Cairn Investment Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Cairn Investment Group, Inc. reported 63 stock positions worth $201.2 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 11.8% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.8%) and iShares MSCI Brazil ETF (EWZ, 5.4%). Compared with Q4 2025, it opened 1 new position, sold out of 4, added to 10 and reduced 31. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +31%) and the biggest sale Vaneck Gold Miners ETF (GDX, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0001800358
- Portfolio Value
- $201.2M (Q1 2026)
- SEC Filing
- 0001800358-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 63 stocks · $201.2M
| VXUS Vanguard Total Intl Stock | 11.79% | 307,719 | $23.7M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 5.78% | 215,017 | $11.6M | Reduce -1.9% |
| EWZ iShares MSCI Brazil ETF | 5.43% | 284,790 | $10.9M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.82% | 105,875 | $9.7M | Add +31.0% |
| AAPL Apple Inc. | 4.74% | 37,565 | $9.5M | Reduce -0.6% |
| BorgWarner Inc | 4.28% | 158,725 | $8.6M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 3.80% | 9,036 | $7.6M | Reduce -1.4% |
| EWM iShares MSCI Malaysia ETF | 3.73% | 263,785 | $7.5M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 3.27% | 54,675 | $6.6M | Reduce -0.5% |
| EXPD Expeditors Intl Wash Inc. | 3.18% | 44,608 | $6.4M | Reduce -0.9% |
| AYI Acuity Inc. | 3.16% | 22,667 | $6.4M | Reduce -0.9% |
| PEP Pepsico Inc. | 2.77% | 35,933 | $5.6M | Add +0.0% |
| BKNG Booking Holdings Inc. | 2.68% | 1,282 | $5.4M | Add +25.4% |
| SYY Sysco Corp | 2.37% | 66,760 | $4.8M | Add +0.1% |
| QCOM Qualcomm Inc. | 2.24% | 34,963 | $4.5M | Add +0.7% |
| EOG EOG Resources Inc. | 2.22% | 30,881 | $4.5M | Add +1.1% |
| FFIV F5 Inc. | 2.20% | 15,278 | $4.4M | Reduce -0.5% |
| KR Kroger Co. | 2.07% | 57,557 | $4.2M | Reduce -0.6% |
| CI The Cigna Group | 2.02% | 15,211 | $4.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.94% | 3,911 | $3.9M | No change |
| PCAR Paccar Inc. | 1.85% | 32,304 | $3.7M | Reduce -0.7% |
| GDX Vaneck Gold Miners ETF | 1.80% | 39,460 | $3.6M | Reduce -61.4% |
| CTSH Cognizant Tech Solutions-A | 1.76% | 57,845 | $3.5M | Add +1.2% |
| CMCSA Comcast Corp. Class A | 1.60% | 111,975 | $3.2M | Add +867.8% |
| MCK McKesson Corp. | 1.54% | 3,570 | $3.1M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 1.48% | 21,363 | $3.0M | Reduce -1.8% |
| FISV Fiserv Inc. | 1.29% | 46,350 | $2.6M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 1.27% | 2,785 | $2.6M | Reduce -6.7% |
| CAH Cardinal Health Inc. | 1.18% | 11,240 | $2.4M | Reduce -1.7% |
| VONV Vanguard Russell 1000 Value | 1.02% | 21,897 | $2.1M | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.92% | 23,936 | $1.9M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.92% | 6,454 | $1.9M | Reduce -45.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 3,637 | $1.7M | Reduce -4.0% |
| BIIB Biogen Inc. | 0.73% | 8,043 | $1.5M | Reduce -0.7% |
| EW Edwards Lifesciences Corp. | 0.71% | 17,800 | $1.4M | No change |
| USB US Bancorp | 0.69% | 26,538 | $1.4M | No change |
| JPMorgan Chase & Co | 0.52% | 3,557 | $1.0M | No change |
| MSFT Microsoft Corp. | 0.51% | 2,770 | $1.0M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.40% | 4,784 | $812K | No change |
| GBIL Goldman Sachs Access Treasur | 0.39% | 7,920 | $794K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 11,835 | $740K | Add +4.4% |
| AXP American Express Co. | 0.29% | 1,900 | $575K | No change |
| V Visa Inc. Class A | 0.25% | 1,640 | $496K | Reduce -12.8% |
| MMM 3M Co. | 0.24% | 3,370 | $489K | No change |
| AMZN Amazon.com Inc. | 0.23% | 2,185 | $455K | No change |
| EMR Emerson Electric Co. | 0.21% | 3,160 | $414K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 4,211 | $381K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,752 | $377K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,810 | $367K | No change |
| AMP Ameriprise Financial Inc. | 0.18% | 814 | $362K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 9,408 | $346K | Reduce -8.9% |
