CASCADE INVESTMENT GROUP, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 919447
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13F Reported Value
ⓘ$178.3M
Holdings
156
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CASCADE INVESTMENT GROUP, INC. disclosed 156 positions worth $178.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 7 and a full exit from $ACN. The portfolio is most concentrated in Other (49.0% of disclosed assets). All figures are sourced directly from CASCADE INVESTMENT GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 919447.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
14.8% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
5.1% weight
Held 7 quarters
$AAPL4.5% weight
Held 7 quarters
FIRST TR EXCHANGE-TRADED F
2.8% weight
Held 7 quarters
VANGUARD STAR FDS - VG TL
2.8% weight
Held 7 quarters
VANGUARD STAR FDS - VG TL
7 quarters accumulating
$AEP6 quarters accumulating
$IBM5 quarters accumulating
FIRST TR EXCHANGE TRAD FD
5 quarters accumulating
$BRK-A5 quarters accumulating
Sector Allocation
OtherTechnologyEnergyFinancialsIndustrialsReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$26.3M71,159 shSPDR SERIES TRUST - ST STR PR SP1500
—Quality
$9.1M100,079 sh- 76.4#84
Quality
$7.9M27,469 sh FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
—Quality
$5.0M55,714 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$4.9M57,441 sh- 68.7
Quality
$3.3M13,735 sh - 78.2
Quality
$2.8M8,032 sh - 76.7
Quality
$2.8M12,527 sh FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING
—Quality
$2.7M19,875 shISHARES TR - FUTU AI TECH ETF
—Quality
$2.6M34,459 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $26.3M | 71,159 |
| SPDR SERIES TRUST - ST STR PR SP1500 | — | $9.1M | 100,079 |
| Apple Inc.$AAPL | 76.4#84 | $7.9M | 27,469 |
| FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $5.0M | 55,714 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $4.9M | 57,441 |
 AMAZON COM INC$AMZN | 68.7 | $3.3M | 13,735 |
 Alphabet Inc.$GOOGL | 78.2 | $2.8M | 8,032 |
 SIMON PROPERTY GROUP INC.$SPG | 76.7 | $2.8M | 12,527 |
| FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $2.7M | 19,875 |
| ISHARES TR - FUTU AI TECH ETF | — | $2.6M | 34,459 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CASCADE INVESTMENT GROUP, INC.'s 156 positions.
Showing top 10 of 156 holdings.
Sector Allocation
Other
$87.4M
Technology
$27.9M
Energy
$12.1M
Financials
$10.9M
Industrials
$9.9M
Real Estate
$9.1M
Consumer Discretionary
$5.6M
Healthcare
$5.3M
Top Holdings — CASCADE INVESTMENT GROUP, INC. (Q2 2026)
Top 150 of 156 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $26.3M | 14.8% | -0% | — |
| 2 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $9.1M | 5.1% | -0% | — |
| 3 | $AAPL | Apple Inc. | $7.9M | 4.5% | -1% | 76.4 |
| 4 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $5.0M | 2.8% | -2% | — |
| 5 | — | VANGUARD STAR FDS - VG TL INTL STK F | $4.9M | 2.8% | +9% | — |
| 6 | $AMZN | AMAZON COM INC | $3.3M | 1.8% | +0% | 68.7 |
| 7 | $GOOGL | Alphabet Inc. | $2.8M | 1.6% | +1% | 78.2 |
| 8 | $SPG | SIMON PROPERTY GROUP INC. | $2.8M | 1.6% | -1% | 76.7 |
| 9 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $2.7M | 1.5% | -3% | — |
| 10 | — | ISHARES TR - FUTU AI TECH ETF | $2.6M | 1.5% | -0% | — |
| 11 |  $PBA | PEMBINA PIPELINE CORP | $2.6M | 1.4% | -3% | — |
| 12 |  $CVX | CHEVRON CORP | $2.4M | 1.4% | -0% | 62.8 |
| 13 |  $MSFT | MICROSOFT CORP | $2.4M | 1.3% | +4% | 79.8 |
| 14 |  $V | VISA INC. | $2.2M | 1.2% | -2% | 82.9 |
