Fund HoldingsRED CEDAR INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$925.71M
Total Bought
$134.98M
Total Sold
$72.42M
Net Transaction
+$62.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES INC
MSCI JAPAN ETF
0392,224+392,224031,6683.42%+31,668
ISHARES SILVER TR(SLV)0355,723+355,723022,9162.48%+22,916
VANECK ETF TRUST
OIL SERVICES ETF
054,452+54,452015,5061.68%+15,506
SPDR SERIES TRUST
ST SHOR CORP ETF
0450,568+450,568013,6071.47%+13,607
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
123,734231,563+107,82912,10423,0452.49%+10,941
GLOBAL X FDS
GLOBAL X COPPER
0124,477+124,47708,9360.97%+8,936
EXCHANGE PLACE ADVISORS TRUS327,100466,193+139,0938,37211,9761.29%+3,604
ELI LILLY & CO(LLY)10,33410,33407,88511,1061.20%+3,221
ISHARES TR200,483231,475+30,99220,09823,1202.50%+3,021
JOHNSON & JOHNSON(JNJ)5,29016,462+11,1729813,4070.37%+2,426
CISCO SYS INC(CSCO)27,90154,242+26,3411,9094,1780.45%+2,269
NEWMONT CORP(NEM)28,48445,244+16,7602,4014,5180.49%+2,116
VANGUARD INDEX FDS14,45416,900+2,4468,85110,5981.14%+1,747
ALPHABET INC(GOOG)05,488+5,48801,7180.19%+1,718
ORACLE CORP(ORCL)08,447+8,44701,6460.18%+1,646
SCHWAB STRATEGIC TR1,036,6231,066,203+29,58024,13325,6322.77%+1,499
CITIZENS FINL GROUP INC(CFG)89,483105,183+15,7004,7576,1440.66%+1,387
WELLTOWER INC(WELL)20,44026,882+6,4423,6414,9900.54%+1,348
GOLDMAN SACHS GROUP INC(GS)2,6223,812+1,1902,0883,3510.36%+1,263
MARRIOTT INTL INC NEW(MAR)5,3698,411+3,0421,3982,6090.28%+1,211
ISHARES INC
CORE MSCI EMKT
565,156571,821+6,66537,25538,4384.15%+1,183
KINROSS GOLD CORP(KGC)220,596234,700+14,1045,4826,6090.71%+1,127
PARKER-HANNIFIN CORP(PH)9,2479,24707,0118,1280.88%+1,117
SPDR GOLD TR(GLD)46,05644,010-2,04616,37217,4421.88%+1,070
FEDEX CORP(FDX)03,670+3,67001,0600.11%+1,060
AGNICO EAGLE MINES LTD(AEM)32,67338,341+5,6685,5076,5000.70%+993
ISHARES TR255,690257,175+1,48523,87424,6972.67%+823
ISHARES TR823,943825,605+1,66253,77154,4905.89%+719
CORNING INC(GLW)119,052119,05209,76610,4241.13%+658
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
541,625531,951-9,674163,760164,39417.76%+634
RTX CORPORATION(RTX)38,87238,87206,5047,1290.77%+625
ALAMOS GOLD INC NEW159,375158,801-5745,5566,1270.66%+571
MERCK & CO INC(MRK)21,09221,09201,7702,2200.24%+450
SCHWAB STRATEGIC TR656,462656,462017,29117,6651.91%+374
ISHARES TR417,193409,248-7,945152,476152,83016.51%+354
ANALOG DEVICES INC(ADI)12,54412,54403,0823,4020.37%+320
AMERICAN EXPRESS CO(AXP)7,6287,62802,5342,8220.30%+288
ISHARES TR49,50549,672+16711,97812,2271.32%+249
APPLE INC(AAPL)11,92111,92103,0353,2410.35%+205
TJX COS INC NEW(TJX)21,44821,44803,1003,2950.36%+195
JPMORGAN CHASE & CO.(JPM)28,28928,28908,9239,1150.98%+192
NEXTERA ENERGY INC(NEE)31,34231,34202,3662,5160.27%+150
