Holders — by stockHoldings — by fund
RED CEDAR INVESTMENT MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001734398
$1.06B
disclosed book value
90
positions
16.3%
largest position share
Positions, as of 2026-06-30
top 90 of 90 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VONEVANGUARD SCOTTSDALE FDS | 507,403 | $171.9M | 16.3% |
| 2 | IWBISHARES TR | 379,919 | $155.6M | 14.7% |
| 3 | IJHISHARES TR | 807,545 | $62.3M | 5.9% |
| 4 | IEMGISHARES INC | 575,932 | $47.7M | 4.5% |
| 5 | EWJISHARES INC | 386,217 | $36.0M | 3.4% |
| 6 | SCHFSCHWAB STRATEGIC TR | 1.0M | $29.0M | 2.7% |
| 7 | EFAISHARES TR | 258,485 | $26.9M | 2.5% |
| 8 | VTWOVANGUARD SCOTTSDALE FDS | 206,297 | $25.0M | 2.4% |
| 9 | AGGISHARES TR | 247,675 | $24.5M | 2.3% |
| 10 | SPSBSPDR SERIES TRUST | 721,787 | $21.7M | 2.1% |
| 11 | SCHXSCHWAB STRATEGIC TR | 656,462 | $19.3M | 1.8% |
| 12 | GLDSPDR GOLD TR | 45,508 | $16.8M | 1.6% |
| 13 | ILFISHARES TR | 474,510 | $16.0M | 1.5% |
| 14 | GDXVANECK ETF TRUST | 208,380 | $15.7M | 1.5% |
| 15 | XLESELECT SECTOR SPDR TR | 289,711 | $15.4M | 1.5% |
| 16 | IWMISHARES TR | 48,738 | $14.6M | 1.4% |
| 17 | COPXGLOBAL X FDS | 189,927 | $14.6M | 1.4% |
| 18 | OIHVANECK ETF TRUST | 38,339 | $14.3M | 1.4% |
| 19 | SLVISHARES SILVER TR | 265,472 | $14.2M | 1.3% |
| 20 | GLWCORNING INC | 54,677 | $14.0M | 1.3% |
| 21 | AVGOBROADCOM INC | 33,533 | $12.7M | 1.2% |
| 22 | QTPIEXCHANGE PLACE ADVISORS TRUS | 466,193 | $11.9M | 1.1% |
| 23 | VOOVANGUARD INDEX FDS | 16,900 | $11.6M | 1.1% |
| 24 | LLYELI LILLY & CO | 9,362 | $11.2M | 1.1% |
| 25 | EMLCVANECK ETF TRUST | 429,718 | $11.0M | 1% |
| 26 | JPMJPMORGAN CHASE & CO | 27,711 | $9.1M | 0.9% |
| 27 | PHPARKER-HANNIFIN CORP | 9,181 | $9.0M | 0.9% |
| 28 | MSFTMICROSOFT CORP | 21,078 | $7.9M | 0.7% |
| 29 | CSCOCISCO SYS INC | 66,531 | $7.8M | 0.7% |
| 30 | RTXRTX CORPORATION | 38,621 | $7.3M | 0.7% |
| 31 | CFGCITIZENS FINL GROUP INC | 104,511 | $7.3M | 0.7% |
| 32 | CVXCHEVRON CORPORATION | 42,723 | $7.1M | 0.7% |
| 33 | ETNEATON CORP PLC | 16,567 | $7.1M | 0.7% |
| 34 | VLOVALERO ENERGY CORP | 27,052 | $7.0M | 0.7% |
| 35 | ABBVABBVIE INC | 27,046 | $6.8M | 0.6% |
| 36 | SPYSTATE STR SPDR S&P 500 ETF T | 9,025 | $6.7M | 0.6% |
| 37 | ADIANALOG DEVICES INC | 16,775 | $6.7M | 0.6% |
| 38 | JNJJOHNSON & JOHNSON | 24,128 | $6.1M | 0.6% |
| 39 | WELLWELLTOWER INC | 26,713 | $6.1M | 0.6% |
| 40 | XOMEXXON MOBIL CORP | 42,610 | $5.8M | 0.6% |
| 41 | SLBSLB LIMITED | 115,191 | $5.4M | 0.5% |
| 42 | PSXPHILLIPS 66 | 30,377 | $5.1M | 0.5% |
| 43 | GSGOLDMAN SACHS GROUP INC | 4,764 | $4.8M | 0.5% |