| 15 |  $GOOG | Alphabet Inc. | $2.1M | 1.2% | -1% | 78.2 |
| 16 |  $IRM | IRON MOUNTAIN INC | $2.1M | 1.2% | -6% | 62.9 |
| 17 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 1.2% | +1% | 70 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.1% | -0% | 70.7 |
| 19 |  $GLP | GLOBAL PARTNERS LP | $1.9M | 1.1% | -0% | 60.7 |
| 20 |  $PWR | QUANTA SERVICES, INC. | $1.8M | 1.0% | +1% | 72.1 |
| 21 |  $MO | ALTRIA GROUP, INC. | $1.8M | 1.0% | -1% | 67.4 |
| 22 |  $AM | Antero Midstream Corp | $1.8M | 1.0% | -2% | 65.4 |
| 23 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $1.8M | 1.0% | -1% | — |
| 24 |  $GLW | CORNING INC /NY | $1.8M | 1.0% | -10% | 73.7 |
| 25 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.7M | 1.0% | -1% | 56.5 |
| 26 |  $NVDA | NVIDIA CORP | $1.7M | 1.0% | +3% | 85.9 |
| 27 |  $ET | Energy Transfer LP | $1.7M | 0.9% | -3% | 64.4 |
| 28 |  $ABBV | AbbVie Inc. | $1.6M | 0.9% | +0% | 72.6 |
| 29 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.9% | -1% | 72.3 |
| 30 | — | VANECK ETF TRUST - BDC INCOME ETF | $1.5M | 0.8% | +169% | — |
| 31 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | $1.5M | 0.8% | +2% | — |
| 32 |  $SUN | Sunoco LP | $1.5M | 0.8% | -1% | 63.6 |
| 33 | — | VANECK ETF TRUST - REAL ASSETS ETF | $1.5M | 0.8% | +41% | — |
| 34 | — | GLOBAL X FDS - DATA CTR DIG ETF | $1.4M | 0.8% | +116% | — |
| 35 | — | THORNBURG ETF TR - INTL EQUITY ETF | $1.4M | 0.8% | +48% | — |
| 36 | — | SPDR SERIES TRUST - ST STR SP500DIV | $1.4M | 0.8% | +8% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.4M | 0.8% | -3% | — |
| 38 |  $FTNT | Fortinet, Inc. | $1.4M | 0.8% | -4% | 80.1 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.8% | +2% | 69 |
| 40 | — | GLOBAL X FDS - SPACE TECH ETF | $1.4M | 0.8% | NEW | — |
| 41 |  $AVGO | Broadcom Inc. | $1.3M | 0.7% | -10% | 84.5 |
| 42 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.3M | 0.7% | -4% | — |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.7% | +4% | 73.8 |
| 44 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $1.2M | 0.7% | +3% | 43.5 |
| 45 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $1.2M | 0.7% | -2% | — |
| 46 |  $OKE | ONEOK INC /NEW/ | $1.1M | 0.6% | +4% | 71.7 |
| 47 |  $ARCC | ARES CAPITAL CORP | $1.1M | 0.6% | -2% | — |
| 48 |  $OUNZ | VanEck Merk Gold ETF | $1.1M | 0.6% | -1% | 33.6 |
| 49 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.6% | -6% | 73.5 |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $952,132 | 0.5% | +0% | — |
| 51 |  $COST | COSTCO WHOLESALE CORP /NEW | $926,115 | 0.5% | -3% | 66.2 |
| 52 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $911,736 | 0.5% | +16% | — |
| 53 |  $PANW | Palo Alto Networks Inc | $889,039 | 0.5% | +13% | 65.5 |
| 54 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $875,286 | 0.5% | +0% | — |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $868,793 | 0.5% | +3% | — |
| 56 |  $EXR | Extra Space Storage Inc. | $862,791 | 0.5% | -5% | 64.3 |
| 57 |  $ECG | Everus Construction Group, Inc. | $829,750 | 0.5% | +0% | 66.3 |
| 58 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $829,082 | 0.5% | -1% | — |
| 59 |  $KEYS | Keysight Technologies, Inc. | $815,863 | 0.5% | -9% | 71.4 |
| 60 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $806,745 | 0.5% | +5% | — |
| 61 |  $INTC | INTEL CORP | $804,269 | 0.5% | -5% | 45.6 |
| 62 |  $DLR | DIGITAL REALTY TRUST, INC. | $761,778 | 0.4% | +0% | 72.8 |
| 63 | $AEP | AMERICAN ELECTRIC POWER CO INC | $755,839 | 0.4% | +4% | 66.8 |
