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: $151.1M144 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$494K	0.3%	3,687 SH	New
ABBVIE INC	COM	$1.6M	1.0%Prev: 0.9%	6,851 SH	Decreased+380 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$667K	0.4%	2,703 SH	New
AGILENT TECHNOLOGIES INC	COM	$391K	0.3%Prev: 0.2%	3,050 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.5M	1.0%Prev: 1.2%	6,230 SH	Decreased+267 SH
ALPHABET INC	CAP STK CL C	$1.9M	1.2%Prev: 1.6%	7,646 SH	Decreased-386 SH
ALTRIA GROUP INC	COM	$1.8M	1.2%Prev: 1.0%	26,977 SH	Decreased+1,430 SH
AMAZON COM INC	COM	$3.0M	2.0%Prev: 1.8%	13,756 SH	Decreased+21 SH
AMERICAN ELEC PWR CO INC	COM	$584K	0.4%Prev: 0.4%	5,190 SH	Decreased-335 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$399K	0.3%Prev: 0.3%	4,600 SH	Decreased
ANTERO MIDSTREAM CORP	COM	$1.7M	1.1%Prev: 1.0%	88,319 SH	Decreased+9,400 SH
APPLE INC	COM	$7.2M	4.8%Prev: 4.5%	28,216 SH	Decreased+747 SH
APPLIED MATLS INC	COM	$439K	0.3%Prev: 0.9%	2,144 SH	Decreased-36 SH
ARBOR REALTY TRUST INC	COM	$671K	0.4%	54,940 SH	New
ARES CAPITAL CORP	COM	$1.3M	0.9%Prev: 0.6%	63,445 SH	Increased+5,250 SH
ASML HOLDING N V	N Y REGISTRY SHS	$317K	0.2%	327 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$597K	0.4%Prev: 0.2%	2,035 SH	Increased+60 SH
BANK AMERICA CORP	COM	$250K	0.2%	4,837 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.7%Prev: 0.7%	1,997 SH	Decreased-429 SH
BIO-TECHNE CORP	COM	$223K	0.1%Prev: 0.2%	4,000 SH	Decreased
BLACKROCK ETF TRUST	ISHARES A I INNO	$241K	0.2%	7,050 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$204K	0.1%Prev: 0.1%	4,925 SH	Decreased+150 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$216K	0.1%	8,300 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$269K	0.2%	21,075 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$269K	0.2%Prev: 0.2%	5,964 SH	Decreased+1,199 SH
BROADCOM INC	COM	$1.6M	1.0%Prev: 0.7%	4,717 SH	Increased+1,221 SH
CANADIAN IMPERIAL BANK OF CO	COM	$415K	0.3%Prev: 0.3%	5,190 SH	Decreased+840 SH
CASEYS GEN STORES INC	COM	$220K	0.1%Prev: 0.3%	390 SH	Decreased-336 SH
CATERPILLAR INC	COM	$268K	0.2%Prev: 0.3%	561 SH	Decreased-21 SH
CHEVRON CORP NEW	COM	$2.3M	1.5%	14,670 SH	New
CISCO SYS INC	COM	$361K	0.2%Prev: 0.3%	5,277 SH	Decreased
COCA COLA CO	COM	$354K	0.2%Prev: 0.2%	5,336 SH	Decreased+50 SH
COLGATE PALMOLIVE CO	COM	$351K	0.2%Prev: 0.2%	4,385 SH	Increased+1,125 SH
CORNING INC	COM	$658K	0.4%Prev: 1.0%	8,022 SH	Decreased+1,050 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.7%	1,151 SH	New
CROWDSTRIKE HLDGS INC	CL A	$574K	0.4%Prev: 0.4%	1,170 SH	Decreased+250 SH
CROWN CASTLE INC	COM	$552K	0.4%	5,723 SH	New
DIGITAL RLTY TR INC	COM	$764K	0.5%Prev: 0.4%	4,420 SH	Increased+178 SH
DUFF & PHELPS UTLITY AND INF	COM	$424K	0.3%Prev: 0.3%	32,850 SH	Decreased-900 SH
DUKE ENERGY CORP NEW	COM NEW	$376K	0.2%Prev: 0.2%	3,039 SH	Decreased-60 SH
EA SERIES TRUST	CITY DIFFNT INVT	$424K	0.3%Prev: 0.3%	17,020 SH	Decreased-6,353 SH
EDWARDS LIFESCIENCES CORP	COM	$231K	0.2%Prev: 0.2%	2,965 SH	Decreased-126 SH
ELI LILLY & CO	COM	$361K	0.2%Prev: 0.3%	473 SH	Decreased+57 SH
ENBRIDGE INC	COM	$403K	0.3%Prev: 0.2%	7,982 SH	Decreased+20 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.5M	1.0%Prev: 0.9%	89,100 SH	Decreased+1,046 SH
ETFIS SER TR I	VIRTUS INFRCAP	$371K	0.2%Prev: 0.2%	17,100 SH	Increased+2,300 SH
EVERUS CONSTR GROUP	COM	$429K	0.3%Prev: 0.5%	5,000 SH	Decreased
EXTRA SPACE STORAGE INC	COM	$1.0M	0.7%Prev: 0.5%	7,430 SH	Increased+1,492 SH
EXXON MOBIL CORP	COM	$498K	0.3%Prev: 0.3%	4,419 SH	Decreased+76 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$268K	0.2%	14,712 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.3M	0.8%Prev: 0.8%	48,542 SH	Decreased-5,522 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$3.1M	2.1%	23,212 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$1.0M	0.7%Prev: 0.7%	16,810 SH	Decreased+1,496 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$4.5M	3.0%	59,630 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$231K	0.2%	1,532 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$586K	0.4%Prev: 0.5%	6,057 SH	Decreased-165 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$505K	0.3%Prev: 0.3%	5,398 SH	Decreased-333 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$439K	0.3%Prev: 0.3%	11,463 SH	Decreased-1,017 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$786K	0.5%	25,229 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$531K	0.4%	13,239 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$244K	0.2%	5,587 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$341K	0.2%Prev: 0.7%	8,091 SH	Decreased-16,014 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$407K	0.3%Prev: 0.4%	9,342 SH	Decreased-4,155 SH
FISERV INC	COM	$400K	0.3%	3,106 SH	New
FORTINET INC	COM	$792K	0.5%Prev: 0.8%	9,425 SH	Decreased+125 SH
FS KKR CAP CORP	COM	$1.1M	0.8%	76,258 SH	New
GABELLI EQUITY TR INC	COM	$72K	0.0%Prev: 0.0%	11,749 SH	Increased+1,100 SH
GABELLI UTIL TR	COM	$109K	0.1%Prev: 0.1%	17,888 SH	Decreased+126 SH
GLOBAL MED REIT INC	COM NEW	$261K	0.2%	7,749 SH	New
GLOBAL PARTNERS LP	COM UNITS	$2.2M	1.5%Prev: 1.1%	46,777 SH	Increased+5,727 SH
GLOBAL X FDS	DATA CTR & DIGIT	$218K	0.1%	10,650 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$249K	0.2%Prev: 0.1%	3,545 SH	Increased-428 SH
GLOBAL X FDS	US INFR DEV ETF	$367K	0.2%Prev: 0.3%	7,704 SH	Decreased-116 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$325K	0.2%Prev: 0.2%	7,916 SH	Decreased+169 SH
GOLDMAN SACHS ETF TR	FUTURE HEALTH	$314K	0.2%	9,881 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$316K	0.2%Prev: 0.4%	6,055 SH	Decreased-7,518 SH
GOLDMAN SACHS GROUP INC	COM	$868K	0.6%Prev: 0.6%	1,090 SH	Decreased+60 SH
HA SUSTAINABLE INFRA CAP INC	COM	$983K	0.7%Prev: 0.7%	32,010 SH	Decreased+1,360 SH
HONEYWELL INTL INC	COM	$849K	0.6%Prev: 0.3%	4,033 SH	Increased+1,864 SH
INTEL CORP	COM	$204K	0.1%Prev: 0.5%	6,084 SH	Decreased+324 SH
INTERCONTINENTAL EXCHANGE IN	COM	$242K	0.2%	1,434 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	1.3%Prev: 1.2%	7,123 SH	Decreased-343 SH
INTUIT	COM	$904K	0.6%Prev: 0.2%	1,323 SH	Increased+215 SH
INVESCO QQQ TR	UNIT SER 1	$223K	0.1%Prev: 0.2%	371 SH	Decreased-17 SH
IRON MTN INC DEL	COM	$2.1M	1.4%Prev: 1.2%	20,486 SH	Decreased+3,730 SH
ISHARES TR	FUTURE AI & TECH	$1.4M	0.9%	29,682 SH	New
ISHARES TR	IBONDS 25 TRM TS	$669K	0.4%	28,647 SH	New
ISHARES TR	RUS 1000 GRW ETF	$220K	0.1%	470 SH	New
ISHARES TR	RUSSELL 2000 ETF	$293K	0.2%Prev: 0.2%	1,210 SH	Decreased+103 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.7M	1.1%Prev: 0.8%	29,864 SH	Increased+4,541 SH
JOHNSON & JOHNSON	COM	$611K	0.4%Prev: 0.8%	3,293 SH	Decreased-2,276 SH
JPMORGAN CHASE & CO.	COM	$1.8M	1.2%	5,776 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$449K	0.3%Prev: 0.5%	2,569 SH	Decreased+238 SH
KNIFE RIVER CORP	COMMON STOCK	$384K	0.3%Prev: 0.2%	5,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$261K	0.2%Prev: 0.1%	524 SH	Decreased+4 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$874K	0.6%	17,823 SH	New
MARRIOTT INTL INC NEW	CL A	$331K	0.2%Prev: 0.3%	1,272 SH	Decreased+62 SH
MASTERCARD INCORPORATED	CL A	$468K	0.3%Prev: 0.2%	823 SH	Increased+16 SH
MCDONALDS CORP	COM	$226K	0.1%Prev: 0.1%	742 SH	Increased
MDU RES GROUP INC	COM	$356K	0.2%Prev: 0.2%	20,000 SH	Decreased
META PLATFORMS INC	CL A	$283K	0.2%	386 SH	New
MICROSOFT CORP	COM	$3.1M	2.1%Prev: 1.3%	6,052 SH	Increased-273 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.9M	1.3%Prev: 1.0%	37,075 SH	Increased+3,390 SH
NVIDIA CORPORATION	COM	$2.1M	1.4%Prev: 1.0%	11,252 SH	Increased+2,689 SH
OMEGA HEALTHCARE INVS INC	COM	$1.7M	1.2%Prev: 1.0%	41,258 SH	Increased+4,900 SH
ONEOK INC NEW	COM	$455K	0.3%Prev: 0.6%	6,242 SH	Decreased-6,857 SH
ORACLE CORP	COM	$308K	0.2%	1,095 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$739K	0.5%Prev: 0.2%	4,050 SH	Increased+700 SH
PALO ALTO NETWORKS INC	COM	$429K	0.3%Prev: 0.5%	2,106 SH	Decreased-501 SH
PEMBINA PIPELINE CORP	COM	$2.4M	1.6%Prev: 1.4%	59,513 SH	Decreased+4,213 SH
PFIZER INC	COM	$735K	0.5%Prev: 0.3%	28,852 SH	Increased+10,070 SH
PROCTER AND GAMBLE CO	COM	$516K	0.3%	3,358 SH	New
PRUDENTIAL FINL INC	COM	$484K	0.3%Prev: 0.2%	4,669 SH	Increased+675 SH
QUALCOMM INC	COM	$213K	0.1%	1,282 SH	New
QUANTA SVCS INC	COM	$1.1M	0.7%Prev: 1.0%	2,539 SH	Decreased-15 SH
RITHM CAPITAL CORP	COM NEW	$181K	0.1%Prev: 0.1%	15,926 SH	Decreased-11,699 SH
RTX CORPORATION	COM	$615K	0.4%Prev: 0.3%	3,676 SH	Increased+448 SH
SALESFORCE INC	COM	$873K	0.6%Prev: 0.2%	3,685 SH	Increased+1,555 SH
SERVICENOW INC	COM	$397K	0.3%	431 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.6M	1.7%Prev: 1.6%	13,603 SH	Decreased+1,076 SH
SPDR S&P 500 ETF TR	TR UNIT	$859K	0.6%	1,290 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$7.8M	5.2%	97,009 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.2M	0.8%	26,418 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$286K	0.2%	2,043 SH	New
STRYKER CORPORATION	COM	$204K	0.1%	551 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.2M	0.8%Prev: 0.8%	24,275 SH	Decreased+2,695 SH
TE CONNECTIVITY PLC	ORD SHS	$280K	0.2%Prev: 0.1%	1,275 SH	Increased+100 SH
THORNBURG ETF TR	INTL EQUITY ETF	$597K	0.4%Prev: 0.8%	19,645 SH	Decreased-22,100 SH
TOAST INC	CL A	$425K	0.3%Prev: 0.2%	11,654 SH	Increased-515 SH
UNITED RENTALS INC	COM	$439K	0.3%Prev: 0.2%	460 SH	Increased+80 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$371K	0.2%Prev: 0.5%	1,136 SH	Decreased-94 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.9%Prev: 0.7%	17,835 SH	Increased+399 SH
VANGUARD INDEX FDS	GROWTH ETF	$415K	0.3%Prev: 0.3%	866 SH	Decreased-5,475 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$262K	0.2%Prev: 0.2%	2,867 SH	Decreased-38 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$23.6M	15.6%Prev: 14.8%	71,890 SH	Decreased+731 SH
VANGUARD INDEX FDS	VALUE ETF	$339K	0.2%Prev: 0.2%	1,816 SH	Decreased-22 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$546K	0.4%Prev: 0.4%	7,651 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$3.5M	2.3%Prev: 2.8%	47,042 SH	Decreased-10,399 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$278K	0.2%Prev: 0.2%	4,643 SH	Decreased-645 SH
VICI PPTYS INC	COM	$298K	0.2%Prev: 0.2%	9,132 SH	Decreased-5,847 SH
VIKING HOLDINGS LTD	ORD SHS	$443K	0.3%Prev: 0.3%	7,128 SH	Decreased+1,265 SH
VISA INC	COM CL A	$2.2M	1.5%Prev: 1.2%	6,538 SH	Increased+146 SH
XCEL ENERGY INC	COM	$636K	0.4%Prev: 0.4%	7,880 SH	Increased
ZOETIS INC	CL A	$228K	0.2%	1,560 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $226K
ASML HLDG NV — $651K
BANK OF AMER CORP — $276K
BLACKROCK ETF TRUST — $416K
BOEING CO — $254K
BOOKING HOLDINGS INC — $205K
CHEVRON CORPORATION — $2.4M
COSTCO WHOLESALE CORPORATION — $926K
DEERE & CO — $211K
FIRST TR EXCH TRD ALPHDX FD — $345K
FIRST TR EXCHANGE-TRADED FD — $2.7M
FIRST TR EXCHANGE-TRADED FD — $5.0M
FIRST TR EXCHANGE-TRADED FD — $452K
FIRST TR EXCHNG TRADED FD VI — $869K
FIRST TR EXCHNG TRADED FD VI — $647K
GLOBAL X FDS — $418K
GLOBAL X FDS — $1.4M
GLOBAL X FDS — $912K
GLOBAL X FDS — $1.4M
GOLDMAN SACHS BDC INC — $101K
… and 30 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