Q2 2026 13F · SEC CIK 1734398

Red Cedar Investment Management, LLC

Institutional asset managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 90
Top holdings a year, 3 yrs: +19.7%
Assets under management: $3.3B

Red Cedar Investment Management, LLC is an institutional asset manager that reported 90 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Scottsdale Fds (VONE, 16.3%), Ishares Russell 1000 ETF (IWB, 14.7%), Ishares Tr (IJH, 5.9%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Red Cedar Investment Management, LLC holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Red Cedar Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VONEVanguard Scottsdale Fds	16.3%	15.8%	507,403	-1.9%	$171.9M
IWBIshares Russell 1000 ETF	14.7%	14.6%	379,919	-3.9%	$155.6M
IJHIshares Tr	5.9%	5.7%	807,545	-0.5%	$62.3M
IEMGIshares	4.5%	4.1%	575,932	+0.5%	$47.7M
EWJIshares Inc	3.4%	3.4%	386,217	-1.5%	$36.0M
SCHFSchwab Intl Equity	2.7%	2.7%	1,045,964	-1.9%	$29.0M
EFAiShs MSCI EAFE	2.5%	2.6%	258,485	+0.5%	$26.9M
VTWOVanguard Scottsdale Fds	2.4%	2.4%	206,297	-10.3%	$25.0M
AGGIshares Tr	2.3%	3.8%	247,675	-32.5%	$24.5M
SPSBSpdr Series Trust	2.1%	2.4%	721,787	-6.5%	$21.7M
SCHXSchwab Stratgc Tr	1.8%	1.7%	656,462	+0.0%	$19.3M
GLDSpdr Gold Shares	1.6%	1.6%	45,508	+24.9%	$16.8M
ILFIshares Tr	1.5%	1.7%	474,510	+0.0%	$16.0M
GDXVaneck Gold Miners ETF	1.5%	1.5%	208,380	+30.1%	$15.7M
XLEState Street Energy Select Sector Spdr E	1.5%	2.1%	289,711	-11.1%	$15.4M
IWMIshares	1.4%	1.3%	48,738	+0.2%	$14.6M
COPXGlobal X Copper Miners ETF	1.4%	0.8%	189,927	+92.5%	$14.6M
OIHVaneck ETF Trust	1.4%	2.0%	38,339	-20.6%	$14.3M
SLVIshares Silver Tr	1.3%	1.4%	265,472	+34.4%	$14.2M
GLWCorning Inc.	1.3%	1.2%	54,677	-38.1%	$14.0M
AVGOBroadcom Inc	1.2%	1.1%	33,533	+0.0%	$12.7M
QTPIExchange Place Advisors Trus	1.1%	1.2%	466,193	+0.0%	$11.9M
VOOVanguard S&p 500 ETF	1.1%	1.0%	16,900	+0.0%	$11.6M
LLYLilly Eli & Co	1.1%	0.9%	9,362	+0.0%	$11.2M
EMLCVaneck ETF Trust	1.0%	1.1%	429,718	+0.0%	$11.0M
JPMJpmorgan Chase & Co	0.9%	0.8%	27,711	+0.0%	$9.1M
PHParker-Hannifin Corp	0.9%	0.9%	9,181	+0.0%	$9.0M
MSFTMicrosoft Corp	0.7%	0.8%	21,078	+0.0%	$7.9M
CSCOCisco Sys Inc	0.7%	0.5%	66,531	+0.0%	$7.8M
RTXRtx Corporation Com	0.7%	0.8%	38,621	+0.0%	$7.3M
CFGCitizens Finl Group Inc	0.7%	0.7%	104,511	+0.0%	$7.3M
CVXChevron Corp New	0.7%	0.5%	42,723	+82.3%	$7.1M
ETNEaton Corp PLC	0.7%	0.6%	16,567	-2.1%	$7.1M
VLOValero Energy Corp	0.7%	—	27,052	—	$7.0M
ABBVAbbvie Inc	0.6%	0.6%	27,046	+0.0%	$6.8M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	9,025	+0.0%	$6.7M
ADIAnalog Devices Inc	0.6%	0.6%	16,775	+0.0%	$6.7M
JNJJohnson & Johnson	0.6%	0.6%	24,128	+0.0%	$6.1M
WELLWelltower Inc	0.6%	0.5%	26,713	+0.0%	$6.1M
XOMExxon Mobil Corp	0.6%	0.6%	42,610	+16.7%	$5.8M
SLBSlb Limited	0.5%	0.6%	115,191	+10.0%	$5.4M
PSXPhillips 66	0.5%	—	30,377	—	$5.1M
GSGoldman Sachs Group Inc	0.5%	0.3%	4,764	+25.7%	$4.8M
VTHRVanguard Scottsdale Fds	0.4%	0.4%	14,276	+0.0%	$4.7M
NEENextera Energy Inc Com	0.4%	0.5%	52,692	+0.0%	$4.6M
MSIMotorola Solutions Inc	0.4%	0.5%	10,994	+0.0%	$4.6M
GOOGLAlphabet Inc	0.4%	—	12,014	—	$4.3M
SOSouthern Co.	0.4%	0.4%	44,607	+0.0%	$4.3M
QCOMQualcomm Inc	0.4%	—	22,962	—	$4.2M
MARMarriott Intl Inc New Cl A	0.4%	0.4%	11,148	+0.0%	$4.1M

