Cairn Investment Group, Inc. — 13F Holdings & Portfolio
CIK 1800358 · latest 13F-HR filed 2026-07-28
Cairn Investment Group, Inc. manages $226.7K in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VXUS (11.75%), VWO (5.72%), BIL (5.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 39, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 480
VANCOUVER, WA 98660
$226.7K
Long-equity book
65
Distinct positions
2026-06-30
Filed 2026-07-28
+3 / −1 / ↑39 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Vanguard Total International S$2.9K +12.3%
- SPDR Ser Tr$2.9K +30.0%
- Acuity Brands Inc$2.2K +34.3%
- F5 Networks Inc$1.9K +43.0%
- Goldman Sachs Group Inc$1.6K +20.6%
Top Trims
- BorgWarner Inc-$1.4K -16.0%
- Cognizant Tech Solutions-$1.2K -33.6%
- iShares Trust-$1.1K -10.3%
- Apple Inc-$1.1K -11.3%
- Kroger Co-$969 -23.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total International S | VXUS | 921909768 | $26.6K | 11.75% | 311,629 | SH |
| 2 | Vanguard INTL Equity Index | VWO | 922042858 | $13.0K | 5.72% | 217,342 | SH |
| 3 | SPDR Ser Tr | BIL | 78468R663 | $12.6K | 5.56% | 137,640 | SH |
| 4 | iShares Trust | EWZ | 464286400 | $9.8K | 4.33% | 284,345 | SH |
| 5 | Select Sector SPDR TR | XLV | 81369Y209 | $9.6K | 4.23% | 60,400 | SH |
| 6 | Goldman Sachs Group Inc | GS | 38141G104 | $9.2K | 4.06% | 9,111 | SH |
| 7 | Acuity Brands Inc | AYI | 00508Y102 | $8.5K | 3.76% | 22,647 | SH |
| 8 | Apple Inc | AAPL | 037833100 | $8.5K | 3.73% | 29,235 | SH |
| 9 | Expeditors INTL Wash Inc | EXPD | 302130109 | $7.3K | 3.21% | 44,608 | SH |
| 10 | BorgWarner Inc | BWA | 011536697 | $7.2K | 3.19% | 108,925 | SH |
| 11 | iShares Inc | EWM | 46434G814 | $7.1K | 3.13% | 263,410 | SH |
| 12 | Merck & Co Inc | MRK | 58933Y105 | $7.1K | 3.11% | 54,875 | SH |
| 13 | F5 Networks Inc | FFIV | 315616102 | $6.3K | 2.79% | 15,198 | SH |
| 14 | Booking Holdings | BKNG | 09857L108 | $5.9K | 2.58% | 32,880 | SH |
| 15 | Sysco Corp | — | 009810862 | $5.6K | 2.46% | 66,760 | SH |
| 16 | PepsiCo Inc | PEP | 713448108 | $5.0K | 2.20% | 36,805 | SH |
| 17 | Qualcomm Inc | QCOM | 747525103 | $4.8K | 2.10% | 25,728 | SH |
| 18 | Cigna Group | CI | 125523100 | $4.3K | 1.88% | 15,498 | SH |
| 19 | Ingredion Inc | INGR | 457187102 | $4.3K | 1.88% | 45,035 | SH |
| 20 | EOG Resources Inc | EOG | 26875P101 | $4.0K | 1.78% | 31,114 | SH |
| 21 | PACCAR Inc. | PCAR | 693718108 | $3.9K | 1.74% | 32,791 | SH |
| 22 | Costco Wholesale Corp | COST | 22160K105 | $3.8K | 1.70% | 4,111 | SH |
| 23 | Kroger Co | KR | 501044101 | $3.2K | 1.41% | 57,557 | SH |
| 24 | Eli Lilly & Co | LLY | 532457108 | $3.1K | 1.38% | 2,610 | SH |
| 25 | Vaneck Vectors ETF Tr | GDX | 92189F106 | $3.0K | 1.31% | 39,330 | SH |
| 26 | Comcast Corp | CMCSA | 20030N101 | $2.9K | 1.27% | 117,440 | SH |
| 27 | Cisco Systems Inc | CSCO | 17275R102 | $2.8K | 1.24% | 23,936 | SH |
| 28 | Gilead Sciences | GILD | 375558103 | $2.7K | 1.18% | 21,247 | SH |
| 29 | McKesson Corp. | MCK | 58155Q103 | $2.7K | 1.18% | 3,550 | SH |
| 30 | Cardinal Health Inc | CAH | 14149Y108 | $2.6K | 1.15% | 11,015 | SH |
| 31 | Cognizant Tech Solutions | CTSH | 192446102 | $2.4K | 1.04% | 60,810 | SH |
| 32 | Vanguard Russell 1000 Value | VONV | 92206C714 | $2.3K | 1.02% | 21,752 | SH |
| 33 | Alphabet Inc. A | GOOGL | 02079K305 | $2.3K | 1.02% | 6,454 | SH |
| 34 | Fiserv Inc | FISV | 337738108 | $2.3K | 1.00% | 46,255 | SH |
| 35 | Berkshire Hathaway Inc B | BRK.B | 084670702 | $1.8K | 0.80% | 3,637 | SH |
| 36 | Biogen Inc | BIIB | 09062X103 | $1.7K | 0.77% | 8,043 | SH |
| 37 | Edwards Lifesciences | EW | 28176E108 | $1.6K | 0.71% | 17,800 | SH |
| 38 | U.S. Bancorp | USB | 902973304 | $1.6K | 0.69% | 26,013 | SH |
| 39 | Microsoft Corp | MSFT | 594918104 | $1.5K | 0.67% | 4,070 | SH |
| 40 | JPMorgan Chase & Co | JPMPJ | 46615H100 | $1.2K | 0.54% | 3,757 | SH |
| 41 | Goldman Sachs ETF Tr | GBIL | 381430529 | $793 | 0.35% | 7,920 | SH |
| 42 | Pacer FDS TR | COWZ | 69374H881 | $769 | 0.34% | 12,370 | SH |
| 43 | Amazon Com Inc | AMZN | 023135106 | $688 | 0.30% | 2,885 | SH |
| 44 | Exxon Mobil Corp | XOM | 30231G102 | $654 | 0.29% | 4,784 | SH |
| 45 | American Express Co | AXP | 025816109 | $643 | 0.28% | 1,900 | SH |
| 46 | Visa Inc | V | 92826C839 | $563 | 0.25% | 1,640 | SH |
| 47 | 3M Company | MMM | 88579Y101 | $546 | 0.24% | 3,370 | SH |
| 48 | Emerson Elec Co | EMR | 291011104 | $452 | 0.20% | 3,160 | SH |
| 49 | Novo Nordisk A/S ADR | NVO | 670100205 | $447 | 0.20% | 9,333 | SH |
| 50 | Vanguard Specialized Funds | VIG | 921908844 | $415 | 0.18% | 1,752 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $226.7K | 65 | 0001800358-26-000003 |
| 2026-03-31 | 2026-04-29 | $201.2K | 63 | 0001800358-26-000002 |
| 2025-12-31 | 2026-02-02 | $210.7K | 66 | 0001800358-26-000001 |