| 64 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $754,225 | 0.4% | +15% | — |
| 65 |  $CRWD | CrowdStrike Holdings, Inc. | $702,089 | 0.4% | -8% | 67.7 |
| 66 |  $ASML | ASML HOLDING NV | $650,547 | 0.4% | +0% | — |
| 67 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $647,123 | 0.4% | +3% | — |
| 68 | — | ISHARES TR - 0-3 MTH TREASURY | $646,704 | 0.4% | +37% | — |
| 69 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $640,771 | 0.4% | +0% | — |
| 70 |  $XEL | XCEL ENERGY INC | $632,764 | 0.3% | +0% | 56.4 |
| 71 |  $CSCO | CISCO SYSTEMS, INC. | $619,836 | 0.3% | +0% | 70.3 |
| 72 |  $CAT | CATERPILLAR INC | $619,772 | 0.3% | +5% | 66.5 |
| 73 |  $VIK | Viking Holdings Ltd | $613,680 | 0.3% | -8% | — |
| 74 |  $RTX | RTX Corp | $612,448 | 0.3% | -4% | 73.2 |
| 75 | — | EA SERIES TRUST - CITY DIFFNT INVT | $599,312 | 0.3% | +0% | — |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $593,775 | 0.3% | +2% | 57.9 |
| 77 |  $CASY | CASEYS GENERAL STORES INC | $577,023 | 0.3% | +10% | 65.1 |
| 78 | — | VANGUARD INDEX FDS - GROWTH ETF | $546,214 | 0.3% | +508% | — |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $542,880 | 0.3% | +6% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $538,256 | 0.3% | -0% | — |
| 81 |  $DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | $500,850 | 0.3% | +0% | — |
| 82 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $500,250 | 0.3% | +0% | 76.4 |
| 83 |  $LLY | ELI LILLY & Co | $498,963 | 0.3% | -2% | 87.5 |
| 84 |  $PG | PROCTER & GAMBLE Co | $492,417 | 0.3% | +0% | 64.6 |
| 85 | — | ISHARES TR - IBONDS 26 TRM TS | $486,710 | 0.3% | -2% | — |
| 86 |  $HON | HONEYWELL INTERNATIONAL INC | $485,639 | 0.3% | -48% | 65 |
| 87 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $482,678 | 0.3% | +0% | — |
| 88 |  $HONA | Honeywell Aerospace Inc. | $479,523 | 0.3% | NEW | — |
| 89 | — | GLOBAL X FDS - US INFR DEV ETF | $460,780 | 0.3% | +0% | — |
| 90 |  $PFE | PFIZER INC | $452,273 | 0.3% | -36% | 62 |
| 91 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $451,571 | 0.3% | +2% | — |
| 92 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $448,414 | 0.3% | +0% | 61.7 |
| 93 |  $ADP | AUTOMATIC DATA PROCESSING INC | $442,301 | 0.3% | -3% | 69.8 |
| 94 |  $ENB | ENBRIDGE INC | $431,620 | 0.2% | +0% | 66.7 |
| 95 |  $PFH | PRUDENTIAL FINANCIAL INC | $431,072 | 0.2% | +4% | 58.7 |
| 96 |  $URI | UNITED RENTALS, INC. | $430,498 | 0.2% | -1% | 63.9 |
| 97 |  $KO | COCA COLA CO | $429,593 | 0.2% | +0% | 69.5 |
| 98 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $426,391 | 0.2% | -2% | — |
| 99 |  $MDU | MDU RESOURCES GROUP INC | $424,200 | 0.2% | +0% | 49.1 |
| 100 |  $PSUS | Pershing Square USA, Ltd. | $422,170 | 0.2% | NEW | — |
| 101 |  $KNF | Knife River Corp | $418,250 | 0.2% | +0% | 51.1 |
| 102 | — | GLOBAL X FDS - ARTIFICIAL ETF | $417,608 | 0.2% | NEW | — |
| 103 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $416,488 | 0.2% | -4% | — |
| 104 |  $MA | Mastercard Inc | $414,475 | 0.2% | -1% | 85.1 |
| 105 |  $A | AGILENT TECHNOLOGIES, INC. | $405,132 | 0.2% | +0% | 67.1 |
| 106 | — | VANGUARD INDEX FDS - VALUE ETF | $400,555 | 0.2% | +0% | — |
| 107 |  $VICI | VICI PROPERTIES INC. | $397,692 | 0.2% | -13% | 65.8 |
| 108 |  $DUK | Duke Energy CORP | $392,271 | 0.2% | +1% | 56.4 |
| 109 |  $PLTR | Palantir Technologies Inc. | $390,844 | 0.2% | +0% | 84.6 |
| 110 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $376,770 | 0.2% | +0% | — |
| 111 | $GS | GOLDMAN SACHS GROUP INC | $354,038 | 0.2% | -2% | 73.5 |
