RED CEDAR INVESTMENT MANAGEMENT, LLC

CIK

1734398

Location

GRAND RAPIDS, MI

Portfolio Value

Small $250,054,812

Diversification

Diversified

Filing Date

Global Rank

#3,737 / 8,603 ▼ 27 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.7%

3Y Alpha vs SPY

-1.0%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.1%

SPY

+76.5%

Annualised alpha

-1.2%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−2.4 pts

Top 5

24.1%

−5.4 pts

Top 10

39.2%

−5.9 pts

HHI

259

Diversified−59

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.6%	$51,422,659	8
Unclassified	14.0%	$35,015,854	3
Financial Services	11.2%	$28,069,568	8
Industrials	10.6%	$26,540,058	6
Healthcare	10.3%	$25,633,490	6
Energy	7.9%	$19,725,004	7
Consumer Cyclical	6.5%	$16,228,652	5
Consumer Defensive	4.8%	$11,922,328	6
Utilities	4.6%	$11,508,647	3
Basic Materials	4.5%	$11,373,037	5
Real Estate	3.5%	$8,847,436	4
Communication Services	1.5%	$3,768,079	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+21,350	52,692	$4,894,032
CSCO	Cisco Systems, Inc.	+12,289	66,531	$5,162,140
CVX	Chevron Corp	+12,099	23,441	$4,849,942
JNJ	Johnson & Johnson	+7,666	24,128	$5,897,848
ADI	Analog Devices Inc	+4,231	16,775	$5,336,798
FDX	Fedex Corp	+3,117	6,787	$1,947,940
MAR	Marriott International Inc /Md/	+2,737	11,148	$3,646,176
GOOGL	Alphabet Inc.	+2,570	8,058	$2,317,158
GD	General Dynamics Corp	+2,283	7,263	$2,492,806
LMT	Lockheed Martin Corp	+212	626	$378,348
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−158,146	197,577	$13,462,896
KGC	Kinross Gold Corp	−150,672	84,028	$2,564,534
AGI	Alamos Gold Inc	−106,077	52,724	$2,342,527
GLW	Corning Inc /Ny	−30,733	88,319	$12,008,734
AEM	Agnico Eagle Mines Ltd	−26,070	12,271	$2,490,767
AVGO	Broadcom Inc.	−9,965	33,533	$10,378,798
GLD	Spdr Gold Trust	−7,561	36,449	$15,683,640
META	Meta Platforms, Inc.	−4,448	2,536	$1,450,921
MSFT	Microsoft Corp	−2,547	21,078	$7,802,443
AXP	American Express Co	−2,520	5,108	$1,545,067
SYK	Stryker Corp	−2,501	2,062	$677,552
BLK	BlackRock, Inc.	−2,119	1,407	$1,353,125
LLY	ELI LILLY & Co	−972	9,362	$8,610,886
CFG	Citizens Financial Group Inc/Ri	−672	104,511	$6,267,524
JPM	Jpmorgan Chase & Co	−578	27,711	$8,151,467
SO	Southern Co	−290	44,607	$4,305,467
RTX	RTX Corp	−251	38,621	$7,449,990
WELL	Welltower Inc.	−169	26,713	$5,281,427
MDLZ	Mondelez International, Inc.	−166	28,170	$1,623,718
ABBV	AbbVie Inc.	−164	27,046	$5,882,234
TJX	Tjx Companies Inc /De/	−155	21,293	$3,400,492
QCOM	Qualcomm Inc/De	−143	22,962	$2,957,046
PG	PROCTER & GAMBLE Co	−127	19,523	$2,819,902
MRK	Merck & Co., Inc.	−120	20,972	$2,522,721
ETN	Eaton Corp plc	−110	16,920	$6,051,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SLB	Slb Limited/Nv	104,700	$5,380,533
HAL	Halliburton Co	74,774	$2,915,438
RIG	Transocean Ltd.	411,439	$2,727,840
BHP	BHP Group Ltd	37,078	$2,697,053
HSY	Hershey Co	11,042	$2,295,521
CME	Cme Group Inc.	6,738	$1,990,068
SBUX	Starbucks Corp	11,157	$999,555
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NEM	NEWMONT Corp /DE/	45,244	$4,517,613
V	Visa Inc.	6,803	$2,385,880
ORCL	Oracle Corp	8,447	$1,646,404
PAYX	Paychex Inc	7,623	$855,148
CTAS	Cintas Corp	4,451	$837,099
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $250,054,812 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	36,449	-7,561	$15,683,640	−10.1%	6.27%
SLV	iShares Silver Trust	Reduced	197,577	-158,146	$13,462,896	−41.3%	5.38%
GLW	Corning Inc /Ny Technology	Reduced	88,319	-30,733	$12,008,734	+15.2%	4.80%
AVGO	Broadcom Inc. Technology	Reduced	33,533	-9,965	$10,378,798	−31.1%	4.15%
