Holders — by stockHoldings — by fund
Cairn Investment Group, Inc.
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 0001800358
$226.7M
disclosed book value
65
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 65 of 65 · 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 | VXUSVanguard Total International S | 311,629 | $26.6M | 11.7% |
| 2 | VWOVanguard INTL Equity Index | 217,342 | $13.0M | 5.7% |
| 3 | BILSPDR Ser Tr | 137,640 | $12.6M | 5.6% |
| 4 | EWZiShares Trust | 284,345 | $9.8M | 4.3% |
| 5 | XLVSelect Sector SPDR TR | 60,400 | $9.6M | 4.2% |
| 6 | GSGoldman Sachs Group Inc | 9,111 | $9.2M | 4.1% |
| 7 | AYIAcuity Brands Inc | 22,647 | $8.5M | 3.8% |
| 8 | AAPLApple Inc | 29,235 | $8.5M | 3.7% |
| 9 | EXPDExpeditors INTL Wash Inc | 44,608 | $7.3M | 3.2% |
| 10 | BorgWarner Inc | 108,925 | $7.2M | 3.2% |
| 11 | EWMiShares Inc | 263,410 | $7.1M | 3.1% |
| 12 | MRKMerck & Co Inc | 54,875 | $7.1M | 3.1% |
| 13 | FFIVF5 Networks Inc | 15,198 | $6.3M | 2.8% |
| 14 | BKNGBooking Holdings | 32,880 | $5.9M | 2.6% |
| 15 | Sysco Corp | 66,760 | $5.6M | 2.5% |
| 16 | PEPPepsiCo Inc | 36,805 | $5.0M | 2.2% |
| 17 | QCOMQualcomm Inc | 25,728 | $4.8M | 2.1% |
| 18 | CICigna Group | 15,498 | $4.3M | 1.9% |
| 19 | INGRIngredion Inc | 45,035 | $4.3M | 1.9% |
| 20 | EOGEOG Resources Inc | 31,114 | $4.0M | 1.8% |
| 21 | PCARPACCAR Inc. | 32,791 | $3.9M | 1.7% |
| 22 | COSTCostco Wholesale Corp | 4,111 | $3.8M | 1.7% |
| 23 | KRKroger Co | 57,557 | $3.2M | 1.4% |
| 24 | LLYEli Lilly & Co | 2,610 | $3.1M | 1.4% |
| 25 | GDXVaneck Vectors ETF Tr | 39,330 | $3.0M | 1.3% |
| 26 | CMCSAComcast Corp | 117,440 | $2.9M | 1.3% |
| 27 | CSCOCisco Systems Inc | 23,936 | $2.8M | 1.2% |
| 28 | GILDGilead Sciences | 21,247 | $2.7M | 1.2% |
| 29 | MCKMcKesson Corp. | 3,550 | $2.7M | 1.2% |
| 30 | CAHCardinal Health Inc | 11,015 | $2.6M | 1.2% |
| 31 | CTSHCognizant Tech Solutions | 60,810 | $2.4M | 1% |
| 32 | VONVVanguard Russell 1000 Value | 21,752 | $2.3M | 1% |
| 33 | GOOGLAlphabet Inc. A | 6,454 | $2.3M | 1% |
| 34 | FISVFiserv Inc | 46,255 | $2.3M | 1% |
| 35 | BRK/BBerkshire Hathaway Inc B | 3,637 | $1.8M | 0.8% |
| 36 | BIIBBiogen Inc | 8,043 | $1.7M | 0.8% |
| 37 | EWEdwards Lifesciences | 17,800 | $1.6M | 0.7% |
| 38 | USBU.S. Bancorp | 26,013 | $1.6M | 0.7% |
| 39 | MSFTMicrosoft Corp | 4,070 | $1.5M | 0.7% |
| 40 | JPMorgan Chase & Co | 3,757 | $1.2M | 0.5% |
| 41 | GBILGoldman Sachs ETF Tr | 7,920 | $793,000 | 0.3% |
| 42 | COWZPacer FDS TR | 12,370 | $769,000 | 0.3% |
| 43 | AMZNAmazon Com Inc | 2,885 | $688,000 | 0.3% |
| 44 | XOMExxon Mobil Corp | 4,784 | $654,000 | 0.3% |
| 45 | AXPAmerican Express Co | 1,900 | $643,000 | 0.3% |
| 46 | VVisa Inc | 1,640 | $563,000 | 0.2% |
| 47 | MMM3M Company | 3,370 | $546,000 | 0.2% |
| 48 | EMREmerson Elec Co | 3,160 | $452,000 | 0.2% |
| 49 | NVONovo Nordisk A/S ADR | 9,333 | $447,000 | 0.2% |
| 50 | VIGVanguard Specialized Funds | 1,752 | $415,000 | 0.2% |
| 51 | IEFAiShares Trust | 4,211 | $407,000 | 0.2% |
| 52 | AMPAmeriprise Financial Inc | 814 | $373,000 | 0.2% |
| 53 | DISWalt Disney Co | 3,810 | $366,000 | 0.2% |
| 54 | IVViShares Trust | 475 | $356,000 | 0.2% |
| 55 | UNHUnitedHealth Group Inc | 841 | $350,000 | 0.2% |
| 56 | CTASCintas Corp | 1,917 | $326,000 | 0.1% |
| 57 | SHViShares Short Treasury | 2,875 | $317,000 | 0.1% |
| 58 | UNPUnion Pacific Corp | 1,110 | $302,000 | 0.1% |
| 59 | SCHOSchwab Strategic TR | 12,474 | $301,000 | 0.1% |
| 60 | TDYTeledyne Technologies Inc | 446 | $297,000 | 0.1% |
| 61 | BABoeing Co | 1,331 | $288,000 | 0.1% |
| 62 | DVYiShares Trust | 1,742 | $272,000 | 0.1% |
| 63 | BACBank Amer Corp | 4,768 | $272,000 | 0.1% |
| 64 | JNJJohnson & Johnson | 1,060 | $269,000 | 0.1% |
| 65 | ABBVAbbVie Inc | 973 | $245,000 | 0.1% |
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.