| 112 | — | FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH | $345,388 | 0.2% | NEW | — |
| 113 |  $TOST | Toast, Inc. | $338,542 | 0.2% | -3% | 69.5 |
| 114 |  $CRM | Salesforce, Inc. | $333,686 | 0.2% | -42% | 77 |
| 115 | — | ISHARES TR - RUSSELL 2000 ETF | $332,504 | 0.2% | -4% | — |
| 116 |  $UBER | Uber Technologies, Inc | $329,916 | 0.2% | +7% | 73.5 |
| 117 | — | GOLDMAN SACHS ETF TR - MUNI INCOME ETF | $329,885 | 0.2% | NEW | — |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $308,199 | 0.2% | -1% | — |
| 119 |  $LRCX | LAM RESEARCH CORP | $306,798 | 0.2% | NEW | 79.4 |
| 120 | — | SPDR SERIES TRUST - ST STR SP DIV | $306,338 | 0.2% | +0% | — |
| 121 | — | ETFIS SER TR I - VIRTUS INFRCAP | $304,436 | 0.2% | +0% | — |
| 122 |  $CL | COLGATE PALMOLIVE CO | $298,877 | 0.2% | +0% | 61.3 |
| 123 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $297,389 | 0.2% | NEW | — |
| 124 |  $INTU | INTUIT INC. | $289,307 | 0.2% | -21% | 79.3 |
| 125 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $285,723 | 0.2% | +0% | — |
| 126 |  $TECH | BIO-TECHNE Corp | $282,600 | 0.2% | +0% | 58.9 |
| 127 |  $LYB | LyondellBasell Industries N.V. | $282,046 | 0.2% | -5% | — |
| 128 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $280,129 | 0.2% | +2% | — |
| 129 |  $EW | Edwards Lifesciences Corp | $279,612 | 0.2% | +0% | 69.4 |
| 130 | — | ISHARES TR - U.S. TECH ETF | $277,453 | 0.2% | NEW | — |
| 131 |  $BAC | BANK OF AMERICA CORP /DE/ | $275,716 | 0.1% | +0% | 67.6 |
| 132 |  $BMY | BRISTOL MYERS SQUIBB CO | $274,559 | 0.1% | -4% | 70.4 |
| 133 |  $NEE | NEXTERA ENERGY INC | $269,454 | 0.1% | NEW | 64.6 |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $264,780 | 0.1% | +0% | 65.6 |
| 135 |  $GLD | SPDR GOLD TRUST | $264,497 | 0.1% | +0% | — |
| 136 |  $RITM | Rithm Capital Corp. | $259,399 | 0.1% | +87% | 47.1 |
| 137 |  $BA | BOEING CO | $253,774 | 0.1% | +12% | 61.6 |
| 138 |  $BST | BlackRock Science & Technology Trust | $242,140 | 0.1% | NEW | — |
| 139 | — | GLOBAL X FDS - DEFENSE TECH ETF | $237,228 | 0.1% | +4% | — |
| 140 |  $TEL | TE Connectivity plc | $236,892 | 0.1% | +0% | — |
| 141 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $231,564 | 0.1% | +5% | — |
| 142 |  $ABT | ABBOTT LABORATORIES | $225,761 | 0.1% | -32% | 65.5 |
| 143 |  $PM | Philip Morris International Inc. | $222,519 | 0.1% | +0% | 75.9 |
| 144 |  $DE | DEERE & CO | $211,232 | 0.1% | NEW | 55.4 |
| 145 | — | ISHARES TR - SELECT DIVID ETF | $207,254 | 0.1% | -2% | — |
| 146 |  $BKNG | Booking Holdings Inc. | $204,976 | 0.1% | NEW | 58.5 |
| 147 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $204,672 | 0.1% | NEW | — |
| 148 |  $MRK | Merck & Co., Inc. | $203,930 | 0.1% | -10% | 59.9 |
| 149 |  $HPE | Hewlett Packard Enterprise Co | $203,672 | 0.1% | NEW | 70.5 |
| 150 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $201,699 | 0.1% | NEW | — |
New Positions (17)
GLOBAL X FDS - SPACE TECH ETF$1.4M
$HONA Honeywell Aerospace Inc.$479,523$PSUS Pershing Square USA, Ltd.$422,170 GLOBAL X FDS - ARTIFICIAL ETF$417,608
FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH$345,388
GOLDMAN SACHS ETF TR - MUNI INCOME ETF$329,885
$LRCX LAM RESEARCH CORP$306,798 VANGUARD INDEX FDS - S&P 500 ETF SHS$297,389
ISHARES TR - U.S. TECH ETF$277,453
$NEE NEXTERA ENERGY INC$269,454$BST BlackRock Science & Technology Trust$242,140$DE DEERE & CO$211,232$BKNG Booking Holdings Inc.$204,976$MDY SPDR S&P MIDCAP 400 ETF TRUST$204,672$HPE Hewlett Packard Enterprise Co$203,672
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