Cairn Investment Group, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Cairn Investment Group, Inc. disclosed 62 stock positions valued at approximately $226.75M as of quarter-end June 30, 2026. The largest holdings include Vanguard Total International S, Vanguard INTL Equity Index, and SPDR Ser Tr.

Report Period
June 30, 2026
No. of Stocks
62
Portfolio Value
$226.75M
Holdings by Sector
Cairn Investment Group, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Vanguard Total International S VXUSOther11.75%311,629+3,910+1.27%$26,641,000
Vanguard INTL Equity IndexVWOOther5.72%217,342+2,325+1.08%$12,973,000
SPDR Ser TrBILOther5.56%137,640+31,765+30.00%$12,613,000
iShares TrustEWZOther4.33%284,345-445-0.16%$9,810,000
Select Sector SPDR TRXLVOther4.23%60,400+60,400+100.00%$9,583,000
Goldman Sachs Group Inc GSFinancial Services4.06%9,111+75+0.83%$9,215,000
Acuity Brands Inc AYIIndustrials3.76%22,647-20-0.09%$8,530,000
Apple IncAAPLTechnology3.73%29,235-8,330-22.17%$8,460,000
Expeditors INTL Wash IncEXPDIndustrials3.21%44,608--$7,270,000
iShares IncEWMOther3.13%263,410-375-0.14%$7,099,000
Merck & Co Inc MRKHealthcare3.11%54,875+200+0.37%$7,051,000
F5 Networks Inc FFIVTechnology2.79%15,198-80-0.52%$6,322,000
Booking HoldingsBKNGConsumer Cyclical2.58%32,880+31,598+2464.74%$5,861,000
PepsiCo Inc PEPConsumer Defensive2.20%36,805+872+2.43%$4,983,000
Qualcomm IncQCOMTechnology2.10%25,728-9,235-26.41%$4,754,000
Cigna GroupCIHealthcare1.88%15,498+287+1.89%$4,272,000
Ingredion IncINGRConsumer Defensive1.88%45,035+45,035+100.00%$4,265,000
EOG Resources IncEOGEnergy1.78%31,114+233+0.75%$4,036,000
PACCAR Inc. PCARIndustrials1.74%32,791+487+1.51%$3,939,000
Costco Wholesale Corp COSTConsumer Defensive1.70%4,111+200+5.11%$3,846,000
Kroger Co KRConsumer Defensive1.41%57,557--$3,196,000
Eli Lilly & Co LLYHealthcare1.38%2,610-175-6.28%$3,131,000
Vaneck Vectors ETF TrGDXOther1.31%39,330-130-0.33%$2,967,000
Comcast Corp CMCSACommunication Services1.27%117,440+5,465+4.88%$2,883,000
Cisco Systems IncCSCOTechnology1.24%23,936--$2,812,000
Gilead Sciences GILDHealthcare1.18%21,247-116-0.54%$2,684,000
McKesson Corp. MCKHealthcare1.18%3,550-20-0.56%$2,682,000
Cardinal Health Inc CAHHealthcare1.15%11,015-225-2.00%$2,617,000
Cognizant Tech Solutions CTSHTechnology1.04%60,810+2,965+5.13%$2,355,000
Vanguard Russell 1000 ValueVONVOther1.02%21,752-145-0.66%$2,312,000
Showing 30 of 62 holdings in the latest reporting period.