Cairn Investment Group, Inc.

13F filer · CIK 0001800358

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$227MU.S. long equity reported on 13F

Positions461 new · 1 closed

Net flow last quarter+$1.13MBuys minus sells

Top 10 positions weight29.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202646 positions
GSGoldman Sachs Group Inc	$9.22M	4.06%	0.00%	+0.8%	Q4 2019
AYIAcuity Inc. (De)	$8.53M	3.76%	0.08%	-0.1%	Q4 2019
AAPLApple Inc.	$8.46M	3.73%	0.00%	-22.2%	Q1 2021
EXPDExpeditors International of Washington Inc	$7.27M	3.21%	0.03%	Not reported	Q3 2022
MRKMerck & Co., Inc.	$7.05M	3.11%	0.00%	+0.4%	Q4 2019
FFIVF5, Inc.	$6.32M	2.79%	0.03%	-0.5%	Q4 2019
BKNGBooking Holdings Inc.	$5.86M	2.58%	0.00%	+2.6%	Q2 2020
PEPPepsico Inc	$4.98M	2.20%	0.00%	+2.4%	Q4 2019
QCOMQualcomm Inc	$4.75M	2.10%	0.00%	-26.4%	Q2 2020
CICigna Group	$4.27M	1.88%	0.01%	+1.9%	Q4 2023
INGRIngredion Inc	$4.27M	1.88%	0.07%	New	Q2 2026
EOGEog Resources Inc	$4.04M	1.78%	0.01%	+0.8%	Q2 2022
PCARPaccar Inc	$3.94M	1.74%	0.01%	+1.5%	Q4 2019
COSTCostco Wholesale Corp	$3.85M	1.70%	0.00%	+5.1%	Q4 2019
KRKroger Co	$3.2M	1.41%	0.01%	Not reported	Q4 2019
LLYELI LILLY & Co	$3.13M	1.38%	0.00%	-6.3%	Q4 2019
CMCSAComcast Corp	$2.88M	1.27%	0.00%	+4.9%	Q1 2023
CSCOCisco Systems, Inc.	$2.81M	1.24%	0.00%	Not reported	Q4 2019
GILDGilead Sciences, Inc.	$2.68M	1.18%	0.00%	-0.5%	Q4 2019
MCKMckesson Corp	$2.68M	1.18%	0.00%	-0.6%	Q4 2019
CAHCardinal Health Inc	$2.62M	1.15%	0.00%	-2.0%	Q4 2019
CTSHCognizant Technology Solutions Corp	$2.36M	1.04%	0.01%	+5.1%	Q4 2019
GOOGLAlphabet Inc.	$2.31M	1.02%	0.00%	Not reported	Q4 2019
FISVFiserv Inc	$2.27M	1.00%	0.01%	-0.2%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.82M	0.80%	Not reported	Not reported	Q4 2019
BIIBBiogen Inc.	$1.74M	0.77%	0.01%	Not reported	Q4 2019
EWEdwards Lifesciences Corp	$1.61M	0.71%	0.00%	Not reported	Q4 2019
USBUS Bancorp \de\	$1.57M	0.69%	0.00%	-2.0%	Q4 2019
MSFTMicrosoft Corp	$1.52M	0.67%	0.00%	+46.9%	Q2 2020
AMZNAmazon Com Inc	$688K	0.30%	0.00%	+32.0%	Q2 2022
XOMExxonMobil Holdings Corp	$654K	0.29%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$643K	0.28%	0.00%	Not reported	Q2 2022
VVisa Inc.	$563K	0.25%	0.00%	Not reported	Q4 2019
MMM3m Co	$546K	0.24%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$452K	0.20%	0.00%	Not reported	Q4 2019
NVONovo Nordisk A S	$447K	0.20%	Not reported	-0.8%	Q4 2019
AMPAmeriprise Financial Inc	$373K	0.16%	0.00%	Not reported	Q2 2022
DISWalt Disney Co	$366K	0.16%	0.00%	Not reported	Q2 2022
UNHUnitedhealth Group Inc	$350K	0.15%	0.00%	Not reported	Q3 2021
CTASCintas Corp	$326K	0.14%	0.00%	Not reported	Q3 2021
UNPUnion Pacific Corp	$302K	0.13%	0.00%	Not reported	Q4 2019
TDYTeledyne Technologies Inc	$297K	0.13%	0.00%	Not reported	Q4 2024
BABoeing Co	$288K	0.13%	0.00%	Not reported	Q4 2019
