CASCADE INVESTMENT GROUP, INC.

CIK 0000919447 • 6 13F filings • May 14, 2025 – Jul 23, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $130.0M126 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$460K	0.4%	3,464 SH
ABBVIE INC	COM	$1.4M	1.1%	6,859 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.9%	3,663 SH
AGILENT TECHNOLOGIES INC	COM	$372K	0.3%	3,180 SH
ALPHABET INC	CAP STK CL A	$963K	0.7%	6,230 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.9%	7,417 SH
ALTRIA GROUP INC	COM	$1.6M	1.2%	25,934 SH
AMAZON COM INC	COM	$2.6M	2.0%	13,882 SH
AMERICAN ELEC PWR CO INC	COM	$532K	0.4%	4,871 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$348K	0.3%	4,850 SH
ANTERO MIDSTREAM CORP	COM	$1.6M	1.3%	91,305 SH
APPLE INC	COM	$6.6M	5.1%	29,761 SH
APPLIED MATLS INC	COM	$314K	0.2%	2,164 SH
ARBOR REALTY TRUST INC	COM	$2.5M	1.9%	210,488 SH
ARES CAPITAL CORP	COM	$1.4M	1.1%	63,961 SH
ASML HOLDING N V	N Y REGISTRY SHS	$219K	0.2%	330 SH
AUTOMATIC DATA PROCESSING IN	COM	$622K	0.5%	2,035 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.8%	1,904 SH
BIO-TECHNE CORP	COM	$235K	0.2%	4,000 SH
BLUE OWL CAPITAL CORPORATION	COM	$309K	0.2%	21,075 SH
BRISTOL-MYERS SQUIBB CO	COM	$348K	0.3%	5,714 SH
BROADCOM INC	COM	$1.1M	0.9%	6,812 SH
CANADIAN IMPERIAL BK COMM	COM	$292K	0.2%	5,190 SH
CHEVRON CORP NEW	COM	$2.4M	1.8%	14,201 SH
CISCO SYS INC	COM	$296K	0.2%	4,804 SH
COCA COLA CO	COM	$272K	0.2%	3,796 SH
COLGATE PALMOLIVE CO	COM	$462K	0.4%	4,930 SH
CORNING INC	COM	$363K	0.3%	7,922 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.8%	1,148 SH
CROWDSTRIKE HLDGS INC	CL A	$430K	0.3%	1,220 SH
CROWN CASTLE INC	COM	$652K	0.5%	6,253 SH
DIGITAL RLTY TR INC	COM	$640K	0.5%	4,465 SH
DUFF & PHELPS UTLITY AND INF	COM	$377K	0.3%	30,850 SH
DUKE ENERGY CORP NEW	COM NEW	$367K	0.3%	3,010 SH
EDWARDS LIFESCIENCES CORP	COM	$215K	0.2%	2,965 SH
ELI LILLY & CO	COM	$385K	0.3%	466 SH
ENBRIDGE INC	COM	$346K	0.3%	7,818 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.7M	1.3%	88,950 SH
EXTRA SPACE STORAGE INC	COM	$1.1M	0.9%	7,697 SH
EXXON MOBIL CORP	COM	$514K	0.4%	4,326 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$506K	0.4%	28,753 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.2M	0.9%	47,776 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$2.4M	1.8%	23,494 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$962K	0.7%	17,530 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.7M	2.9%	59,195 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$604K	0.5%	8,851 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$419K	0.3%	4,678 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$399K	0.3%	10,638 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$493K	0.4%	18,175 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$752K	0.6%	20,677 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$217K	0.2%	5,587 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$330K	0.3%	8,698 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$907K	0.7%	22,130 SH
FISERV INC	COM	$763K	0.6%	3,454 SH
FORTINET INC	COM	$874K	0.7%	9,075 SH
FS KKR CAP CORP	COM	$1.4M	1.1%	68,823 SH
GABELLI EQUITY TR INC	COM	$65K	0.0%	11,749 SH
GABELLI UTIL TR	COM	$96K	0.1%	17,888 SH
GLOBAL MED REIT INC	COM NEW	$369K	0.3%	42,190 SH
GLOBAL PARTNERS LP	COM UNITS	$2.6M	2.0%	48,015 SH
GLOBAL X FDS	US INFR DEV ETF	$294K	0.2%	7,779 SH
