RED CEDAR INVESTMENT MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$964,522
Net value change ($000)
+38,811 (4.2%)
New positions
10
Sold out positions
5
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLE 19,953 NEW
ILF 16,855 NEW
AGG 13,325 57.6%
EMLC 10,790 NEW
SPSB 9,605 70.6%
SLB 5,381 NEW
XOM 4,678 308.6%
OIH 4,014 25.9%
CVX 3,121 180.5%
HAL 2,915 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWB -11,873 -7.8%
VONE -11,812 -7.2%
SLV -9,453 -41.3%
AVGO -4,676 -31.1%
NEM -4,518 -100.0%
KGC -4,044 -61.2%
AEM -4,009 -61.7%
AGI -3,784 -61.8%
MSFT -3,624 -31.7%
META -3,159 -68.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type