| CTAS Cintas Corp. | 0.16% | 1,917 | $324K | Reduce -7.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.16% | 2,875 | $317K | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 0.15% | 475 | $310K | No change |
| TDY Teledyne Technologies Inc. | 0.13% | 446 | $270K | No change |
| UNP Union Pacific Corp. | 0.13% | 1,110 | $269K | No change |
| BA The Boeing Co. | 0.13% | 1,331 | $265K | Reduce -3.6% |
| DVY iShares Select Dividend ETF | 0.13% | 1,742 | $264K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.13% | 22,145 | $256K | Reduce -15.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 4,768 | $232K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 841 | $228K | No change |
| JNJ Johnson & Johnson | 0.11% | 890 | $218K | New |
| ABBV Abbvie Inc. | 0.11% | 973 | $212K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GDX Vaneck Gold Miners ETF | Reduce -61.4% | 1.80% | −2.36 |
| OMC Omnicom Group | Sold out | 0.00% | −1.59 |
| GOOGL Alphabet Inc. Class A | Reduce -45.9% | 0.92% | −0.85 |
| AYI Acuity Inc. | Reduce -0.9% | 3.16% | −0.75 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.29 |
| LLY Eli Lilly & Co. | Reduce -6.7% | 1.27% | −0.25 |
| FISV Fiserv Inc. | Reduce -0.2% | 1.29% | −0.19 |
| MSFT Microsoft Corp. | Reduce -3.6% | 0.51% | −0.15 |
| AAPL Apple Inc. | Reduce -0.6% | 4.74% | −0.14 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.9% | 0.17% | −0.08 |
| V Visa Inc. Class A | Reduce -12.8% | 0.25% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.87% | −0.04 |
| F Ford Motor Co. | Reduce -15.7% | 0.13% | −0.04 |
| CTAS Cintas Corp. | Reduce -7.7% | 0.16% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 3.80% | −0.02 |
| BA The Boeing Co. | Reduce -3.6% | 0.13% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.9% | 3.18% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.4% | 0.16% | +0.00 |
| VONV Vanguard Russell 1000 Value | Reduce -3.0% | 1.02% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.92% | +0.04 |
| BIIB Biogen Inc. | Reduce -0.7% | 0.73% | +0.06 |
| CAH Cardinal Health Inc. | Reduce -1.7% | 1.18% | +0.07 |
| MCK McKesson Corp. | Reduce -0.4% | 1.54% | +0.14 |
| PCAR Paccar Inc. | Reduce -0.7% | 1.85% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.9% | 5.78% | +0.18 |
| GILD Gilead Sciences Inc. | Reduce -1.8% | 1.48% | +0.21 |
| EWM iShares MSCI Malaysia ETF | Reduce -0.7% | 3.73% | +0.28 |
| FFIV F5 Inc. | Reduce -0.5% | 2.20% | +0.34 |
| KR Kroger Co. | Reduce -0.6% | 2.07% | +0.35 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 3.27% | +0.52 |
| VXUS Vanguard Total Intl Stock | Reduce -0.7% | 11.79% | +0.70 |
| BorgWarner Inc | Reduce -0.6% | 4.28% | +0.86 |
| EWZ iShares MSCI Brazil ETF | Reduce -0.7% | 5.43% | +1.11 |
Portfolio Buys Q4 2025 → Q1 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +31.0% | 4.82% | +1.32 |
| EOG EOG Resources Inc. | Add +1.1% | 2.22% | +0.70 |
| PEP Pepsico Inc. | Add +0.0% | 2.77% | +0.33 |
| JNJ Johnson & Johnson | New | 0.11% | +0.11 |
| BKNG Booking Holdings Inc. | Add +25.4% | 2.68% | +0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Add +4.4% | 0.37% | +0.04 |
| SYY Sysco Corp | Add +0.1% | 2.37% | +0.03 |
| CI The Cigna Group | Add +0.1% | 2.02% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +867.8% | 1.60% | +0.03 |
| CTSH Cognizant Tech Solutions-A | Add +1.2% | 1.76% | −0.49 |
| QCOM Qualcomm Inc. | Add +0.7% | 2.24% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $226.7M | VXUS, VWO, BIL, EWZ, XLV |
| Q1 2026 | 63 | $201.2M | VXUS, VWO, EWZ, BIL, AAPL |
| Q4 2025 | 66 | $210.7M | VXUS, VWO, AAPL, EWZ, GDX |
| Q3 2025 | 70 | $219.4M | VXUS, VWO, GDX, CAH, AAPL |
| Q2 2025 | 68 | $191.5M | VXUS, VWO, AAPL, EWZ, GDX |
| Q1 2025 | 66 | $177.0M | VXUS, VWO, AAPL, GDX, EWZ |
| Q4 2024 | 68 | $170.2M | VXUS, AAPL, VWO, AYI, GS |
| Q3 2024 | 67 | $181.0M | VXUS, AAPL, VWO, AYI, GDX |
| Q2 2024 | 65 | $171.4M | VXUS, AAPL, VWO, QCOM, AYI |
| Q1 2024 | 65 | $174.2M | VXUS, AAPL, VWO, EWZ, AYI |