Cairn Investment Group, Inc.

CIK

1800358

Location

VANCOUVER, WA

Portfolio Value

Small $114,414,425

Diversification

Diversified

Filing Date

Global Rank

#5,399 / 8,586 ▲ 62

Top Industry

Drug Manufacturers - General 12.8%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed Apr 29, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+49.6%

SPY

+78.1%

Annualised alpha

-6.8%

Max drawdown

−18.4%

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

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

Top Position

8.3%

−0.1 pts

Top 5

31.9%

−0.4 pts

Top 10

53.2%

+0.1 pts

HHI

410

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	22.3%	$25,540,193	12
Technology	22.0%	$25,157,727	7
Industrials	15.9%	$18,233,966	8
Consumer Defensive	11.9%	$13,641,896	3
Financial Services	10.9%	$12,432,022	7
Consumer Cyclical	5.3%	$6,108,251	3
Communication Services	4.8%	$5,437,921	3
Energy	4.6%	$5,276,119	2
Unclassified	2.3%	$2,586,330	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+100,405	111,975	$3,214,802
CTSH	Cognizant Technology Solutions Corp	+710	57,845	$3,548,790
EOG	Eog Resources Inc	+325	30,881	$4,464,466
BKNG	Booking Holdings Inc.	+260	1,282	$5,397,629
QCOM	Qualcomm Inc/De	+230	34,963	$4,502,535
CI	Cigna Group	+23	15,211	$4,057,534
PEP	Pepsico Inc	+3	35,933	$5,580,035
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−5,480	6,454	$1,855,912
F	Ford Motor Co	−4,110	22,145	$255,553
NVO	Novo Nordisk A S	−920	9,408	$345,744
EXPD	Expeditors International Of Washington Inc	−430	44,608	$6,389,203
GILD	Gilead Sciences, Inc.	−385	21,363	$2,977,361
KR	Kroger Co	−320	57,557	$4,164,824
MRK	Merck & Co., Inc.	−280	54,675	$6,576,855
V	Visa Inc.	−240	1,640	$495,673
PCAR	Paccar Inc	−232	32,304	$3,731,112
AAPL	Apple Inc.	−215	37,565	$9,533,621
AYI	Acuity Inc. (De)	−215	22,667	$6,351,746
CSCO	Cisco Systems, Inc.	−210	23,936	$1,857,194
LLY	ELI LILLY & Co	−200	2,785	$2,561,559
CAH	Cardinal Health Inc	−197	11,240	$2,375,124
CTAS	Cintas Corp	−160	1,917	$324,241
BRK-B	Berkshire Hathaway Inc	−150	3,637	$1,742,850
GS	Goldman Sachs Group Inc	−130	9,036	$7,644,365
MSFT	Microsoft Corp	−103	2,770	$1,025,370
FISV	Fiserv Inc	−90	46,350	$2,586,330
FFIV	F5, Inc.	−80	15,278	$4,420,383
BIIB	Biogen Inc.	−53	8,043	$1,474,523
BA	Boeing Co	−50	1,331	$264,908
MCK	Mckesson Corp	−15	3,570	$3,089,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	890	$217,551
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
OMC	Omnicom Group Inc.	41,489	$3,350,236
META	Meta Platforms, Inc.	925	$610,583
ABT	Abbott Laboratories	1,849	$231,661
SPGI	S&P Global Inc.	414	$216,352
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $114,414,425 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	37,565	-215	$9,533,621	−7.2%	8.33%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,036	-130	$7,644,365	−5.1%	6.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	54,675	-280	$6,576,855	+13.7%	5.75%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	44,608	-430	$6,389,203	−4.8%	5.58%
AYI	Acuity Inc. (De) Industrials	Reduced	22,667	-215	$6,351,746	−22.9%	5.55%
PEP	Pepsico Inc Consumer Defensive	Added	35,933	+3	$5,580,035	+8.2%	4.88%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,282	+260	$5,397,629	−1.4%	4.72%
QCOM	Qualcomm Inc/De Technology	Added	34,963	+230	$4,502,535	−24.2%	3.94%
EOG	Eog Resources Inc Energy	Added	30,881	+325	$4,464,466	+39.1%	3.90%
FFIV	F5, Inc. Technology	Reduced	15,278	-80	$4,420,383	+12.8%	3.86%
KR	Kroger Co Consumer Defensive	Reduced	57,557	-320	$4,164,824	+15.2%	3.64%
CI	Cigna Group Healthcare	Added	15,211	+23	$4,057,534	−2.9%	3.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,911	0	$3,897,037	+15.5%	3.41%
PCAR	Paccar Inc Industrials	Reduced	32,304	-232	$3,731,112	+4.7%	3.26%
CTSH	Cognizant Technology Solutions Corp Technology	Added	57,845	+710	$3,548,790	−25.2%	3.10%
CMCSA	Comcast Corp Communication Services	Added	111,975	+100,405	$3,214,802	+891.9%	2.81%
MCK	Mckesson Corp Healthcare	Reduced	3,570	-15	$3,089,335	+5.1%	2.70%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	21,363	-385	$2,977,361	+11.5%	2.60%
FISV	Fiserv Inc	Reduced	46,350	-90	$2,586,330	−17.1%	2.26%
LLY	ELI LILLY & Co Healthcare	Reduced	2,785	-200	$2,561,559	−20.1%	2.24%
CAH	Cardinal Health Inc Healthcare	Reduced	11,240	-197	$2,375,124	+1.1%	2.08%
CSCO	Cisco Systems, Inc. Technology	Reduced	23,936	-210	$1,857,194	−0.1%	1.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,454	-5,480	$1,855,912	−50.3%	1.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,637	-150	$1,742,850	−8.4%	1.52%
BIIB	Biogen Inc. Healthcare	Reduced	8,043	-53	$1,474,523	+3.5%	1.29%
EW	Edwards Lifesciences Corp Healthcare	Held	17,800	0	$1,425,424	−6.1%	1.25%
USB	US Bancorp De Financial Services	Held	26,538	0	$1,380,241	−2.5%	1.21%
MSFT	Microsoft Corp Technology	Reduced	2,770	-103	$1,025,370	−26.2%	0.90%
XOM	Exxon Mobil Corp Energy	Held	4,784	0	$811,653	+41.0%	0.71%
AXP	American Express Co Financial Services	Held	1,900	0	$574,712	−18.2%	0.50%
V	Visa Inc. Financial Services	Reduced	1,640	-240	$495,673	−24.8%	0.43%
MMM	3M Co Industrials	Held	3,370	0	$489,425	−9.3%	0.43%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,185	0	$455,069	−9.8%	0.40%
EMR	Emerson Electric Co Industrials	Held	3,160	0	$414,023	−1.3%	0.36%
DIS	Walt Disney Co Communication Services	Held	3,810	0	$367,207	−15.3%	0.32%
AMP	Ameriprise Financial Inc Financial Services	Held	814	0	$361,741	−9.4%	0.32%
NVO	Novo Nordisk A S Healthcare	Reduced	9,408	-920	$345,744	−34.2%	0.30%
CTAS	Cintas Corp Industrials	Reduced	1,917	-160	$324,241	−17.0%	0.28%
TDY	Teledyne Technologies Inc Technology	Held	446	0	$269,834	+18.5%	0.24%
UNP	Union Pacific Corp Industrials	Held	1,110	0	$269,308	+4.9%	0.24%
BA	Boeing Co Industrials	Reduced	1,331	-50	$264,908	−11.7%	0.23%
F	Ford Motor Co Consumer Cyclical	Reduced	22,145	-4,110	$255,553	−25.8%	0.22%
BAC	Bank Of America Corp /De/ Financial Services	Held	4,768	0	$232,440	−11.4%	0.20%
UNH	Unitedhealth Group Inc Healthcare	Held	841	0	$227,566	−18.0%	0.20%
JNJ	Johnson & Johnson Healthcare	NEW	890	NEW	$217,551	NEW	0.19%
ABBV	AbbVie Inc. Healthcare	Held	973	0	$211,617	−4.8%	0.18%