GOLDMAN SACHS BDC INC	SHS	$132K	0.1%	11,350 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$282K	0.2%	7,916 SH
GOLDMAN SACHS ETF TR	FUTURE HEALTH	$298K	0.2%	9,233 SH
GOLDMAN SACHS GROUP INC	COM	$577K	0.4%	1,057 SH
HA SUSTAINABLE INFRA CAP INC	COM	$950K	0.7%	32,500 SH
HONEYWELL INTL INC	COM	$351K	0.3%	1,656 SH
INTERCONTINENTAL EXCHANGE IN	COM	$247K	0.2%	1,434 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	1.0%	5,448 SH
INTUIT	COM	$1.5M	1.1%	2,413 SH
IRON MTN INC DEL	COM	$1.8M	1.4%	21,080 SH
ISHARES TR	FUTURE AI & TECH	$901K	0.7%	28,652 SH
ISHARES TR	RUSSELL 2000 ETF	$374K	0.3%	1,876 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.8M	1.3%	30,712 SH
JOHNSON & JOHNSON	COM	$434K	0.3%	2,617 SH
JPMORGAN CHASE & CO.	COM	$1.3M	1.0%	5,493 SH
KEYSIGHT TECHNOLOGIES INC	COM	$404K	0.3%	2,697 SH
KNIFE RIVER CORP	COMMON STOCK	$451K	0.3%	5,000 SH
LOCKHEED MARTIN CORP	COM	$238K	0.2%	533 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$397K	0.3%	5,643 SH
MARRIOTT INTL INC NEW	CL A	$303K	0.2%	1,272 SH
MASTERCARD INCORPORATED	CL A	$451K	0.3%	823 SH
MCDONALDS CORP	COM	$211K	0.2%	676 SH
MDU RES GROUP INC	COM	$338K	0.3%	20,000 SH
MICROSOFT CORP	COM	$2.0M	1.5%	5,317 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.8M	1.4%	37,040 SH
NVIDIA CORPORATION	COM	$494K	0.4%	4,559 SH
OMEGA HEALTHCARE INVS INC	COM	$1.6M	1.2%	42,452 SH
ONEOK INC NEW	COM	$515K	0.4%	5,192 SH
PALANTIR TECHNOLOGIES INC	CL A	$428K	0.3%	5,075 SH
PALO ALTO NETWORKS INC	COM	$358K	0.3%	2,096 SH
PEMBINA PIPELINE CORP	COM	$2.5M	1.9%	61,538 SH
PFIZER INC	COM	$757K	0.6%	29,871 SH
PROCTER AND GAMBLE CO	COM	$572K	0.4%	3,358 SH
PRUDENTIAL FINL INC	COM	$468K	0.4%	4,194 SH
QUALCOMM INC	COM	$233K	0.2%	1,517 SH
QUANTA SVCS INC	COM	$640K	0.5%	2,517 SH
RITHM CAPITAL CORP	COM NEW	$192K	0.1%	16,785 SH
RTX CORPORATION	COM	$487K	0.4%	3,676 SH
SALESFORCE INC	COM	$886K	0.7%	3,303 SH
SERVICENOW INC	COM	$359K	0.3%	451 SH
SIMON PPTY GROUP INC NEW	COM	$2.3M	1.8%	13,746 SH
SPDR S&P 500 ETF TR	TR UNIT	$724K	0.6%	1,295 SH
SPDR SER TR	PORTFOLI S&P1500	$6.3M	4.9%	92,795 SH
SPDR SER TR	PRTFLO S&P500 HI	$1.1M	0.8%	24,611 SH
SPDR SER TR	S&P DIVID ETF	$284K	0.2%	2,093 SH
STARWOOD PPTY TR INC	COM	$203K	0.2%	10,268 SH
STRYKER CORPORATION	COM	$206K	0.2%	553 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.5M	1.1%	25,475 SH
TOAST INC	CL A	$349K	0.3%	10,521 SH
UNITED RENTALS INC	COM	$288K	0.2%	460 SH
UNITEDHEALTH GROUP INC	COM	$417K	0.3%	796 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$241K	0.2%	1,142 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	1.0%	17,137 SH
VANGUARD INDEX FDS	GROWTH ETF	$321K	0.2%	866 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$255K	0.2%	2,813 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$19.5M	15.0%	70,855 SH
VANGUARD INDEX FDS	VALUE ETF	$312K	0.2%	1,806 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$467K	0.4%	7,697 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	2.0%	40,989 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$246K	0.2%	4,848 SH
VICI PPTYS INC	COM	$287K	0.2%	8,800 SH
VIKING HOLDINGS LTD	ORD SHS	$327K	0.3%	8,225 SH
VISA INC	COM CL A	$2.3M	1.7%	6,479 SH
XCEL ENERGY INC	COM	$565K	0.4%	7,980 SH
ZOETIS INC	CL A	$277K	0.2%	1,680 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004496	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001172661-26-000257	$149.8M	View
Oct 29, 2025	Q3 2025