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CIK: 0001734398
Total reported value
$1.1B
$1.1B
80 檔
38.2%
The Q1 2025 SEC filing reveals that Red Cedar Investment Management, LLC held a total portfolio value of $1.1B, covering 80 public equity positions.
In Q1 2025, Red Cedar Investment Management, LLC displayed an active expansion posture, initiating 80 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 20.65% | +0.46% | -12.89% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 19.26% | +0.12% | -12.99% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 5.84% | -0.02% | -10.34% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.77% | +0.14% | -9.49% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.23% | +0.38% | +8.06% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.82% | -0.02% | -27.64% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.97% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.88% | -0.05% | — | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.21% | +0.08% | -23.15% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.06% | -0.36% | — | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.02% | -0.03% | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.12% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.07% | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.17% | -1.29% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.05% | -13.94% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.01% | — | |
| 17 | MSI | Motorola Solutions Inc | Stock-Tech | 0.96% | -0.06% | — | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.04% | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.03% | — | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 0.78% | — | — | |
| 21 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.70% | -0.02% | — | |
| 22 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | ETF-Other | 0.69% | -0.10% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.15% | EXIT | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.10% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 26 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.58% | — | -4.51% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.06% | — | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.05% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -1.46% | — | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.55% | +0.02% | -6.25% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | +0.09% | -18.75% | |
| 32 | PAYX | Paychex Inc | Stock-Tech | 0.48% | — | — | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.47% | +0.08% | -20.07% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.02% | — | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.01% | +91.73% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +31.15% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.46% | — | -22.50% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.44% | +0.07% | +91.52% | |
| 39 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.40% | +0.05% | — | |
| 40 | KGC | Kinross Gold CORP | Stock-Materials | 0.40% | +0.04% | — | |
| 41 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.39% | +0.07% | — | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.01% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | — | +0.11% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | -0.07% | EXIT | |
| 45 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.35% | — | +0.38% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.34% | — | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.31% | -0.08% | +67.75% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | -0.07% | — | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.30% | -0.02% | +5.54% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.30% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 2 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 3 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 4 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 5 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 6 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 7 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 8 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 9 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 10 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 11 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 18 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 22 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | — | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | GSG | Ishares S&p Gsci Commodity I | — | NEW | New buy |
| 27 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 28 | SO | Southern Co/the | — | NEW | New buy |
| 29 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 30 | VTHR | Vanguard Russell 3000 | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | PAYX | Paychex Inc | — | NEW | New buy |
| 33 | ADI | Analog Devices Inc | — | NEW | New buy |
| 34 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 35 | BLK | Blackrock Inc | — | NEW | New buy |
| 36 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 37 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 38 | GLW | Corning Inc | — | NEW | New buy |
| 39 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 40 | KGC | Kinross Gold CORP | — | NEW | New buy |
| 41 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 42 | AAPL | Apple Inc | — | NEW | New buy |
| 43 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 44 | SYK | Stryker CORP | — | NEW | New buy |
| 45 | VTWV | Vanguard Russell 2000 Value | — | NEW | New buy |
| 46 | ACN | Accenture plc | — | NEW | New buy |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 49 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 50 | WELL | Welltower Inc | — | NEW | New buy |
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 80 disclosed positions in Q1 2025.
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 38.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VONE
市值: $149.3M
During Q1 2025, Red Cedar Investment Management, LLC's top holdings by market value included VONE (20.6%)、IWB (19.3%)、VTWO (5.8%). The largest single position, VONE, represented 20.6% of total portfolio value.
In Q1 2025, Red Cedar Investment Management, LLC made 80 total portfolio adjustments, initiating 80 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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