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 101–143 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KNF | KNIFE RIVER CORP | 5K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 327 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 561 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| DTCR | GLOBAL X FDS | 14K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| BAI | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 6K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 524 | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 3K | $100K–$500K | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 452 | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 9K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 4K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 388 | $100K–$500K | SH |
| TECH | BIO-TECHNE CORP | 4K | $100K–$500K | SH |
| GMRE | GLOBAL MED REIT INC | 7K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 18K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 742 | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| ABR | ARBOR REALTY TRUST INC | 28K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 5K | $100K–$500K | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 11K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 10K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 16K | $100K–$500K | SH |
| GUT | GABELLI UTIL TR | 18K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 12K | $50K–$100K | SH |