Red Cedar Investment Management, LLC

13F filer · CIK 0001734398

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$1.06BU.S. long equity reported on 13F

Positions674 new · 3 closed

Net flow last quarter+$26.2MBuys minus sells

Top 10 positions weight10.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202667 positions
GLDSPDR Gold Trust	$16.8M	1.59%	0.01%	+24.9%	Q2 2025
SLViShares Silver Trust	$14.2M	1.34%	0.05%	+34.4%	Q4 2025
GLWCorning Inc	$14M	1.32%	0.01%	-38.1%	Q2 2021
AVGOBroadcom Inc.	$12.7M	1.20%	0.00%	Not reported	Q2 2020
LLYELI LILLY & Co	$11.2M	1.06%	0.00%	Not reported	Q2 2020
JPMJPMorgan Chase & Co	$9.07M	0.86%	0.00%	Not reported	Q2 2020
PHParker-Hannifin Corp	$8.98M	0.85%	0.01%	Not reported	Q4 2020
MSFTMicrosoft Corp	$7.86M	0.74%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$7.81M	0.74%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$7.33M	0.69%	0.00%	Not reported	Q4 2024
CFGCitizens Financial Group Inc	$7.32M	0.69%	0.02%	Not reported	Q1 2025
CVXChevron Corp	$7.08M	0.67%	0.00%	+82.3%	Q2 2020
ETNEaton Corp plc	$7.06M	0.67%	0.00%	-2.1%	Q3 2021
VLOValero Energy Corp	$7.05M	0.67%	0.01%	+377.6%	Q2 2020
ABBVAbbVie Inc.	$6.81M	0.64%	0.00%	Not reported	Q3 2020
SPYSPDR S&P 500 ETF Trust	$6.74M	0.64%	Not reported	Not reported	Q1 2020
ADIAnalog Devices Inc	$6.66M	0.63%	0.00%	Not reported	Q2 2020
JNJJohnson & Johnson	$6.13M	0.58%	0.00%	Not reported	Q2 2020
WELLWelltower Inc.	$6.06M	0.57%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$5.83M	0.55%	0.00%	+16.7%	Q4 2024
SLBSLB Limited	$5.36M	0.51%	0.01%	+10.0%	Q3 2023
PSXPhillips 66	$5.14M	0.49%	0.01%	+163.5%	Q4 2023
GSGoldman Sachs Group Inc	$4.82M	0.46%	0.00%	+25.7%	Q3 2025
NEENextera Energy Inc	$4.62M	0.44%	0.00%	Not reported	Q2 2020
MSIMotorola Solutions, Inc.	$4.57M	0.43%	0.01%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$4.29M	0.41%	0.00%	+49.1%	Q2 2020
SOSouthern Co	$4.27M	0.40%	0.00%	Not reported	Q1 2022
QCOMQualcomm Inc	$4.24M	0.40%	0.00%	Not reported	Q4 2021
MARMarriott International Inc	$4.13M	0.39%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$4.12M	0.39%	0.00%	Not reported	Q2 2020
FDXFedex Corp	$4.09M	0.39%	0.01%	+92.3%	Q4 2025
HDHome Depot, Inc.	$4.07M	0.39%	0.00%	Not reported	Q2 2020
MCDMcdonalds Corp	$3.82M	0.36%	0.00%	Not reported	Q2 2020
BHPBHP Group Ltd	$3.55M	0.34%	0.00%	+15.0%	Q1 2022
AAPLApple Inc.	$3.43M	0.32%	0.00%	Not reported	Q4 2019
AEMAgnico Eagle Mines Ltd	$3.26M	0.31%	0.00%	+71.1%	Q1 2024
KGCKinross Gold Corp	$3.24M	0.31%	0.01%	+63.5%	Q1 2025
AGIAlamos Gold Inc	$3.23M	0.31%	0.03%	+102.0%	Q1 2024
TJXTJX Companies Inc	$3.23M	0.31%	0.00%	Not reported	Q2 2020
COPConocophillips	$3.22M	0.30%	0.00%	Not reported	Q1 2024
HALHalliburton Co	$3.21M	0.30%	0.01%	+26.4%	Q1 2026
RIGTransocean Ltd.	$3.2M	0.30%	0.06%	+58.9%	Q1 2026
AMPAmeriprise Financial Inc	$3.15M	0.30%	0.01%	Not reported	Q2 2020
PNCPNC Financial Services Group, Inc.	$2.96M	0.28%	0.00%	Not reported	Q2 2020
PGPROCTER & GAMBLE Co	$2.86M	0.27%	0.00%	Not reported	Q1 2022
SPGSimon Property Group Inc.	$2.84M	0.27%	158.56%	Not reported	Q2 2021
MRKMerck & Co., Inc.	$2.69M	0.26%	0.00%	Not reported	Q2 2020
GDGeneral Dynamics Corp	$2.57M	0.24%	0.00%	Not reported	Q1 2022
WECWec Energy Group, Inc.	$2.33M	0.22%	0.01%	Not reported	Q2 2022
HSYHershey Co	$1.94M	0.18%	0.01%	Not reported	Q1 2026

Q1 2026Reported Apr 30, 202665 positions
GLDSPDR Gold Trust	$15.7M	1.63%	0.01%	-17.2%	Q2 2025
SLViShares Silver Trust	$13.5M	1.40%	0.03%	-44.5%	Q4 2025
GLWCorning Inc	$12M	1.25%	0.01%	-25.8%	Q2 2021
AVGOBroadcom Inc.	$10.4M	1.08%	0.00%	-22.9%	Q2 2020
LLYELI LILLY & Co	$8.61M	0.89%	0.00%	-9.4%	Q2 2020
PHParker-Hannifin Corp	$8.22M	0.85%	0.01%	-0.7%	Q4 2020
JPMJPMorgan Chase & Co	$8.15M	0.85%	0.00%	-2.0%	Q2 2020
MSFTMicrosoft Corp	$7.8M	0.81%	0.00%	-10.8%	Q4 2019
RTXRTX Corp	$7.45M	0.77%	0.00%	-0.7%	Q4 2024
CFGCitizens Financial Group Inc	$6.27M	0.65%	0.02%	-0.6%	Q1 2025
XOMExxonMobil Holdings Corp	$6.19M	0.64%	0.00%	+189.9%	Q4 2024
ETNEaton Corp plc	$6.05M	0.63%	0.00%	-0.7%	Q3 2021
JNJJohnson & Johnson	$5.9M	0.61%	0.00%	+46.6%	Q2 2020
ABBVAbbVie Inc.	$5.88M	0.61%	0.00%	-0.6%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$5.87M	0.61%	Not reported	Not reported	Q1 2020
SLBSLB Limited	$5.38M	0.56%	0.01%	Not reported	Q3 2023
ADIAnalog Devices Inc	$5.34M	0.55%	0.00%	+33.7%	Q2 2020
WELLWelltower Inc.	$5.28M	0.55%	0.00%	-0.6%	Q1 2024
CSCOCisco Systems, Inc.	$5.16M	0.54%	0.00%	+22.7%	Q3 2025
NEENextera Energy Inc	$4.89M	0.51%	0.00%	+68.1%	Q2 2020
CVXChevron Corp	$4.85M	0.50%	0.00%	+106.7%	Q2 2020
MSIMotorola Solutions, Inc.	$4.77M	0.49%	0.01%	-0.7%	Q2 2020
MCDMcdonalds Corp	$4.39M	0.45%	0.00%	-0.6%	Q2 2020
COSTCostco Wholesale Corp	$4.38M	0.45%	0.00%	-0.7%	Q2 2020
SOSouthern Co	$4.31M	0.45%	0.00%	-0.7%	Q1 2022
HDHome Depot, Inc.	$3.79M	0.39%	0.00%	-0.6%	Q2 2020
MARMarriott International Inc	$3.65M	0.38%	0.00%	+32.5%	Q4 2024
TJXTJX Companies Inc	$3.4M	0.35%	0.00%	-0.7%	Q2 2020
GSGoldman Sachs Group Inc	$3.21M	0.33%	0.00%	-0.6%	Q3 2025
AMPAmeriprise Financial Inc	$3.05M	0.32%	0.01%	-0.6%	Q2 2020
AAPLApple Inc.	$3.01M	0.31%	0.00%	-0.7%	Q4 2019
QCOMQualcomm Inc	$2.96M	0.31%	0.00%	-0.6%	Q4 2021
HALHalliburton Co	$2.92M	0.30%	0.01%	New	Q1 2026
PGPROCTER & GAMBLE Co	$2.82M	0.29%	0.00%	-0.7%	Q1 2022
RIGTransocean Ltd.	$2.73M	0.28%	0.04%	New	Q1 2026
BHPBHP Group Ltd	$2.7M	0.28%	0.00%	Not reported	Q1 2022
KGCKinross Gold Corp	$2.56M	0.27%	0.01%	-64.2%	Q1 2025
MRKMerck & Co., Inc.	$2.52M	0.26%	0.00%	-0.6%	Q2 2020
PNCPNC Financial Services Group, Inc.	$2.51M	0.26%	0.00%	-0.6%	Q2 2020
GDGeneral Dynamics Corp	$2.49M	0.26%	0.00%	+45.8%	Q1 2022
AEMAgnico Eagle Mines Ltd	$2.49M	0.26%	0.00%	-68.0%	Q1 2024
FDXFedex Corp	$2.42M	0.25%	0.00%	+84.9%	Q4 2025
SPGSimon Property Group Inc.	$2.37M	0.25%	158.56%	-0.5%	Q2 2021
AGIAlamos Gold Inc	$2.34M	0.24%	0.01%	-66.8%	Q1 2024
GOOGLAlphabet Inc.	$2.32M	0.24%	0.00%	+46.8%	Q2 2020
WECWec Energy Group, Inc.	$2.31M	0.24%	0.01%	-0.5%	Q2 2022
HSYHershey Co	$2.3M	0.24%	0.01%	New	Q1 2026
PSXPhillips 66	$2.1M	0.22%	0.00%	-0.6%	Q4 2023
MCKMckesson Corp	$2.04M	0.21%	0.00%	-0.7%	Q1 2025
CMECme Group Inc.	$1.99M	0.21%	0.00%	New	Q1 2026

