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: $143.2M139 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$501K	0.4%	3,687 SH	New
ABBVIE INC	COM	$1.3M	0.9%Prev: 0.9%	6,884 SH	Decreased+413 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.8%Prev: 0.2%	3,817 SH	Increased+2,174 SH
AGILENT TECHNOLOGIES INC	COM	$375K	0.3%Prev: 0.2%	3,180 SH	Increased+130 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.8%Prev: 1.1%	6,230 SH	Decreased+210 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.9%Prev: 1.5%	7,646 SH	Decreased-278 SH
ALTRIA GROUP INC	COM	$1.6M	1.1%Prev: 1.1%	27,205 SH	Decreased+1,358 SH
AMAZON COM INC	COM	$3.0M	2.1%Prev: 1.9%	13,771 SH	Increased+67 SH
AMERICAN ELEC PWR CO INC	COM	$528K	0.4%Prev: 0.5%	5,092 SH	Decreased-223 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$419K	0.3%Prev: 0.2%	4,850 SH	Increased+250 SH
ANTERO MIDSTREAM CORP	COM	$1.7M	1.2%Prev: 1.2%	90,752 SH	Decreased+10,083 SH
APPLE INC	COM	$6.1M	4.2%Prev: 4.6%	29,524 SH	Decreased+1,842 SH
APPLIED MATLS INC	COM	$393K	0.3%Prev: 0.5%	2,144 SH	Decreased-66 SH
ARBOR REALTY TRUST INC	COM	$632K	0.4%Prev: 0.1%	59,021 SH	Increased+42,692 SH
ARES CAPITAL CORP	COM	$1.4M	1.0%Prev: 0.7%	63,961 SH	Increased+4,716 SH
ASML HOLDING N V	N Y REGISTRY SHS	$264K	0.2%	330 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$628K	0.4%Prev: 0.3%	2,035 SH	Increased
BANK AMERICA CORP	COM	$226K	0.2%Prev: 0.2%	4,767 SH	Decreased-71 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$944K	0.7%Prev: 0.7%	1,943 SH	Decreased-399 SH
BIO-TECHNE CORP	COM	$206K	0.1%Prev: 0.1%	4,000 SH	Decreased
BLUE OWL CAPITAL CORPORATION	COM	$302K	0.2%Prev: 0.1%	21,075 SH	Increased+10,775 SH
BOEING CO	COM	$210K	0.1%Prev: 0.1%	1,001 SH	Increased-49 SH
BRISTOL-MYERS SQUIBB CO	COM	$283K	0.2%Prev: 0.2%	6,114 SH	Decreased+1,149 SH
BROADCOM INC	COM	$2.0M	1.4%Prev: 0.8%	7,414 SH	Increased+3,532 SH
CANADIAN IMPERIAL BK COMM	COM	$368K	0.3%	5,190 SH	New
CATERPILLAR INC	COM	$218K	0.2%Prev: 0.3%	561 SH	Decreased+8 SH
CHEVRON CORP NEW	COM	$2.1M	1.5%	14,753 SH	New
CISCO SYS INC	COM	$366K	0.3%Prev: 0.3%	5,277 SH	Decreased
COCA COLA CO	COM	$401K	0.3%Prev: 0.3%	5,661 SH	Decreased+375 SH
COLGATE PALMOLIVE CO	COM	$448K	0.3%Prev: 0.2%	4,930 SH	Increased+1,670 SH
CORNING INC	COM	$422K	0.3%Prev: 0.7%	8,022 SH	Decreased+260 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.8%	1,140 SH	New
CROWDSTRIKE HLDGS INC	CL A	$621K	0.4%Prev: 0.3%	1,220 SH	Increased+225 SH
CROWN CASTLE INC	COM	$591K	0.4%	5,753 SH	New
DIGITAL RLTY TR INC	COM	$784K	0.5%Prev: 0.5%	4,500 SH	Increased+258 SH
DUFF & PHELPS UTLITY AND INF	COM	$383K	0.3%Prev: 0.3%	30,850 SH	Decreased-2,900 SH
DUKE ENERGY CORP NEW	COM NEW	$355K	0.2%Prev: 0.3%	3,010 SH	Decreased-53 SH
EDWARDS LIFESCIENCES CORP	COM	$232K	0.2%Prev: 0.2%	2,965 SH	Decreased-126 SH
ELI LILLY & CO	COM	$369K	0.3%Prev: 0.3%	473 SH	Decreased+47 SH
ENBRIDGE INC	COM	$362K	0.3%Prev: 0.3%	7,982 SH	Decreased+20 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.6M	1.1%Prev: 1.2%	89,615 SH	Decreased-1,089 SH
ETFIS SER TR I	VIRTUS INFRCAP	$356K	0.2%Prev: 0.2%	17,100 SH	Increased+2,300 SH
EVERUS CONSTR GROUP	COM	$318K	0.2%Prev: 0.4%	5,000 SH	Decreased
EXTRA SPACE STORAGE INC	COM	$1.1M	0.8%Prev: 0.5%	7,697 SH	Increased+1,465 SH
EXXON MOBIL CORP	COM	$476K	0.3%Prev: 0.5%	4,419 SH	Decreased+176 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$430K	0.3%	24,148 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.2M	0.8%Prev: 1.0%	48,450 SH	Decreased-4,807 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$2.8M	2.0%	23,327 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$1.0M	0.7%Prev: 0.6%	17,175 SH	Increased+1,596 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$4.5M	3.1%	58,994 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$209K	0.1%	1,503 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$493K	0.3%Prev: 0.5%	6,057 SH	Decreased-235 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$488K	0.3%Prev: 0.4%	5,367 SH	Decreased-382 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$399K	0.3%Prev: 0.3%	10,638 SH	Decreased-1,162 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$565K	0.4%Prev: 0.9%	19,359 SH	Decreased-24,927 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$545K	0.4%	13,983 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$233K	0.2%	5,587 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$330K	0.2%Prev: 0.7%	8,192 SH	Decreased-15,965 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$649K	0.5%Prev: 0.3%	14,813 SH	Increased+5,672 SH
FISERV INC	COM	$596K	0.4%	3,454 SH	New
FORTINET INC	COM	$959K	0.7%Prev: 0.5%	9,075 SH	Increased-600 SH
FS KKR CAP CORP	COM	$1.5M	1.0%	69,973 SH	New
GABELLI EQUITY TR INC	COM	$68K	0.0%Prev: 0.0%	11,749 SH	Increased
GABELLI UTIL TR	COM	$104K	0.1%Prev: 0.1%	17,888 SH	Decreased+126 SH
GLOBAL MED REIT INC	COM NEW	$269K	0.2%	38,745 SH	New
GLOBAL PARTNERS LP	COM UNITS	$2.5M	1.7%Prev: 1.1%	47,365 SH	Increased+6,205 SH
GLOBAL X FDS	DEFENSE TECH ETF	$214K	0.1%Prev: 0.2%	3,545 SH	Decreased-272 SH
GLOBAL X FDS	US INFR DEV ETF	$336K	0.2%Prev: 0.3%	7,704 SH	Decreased-116 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$314K	0.2%Prev: 0.2%	7,916 SH	Decreased
GOLDMAN SACHS ETF TR	FUTURE HEALTH	$300K	0.2%Prev: 0.2%	9,473 SH	Decreased-384 SH
GOLDMAN SACHS GROUP INC	COM	$828K	0.6%Prev: 0.6%	1,170 SH	Decreased+80 SH
HA SUSTAINABLE INFRA CAP INC	COM	$873K	0.6%Prev: 0.7%	32,500 SH	Decreased+2,690 SH
HONEYWELL INTL INC	COM	$386K	0.3%Prev: 0.6%	1,656 SH	Decreased-2,552 SH
INTERCONTINENTAL EXCHANGE IN	COM	$263K	0.2%Prev: 0.1%	1,434 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	1.1%Prev: 1.2%	5,544 SH	Decreased-1,827 SH
INTUIT	COM	$1.9M	1.3%Prev: 0.4%	2,357 SH	Increased+954 SH
INVESCO QQQ TR	UNIT SER 1	$205K	0.1%Prev: 0.1%	371 SH	Decreased-17 SH
IRON MTN INC DEL	COM	$2.1M	1.5%Prev: 1.2%	20,913 SH	Increased+3,132 SH
ISHARES TR	FUTURE AI & TECH	$1.2M	0.8%Prev: 1.1%	28,902 SH	Decreased-5,645 SH
ISHARES TR	IBONDS 25 TRM TS	$550K	0.4%	23,546 SH	New
ISHARES TR	RUSSELL 2000 ETF	$275K	0.2%Prev: 0.2%	1,276 SH	Decreased+119 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.8M	1.2%Prev: 1.0%	31,003 SH	Increased+5,015 SH
JOHNSON & JOHNSON	COM	$624K	0.4%Prev: 0.9%	4,085 SH	Decreased-1,401 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.2%	5,787 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$437K	0.3%Prev: 0.5%	2,667 SH	Decreased+98 SH
KNIFE RIVER CORP	COMMON STOCK	$408K	0.3%Prev: 0.3%	5,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$224K	0.2%Prev: 0.2%	483 SH	Decreased-37 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$995K	0.7%	17,196 SH	New
MARRIOTT INTL INC NEW	CL A	$348K	0.2%Prev: 0.3%	1,272 SH	Decreased+62 SH
MASTERCARD INCORPORATED	CL A	$462K	0.3%Prev: 0.3%	823 SH	Increased+10 SH
MCDONALDS CORP	COM	$217K	0.2%Prev: 0.2%	742 SH	Decreased
MDU RES GROUP INC	COM	$333K	0.2%Prev: 0.3%	20,000 SH	Decreased
MERCK & CO INC	COM	$243K	0.2%Prev: 0.1%	3,074 SH	Increased+1,301 SH
META PLATFORMS INC	CL A	$289K	0.2%	392 SH	New
MICROSOFT CORP	COM	$3.1M	2.1%Prev: 1.5%	6,145 SH	Increased+84 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.9M	1.3%Prev: 1.1%	37,045 SH	Increased+3,165 SH
NVIDIA CORPORATION	COM	$1.9M	1.3%Prev: 1.0%	11,761 SH	Increased+3,477 SH
OMEGA HEALTHCARE INVS INC	COM	$1.5M	1.1%Prev: 1.1%	42,127 SH	Decreased+5,244 SH
ONEOK INC NEW	COM	$465K	0.3%Prev: 0.7%	5,692 SH	Decreased-6,886 SH
ORACLE CORP	COM	$239K	0.2%	1,095 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$634K	0.4%Prev: 0.3%	4,650 SH	Increased+1,300 SH
PALO ALTO NETWORKS INC	COM	$431K	0.3%Prev: 0.2%	2,106 SH	Increased-207 SH
PEMBINA PIPELINE CORP	COM	$2.3M	1.6%Prev: 1.7%	60,623 SH	Decreased+3,789 SH
PFIZER INC	COM	$721K	0.5%Prev: 0.5%	29,761 SH	Decreased+369 SH
PHILIP MORRIS INTL INC	COM	$224K	0.2%Prev: 0.1%	1,230 SH	Increased
PROCTER AND GAMBLE CO	COM	$593K	0.4%	3,725 SH	New
PRUDENTIAL FINL INC	COM	$459K	0.3%Prev: 0.2%	4,269 SH	Increased+425 SH
QUALCOMM INC	COM	$204K	0.1%	1,282 SH	New
QUANTA SVCS INC	COM	$977K	0.7%Prev: 0.9%	2,583 SH	Decreased+64 SH
RITHM CAPITAL CORP	COM NEW	$190K	0.1%Prev: 0.1%	16,785 SH	Increased+1,984 SH
RTX CORPORATION	COM	$537K	0.4%Prev: 0.4%	3,676 SH	Decreased+298 SH
SALESFORCE INC	COM	$953K	0.7%Prev: 0.4%	3,493 SH	Increased-159 SH
SERVICENOW INC	COM	$426K	0.3%	414 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.2M	1.5%Prev: 1.6%	13,666 SH	Decreased+1,041 SH
SPDR S&P 500 ETF TR	TR UNIT	$800K	0.6%	1,295 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$7.1M	4.9%	94,512 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.1M	0.8%	25,953 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$277K	0.2%	2,043 SH	New
STARWOOD PPTY TR INC	COM	$206K	0.1%Prev: 0.1%	10,268 SH	Increased+135 SH
STRYKER CORPORATION	COM	$233K	0.2%	588 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.3M	0.9%Prev: 0.9%	24,875 SH	Decreased+2,995 SH
TE CONNECTIVITY PLC	ORD SHS	$215K	0.2%Prev: 0.2%	1,275 SH	Decreased+100 SH
TOAST INC	CL A	$510K	0.4%Prev: 0.2%	11,521 SH	Increased-961 SH
UNITED RENTALS INC	COM	$347K	0.2%Prev: 0.2%	460 SH	Increased+75 SH
UNITEDHEALTH GROUP INC	COM	$226K	0.2%	726 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$314K	0.2%Prev: 0.3%	1,126 SH	Decreased-45 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.9%Prev: 0.9%	17,835 SH	Decreased-321 SH
VANGUARD INDEX FDS	GROWTH ETF	$380K	0.3%Prev: 0.3%	866 SH	Decreased-177 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$255K	0.2%Prev: 0.2%	2,867 SH	Increased+14 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$21.9M	15.3%Prev: 15.1%	71,950 SH	Decreased+660 SH
VANGUARD INDEX FDS	VALUE ETF	$319K	0.2%Prev: 0.2%	1,806 SH	Decreased-32 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$514K	0.4%Prev: 0.4%	7,651 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$3.1M	2.2%Prev: 2.7%	45,134 SH	Decreased-7,421 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$265K	0.2%Prev: 0.2%	4,648 SH	Decreased-640 SH
VICI PPTYS INC	COM	$287K	0.2%Prev: 0.3%	8,800 SH	Decreased-8,429 SH
VIKING HOLDINGS LTD	ORD SHS	$438K	0.3%Prev: 0.3%	8,225 SH	Decreased+1,872 SH
VISA INC	COM CL A	$2.3M	1.6%Prev: 1.3%	6,550 SH	Increased+45 SH
XCEL ENERGY INC	COM	$537K	0.4%Prev: 0.4%	7,880 SH	Decreased
ZOETIS INC	CL A	$243K	0.2%	1,560 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $376K
ASML HLDG NV — $432K
BLACKROCK ETF TRUST — $272K
CANADIAN IMPERIAL BANK OF CO — $412K
CASEYS GEN STORES INC — $483K
CHEVRON CORPORATION — $3.0M
CONAGRA BRANDS INC — $195K
COSTCO WHOLESALE CORPORATION — $1.0M
DEVON ENERGY CORP NEW — $201K
EA SERIES TRUST — $580K
FIRST TR EXCHANGE-TRADED FD — $2.2M
FIRST TR EXCHANGE-TRADED FD — $3.6M
FIRST TR EXCHANGE-TRADED FD — $377K
GLOBAL X FDS — $531K
GLOBAL X FDS — $691K
GOLDMAN SACHS BDC INC — $106K
GOLDMAN SACHS ETF TR — $590K
INTEL CORP — $268K
ISHARES TR — $472K
ISHARES TR — $495K
… and 14 more

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