RED CEDAR CAPITAL, LLC
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WAT | 17K | $5.79M |
 | BAM | 16K | $460.00K |
 | ESAB | 14K | $675.00K |
 | KMX | 12K | $712.00K |
 | CVS | 11K | $981.00K |
 | DEO | 10K | $1.87M |
 | VMI | 9K | $3.10M |
 | PEP | 9K | $1.64M |
 | ELV | 7K | $3.53M |
 | AZO | 7K | $16.43M |
 | BF-B | 7K | $632.00K |
 | MSFT | 6K | $1.54M |
 | DOX | 6K | $580.00K |
 | SHEL | 6K | $310.00K |
 | AXP | 5K | $741.00K |
 | ALL | 5K | $678.00K |
 | BAX | 5K | $249.00K |
 | COF | 5K | $419.00K |
 | UNH | 4K | $2.16M |
 | MMM | 4K | $449.00K |
Waters Corporation
WAT
Shares Held
17K
Value
$5.79M
Brookfield Asset Management Ltd.
BAM
Shares Held
16K
Value
$460.00K
ESAB Corporation
ESAB
Shares Held
14K
Value
$675.00K
CarMax, Inc.
KMX
Shares Held
12K
Value
$712.00K
CVS Health Corporation
CVS
Shares Held
11K
Value
$981.00K
Diageo plc
DEO
Shares Held
10K
Value
$1.87M
Valmont Industries, Inc.
VMI
Shares Held
9K
Value
$3.10M
PepsiCo, Inc.
PEP
Shares Held
9K
Value
$1.64M
Elevance Health Inc.
ELV
Shares Held
7K
Value
$3.53M
AutoZone, Inc.
AZO
Shares Held
7K
Value
$16.43M
Brown-Forman Corporation
BF-B
Shares Held
7K
Value
$632.00K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$1.54M
Amdocs Limited
DOX
Shares Held
6K
Value
$580.00K
Shell plc
SHEL
Shares Held
6K
Value
$310.00K
American Express Company
AXP
Shares Held
5K
Value
$741.00K
The Allstate Corporation
ALL
Shares Held
5K
Value
$678.00K
Baxter International Inc.
BAX
Shares Held
5K
Value
$249.00K
Capital One Financial Corporation
COF
Shares Held
5K
Value
$419.00K
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$2.16M
3M Company
MMM
Shares Held
4K
Value
$449.00K