What Red Cedar Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

COPX Global X Copper Miners ETF+92.5% shares
CVX Chevron Corp New+82.3% shares
SLV Ishares Silver Tr+34.4% shares
GDX Vaneck Gold Miners ETF+30.1% shares
GS Goldman Sachs Group Inc+25.7% shares
GLD Spdr Gold Shares+24.9% shares
XOM Exxon Mobil Corp+16.7% shares
SLB Slb Limited+10.0% shares

Reduced

GLW Corning Inc.-38.1% shares
AGG Ishares Tr-32.5% shares
OIH Vaneck ETF Trust-20.6% shares
XLE State Street Energy Select Sector Spdr E-11.1% shares
VTWO Vanguard Scottsdale Fds-10.3% shares
SPSB Spdr Series Trust-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.1% /yr; S&P 500 +20.1%
3 years: +19.7% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	90
Q1 2026	$964.5M	91
Q4 2025	$925.7M	86
Q3 2025	$853.1M	82
Q2 2025	$792.1M	81
Q1 2025	$722.8M	80
Q4 2024	$795.9M	76
Q3 2024	$788.4M	78
Q2 2024	$733.4M	76
Q1 2024	$801.4M	83
Q4 2023	$694.5M	74
Q3 2023	$653.7M	75

Questions about Red Cedar Investment Management, LLC's portfolio

What stocks does Red Cedar Investment Management, LLC own?

Red Cedar Investment Management, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 90 positions worth $1.1B. The largest are Vanguard Scottsdale Fds (VONE) at 16.3%, Ishares Russell 1000 ETF (IWB) at 14.7%, Ishares Tr (IJH) at 5.9%, Ishares (IEMG) at 4.5% and Ishares Inc (EWJ) at 3.4%.

What did Red Cedar Investment Management, LLC buy last quarter?

In Q2 2026, Red Cedar Investment Management, LLC added Global X Copper Miners ETF (COPX) (+92.5% shares), Chevron Corp New (CVX) (+82.3% shares) and Ishares Silver Tr (SLV) (+34.4% shares), compared with its Q1 2026 filing.

What did Red Cedar Investment Management, LLC sell last quarter?

In Q2 2026, Red Cedar Investment Management, LLC cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Home Depot Inc Com (HD), cut from its top 50 Tjx Cos Inc New Com (TJX), Corning Inc. (GLW) (-38.1% shares), Ishares Tr (AGG) (-32.5% shares) and Vaneck ETF Trust (OIH) (-20.6% shares), compared with its Q1 2026 filing.

How has Red Cedar Investment Management, LLC's portfolio performed?

A portfolio copying Red Cedar Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.1% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Red Cedar Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Red Cedar Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Red Cedar Investment Management, LLC manage?

Red Cedar Investment Management, LLC reported $3.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.