BACBank of America Corp	$272K	0.12%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$269K	0.12%	0.00%	+19.1%	Q4 2019
ABBVAbbVie Inc.	$245K	0.11%	0.00%	Not reported	Q2 2022
Q1 2026Reported Apr 29, 202646 positions
AAPLApple Inc.	$9.53M	4.74%	0.00%	-0.6%	Q1 2021
GSGoldman Sachs Group Inc	$7.64M	3.80%	0.00%	-1.4%	Q4 2019
MRKMerck & Co., Inc.	$6.58M	3.27%	0.00%	-0.5%	Q4 2019
EXPDExpeditors International of Washington Inc	$6.39M	3.18%	0.03%	-1.0%	Q3 2022
AYIAcuity Inc. (De)	$6.35M	3.16%	0.07%	-0.9%	Q4 2019
PEPPepsico Inc	$5.58M	2.77%	0.00%	0.0%	Q4 2019
BKNGBooking Holdings Inc.	$5.4M	2.68%	0.00%	+25.4%	Q2 2020
QCOMQualcomm Inc	$4.5M	2.24%	0.00%	+0.7%	Q2 2020
EOGEog Resources Inc	$4.46M	2.22%	0.01%	+1.1%	Q2 2022
FFIVF5, Inc.	$4.42M	2.20%	0.03%	-0.5%	Q4 2019
KRKroger Co	$4.17M	2.07%	0.01%	-0.6%	Q4 2019
CICigna Group	$4.06M	2.02%	0.01%	+0.2%	Q4 2023
COSTCostco Wholesale Corp	$3.9M	1.94%	0.00%	Not reported	Q4 2019
PCARPaccar Inc	$3.73M	1.85%	0.01%	-0.7%	Q4 2019
CTSHCognizant Technology Solutions Corp	$3.55M	1.76%	0.01%	+1.2%	Q4 2019
CMCSAComcast Corp	$3.21M	1.60%	0.00%	+867.8%	Q1 2023
MCKMckesson Corp	$3.09M	1.54%	0.00%	-0.4%	Q4 2019
GILDGilead Sciences, Inc.	$2.98M	1.48%	0.00%	-1.8%	Q4 2019
FISVFiserv Inc	$2.59M	1.29%	0.01%	-0.2%	Q3 2025
LLYELI LILLY & Co	$2.56M	1.27%	0.00%	-6.7%	Q4 2019
CAHCardinal Health Inc	$2.38M	1.18%	0.00%	-1.7%	Q4 2019
CSCOCisco Systems, Inc.	$1.86M	0.92%	0.00%	-0.9%	Q4 2019
GOOGLAlphabet Inc.	$1.86M	0.92%	0.00%	-45.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.74M	0.87%	Not reported	-4.0%	Q4 2019
BIIBBiogen Inc.	$1.48M	0.73%	0.01%	-0.7%	Q4 2019
EWEdwards Lifesciences Corp	$1.43M	0.71%	0.00%	Not reported	Q4 2019
USBUS Bancorp \de\	$1.38M	0.69%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$1.03M	0.51%	0.00%	-3.6%	Q2 2020
XOMExxonMobil Holdings Corp	$812K	0.40%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$575K	0.29%	0.00%	Not reported	Q2 2022
VVisa Inc.	$496K	0.25%	0.00%	-12.8%	Q4 2019
MMM3m Co	$489K	0.24%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$455K	0.23%	0.00%	Not reported	Q2 2022
EMREmerson Electric Co	$414K	0.21%	0.00%	Not reported	Q4 2019
DISWalt Disney Co	$367K	0.18%	0.00%	Not reported	Q2 2022
AMPAmeriprise Financial Inc	$362K	0.18%	0.00%	Not reported	Q2 2022
NVONovo Nordisk A S	$346K	0.17%	Not reported	-8.9%	Q4 2019
CTASCintas Corp	$324K	0.16%	0.00%	-7.7%	Q3 2021
TDYTeledyne Technologies Inc	$270K	0.13%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$269K	0.13%	0.00%	Not reported	Q4 2019
BABoeing Co	$265K	0.13%	0.00%	-3.6%	Q4 2019
FFord Motor Co	$256K	0.13%	0.00%	-15.7%	Q4 2019
BACBank of America Corp	$232K	0.12%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$228K	0.11%	0.00%	Not reported	Q3 2021
JNJJohnson & Johnson	$218K	0.11%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$212K	0.11%	0.00%	Not reported	Q2 2022
Q4 2025Reported Feb 2, 202649 positions
AAPLApple Inc.	$10.3M	4.87%	0.00%	+0.1%	Q1 2021
