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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%
Performance for 2026 Q1 is 0.68%, and YTD is 0.68%, and 2025 is 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.

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.

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

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.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions