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Portfolio (Quarterly) Guide ↗

Cairn Investment Group, Inc.

· CIK 0001800358
13F Portfolio $201M AUM 63 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 7 Added 29 Reduced 4 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COWZ Pacer FDS TR 11,835.0 $740K 0.37% +495.0 +4.4% $62.53 +2.6%
42 AXP American Express Co Financial Services 1,900.0 $575K 0.29% $302.63 +3.3%
43 V Visa Inc Financial Services 1,640.0 $496K 0.25% -240.0 -12.8% $302.44 +8.3%
44 MMM 3M Company Industrials 3,370.0 $489K 0.24% $145.10 +6.9%
45 AMZN Amazon Com Inc Consumer Cyclical 2,185.0 $455K 0.23% $208.24 +30.5%
46 EMR Emerson Elec Co Industrials 3,160.0 $414K 0.21% $131.01 +6.6%
47 IEFA iShares Trust 4,211.0 $381K 0.19% $90.48 +8.2%
48 VIG Vanguard Specialized Funds 1,752.0 $377K 0.19% $215.18 +8.3%
49 DIS Walt Disney Co Communication Services 3,810.0 $367K 0.18% $96.33 +8.1%
50 AMP Ameriprise Financial Inc Financial Services 814.0 $362K 0.18% $444.72 -0.3%
51 NVO Novo Nordisk A/S ADR Healthcare 9,408.0 $346K 0.17% -920.0 -8.9% $36.78 +21.1%
52 CTAS Cintas Corp Industrials 1,917.0 $324K 0.16% -160.0 -7.7% $169.01 +0.5%
53 SHV iShares Short Treasury 2,875.0 $317K 0.16% -100.0 -3.4% $110.26 +0.1%
54 IVV iShares Trust 475.0 $310K 0.15% $652.63 +15.5%
55 TDY Teledyne Technologies Inc Technology 446.0 $270K 0.13% $605.38 +1.2%
56 UNP Union Pacific Corp Industrials 1,110.0 $269K 0.13% $242.34 +15.3%
57 BA Boeing Co Industrials 1,331.0 $265K 0.13% -50.0 -3.6% $199.10 +12.7%
58 DVY iShares Trust 1,742.0 $264K 0.13% $151.55 +2.5%
59 F Ford Motor Company Consumer Cyclical 22,145.0 $256K 0.13% -4K -15.7% $11.56 +37.4%
60 BAC Bank Amer Corp Financial Services 4,768.0 $232K 0.12% $48.66 +5.0%
Page 3 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Healthcare 22.7%
Industrials 16.2%
Consumer Defensive 12.1%
Financial Services 9.5%
Consumer Cyclical 5.4%
Communication Services 4.8%
Energy 4.7%