AYIAcuity Inc. (De)	$8.24M	3.91%	0.07%	-0.4%	Q4 2019
GSGoldman Sachs Group Inc	$8.06M	3.82%	0.00%	-0.6%	Q4 2019
EXPDExpeditors International of Washington Inc	$6.71M	3.18%	0.03%	+0.7%	Q3 2022
QCOMQualcomm Inc	$5.94M	2.82%	0.00%	+0.6%	Q2 2020
MRKMerck & Co., Inc.	$5.79M	2.75%	0.00%	-0.1%	Q4 2019
BKNGBooking Holdings Inc.	$5.47M	2.60%	0.00%	-0.3%	Q2 2020
PEPPepsico Inc	$5.16M	2.45%	0.00%	+1.3%	Q4 2019
CTSHCognizant Technology Solutions Corp	$4.74M	2.25%	0.01%	+1.4%	Q4 2019
CICigna Group	$4.18M	1.98%	0.01%	+1.1%	Q4 2023
FFIVF5, Inc.	$3.92M	1.86%	0.03%	-0.1%	Q4 2019
GOOGLAlphabet Inc.	$3.74M	1.77%	0.00%	-0.4%	Q4 2019
KRKroger Co	$3.62M	1.72%	0.01%	-0.2%	Q4 2019
PCARPaccar Inc	$3.56M	1.69%	0.01%	-6.6%	Q4 2019
COSTCostco Wholesale Corp	$3.37M	1.60%	0.00%	-1.3%	Q4 2019
OMCOmnicom Group Inc.	$3.35M	1.59%	0.01%	0.0%	Q4 2019
CMCSAComcast Corp	$3.31M	1.57%	0.00%	-89.8%	Q1 2023
EOGEog Resources Inc	$3.21M	1.52%	0.01%	+2.8%	Q2 2022
LLYELI LILLY & Co	$3.21M	1.52%	0.00%	Not reported	Q4 2019
FISVFiserv Inc	$3.12M	1.48%	0.01%	+31.2%	Q3 2025
MCKMckesson Corp	$2.94M	1.40%	0.00%	-0.4%	Q4 2019
GILDGilead Sciences, Inc.	$2.67M	1.27%	0.00%	-0.1%	Q4 2019
CAHCardinal Health Inc	$2.35M	1.12%	0.00%	+526.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.9M	0.90%	Not reported	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$1.86M	0.88%	0.00%	+0.5%	Q4 2019
EWEdwards Lifesciences Corp	$1.52M	0.72%	0.00%	Not reported	Q4 2019
BIIBBiogen Inc.	$1.43M	0.68%	0.01%	-1.3%	Q4 2019
USBUS Bancorp \de\	$1.42M	0.67%	0.00%	-3.6%	Q4 2019
MSFTMicrosoft Corp	$1.39M	0.66%	0.00%	-1.7%	Q2 2020
AXPAmerican Express Co	$703K	0.33%	0.00%	Not reported	Q2 2022
VVisa Inc.	$659K	0.31%	0.00%	-8.3%	Q4 2019
METAMeta Platforms, Inc.	$611K	0.29%	Not reported	-76.4%	Q2 2022
XOMExxonMobil Holdings Corp	$576K	0.27%	0.00%	Not reported	Q4 2019
MMM3m Co	$540K	0.26%	0.00%	Not reported	Q4 2019
NVONovo Nordisk A S	$525K	0.25%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$504K	0.24%	0.00%	Not reported	Q2 2022
DISWalt Disney Co	$433K	0.21%	0.00%	Not reported	Q2 2022
EMREmerson Electric Co	$419K	0.20%	0.00%	-1.3%	Q4 2019
AMPAmeriprise Financial Inc	$399K	0.19%	0.00%	Not reported	Q2 2022
CTASCintas Corp	$391K	0.19%	0.00%	Not reported	Q3 2021
FFord Motor Co	$344K	0.16%	0.00%	-7.8%	Q4 2019
BABoeing Co	$300K	0.14%	0.00%	+0.1%	Q4 2019
UNHUnitedhealth Group Inc	$278K	0.13%	0.00%	Not reported	Q3 2021
BACBank of America Corp	$262K	0.12%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$257K	0.12%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$232K	0.11%	0.00%	Not reported	Q4 2019
TDYTeledyne Technologies Inc	$228K	0.11%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$222K	0.11%	0.00%	Not reported	Q2 2022
SPGIS&P Global Inc.	$216K	0.10%	0.00%	Not reported	Q3 2024
Q3 2025Reported Oct 28, 202554 positions
