Cairn Investment Group, Inc. logo

Cairn Investment Group, Inc.

RIA/Wealth

Cairn Investment Group, Inc. is a RIA/Wealth based in Vancouver, WA led by Timothy Allen Mosier, reporting $350.8M in AUM as of Q3 2025 with 34% ETF concentration and 51% concentrated in top 10 holdings.

PresidentTimothy Allen Mosier
Portfolio Value
$192.8M
Positions
64
Top Holding
VXUS at 11.69%
Last Reported
Q3 2025
Address500 Broadway Street, Suite 480, Vancouver, WA, 98660, United States

Top Holdings

Largest long holdings in Cairn Investment Group, Inc.'s portfolio (50.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$22.5M
11.69%
-$103.9K
Sold
306.7K shares
ETF
ETF
$11.8M
6.13%
-$512.5K
Sold
218.2K shares
ETF
ETF
$11.6M
6.03%
-$348.0K
Sold
152.2K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$9.6M
4.98%
-$1.4M
Sold
0.00%
37.7K shares
ETF
ETF
$8.8M
4.59%
+$23.7K
Bought
285.5K shares
Electrical Equipment & Parts
Industrials
$7.9M
4.10%
-$149.5K
Sold
0.07%
23.0K shares
Financial - Capital Markets
Financial Services
$7.3M
3.81%
-$736.6K
Sold
0.00%
9.2K shares
ETF
ETF
$6.8M
3.54%
+$6.8M
New
263.0K shares
Semiconductors
Technology
$5.7M
2.98%
-$25.8K
Sold
0.00%
34.5K shares
Travel Services
Consumer Cyclical
$5.5M
2.87%
-$248.4K
Sold
0.00%
1.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cairn Investment Group, Inc.'s latest filing

See all changes
Market Value
$192.8M
Prior: $178.1M
Q/Q Change
+8.26%
+$14.7M
Net Flows % of MV
+1.68%
Turnover Ratio
5.63%
New Purchases
2 stocks
$11.4M
Added To
10 stocks
+$975.3K
Sold Out Of
1 stocks
$2.7M
Reduced Holdings
31 stocks
-$6.4M

Increased Positions

PositionShares Δ
New
New
+34.72%
+21.88%
5
Paccar logo
Paccar
PCAR
+6.13%

Decreased Positions

PositionShares Δ
Sold
-85.03%
3
Amazon logo
Amazon
AMZN
-34.78%
-26.06%
-13.64%

Analytics

Portfolio insights and performance metrics for Cairn Investment Group, Inc.

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Sector Allocation

ETF: 34.00%ETFTechnology: 16.80%TechnologyHealthcare: 10.50%HealthcareIndustrials: 9.70%IndustrialsCommunication Services: 7.80%Financial Services: 6.60%Consumer Defensive: 6.50%Consumer Cyclical: 5.90%Energy: 2.20%
ETF
34.00%
Technology
16.80%
Healthcare
10.50%
Industrials
9.70%
Communication Services
7.80%
Financial Services
6.60%
Consumer Defensive
6.50%
Consumer Cyclical
5.90%
Energy
2.20%

Market Cap Distribution

Mega Cap (> $200B): 22.04%Mega Cap (> $200B)Large Cap ($10B - $200B): 43.79%Large Cap ($10B - $200B)Nano Cap (< $50M): 0.13%N/A (ETF or Unknown): 34.04%N/A (ETF or Unknown)
Mega Cap (> $200B)
22.04%
Large Cap ($10B - $200B)
43.79%
Nano Cap (< $50M)
0.13%
N/A (ETF or Unknown)
34.04%

Portfolio Concentration

Top 10 Holdings %
50.73%
Top 20 Holdings %
74.19%
Top 50 Holdings %
98.07%
Top 100 Holdings %
100.0%

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