CAIRN INVESTMENT GROUP INC
Q4 2025 Form 13-F
VANCOUVER, WASHINGTON
CIK 0001800358
· CRD 143601
· SEC-registered investment adviser
$210.7M Reported Value Total
CAIRN WEALTH MANAGEMENT reports 806 total accounts under management (AUM). There are 774 discretionary accounts valued at $355,535,477, and 32 non-discretionary accounts valued at $29,422,979.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-30
Reported value
$210.7M
Quarter over quarter
+3.1%
Holdings
66
Top-10 concentration
48.2%
Key People
Form ADV owners & control persons
Timothy Allen Mosier
CCO PRESIDENT
Mark Patrick Farrelly
SENIOR ADVISOR AND DIRECTOR OF FINANCIAL PLANNING
Patrick James Mason
CHIEF INVESTMENT OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 02, 2026 |
| Form | 13F-HR |
| Reported value | $210.7M |
| Positions | 66 |
| Change in reported value | -4.0% |
| New positions | 1 |
| Exited positions | 5 |
| Position turnover | 8.5% |
| Top-10 concentration | 48.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 28, 2026
|
65 | $226.7M |
|
Q1 2026 13F
Filed Apr 29, 2026
|
63 | $201.2M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
66 | $210.7M |
|
Q3 2025 13F
Filed Oct 28, 2025
|
70 | $219.4M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
68 | $191.5M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
66 | $177.0M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
68 | $170.2M |
|
Q3 2024 13F
Filed Oct 17, 2024
|
67 | $181.0M |
|
Q2 2024 13F
Filed Aug 6, 2024
|
65 | $171.4M |
|
Q1 2024 13F
Filed Apr 15, 2024
|
65 | $174.2M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
64 | $160.2M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
60 | $150.8M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
65 | $154.4M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
64 | $143.7M |
|
Q4 2022 13F
Filed Jan 11, 2023
|
72 | $134.3M |
|
Q3 2022 13F
Filed Oct 13, 2022
|
70 | $123.7M |
|
Q2 2022 13F
Filed Jul 28, 2022
|
76 | $128.6M |
|
Q1 2022 13F
Filed Apr 26, 2022
|
72 | $157.9M |
|
Q4 2021 13F
Filed Feb 8, 2022
|
69 | $145.2M |
|
Q3 2021 13F
Filed Nov 9, 2021
|
71 | $135.1M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VXUS Vanguard Total International S | $23.4M | 11.09% |
| 2 | VWO Vanguard INTL Equity Index | $11.8M | 5.59% |
| 3 | AAPL Apple Inc | $10.3M | 4.87% |
| 4 | EWZ iShares Trust | $9.1M | 4.33% |
| 5 | GDX Vaneck Vectors ETF Tr | $8.8M | 4.16% |
| 6 | AYI Acuity Brands Inc | $8.2M | 3.91% |
| 7 | GS Goldman Sachs Group Inc | $8.1M | 3.82% |
| 8 | BIL SPDR Ser Tr | $7.4M | 3.51% |
| 9 | EWM iShares Inc | $7.3M | 3.45% |
| 10 | 011536697 BorgWarner Inc | $7.2M | 3.42% |
| 11 | EXPD Expeditors INTL Wash Inc | $6.7M | 3.18% |
| 12 | QCOM Qualcomm Inc | $5.9M | 2.82% |
| 13 | MRK Merck & Co Inc | $5.8M | 2.75% |
| 14 | BKNG Booking Holdings | $5.5M | 2.6% |
| 15 | PEP PepsiCo Inc | $5.2M | 2.45% |
| 16 | 009810862 Sysco Corp | $4.9M | 2.33% |
| 17 | CTSH Cognizant Tech Solutions | $4.7M | 2.25% |
| 18 | CI Cigna Group | $4.2M | 1.98% |
| 19 | FFIV F5 Networks Inc | $3.9M | 1.86% |
| 20 | GOOGL Alphabet Inc. A | $3.7M | 1.77% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.