CAHCardinal Health Inc	$11.6M	5.30%	0.00%	-85.0%	Q4 2019
AAPLApple Inc.	$9.61M	4.38%	0.00%	-12.7%	Q1 2021
AYIAcuity Inc. (De)	$7.91M	3.61%	0.07%	-1.9%	Q4 2019
GSGoldman Sachs Group Inc	$7.34M	3.35%	0.00%	-9.1%	Q4 2019
QCOMQualcomm Inc	$5.74M	2.62%	0.00%	-0.5%	Q2 2020
BKNGBooking Holdings Inc.	$5.53M	2.52%	0.00%	-4.3%	Q2 2020
EXPDExpeditors International of Washington Inc	$5.48M	2.50%	0.03%	+0.7%	Q3 2022
PEPPepsico Inc	$4.98M	2.27%	0.00%	-0.2%	Q4 2019
FFIVF5, Inc.	$4.97M	2.26%	0.03%	-2.3%	Q4 2019
SBUXStarbucks Corp	$4.93M	2.24%	0.01%	-1.0%	Q2 2024
MRKMerck & Co., Inc.	$4.62M	2.10%	0.00%	+0.8%	Q4 2019
FISVFiserv Inc	$4.57M	2.08%	0.01%	New	Q3 2025
CICigna Group	$4.33M	1.97%	0.01%	+2.9%	Q4 2023
KRKroger Co	$3.91M	1.78%	0.01%	-1.6%	Q4 2019
CTSHCognizant Technology Solutions Corp	$3.78M	1.72%	0.01%	+1.4%	Q4 2019
COSTCostco Wholesale Corp	$3.67M	1.67%	0.00%	-1.3%	Q4 2019
CMCSAComcast Corp	$3.56M	1.62%	0.00%	+4.6%	Q1 2023
PCARPaccar Inc	$3.42M	1.56%	0.01%	+6.1%	Q4 2019
OMCOmnicom Group Inc.	$3.38M	1.54%	0.02%	-1.1%	Q4 2019
EOGEog Resources Inc	$3.33M	1.52%	0.01%	+2.3%	Q2 2022
GOOGLAlphabet Inc.	$2.91M	1.33%	0.00%	-1.2%	Q4 2019
METAMeta Platforms, Inc.	$2.87M	1.31%	Not reported	-0.4%	Q2 2022
MCKMckesson Corp	$2.78M	1.27%	0.00%	-1.4%	Q4 2019
GILDGilead Sciences, Inc.	$2.42M	1.10%	0.00%	-2.3%	Q4 2019
LLYELI LILLY & Co	$2.28M	1.04%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.9M	0.87%	Not reported	Not reported	Q4 2019
VZVerizon Communications Inc	$1.85M	0.84%	0.00%	-1.0%	Q4 2019
CSCOCisco Systems, Inc.	$1.64M	0.75%	0.00%	-4.3%	Q4 2019
MSFTMicrosoft Corp	$1.51M	0.69%	0.00%	-0.9%	Q2 2020
EWEdwards Lifesciences Corp	$1.38M	0.63%	0.00%	Not reported	Q4 2019
USBUS Bancorp \de\	$1.33M	0.61%	0.00%	-5.7%	Q4 2019
BIIBBiogen Inc.	$1.15M	0.52%	0.01%	-0.9%	Q4 2019
VVisa Inc.	$700K	0.32%	0.00%	+21.9%	Q4 2019
AXPAmerican Express Co	$631K	0.29%	0.00%	Not reported	Q2 2022
NVONovo Nordisk A S	$573K	0.26%	Not reported	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$539K	0.25%	0.00%	Not reported	Q4 2019
MMM3m Co	$523K	0.24%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$480K	0.22%	0.00%	-34.8%	Q2 2022
DISWalt Disney Co	$436K	0.20%	0.00%	-1.9%	Q2 2022
CTASCintas Corp	$426K	0.19%	0.00%	Not reported	Q3 2021
EMREmerson Electric Co	$420K	0.19%	0.00%	Not reported	Q4 2019
AMPAmeriprise Financial Inc	$400K	0.18%	0.00%	Not reported	Q2 2022
FFord Motor Co	$341K	0.16%	0.00%	-26.1%	Q4 2019
CVXChevron Corp	$336K	0.15%	0.00%	Not reported	Q4 2019
BABoeing Co	$298K	0.14%	0.00%	Not reported	Q4 2019
UNHUnitedhealth Group Inc	$290K	0.13%	0.00%	Not reported	Q3 2021
UNPUnion Pacific Corp	$262K	0.12%	0.00%	Not reported	Q4 2019
TDYTeledyne Technologies Inc	$261K	0.12%	0.00%	Not reported	Q4 2024
KLACKla Corp	$250K	0.11%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$248K	0.11%	0.00%	Not reported	Q4 2019

Premium opens every quarter this fund has filed