CIK 919447
CASCADE INVESTMENT GROUP, INC.
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 71K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 97K | $1M+ | SH |
| AAPL | APPLE INC | 28K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 59K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 49K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 22K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 13K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| PBA | PEMBINA PIPELINE CORP | 58K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 35K | $1M+ | SH |
| GLP | GLOBAL PARTNERS LP | 42K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 39K | $1M+ | SH |
| IRM | IRON MTN INC DEL | 19K | $1M+ | SH |
| ARTY | ISHARES TR | 33K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 27K | $1M+ | SH |
| AM | ANTERO MIDSTREAM CORP | 87K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 92K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 60K | $1M+ | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 23K | $1M+ | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 26K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 50K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 26K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 32K | $500K+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 16K | $500K+ | SH |
| CRM | SALESFORCE INC | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| OKE | ONEOK INC NEW | 13K | $500K+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 21K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 7K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| FTNT | FORTINET INC | 9K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| TXUE | THORNBURG ETF TR | 23K | $500K+ | SH |