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CIK: 0001734398
Total reported value
$1.1B
$1.1B
76 檔
40.9%
During the Q2 2024 filing period, Red Cedar Investment Management, LLC (CIK: 0001734398) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 76 reported positions.
During Q2 2024, Red Cedar Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 22.89% | +0.46% | -7.71% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 21.53% | +0.12% | -8.91% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 5.16% | -0.02% | +1.48% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.84% | +0.14% | +1.86% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-Other | 4.48% | -0.02% | +0.09% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.76% | -0.36% | -14.32% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.88% | +0.08% | -16.18% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.85% | +0.38% | +0.73% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.75% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.07% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.12% | -23.15% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.17% | -8.43% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | — | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.05% | -20.29% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.03% | -13.18% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.09% | +34.64% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | +0.04% | -24.62% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.03% | — | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 0.83% | -0.06% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.01% | +16.04% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 0.65% | +0.08% | +39.07% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | — | +17.70% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | — | -22.30% | |
| 24 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.62% | — | — | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.61% | -0.02% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.15% | EXIT | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | — | -54.26% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -1.46% | — | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.54% | +0.02% | -13.98% | |
| 31 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.52% | — | -25.04% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.06% | +22.50% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.50% | — | -17.58% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.10% | -15.34% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.47% | -0.05% | — | |
| 36 | VLO | Valero Energy CORP | Stock-Energy | 0.46% | +0.52% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.17% | — | |
| 38 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.39% | — | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.14% | NEW | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.35% | — | -22.93% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.01% | — | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.33% | — | -27.60% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | -0.07% | EXIT | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.32% | -0.02% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | — | -25.81% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.01% | — | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | -0.02% | -28.83% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.22% | +0.27% | -51.42% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.22% | — | — |
According to official SEC Form 13F filings, Red Cedar Investment Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 76 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONE, IWB, VTWO) accounted for 40.9% of total reported equity market value during Q2 2024.
During Q2 2024, Red Cedar Investment Management, LLC's top holdings by market value included VONE (22.9%)、IWB (21.5%)、VTWO (5.2%). The largest single position, VONE, represented 22.9% of total portfolio value.
In Q2 2024, Red Cedar Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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