Q4 2025Reported Feb 11, 202663 positions
SLViShares Silver Trust	$22.9M	2.48%	0.07%	New	Q4 2025
GLDSPDR Gold Trust	$17.4M	1.88%	0.01%	-4.4%	Q2 2025
AVGOBroadcom Inc.	$15.1M	1.63%	0.00%	-12.7%	Q2 2020
MSFTMicrosoft Corp	$11.4M	1.23%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$11.1M	1.20%	0.00%	Not reported	Q2 2020
GLWCorning Inc	$10.4M	1.13%	0.01%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$9.12M	0.98%	0.00%	Not reported	Q2 2020
PHParker-Hannifin Corp	$8.13M	0.88%	0.01%	Not reported	Q4 2020
RTXRTX Corp	$7.13M	0.77%	0.00%	Not reported	Q4 2024
KGCKinross Gold Corp	$6.61M	0.71%	0.02%	+6.4%	Q1 2025
AEMAgnico Eagle Mines Ltd	$6.5M	0.70%	0.01%	+17.4%	Q1 2024
ABBVAbbVie Inc.	$6.22M	0.67%	0.00%	Not reported	Q3 2020
SPYSPDR S&P 500 ETF Trust	$6.15M	0.66%	Not reported	Not reported	Q1 2020
CFGCitizens Financial Group Inc	$6.14M	0.66%	0.02%	+17.6%	Q1 2025
AGIAlamos Gold Inc	$6.13M	0.66%	0.04%	-0.4%	Q1 2024
ETNEaton Corp plc	$5.42M	0.59%	0.00%	-15.1%	Q3 2021
WELLWelltower Inc.	$4.99M	0.54%	0.00%	+31.5%	Q1 2024
METAMeta Platforms, Inc.	$4.61M	0.50%	Not reported	-15.9%	Q3 2020
NEMNEWMONT Corp	$4.52M	0.49%	0.00%	+58.8%	Q4 2021
MCDMcdonalds Corp	$4.34M	0.47%	0.00%	Not reported	Q2 2020
MSIMotorola Solutions, Inc.	$4.24M	0.46%	0.01%	-29.8%	Q2 2020
CSCOCisco Systems, Inc.	$4.18M	0.45%	0.00%	+94.4%	Q3 2025
HDHome Depot, Inc.	$4M	0.43%	0.00%	Not reported	Q2 2020
QCOMQualcomm Inc	$3.95M	0.43%	0.00%	Not reported	Q4 2021
SOSouthern Co	$3.92M	0.42%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$3.82M	0.41%	0.00%	Not reported	Q2 2020
BLKBlackRock, Inc.	$3.77M	0.41%	0.00%	Not reported	Q2 2020
JNJJohnson & Johnson	$3.41M	0.37%	0.00%	+211.2%	Q2 2020
ADIAnalog Devices Inc	$3.4M	0.37%	0.00%	Not reported	Q2 2020
AMPAmeriprise Financial Inc	$3.39M	0.37%	0.01%	-20.7%	Q2 2020
GSGoldman Sachs Group Inc	$3.35M	0.36%	0.00%	+45.4%	Q3 2025
TJXTJX Companies Inc	$3.29M	0.36%	0.00%	Not reported	Q2 2020
AAPLApple Inc.	$3.24M	0.35%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$2.82M	0.30%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$2.82M	0.30%	0.00%	Not reported	Q1 2022
MARMarriott International Inc	$2.61M	0.28%	0.00%	+56.7%	Q4 2024
PNCPNC Financial Services Group, Inc.	$2.53M	0.27%	0.00%	Not reported	Q2 2020
NEENextera Energy Inc	$2.52M	0.27%	0.00%	Not reported	Q2 2020
VVisa Inc.	$2.39M	0.26%	0.00%	-28.1%	Q2 2023
SPGSimon Property Group Inc.	$2.36M	0.25%	159.35%	Not reported	Q2 2021
MRKMerck & Co., Inc.	$2.22M	0.24%	0.00%	Not reported	Q2 2020
WECWec Energy Group, Inc.	$2.11M	0.23%	0.01%	Not reported	Q2 2022
MCKMckesson Corp	$1.95M	0.21%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$1.73M	0.19%	0.00%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$1.72M	0.19%	0.00%	Not reported	Q2 2020
GDGeneral Dynamics Corp	$1.68M	0.18%	0.00%	Not reported	Q1 2022
ORCLOracle Corp	$1.65M	0.18%	0.00%	New	Q4 2025
SYKStryker Corp	$1.6M	0.17%	0.00%	-34.3%	Q2 2020
MDLZMondelez International, Inc.	$1.53M	0.16%	0.00%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$1.52M	0.16%	0.00%	Not reported	Q4 2024

