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Latest RED CEDAR INVESTMENT MANAGEMENT, LLC Stock Portfolio

$964Million | No. of Holdings #90

RED CEDAR INVESTMENT MANAGEMENT, LLC Performance

2026 Q1+0.68%
YTD+0.68%
2025+15.78%

About RED CEDAR INVESTMENT MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

RED CEDAR INVESTMENT MANAGEMENT, LLC is a hedge fund based in Grand Rapids, MI. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, RED CEDAR INVESTMENT MANAGEMENT, LLC reported an equity portfolio of $964.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of RED CEDAR INVESTMENT MANAGEMENT, LLC are BNDW, IJR, IJR. The fund has invested 15.8% of it's portfolio in VANGUARD SCOTTSDALE FDS and 14.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off NEWMONT CORP (NEM), VISA INC (V) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in AGNICO EAGLE MINES LTD (AEM), ALAMOS GOLD INC (AGI) and KINROSS GOLD CORP (KGC). RED CEDAR INVESTMENT MANAGEMENT, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), CHEVRON CORPORATION (CVX) and FEDEX CORP (FDX).
RED CEDAR INVESTMENT MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$964Million
  as of Apr 30, 2026

RED CEDAR INVESTMENT MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RED CEDAR INVESTMENT MANAGEMENT, LLC made a return of 0.68% in the last quarter. In trailing 12 months, it's portfolio return was 20.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr19,952,600
ishares tr16,854,600
vaneck etf trust10,790,200
slb limited5,380,530
halliburton co2,915,440
transocean ltd2,727,840
bhp billiton limited2,697,050
hershey co2,295,520
New stocks bought by RED CEDAR INVESTMENT MANAGEMENT, LLC

Additions

Ticker% Inc.
exxon mobil corp189
chevron corporation106
fedex corp84.93
spdr series trust71.32
nextera energy inc68.12
ishares tr58.61
lockheed martin corp51.21
alphabet inc46.83
Additions to existing portfolio by RED CEDAR INVESTMENT MANAGEMENT, LLC

Reductions

Ticker% Reduced
agnico eagle mines ltd-68.00
alamos gold inc-66.8
kinross gold corp-64.2
meta platforms inc-63.69
blackrock inc-60.1
stryker corporation-54.81
ishares silver tr-44.46
american express co-33.04
RED CEDAR INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
newmont corp-4,517,610
oracle corp-1,646,400
paychex inc-855,148
visa inc-2,385,880
cintas corp-837,100
RED CEDAR INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

RED CEDAR INVESTMENT MANAGEMENT, LLC has about 78.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Energy
  • Consumer Cyclical
  • Utilities
  • Consumer Defensive
Sector%
Others78.2
Technology5.3
Industrials2.8
Financial Services2.8
Healthcare2.7
Energy2.7
Consumer Cyclical1.7
Utilities1.2
Consumer Defensive1.2

Market Cap. Distribution

RED CEDAR INVESTMENT MANAGEMENT, LLC has about 21.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED78.2
LARGE-CAP11.1
MEGA-CAP10.4

Stocks belong to which Index?

About 21.5% of the stocks held by RED CEDAR INVESTMENT MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others78.5
S&P 50021.5
Top 5 Winners (%)%
VLO
valero energy corp
51.6 %
MPC
marathon pete corp
50.1 %
GLW
corning inc
48.1 %
PSX
phillips 66
41.1 %
BUZZ
vaneck etf trust
39.6 %
Top 5 Winners ($)$
BUZZ
vaneck etf trust
6.1 M
GLW
corning inc
5.0 M
EMGF
ishares inc
1.5 M
EMGF
ishares inc
1.4 M
GLD
spdr gold tr
1.4 M
Top 5 Losers (%)%
QCOM
qualcomm inc
-24.6 %
MSFT
microsoft corp
-22.2 %
AXP
american express co
-15.2 %
LLY
eli lilly & co
-13.7 %
AVGO
broadcom inc
-9.4 %
Top 5 Losers ($)$
BNDW
vanguard scottsdale fds
-7.3 M
IJR
ishares tr
-6.8 M
MSFT
microsoft corp
-2.5 M
LLY
eli lilly & co
-1.5 M
AVGO
broadcom inc
-1.4 M

RED CEDAR INVESTMENT MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RED CEDAR INVESTMENT MANAGEMENT, LLC

RED CEDAR INVESTMENT MANAGEMENT, LLC has 90 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. BUZZ was the most profitable stock for RED CEDAR INVESTMENT MANAGEMENT, LLC last quarter.

$964.52MTotal Value
96.00Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of RED CEDAR INVESTMENT MANAGEMENT, LLC, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0.11%19,907
$1.05M
0.11%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Agnico Eagle Mines Ltd over time
0.26%12,271
$2.49M
0.26%
decreased 68 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vaneck Etf Trust over time
1.52%160,156
$14.70M
1.52%
decreased 22.96 percentreduced
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Alamos Gold Inc over time
0.24%52,724
$2.34M
0.24%
decreased 66.8 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Global X Fds over time
0.78%98,674
$7.53M
0.78%
decreased 20.73 percentreduced
BHP
Bhp Billiton Limited

Bhp Billiton Limited

BHP
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Bhp Billiton Limited over time
0.28%37,078
$2.70M
0.28%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Spdr Series Trust over time
2.41%771,921
$23.21M
2.41%
increased 71.32 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vanguard Bd Index Fds over time
0.09%10,560
$828.0K
0.09%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
15.82%517,016
$152.58M
15.82%
decreased 2.81 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
2.39%229,942
$23.03M
2.39%
decreased 0.7 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
0.43%14,276
$4.11M
0.43%
decreased 1.7 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
0.11%13,399
$1.06M
0.11%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
RED CEDAR INVESTMENT MANAGEMENT, LLC's holding in Pimco Etf Tr over time
0.11%10,843
$1.09M
0.11%
unchanged 0 percentunchanged