Cairn Investment Group, Inc.
Q3 2026 13F-HR Holdings
Net value change ($000)
+7,758
(3.4%)
New positions
2
Sold out positions
1
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
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)
| OTIS | 5,146 | NEW |
| TIPX | 2,502 | NEW |
| CTSH | 1,262 | 53.6% |
| AAPL | 1,159 | 13.7% |
| EXPD | 921 | 12.7% |
| MRK | 824 | 11.7% |
| EWZ | 695 | 7.1% |
| XLV | 487 | 5.1% |
| MSFT | 467 | 30.8% |
| GILD | 464 | 17.3% |
Top Reduces (Value $000, Stocks/ETFs)
| AYI | -1,732 | -20.3% |
| GS | -1,223 | -13.3% |
| BorgWarner Inc | -743 | -10.3% |
| BKNG | -477 | -8.1% |
| PCAR | -427 | -10.8% |
| Sysco Corp | -400 | -7.2% |
| CMCSA | -372 | -12.9% |
| BIL | -325 | -2.6% |
| SCHO | -301 | -100.0% |
| FISV | -263 | -11.6% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|