Q3 2025Reported Oct 31, 202561 positions
AVGOBroadcom Inc.	$16.4M	1.93%	0.00%	-6.5%	Q2 2020
GLDSPDR Gold Trust	$16.4M	1.92%	0.01%	Not reported	Q2 2025
MSFTMicrosoft Corp	$12.2M	1.43%	0.00%	Not reported	Q4 2019
GLWCorning Inc	$9.77M	1.14%	0.01%	+13.8%	Q2 2021
JPMJPMorgan Chase & Co	$8.92M	1.05%	0.00%	Not reported	Q2 2020
LLYELI LILLY & Co	$7.88M	0.92%	0.00%	Not reported	Q2 2020
ETNEaton Corp plc	$7.51M	0.88%	0.01%	Not reported	Q3 2021
MSIMotorola Solutions, Inc.	$7.21M	0.85%	0.01%	Not reported	Q2 2020
PHParker-Hannifin Corp	$7.01M	0.82%	0.01%	Not reported	Q4 2020
RTXRTX Corp	$6.5M	0.76%	0.00%	+63.6%	Q4 2024
ABBVAbbVie Inc.	$6.3M	0.74%	0.00%	Not reported	Q3 2020
METAMeta Platforms, Inc.	$6.1M	0.71%	Not reported	Not reported	Q3 2020
SPYSPDR S&P 500 ETF Trust	$6.01M	0.70%	Not reported	+3.5%	Q1 2020
AGIAlamos Gold Inc	$5.56M	0.65%	0.04%	+4.6%	Q1 2024
AEMAgnico Eagle Mines Ltd	$5.51M	0.65%	0.01%	+3.7%	Q1 2024
KGCKinross Gold Corp	$5.48M	0.64%	0.02%	-18.3%	Q1 2025
CFGCitizens Financial Group Inc	$4.76M	0.56%	0.02%	+192.3%	Q1 2025
HDHome Depot, Inc.	$4.7M	0.55%	0.00%	Not reported	Q2 2020
MCDMcdonalds Corp	$4.32M	0.51%	0.00%	Not reported	Q2 2020
AMPAmeriprise Financial Inc	$4.28M	0.50%	0.01%	-17.2%	Q2 2020
SOSouthern Co	$4.25M	0.50%	0.00%	Not reported	Q1 2022
GSGiShares S&P GSCI Commodity-Indexed Trust	$4.24M	0.50%	0.41%	Not reported	Q2 2021
BLKBlackRock, Inc.	$4.11M	0.48%	0.00%	Not reported	Q2 2020
COSTCostco Wholesale Corp	$4.1M	0.48%	0.00%	Not reported	Q2 2020
QCOMQualcomm Inc	$3.84M	0.45%	0.00%	Not reported	Q4 2021
WELLWelltower Inc.	$3.64M	0.43%	0.00%	+36.4%	Q1 2024
VVisa Inc.	$3.23M	0.38%	0.00%	Not reported	Q2 2023
TJXTJX Companies Inc	$3.1M	0.36%	0.00%	+28.1%	Q2 2020
ADIAnalog Devices Inc	$3.08M	0.36%	0.00%	Not reported	Q2 2020
AAPLApple Inc.	$3.04M	0.36%	0.00%	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$3.02M	0.35%	0.00%	Not reported	Q1 2022
SYKStryker Corp	$2.57M	0.30%	0.00%	Not reported	Q2 2020
AXPAmerican Express Co	$2.53M	0.30%	0.00%	Not reported	Q2 2024
PNCPNC Financial Services Group, Inc.	$2.43M	0.29%	0.00%	Not reported	Q2 2020
NEMNEWMONT Corp	$2.4M	0.28%	0.00%	Not reported	Q4 2021
SPGSimon Property Group Inc.	$2.39M	0.28%	159.35%	Not reported	Q2 2021
NEENextera Energy Inc	$2.37M	0.28%	0.00%	Not reported	Q2 2020
WECWec Energy Group, Inc.	$2.3M	0.27%	0.01%	Not reported	Q2 2022
GSGoldman Sachs Group Inc	$2.09M	0.24%	0.00%	New	Q3 2025
PAYXPaychex Inc	$1.96M	0.23%	0.00%	-30.6%	Q2 2021
CSCOCisco Systems, Inc.	$1.91M	0.22%	0.00%	New	Q3 2025
CTASCintas Corp	$1.87M	0.22%	0.00%	Not reported	Q2 2020
MCKMckesson Corp	$1.84M	0.22%	0.00%	Not reported	Q1 2025
MRKMerck & Co., Inc.	$1.77M	0.21%	0.00%	Not reported	Q2 2020
MDLZMondelez International, Inc.	$1.77M	0.21%	0.00%	Not reported	Q2 2020
CVXChevron Corp	$1.76M	0.21%	0.00%	Not reported	Q2 2020
GDGeneral Dynamics Corp	$1.7M	0.20%	0.00%	Not reported	Q1 2022
PSXPhillips 66	$1.58M	0.18%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$1.42M	0.17%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$1.4M	0.16%	0.00%	Not reported	Q4 2024

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