Latest Cairn Investment Group, Inc. Stock Portfolio
Cairn Investment Group, Inc. Performance:
2026 Q1: -7.04%YTD: -7.04%2025: 27.36%
Performance for 2026 Q1 is -7.04%, and YTD is -7.04%, and 2025 is 27.36%.
About Cairn Investment Group, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cairn Investment Group, Inc. reported an equity portfolio of $201.2 Millions as of 31 Mar, 2026.
The top stock holdings of Cairn Investment Group, Inc. are VXUS, VEU, ACWV. The fund has invested 11.8% of it's portfolio in VANGUARD TOTAL INTERNATIONAL S and 5.8% of portfolio in VANGUARD INTL EQUITY INDEX.
The fund managers got completely rid off OMNICOM GROUP INC (OMC), META PLATFORMS (META) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in VANECK VECTORS ETF TR (AFK), ALPHABET INC. A (GOOG) and FORD MOTOR COMPANY (F). Cairn Investment Group, Inc. opened new stock positions in JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to COMCAST CORP (CMCSA), SPDR SER TR (BIL) and BOOKING HOLDINGS (BKNG).
The top stock holdings of Cairn Investment Group, Inc. are VXUS, VEU, ACWV. The fund has invested 11.8% of it's portfolio in VANGUARD TOTAL INTERNATIONAL S and 5.8% of portfolio in VANGUARD INTL EQUITY INDEX.
The fund managers got completely rid off OMNICOM GROUP INC (OMC), META PLATFORMS (META) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in VANECK VECTORS ETF TR (AFK), ALPHABET INC. A (GOOG) and FORD MOTOR COMPANY (F). Cairn Investment Group, Inc. opened new stock positions in JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to COMCAST CORP (CMCSA), SPDR SER TR (BIL) and BOOKING HOLDINGS (BKNG).
Cairn Investment Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cairn Investment Group, Inc. made a return of -7.04% in the last quarter. In trailing 12 months, it's portfolio return was 15.73%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| johnson & johnson | 218,000 |
New stocks bought by Cairn Investment Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| comcast corp | 867 |
| spdr ser tr | 30.99 |
| booking holdings | 25.44 |
| pacer fds tr | 4.37 |
| cognizant tech solutions | 1.24 |
| eog resources inc | 1.06 |
| qualcomm inc | 0.66 |
| cigna group | 0.15 |
Additions to existing portfolio by Cairn Investment Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vaneck vectors etf tr | -61.42 |
| alphabet inc. a | -45.92 |
| ford motor company | -15.65 |
| visa inc | -12.77 |
| novo nordisk a/s adr | -8.91 |
| cintas corp | -7.7 |
| eli lilly & co | -6.7 |
| berkshire hathaway inc b | -3.96 |
Cairn Investment Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| omnicom group inc | -3,350,000 |
| abbott labs | -232,000 |
| meta platforms | -611,000 |
| s&p global inc | -216,000 |
Cairn Investment Group, Inc. got rid off the above stocks
Sector Distribution
Cairn Investment Group, Inc. has about 47% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Industrials
- Consumer Defensive
- Financial Services
- Consumer Cyclical
- Energy
- Communication Services
| Sector | % |
|---|---|
| Others | 47 |
| Technology | 12.5 |
| Healthcare | 12.5 |
| Industrials | 9.1 |
| Consumer Defensive | 6.8 |
| Financial Services | 5.3 |
| Consumer Cyclical | 3 |
| Energy | 2.6 |
| Communication Services | 1.1 |
Market Cap. Distribution
Cairn Investment Group, Inc. has about 49.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 47 |
| LARGE-CAP | 28 |
| MEGA-CAP | 21.8 |
| MID-CAP | 3.2 |
Stocks belong to which Index?
About 51.4% of the stocks held by Cairn Investment Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 51.4 |
| Others | 48.6 |
Cairn Investment Group, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cairn Investment Group, Inc.
Cairn Investment Group, Inc. has 63 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. CMCSA proved to be the most loss making stock for the portfolio. ACWV was the most profitable stock for Cairn Investment Group, Inc. last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.74 | 37,565 | 9,534,000 | reduced | -0.57 | ||
| AAXJ | ishares short treasury | 0.16 | 2,875 | 317,000 | reduced | -3.36 | ||
| ABBV | abbvie inc | 0.10 | 973 | 212,000 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares trust | 5.43 | 284,790 | 10,933,000 | reduced | -0.72 | ||
| AFK | vaneck vectors etf tr | 1.80 | 39,460 | 3,621,000 | reduced | -61.42 | ||
| AFTY | pacer fds tr | 0.37 | 11,835 | 740,000 | added | 4.37 | ||
| AMP | ameriprise financial inc | 0.18 | 814 | 362,000 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.23 | 2,185 | 455,000 | unchanged | 0.00 | ||
| AXP | american express co | 0.29 | 1,900 | 575,000 | unchanged | 0.00 | ||
| AYI | acuity brands inc | 3.16 | 22,667 | 6,352,000 | reduced | -0.94 | ||
| BA | boeing co | 0.13 | 1,331 | 265,000 | reduced | -3.62 | ||
| BAC | bank amer corp | 0.12 | 4,768 | 232,000 | unchanged | 0.00 | ||
| BIIB | biogen inc | 0.73 | 8,043 | 1,475,000 | reduced | -0.65 | ||
| BIL | spdr ser tr | 4.82 | 105,875 | 9,702,000 | added | 30.99 | ||
| BKNG | booking holdings | 2.68 | 32,050 | 5,398,000 | added | 25.44 | ||
| BNDW | vanguard russell 1000 value | 1.02 | 21,897 | 2,053,000 | reduced | -3.05 | ||
| CAH | cardinal health inc | 1.18 | 11,240 | 2,375,000 | reduced | -1.72 | ||
| CI | cigna group | 2.02 | 15,211 | 4,058,000 | added | 0.15 | ||
| CMCSA | comcast corp | 1.60 | 111,975 | 3,213,000 | added | 867 | ||