Cairn Investment Group, Inc.

CIK

1800358

Location

VANCOUVER, WA

Portfolio Value

Micro $13,641,896

Diversification

Diversified

Filing Date

Global Rank

#5,399 / 8,588 ▲ 62

Top Industry

Drug Manufacturers - General 12.8%

3Y Alpha vs SPY

-6.6%

Period ended 3 months ago

Filed Apr 29, 2026 · 49d

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

+49.5%

SPY

+76.8%

Annualised alpha

-6.6%

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

3 positions · $13,641,896 total · Consumer Defensive only · 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
PEP	Pepsico Inc Consumer Defensive	Added	35,933	+3	$5,580,035	+8.2%	40.90%
KR	Kroger Co Consumer Defensive	Reduced	57,557	-320	$4,164,824	+15.2%	30.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,911	0	$3,897,037	+15.5%	28.57%