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CIK: 0001734398
Total reported value
$1.1B
$1.1B
82 檔
41.5%
During the Q3 2025 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 82 reported positions.
Red Cedar Investment Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 6 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 19.20% | +0.46% | -3.45% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 17.87% | +0.12% | -3.91% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.30% | +0.22% | +0.13% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.37% | +0.38% | -1.14% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.67% | -0.02% | -3.01% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.84% | -0.03% | — | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.83% | — | -4.96% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.80% | -0.05% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.36% | -1.46% | -2.44% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.03% | +0.08% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.12% | -6.47% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.92% | -0.04% | — | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.60% | -0.36% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.07% | — | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.42% | -0.02% | +0.35% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.40% | +0.14% | +0.28% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.14% | +0.07% | +13.76% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.01% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.05% | — | |
| 20 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | ETF-Other | 0.98% | -0.10% | +63.55% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.17% | — | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | +0.04% | — | |
| 23 | MSI | Motorola Solutions Inc | Stock-Tech | 0.85% | -0.06% | — | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | — | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.08% | +63.60% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.03% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.15% | EXIT | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.03% | +3.46% | |
| 29 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.65% | +0.07% | +4.57% | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.65% | +0.05% | +3.74% | |
| 31 | KGC | Kinross Gold CORP | Stock-Materials | 0.64% | +0.04% | -18.28% | |
| 32 | CFG | Citizens Financial Group | Stock-Financials | 0.56% | +0.04% | +192.31% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | — | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.10% | — | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.50% | -0.02% | -17.18% | |
| 36 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.50% | +0.02% | — | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.50% | -0.05% | — | |
| 38 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.50% | — | — | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.48% | -0.01% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.06% | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.09% | — | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.43% | +0.02% | +36.40% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | — | — | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.04% | +28.12% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.36% | +0.08% | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.01% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.02% | — | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.30% | -0.07% | EXIT | |
| 50 | AXP | American Express Co | Stock-Financials | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.8% | -2.44% | Add |
| 2 | GDX | Vaneck Gold Miners ETF | +0.8% | — | Unchanged |
| 3 | GLW | Corning Inc | +0.7% | +13.76% | Add |
| 4 | AVGO | Broadcom Inc | +0.6% | -6.47% | Trim |
| 5 | RTX | Rtx CORP | +0.5% | +63.60% | Add |
| 6 | CFG | Citizens Financial Group | +0.4% | +192.31% | Add |
| 7 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | +0.3% | +63.55% | Add |
| 8 | AGI | Alamos Gold Inc-class A | +0.3% | +4.57% | Add |
| 9 | AEM | Agnico Eagle Mines LTD | +0.3% | +3.74% | Add |
| 10 | KGC | Kinross Gold CORP | +0.2% | -18.28% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | — | Unchanged |
| 12 | TJX | Tjx Companies Inc | +0.2% | +28.12% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | -1.14% | Trim |
| 14 | WELL | Welltower Inc | +0.1% | +36.40% | Add |
| 15 | MCK | Mckesson CORP | +0.1% | — | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 17 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 18 | ETN | Eaton Corporation plc | 0% | — | Trim |
| 19 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 20 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 21 | AXP | American Express Co | 0% | — | Unchanged |
| 22 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 23 | DLR | Digital Realty Trust Inc | 0% | — | Add |
| 24 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 25 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 26 | MPC | Marathon Petroleum CORP | — | — | Unchanged |
| 27 | AAPL | Apple Inc | 0% | — | Unchanged |
| 28 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 30 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 31 | BSV | Vanguard Short-term Bond ETF | 0% | — | Unchanged |
| 32 | PSX | Phillips 66 | 0% | — | Unchanged |
| 33 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 34 | FPE | Ft-preferred Secur & Inc ETF | 0% | — | Unchanged |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | — | Unchanged |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | — | Unchanged |
| 38 | VICI | Vici Properties Inc | 0% | — | Unchanged |
| 39 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 40 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 41 | HD | Home Depot Inc | 0% | — | Unchanged |
| 42 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 43 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 44 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 45 | CTAS | Cintas CORP | 0% | — | Unchanged |
| 46 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Trim |
| 47 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 48 | VTHR | Vanguard Russell 3000 | -0.1% | — | Trim |
| 49 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
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 82 disclosed positions in Q3 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, IJH) accounted for 41.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IJH
市值: $53.8M
Top Position Liquidated / Trimmed
MRSH
前期市值: $3.3M
During Q3 2025, Red Cedar Investment Management, LLC's top holdings by market value included VONE (19.2%)、IWB (17.9%)、IJH (6.3%). The largest single position, VONE, represented 19.2% of total portfolio value.
In Q3 2025, Red Cedar Investment Management, LLC made 45 total portfolio adjustments, initiating 8 new buys, adding to 12 positions, trimming 19 holdings, and fully liquidating 6 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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