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Cairn Investment Group, Inc.

SEC Form 13F institutional filer · CIK 0001800358

13F-HR · 49 reported holdings · 2026-03-31

Reported long-US-equity value

$0.00B

Top-10 concentration

51.2%

Cairn Investment Group, Inc. — $117K AUM allocation strategy

Cairn Investment Group, Inc. files SEC Form 13F and reports $117K of long US equity value across 49 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 18.7%, followed by Health Care 16.4% and Consumer Staples 15.7%.

The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Cairn Investment Group, Inc. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$117K

total across 49 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

51% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$CMCSA$CTSH$EOG

+$CMCSA +100K sh · −$92+$CTSH +710 sh · −$1.19K+$EOG +325 sh · +$1.25K

Biggest trims (shares)

$GOOG$F$VTWO

−$GOOG −5.48K sh · −$1.88K−$F −4.11K sh · −$88−$VTWO −690 sh · −$32

Added from nil (new positions)

$JNJ

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$OMC$META$ABT$SPGI

$OMC ($3.35K last qtr)$META ($611 last qtr)$ABT ($232 last qtr)$SPGI ($216 last qtr)

Sector allocation (share of reported value)

Information Technology 19%Health Care 16%Consumer Staples 16%Financials 9%Industrials 9%Consumer Discretionary 5%Energy 4%Communication Services 3%Other holdings 20%SECTORS
  • $XLKInformation Technology18.7%
  • $XLVHealth Care16.4%
  • $XLPConsumer Staples15.7%
  • $XLFFinancials9.4%
  • $XLIIndustrials8.6%
  • $XLYConsumer Discretionary4.6%
  • $XLEEnergy3.8%
  • $XLCCommunication Services2.7%
  • Other holdings20.1%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Technology Hardware, Storage & Peripherals 8%Pharmaceuticals 8%Investment Banking & Brokerage 7%Air Freight & Logistics 5%Soft Drinks & Non-alcoholic Beverages 5%Hotels, Resorts & Cruise Lines 5%Food Distributors 4%Semiconductors 4%Other holdings 54%INDUSTRIES
  • Technology Hardware, Storage & Peripherals8.2%
  • Pharmaceuticals7.8%
  • Investment Banking & Brokerage7.2%
  • Air Freight & Logistics5.4%
  • Soft Drinks & Non-alcoholic Beverages4.7%
  • Hotels, Resorts & Cruise Lines4.6%
  • Food Distributors4.1%
  • Semiconductors3.8%
  • Other holdings54.2%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AAPLApple Inc37.6K$9.53K-2158.1%
$GSGoldman Sachs Group Inc17K$8.44K-1307.2%
$MRKMerck & Company Inc54.7K$6.58K-2805.6%
$EXPDExpeditors International of Washington Inc44.6K$6.39K-4305.4%
$PEPPepsiCo Inc35.9K$5.58K+34.8%
$BKNGBooking Holdings Inc1.28K$5.4K+2604.6%
$SYYSysco Corporation66.8K$4.76K+354.1%
$QCOMQUALCOMM Incorporated35K$4.5K+2303.8%
$EOGEOG Resources Inc30.9K$4.46K+3253.8%
$FFIVF5 Inc15.3K$4.42K-803.8%

…and 39 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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