	0.6%	Healthcare
WELL Welltower	$6,063,050		0.0%	26,713	0.6%	Real Estate
XOM ExxonMobil	$5,825,639	$834,129 â–²	16.7%	42,610	0.6%	Energy
SLB SLB	$5,355,230	$487,727 â–²	10.0%	115,191	0.5%	Energy
PSX Phillips 66	$5,135,232	$3,186,424 â–²	163.5%	30,377	0.5%	Energy
GS The Goldman Sachs Group	$4,818,167	$986,086 â–²	25.7%	4,764	0.5%	Finance
VTHR Vanguard Russell 3000 ETF	$4,731,438		0.0%	14,276	0.4%	ETF
NEE NextEra Energy	$4,624,777		0.0%	52,692	0.4%	Utilities
MSI Motorola Solutions	$4,565,698		0.0%	10,994	0.4%	Technology
GOOGL Alphabet	$4,293,443	$1,413,756 â–²	49.1%	12,014	0.4%	Communication Services
SO Southern	$4,269,336		0.0%	44,607	0.4%	Utilities
QCOM Qualcomm	$4,243,148		0.0%	22,962	0.4%	Technology
MAR Marriott International	$4,131,337		0.0%	11,148	0.4%	Consumer Discretionary
COST Costco Wholesale	$4,115,133		0.0%	4,399	0.4%	Consumer Staples
FDX FedEx	$4,086,973	$1,961,760 â–²	92.3%	13,052	0.4%	Industrials
HD Home Depot	$4,068,516		0.0%	11,536	0.4%	Consumer Discretionary
MCD McDonald's	$3,816,777		0.0%	14,120	0.4%	Consumer Discretionary
BHP BHP Group	$3,553,005	$464,037 â–²	15.0%	42,648	0.3%	Materials
VO Vanguard Mid-Cap ETF	$3,528,966	$2,646,725 â–²	300.0%	43,800	0.3%	ETF
AAPL Apple	$3,426,890		0.0%	11,843	0.3%	Technology
AEM Agnico Eagle Mines	$3,257,265	$1,353,665 â–²	71.1%	20,997	0.3%	Materials
KGC Kinross Gold	$3,244,514	$1,259,773 â–²	63.5%	137,363	0.3%	Materials
AGI Alamos Gold	$3,231,149	$1,631,503 â–²	102.0%	106,498	0.3%	Materials
TJX TJX Companies	$3,225,890		0.0%	21,293	0.3%	Consumer Discretionary
COP ConocoPhillips	$3,215,275	$3,215,275 â–²	New Holding	30,928	0.3%	Energy
HAL Halliburton	$3,207,834	$669,256 â–²	26.4%	94,487	0.3%	Energy
RIG Transocean	$3,197,732	$1,185,796 â–²	58.9%	653,933	0.3%	Energy
AMP Ameriprise Financial	$3,149,846		0.0%	6,866	0.3%	Finance
PNC The PNC Financial Services Group	$2,964,735		0.0%	12,041	0.3%	Finance
PG Procter & Gamble	$2,862,853		0.0%	19,523	0.3%	Consumer Staples
SPG Simon Property Group	$2,837,000		0.0%	12,685	0.3%	Real Estate
MRK Merck & Co., Inc.	$2,694,902		0.0%	20,972	0.3%	Healthcare
GD General Dynamics	$2,572,845		0.0%	7,263	0.2%	Industrials
WEC WEC Energy Group	$2,329,094		0.0%	19,946	0.2%	Utilities
HSY Hershey	$1,937,319		0.0%	11,042	0.2%	Consumer Staples
MCK McKesson	$1,783,216		0.0%	2,360	0.2%	Healthcare
AXP American Express	$1,727,781		0.0%	5,108	0.2%	Finance
MDLZ Mondelez International	$1,629,353		0.0%	28,170	0.2%	Consumer Staples
CME CME Group	$1,487,953		0.0%	6,738	0.1%	Finance
UNH UnitedHealth Group	$1,452,211	$1,452,211 â–²	New Holding	3,494	0.1%	Healthcare
BLACKROCK INC	$1,352,915		0.0%	1,407	0.1%	COM
APD Air Products and Chemicals	$1,289,992		0.0%	4,400	0.1%	Materials
TXN Texas Instruments	$1,166,050	$1,166,050 â–²	New Holding	3,912	0.1%	Technology
SBUX Starbucks	$1,140,134		0.0%	11,157	0.1%	Consumer Discretionary
DLR Digital Realty Trust	$973,503		0.0%	5,421	0.1%	Real Estate
BSV Vanguard Short-Term Bond ETF	$822,730		0.0%	10,560	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$557,715	$501,209 â–¼	-47.3%	7,057	0.1%	ETF
SOUTHERN CO	$540,658	$540,658 â–²	New Holding	10,837	0.1%	UNIT 12/15/2028
KO CocaCola	$387,983		0.0%	4,774	0.0%	Consumer Staples
PEP PepsiCo	$380,880		0.0%	2,813	0.0%	Consumer Staples
MPC Marathon Petroleum	$368,165		0.0%	1,440	0.0%	Energy
LMT Lockheed Martin	$318,922		0.0%	626	0.0%	Industrials
VICI VICI Properties	$216,675		0.0%	8,161	0.0%	Real Estate
META Meta Platforms	$0	$1,450,922 â–¼	-100.0%	0	0.0%	Communication Services
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$0	$1,090,481 â–¼	-100.0%	0	0.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$0	$1,046,312 â–¼	-100.0%	0	0.0%	ETF
FPE First Trust Preferred Securities and Income ETF	$0	$863,662 â–¼	-100.0%	0	0.0%	ETF
SYK Stryker	$0	$677,553 â–¼	-100.0%	0	0.0%	Healthcare

Showing largest 100 holdings. View all holdings.

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Red Cedar Investment Management, LLC Top Holdings and 13F Report (2026)

About Red Cedar Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Red Cedar Investment Management, LLC Top Holdings and 13F Report (2026)

About Red Cedar Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRed Cedar Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools