13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001734398
Total reported value
$1.1B
$1.1B
76 檔
46.3%
In Q4 2024, Red Cedar Investment Management, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 76 disclosed stock positions.
During Q4 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 | 22.62% | +0.46% | -0.56% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 21.11% | +0.12% | -1.11% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 6.55% | -0.02% | +26.42% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.41% | +0.14% | +32.15% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-Other | 4.69% | -0.02% | +15.48% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.44% | +0.38% | +34.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.74% | +0.08% | +200.00% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.52% | — | +104.45% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.86% | -0.36% | -44.58% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.12% | -13.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.07% | -17.52% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.05% | +7.33% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.03% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.17% | — | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.04% | -12.88% | |
| 17 | MSI | Motorola Solutions Inc | Stock-Tech | 0.92% | -0.06% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | — | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 0.74% | — | -15.91% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.70% | -0.02% | — | |
| 21 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | ETF-Other | 0.63% | -0.10% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.15% | EXIT | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.03% | -24.26% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | — | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.56% | +0.08% | — | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.56% | +0.02% | +3.92% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +0.09% | — | |
| 28 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.53% | — | -5.84% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.10% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.06% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -1.46% | — | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.47% | — | — | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.46% | -0.05% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.02% | +67.46% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.39% | — | +3.38% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | — | -19.35% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.01% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | — | -35.45% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.35% | — | — | |
| 40 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.35% | — | -32.91% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.14% | NEW | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.31% | -0.07% | EXIT | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.29% | +0.02% | +103.82% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.28% | — | +11.59% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | -0.07% | — | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.28% | +0.02% | -27.53% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.02% | — | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.24% | -0.01% | — | |
| 50 | EQIX | Equinix Inc | Stock-Real Estate | 0.23% | — | -39.41% |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 46.3% of total reported equity market value during Q4 2024.
During Q4 2024, Red Cedar Investment Management, LLC's top holdings by market value included VONE (22.6%)、IWB (21.1%)、VTWO (6.5%). The largest single position, VONE, represented 22.6% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.