RED CEDAR INVESTMENT MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$1,038,286
Net value change ($000)
-17,557 (-1.7%)
New positions
5
Sold out positions
4
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IEF 23,978 NEW
MSFT 4,475 56.9%
VONE 3,469 2.0%
AGG 2,799 11.4%
IWB 2,676 1.7%
GDX 2,574 16.4%
XLE 2,430 15.8%
TXN 2,344 201.0%
UNH 1,746 120.2%
EWJ 1,619 4.5%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -47,710 -100.0%
SPSB -8,600 -39.7%
XOM -5,826 -100.0%
GLW -5,559 -39.8%
IJH -4,095 -6.6%
QCOM -2,765 -65.2%
PH -2,159 -24.0%
CFG -1,865 -25.5%
VTWO -1,854 -7.4%
MCD -1,529 -40.1%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type