| 44 | VTHRVANGUARD SCOTTSDALE FDS | 14,276 | $4.7M | 0.4% |
| 45 | NEENEXTERA ENERGY INC | 52,692 | $4.6M | 0.4% |
| 46 | MSIMOTOROLA SOLUTIONS INC | 10,994 | $4.6M | 0.4% |
| 47 | GOOGLALPHABET INC | 12,014 | $4.3M | 0.4% |
| 48 | SOSOUTHERN CO | 44,607 | $4.3M | 0.4% |
| 49 | QCOMQUALCOMM INC | 22,962 | $4.2M | 0.4% |
| 50 | MARMARRIOTT INTL INC NEW | 11,148 | $4.1M | 0.4% |
| 51 | COSTCOSTCO WHOLESALE CORPORATION | 4,399 | $4.1M | 0.4% |
| 52 | FDXFEDEX CORP | 13,052 | $4.1M | 0.4% |
| 53 | HDHOME DEPOT INC | 11,536 | $4.1M | 0.4% |
| 54 | MCDMCDONALDS CORP | 14,120 | $3.8M | 0.4% |
| 55 | BHPBHP BILLITON LIMITED | 42,648 | $3.6M | 0.3% |
| 56 | VOVANGUARD INDEX FDS | 43,800 | $3.5M | 0.3% |
| 57 | AAPLAPPLE INC | 11,843 | $3.4M | 0.3% |
| 58 | AEMAGNICO EAGLE MINES LTD | 20,997 | $3.3M | 0.3% |
| 59 | KGCKINROSS GOLD CORP | 137,363 | $3.2M | 0.3% |
| 60 | AGIALAMOS GOLD INC | 106,498 | $3.2M | 0.3% |
| 61 | TJXTJX COS INC NEW | 21,293 | $3.2M | 0.3% |
| 62 | COPCONOCOPHILLIPS | 30,928 | $3.2M | 0.3% |
| 63 | HALHALLIBURTON CO | 94,487 | $3.2M | 0.3% |
| 64 | RIGTRANSOCEAN LTD | 653,933 | $3.2M | 0.3% |
| 65 | AMPAMERIPRISE FINL INC | 6,866 | $3.1M | 0.3% |
| 66 | PNCPNC FINL SVCS GROUP INC | 12,041 | $3.0M | 0.3% |
| 67 | PGPROCTER & GAMBLE CO | 19,523 | $2.9M | 0.3% |
| 68 | SPGSIMON PPTY GROUP INC NEW | 12,685 | $2.8M | 0.3% |
| 69 | MRKMERCK & CO INC | 20,972 | $2.7M | 0.3% |
| 70 | GDGENERAL DYNAMICS CORP | 7,263 | $2.6M | 0.2% |
| 71 | WECWEC ENERGY GROUP INC | 19,946 | $2.3M | 0.2% |
| 72 | HSYHERSHEY CO | 11,042 | $1.9M | 0.2% |
| 73 | MCKMCKESSON CORP | 2,360 | $1.8M | 0.2% |
| 74 | AXPAMERICAN EXPRESS CO | 5,108 | $1.7M | 0.2% |
| 75 | MDLZMONDELEZ INTL INC | 28,170 | $1.6M | 0.2% |
| 76 | CMECME GROUP INC | 6,738 | $1.5M | 0.1% |
| 77 | UNHUNITEDHEALTH GROUP INC | 3,494 | $1.5M | 0.1% |
| 78 | BLKBLACKROCK INC | 1,407 | $1.4M | 0.1% |
| 79 | APDAIR PRODUCTS AND CHEMICALS I | 4,400 | $1.3M | 0.1% |
| 80 | TXNTEXAS INSTRS INC | 3,912 | $1.2M | 0.1% |
| 81 | SBUXSTARBUCKS CORP | 11,157 | $1.1M | 0.1% |
| 82 | DLRDIGITAL RLTY TR INC | 5,421 | $973,503 | 0.1% |
| 83 | BSVVANGUARD BD INDEX FDS | 10,560 | $822,730 | 0.1% |
| 84 | VCSHVANGUARD SCOTTSDALE FDS | 7,057 | $557,715 | 0.1% |
| 85 | SO 7.125 12/15/28 ASOUTHERN CO | 10,837 | $540,658 | 0.1% |
| 86 | KOCOCA COLA CO | 4,774 | $387,983 | 0% |
| 87 | PEPPEPSICO INC | 2,813 | $380,880 | 0% |
| 88 | MPCMARATHON PETE CORP | 1,440 | $368,165 | 0% |
| 89 | LMTLOCKHEED MARTIN CORP | 626 | $318,922 | 0% |
| 90 | VICIVICI PPTYS INC | 8,161 | $216,675 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.