LLY	ELI LILLY & Co Healthcare	Reduced	9,362	-972	$8,610,886	−22.5%	3.44%
PH	Parker-Hannifin Corp Industrials	Reduced	9,181	-66	$8,219,198	+1.1%	3.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,711	-578	$8,151,467	−10.6%	3.26%
MSFT	Microsoft Corp Technology	Reduced	21,078	-2,547	$7,802,443	−31.7%	3.12%
RTX	RTX Corp Industrials	Reduced	38,621	-251	$7,449,990	+4.5%	2.98%
CFG	Citizens Financial Group Inc/Ri Financial Services	Reduced	104,511	-672	$6,267,524	+2.0%	2.51%
ETN	Eaton Corp plc Industrials	Reduced	16,920	-110	$6,051,776	+11.6%	2.42%
JNJ	Johnson & Johnson Healthcare	Added	24,128	+7,666	$5,897,848	+73.1%	2.36%
ABBV	AbbVie Inc. Healthcare	Reduced	27,046	-164	$5,882,234	−5.4%	2.35%
SPY	Spdr S&P 500 ETF Trust	Held	9,025	0	$5,869,318	−4.6%	2.35%
SLB	Slb Limited/Nv Energy	NEW	104,700	NEW	$5,380,533	NEW	2.15%
ADI	Analog Devices Inc Technology	Added	16,775	+4,231	$5,336,798	+56.9%	2.13%
WELL	Welltower Inc. Real Estate	Reduced	26,713	-169	$5,281,427	+5.8%	2.11%
CSCO	Cisco Systems, Inc. Technology	Added	66,531	+12,289	$5,162,140	+23.5%	2.06%
NEE	Nextera Energy Inc Utilities	Added	52,692	+21,350	$4,894,032	+94.5%	1.96%
CVX	Chevron Corp Energy	Added	23,441	+12,099	$4,849,942	+180.6%	1.94%
MSI	Motorola Solutions, Inc. Technology	Reduced	10,994	-76	$4,771,066	+12.4%	1.91%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	14,120	-86	$4,388,354	+1.1%	1.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,399	-32	$4,383,295	+14.7%	1.75%
SO	Southern Co Utilities	Reduced	44,607	-290	$4,305,467	+10.0%	1.72%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,536	-74	$3,794,075	−5.0%	1.52%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	11,148	+2,737	$3,646,176	+39.7%	1.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	21,293	-155	$3,400,492	+3.2%	1.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,789	-23	$3,205,456	−4.3%	1.28%
AMP	Ameriprise Financial Inc Financial Services	Reduced	6,866	-41	$3,051,250	−9.9%	1.22%
AAPL	Apple Inc. Technology	Reduced	11,843	-78	$3,005,634	−7.3%	1.20%
QCOM	Qualcomm Inc/De Technology	Reduced	22,962	-143	$2,957,046	−25.2%	1.18%
HAL	Halliburton Co Energy	NEW	74,774	NEW	$2,915,438	NEW	1.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,523	-127	$2,819,902	+0.1%	1.13%
RIG	Transocean Ltd. Energy	NEW	411,439	NEW	$2,727,840	NEW	1.09%
BHP	BHP Group Ltd Basic Materials	NEW	37,078	NEW	$2,697,053	NEW	1.08%
KGC	Kinross Gold Corp Basic Materials	Reduced	84,028	-150,672	$2,564,534	−61.2%	1.03%
MRK	Merck & Co., Inc. Healthcare	Reduced	20,972	-120	$2,522,721	+13.6%	1.01%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	12,041	-72	$2,505,611	−0.9%	1.00%
GD	General Dynamics Corp Industrials	Added	7,263	+2,283	$2,492,806	+48.7%	1.00%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	12,271	-26,070	$2,490,767	−61.7%	1.00%
SPG	Simon Property Group Inc. Real Estate	Reduced	12,685	-63	$2,366,133	+0.3%	0.95%
AGI	Alamos Gold Inc Basic Materials	Reduced	52,724	-106,077	$2,342,527	−61.8%	0.94%
GOOGL	Alphabet Inc. Communication Services	Added	8,058	+2,570	$2,317,158	+34.9%	0.93%
WEC	Wec Energy Group, Inc. Utilities	Reduced	19,946	-99	$2,309,148	+9.2%	0.92%
HSY	Hershey Co Consumer Defensive	NEW	11,042	NEW	$2,295,521	NEW	0.92%
PSX	Phillips 66 Energy	Reduced	11,528	-68	$2,100,171	+40.4%	0.84%
MCK	Mckesson Corp Healthcare	Reduced	2,360	-16	$2,042,249	+4.8%	0.82%
CME	Cme Group Inc. Financial Services	NEW	6,738	NEW	$1,990,068	NEW	0.80%
FDX	Fedex Corp Industrials	Added	6,787	+3,117	$1,947,940	+128.0%	0.78%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	28,170	-166	$1,623,718	+6.5%	0.65%