CASCADE INVESTMENT GROUP, INC. 13F Holdings

CIK 0000919447 · Colorado Springs, CO

As of Sep 30, 2025, CASCADE INVESTMENT GROUP, INC. reported 146 positions worth 51.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—71,890$23.6M15.62%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETFSPTM—97,009$7.8M5.18%
APPLE INCAAPLTechnology28,216$7.2M4.76%
FIRST TRUST NASDAQ CYBERSECURITY ETFCIBR—59,630$4.5M3.00%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—47,042$3.5M2.29%
MICROSOFT CORPMSFTTechnology6,052$3.1M2.07%
FIRST TRUST CLOUD COMPUTING ETFSKYY—23,212$3.1M2.07%
AMAZON.COM INCAMZNEquity13,756$3.0M2.00%
SIMON PROPERTY GROUP INCSPGReal Estate13,603$2.6M1.69%
PEMBINA PIPELINE CORPPBAEnergy59,513$2.4M1.59%
CHEVRON CORPCHVEnergy14,670$2.3M1.51%
GLOBAL PARTNERS LPGLPEnergy46,777$2.2M1.49%
VISA INC-CLASS A SHARESVFinancial Services6,538$2.2M1.48%
NVIDIA CORPNVDATechnology11,252$2.1M1.39%
IRON MOUNTAIN INCIRMReal Estate20,486$2.1M1.38%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology7,123$2.0M1.33%
NEOS S&P 500(R) HIGH INCOME ETFSPYI—37,075 .9M1.28%
ALPHABET INCGOOGEquity7,646 .9M1.23%
JPMORGAN CHASE & COJPMFinancial Services5,776 .8M1.21%
ALTRIA GROUP INCMOEquity26,977 .8M1.18%
OMEGA HEALTHCARE INVESTORS INCOHIReal Estate41,258 .7M1.15%
ANTERO MIDSTREAM CORPAMEnergy88,319 .7M1.14%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—29,864 .7M1.13%
ABBVIE INCABBVEquity6,851 .6M1.05%
BROADCOM INCAVGOTechnology4,717 .6M1.03%