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CIK: 0001734398
Total reported value
$1.1B
$1.1B
91 檔
40.2%
As reported in its official Q1 2026 Form 13F filing, Red Cedar Investment Management, LLC's tracked investment portfolio stood at $1.1B with 91 total positions.
In Q1 2026, Red Cedar Investment Management, LLC adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 15.82% | +0.46% | -2.81% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 14.61% | +0.12% | -3.40% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.68% | +0.22% | -1.65% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.14% | +0.38% | +0.19% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.78% | -1.46% | +58.60% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.43% | -0.02% | — | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.74% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.59% | -0.05% | — | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.41% | -0.36% | +71.32% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.39% | -0.02% | -0.70% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.07% | -0.61% | — | |
| 12 | OIH | Vaneck Oil Services ETF | ETF-Other | 2.02% | -0.67% | -11.31% | |
| 13 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.75% | -0.23% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.75% | +0.08% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | -0.04% | -17.18% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.52% | -0.03% | -22.96% | |
| 17 | SLV | Ishares Silver Trust | ETF-Commodities | 1.40% | -0.06% | -44.46% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.25% | +0.14% | -2.11% | |
| 19 | GLW | Corning Inc | Stock-Tech | 1.25% | +0.07% | -25.81% | |
| 20 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | ETF-Other | 1.23% | -0.10% | — | |
| 21 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.12% | -0.08% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.12% | -22.91% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.05% | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.17% | -9.41% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 0.85% | — | -0.71% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | -2.04% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.07% | -10.78% | |
| 28 | COPX | Global X Copper Miners ETF | ETF-Other | 0.78% | +0.60% | -20.73% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.08% | -0.65% | |
| 30 | CFG | Citizens Financial Group | Stock-Financials | 0.65% | +0.04% | -0.64% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.09% | +189.85% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.04% | -0.65% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.03% | +46.57% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.03% | -0.60% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.03% | — | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.56% | -0.05% | — | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.55% | +0.08% | +33.73% | |
| 38 | WELL | Welltower Inc | Stock-Real Estate | 0.55% | +0.02% | -0.63% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.20% | +22.66% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.07% | +68.12% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.50% | +0.17% | +106.67% | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | -0.06% | -0.69% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.10% | -0.61% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.06% | -0.72% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.05% | -0.65% | |
| 46 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.43% | +0.02% | -1.70% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | — | -0.64% | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.38% | +0.01% | +32.54% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.35% | -0.04% | -0.72% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +0.13% | -0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.3% | +58.60% | Add |
| 2 | SPSB | Ss Spdr P St C CORP ETF | +0.9% | +71.32% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +189.85% | Add |
| 4 | OIH | Vaneck Oil Services ETF | +0.3% | -11.31% | Trim |
| 5 | CVX | Chevron CORP | +0.3% | +106.67% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +46.57% | Add |
| 7 | NEE | Nextera Energy Inc | +0.2% | +68.12% | Add |
| 8 | ADI | Analog Devices Inc | +0.2% | +33.73% | Add |
| 9 | FDX | Fedex CORP | +0.1% | +84.93% | Add |
| 10 | GLW | Corning Inc | +0.1% | -25.81% | Trim |
| 11 | MAR | Marriott International -cl A | +0.1% | +32.54% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +22.66% | Add |
| 13 | GD | General Dynamics CORP | +0.1% | +45.84% | Add |
| 14 | PSX | Phillips 66 | +0.1% | -0.59% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +46.83% | Add |
| 16 | VLO | Valero Energy CORP | +0.1% | -0.58% | Trim |
| 17 | ETN | Eaton Corporation plc | 0% | -0.65% | Trim |
| 18 | COST | Costco Wholesale CORP | 0% | -0.72% | Trim |
| 19 | MSI | Motorola Solutions Inc | 0% | -0.69% | Trim |
| 20 | SO | Southern Co/the | 0% | -0.65% | Trim |
| 21 | MRK | Merck & Co. Inc. | 0% | -0.57% | Trim |
| 22 | LMT | Lockheed Martin CORP | 0% | +51.21% | Add |
| 23 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 24 | WELL | Welltower Inc | 0% | -0.63% | Trim |
| 25 | WEC | Wec Energy Group Inc | 0% | -0.49% | Trim |
| 26 | APD | Air Products & Chemicals Inc | 0% | -0.59% | Trim |
| 27 | DLR | Digital Realty Trust Inc | 0% | -0.55% | Trim |
| 28 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 29 | MDLZ | Mondelez International Inc-a | 0% | -0.59% | Trim |
| 30 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 31 | RTX | Rtx CORP | — | -0.65% | Trim |
| 32 | MCK | Mckesson CORP | — | -0.67% | Trim |
| 33 | KO | Coca-cola Co/the | — | — | Unchanged |
| 34 | VICI | Vici Properties Inc | — | — | Unchanged |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | — | — | Unchanged |
| 36 | SPG | Simon Property Group Inc | — | -0.49% | Trim |
| 37 | BSV | Vanguard Short-term Bond ETF | — | — | Unchanged |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | +0.19% | Add |
| 39 | CFG | Citizens Financial Group | 0% | -0.64% | Trim |
| 40 | TJX | Tjx Companies Inc | 0% | -0.72% | Trim |
| 41 | MCD | Mcdonald's CORP | 0% | -0.61% | Trim |
| 42 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 43 | FPE | Ft-preferred Secur & Inc ETF | 0% | — | Unchanged |
| 44 | PNC | Pnc Financial Services Group | 0% | -0.59% | Trim |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | 0% | -0.65% | Trim |
| 47 | MINT | Pimco Enhanced Short Maturit | 0% | — | Unchanged |
| 48 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 49 | GS | Goldman Sachs Group Inc | 0% | -0.60% | Trim |
| 50 | PH | Parker Hannifin CORP | 0% | -0.71% | Trim |
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 91 disclosed positions in Q1 2026.
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 40.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $20.0M
Top Position Liquidated / Trimmed
NEM
前期市值: $4.5M
During Q1 2026, Red Cedar Investment Management, LLC's top holdings by market value included VONE (15.8%)、IWB (14.6%)、IJH (5.7%). The largest single position, VONE, represented 15.8% of total portfolio value.
In Q1 2026, Red Cedar Investment Management, LLC made 79 total portfolio adjustments, initiating 10 new buys, adding to 14 positions, trimming 50 holdings, and fully liquidating 5 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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