SPDR S&P 500 ETF TR(SPY)9,0259,02506,0126,1540.66%+142
MCKESSON CORP(MCK)2,3762,37601,8361,9490.21%+113
QUALCOMM INC(QCOM)23,10523,10503,8443,9520.43%+108
EXXON MOBIL CORP12,59612,59601,4201,5160.16%+96
PNC FINL SVCS GROUP INC(PNC)12,11312,11302,4342,5280.27%+94
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
14,52314,52304,2744,3620.47%+87
MCDONALDS CORP(MCD)14,20614,20604,3174,3420.47%+25
COCA COLA CO(KO)4,7744,77403173340.04%+17
PEPSICO INC(PEP)2,8132,81303954040.04%+9
FIRST TR EXCH TRADED FD III48,65748,65708888870.10%-1
VANGUARD BD INDEX FDS10,56010,56008338320.09%-1
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,39913,39901,0711,0680.12%-3
ISHARES TR19,90719,90701,0561,0530.11%-3
PIMCO ETF TR
ENHAN SHRT MA AC
10,84310,84301,0921,0880.12%-4
LOCKHEED MARTIN CORP(LMT)41441402072000.02%-6
GENERAL DYNAMICS CORP(GD)4,9804,98001,6981,6770.18%-22
SIMON PPTY GROUP INC NEW(SPG)12,74812,74802,3922,3600.25%-33
CHEVRON CORP NEW(CVX)11,34211,34201,7611,7290.19%-33
VANGUARD INDEX FDS10,95010,95003,2163,1780.34%-39
VALERO ENERGY CORP(VLO)5,6975,69709709270.10%-43
MARATHON PETE CORP(MPC)1,4401,44002782340.03%-43
PHILLIPS 66(PSX)11,59611,59601,5771,4960.16%-81
ABBVIE INC(ABBV)27,21027,21006,3006,2170.67%-83
DIGITAL RLTY TR INC(DLR)5,4515,45109428430.09%-99
AIR PRODS & CHEMS INC4,4264,42601,2071,0930.12%-114
WEC ENERGY GROUP INC(WEC)20,04520,04502,2972,1140.23%-183
PROCTER AND GAMBLE CO(PG)19,65019,65003,0192,8160.30%-203
MONDELEZ INTL INC(MDLZ)28,33628,33601,7701,5250.16%-245
COSTCO WHSL CORP NEW(COST)4,4314,43104,1013,8210.41%-280
BLACKROCK INC(BLK)3,5263,52604,1113,7740.41%-337
SOUTHERN CO(SO)44,89744,89704,2553,9150.42%-340
EQUINIX REIT ORD(EQIX)7640-7645980-598
HOME DEPOT INC(HD)11,61011,61004,7043,9950.43%-709
VICI PPTYS INC(VICI)31,5358,161-23,3741,0282290.02%-799
MICROSOFT CORP(MSFT)23,62523,625012,23711,4261.23%-811
VISA INC(V)9,4616,803-2,6583,2302,3860.26%-844
AMERIPRISE FINL INC(AMP)8,7146,907-1,8074,2813,3870.37%-894
STRYKER CORPORATION(SYK)6,9424,563-2,3792,5661,6040.17%-962
CINTAS CORP(CTAS)9,1244,451-4,6731,8738370.09%-1,036
PAYCHEX INC(PAYX)15,4607,623-7,8371,9608550.09%-1,105
BROADCOM INC(AVGO)49,80243,498-6,30416,43015,0551.63%-1,376
META PLATFORMS INC(META)8,3016,984-1,3176,0964,6100.50%-1,486
EATON CORP PLC(ETN)20,06817,030-3,0387,5105,4240.59%-2,086
MOTOROLA SOLUTIONS INC(MSI)15,77511,070-4,7057,2144,2430.46%-2,970
ISHARES:S&P GSCI CMDTY(GSG)184,3790-184,3794,2350-4,235
VANECK ETF TRUST
GOLD MINERS ETF
317,318207,899-109,41924,24317,8321.93%-6,412
SPDR PTF ST CORP BOND
ST SHOR CORP ETF
450,5680-450,56813,6480-13,648
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
390,7810-390,78131,3450-31,345
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