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: $149.8M140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$462K	0.3%Prev: 0.3%	3,687 SH	Decreased
ABBVIE INC	COM	$1.5M	1.0%Prev: 1.0%	6,646 SH	Decreased-205 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$607K	0.4%Prev: 0.4%	2,262 SH	Decreased-441 SH
AGILENT TECHNOLOGIES INC	COM	$415K	0.3%Prev: 0.3%	3,050 SH	Increased
ALPHABET INC	CAP STK CL A	$1.9M	1.3%Prev: 1.0%	6,020 SH	Increased-210 SH
ALPHABET INC	CAP STK CL C	$2.4M	1.6%Prev: 1.2%	7,594 SH	Increased-52 SH
ALTRIA GROUP INC	COM	$1.6M	1.0%Prev: 1.2%	26,897 SH	Decreased-80 SH
AMAZON COM INC	COM	$3.1M	2.1%Prev: 2.0%	13,576 SH	Increased-180 SH
AMERICAN ELEC PWR CO INC	COM	$607K	0.4%Prev: 0.4%	5,264 SH	Increased+74 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$370K	0.2%Prev: 0.3%	4,600 SH	Decreased
ANTERO MIDSTREAM CORP	COM	$1.5M	1.0%Prev: 1.1%	86,919 SH	Decreased-1,400 SH
APPLE INC	COM	$7.6M	5.0%Prev: 4.8%	27,776 SH	Increased-440 SH
APPLIED MATLS INC	COM	$551K	0.4%Prev: 0.3%	2,144 SH	Increased
ARBOR REALTY TRUST INC	COM	$214K	0.1%Prev: 0.4%	27,621 SH	Decreased-27,319 SH
ARES CAPITAL CORP	COM	$1.2M	0.8%Prev: 0.9%	59,895 SH	Decreased-3,550 SH
ASML HOLDING N V	N Y REGISTRY SHS	$350K	0.2%Prev: 0.2%	327 SH	Increased
AUTOMATIC DATA PROCESSING IN	COM	$523K	0.3%Prev: 0.4%	2,035 SH	Decreased
BANK AMERICA CORP	COM	$266K	0.2%Prev: 0.2%	4,838 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.7%	2,096 SH	Increased+99 SH
BIO-TECHNE CORP	COM	$235K	0.2%Prev: 0.1%	4,000 SH	Increased
BLACKROCK ETF TRUST	ISHARES A I INNO	$258K	0.2%Prev: 0.2%	7,750 SH	Increased+700 SH
BLACKROCK SCIENCE & TECHNOLO	SHS	$206K	0.1%Prev: 0.1%	5,075 SH	Increased+150 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$246K	0.2%Prev: 0.1%	9,350 SH	Increased+1,050 SH
BLUE OWL CAPITAL CORPORATION	COM	$229K	0.2%Prev: 0.2%	18,425 SH	Decreased-2,650 SH
BOEING CO	COM	$255K	0.2%	1,176 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$300K	0.2%Prev: 0.2%	5,565 SH	Increased-399 SH
BROADCOM INC	COM	$1.4M	0.9%Prev: 1.0%	4,002 SH	Decreased-715 SH
CANADIAN IMPERIAL BANK OF CO	COM	$430K	0.3%Prev: 0.3%	4,750 SH	Increased-440 SH
CASEYS GEN STORES INC	COM	$250K	0.2%Prev: 0.1%	452 SH	Increased+62 SH
CATERPILLAR INC	COM	$321K	0.2%Prev: 0.2%	561 SH	Increased
CHEVRON CORP NEW	COM	$2.2M	1.5%Prev: 1.5%	14,755 SH	Decreased+85 SH
CISCO SYS INC	COM	$406K	0.3%Prev: 0.2%	5,277 SH	Increased
COCA COLA CO	COM	$370K	0.2%Prev: 0.2%	5,286 SH	Increased-50 SH
COLGATE PALMOLIVE CO	COM	$347K	0.2%Prev: 0.2%	4,385 SH	Decreased
CONAGRA BRANDS INC	COM	$197K	0.1%	11,400 SH	New
CORNING INC	COM	$702K	0.5%Prev: 0.4%	8,012 SH	Increased-10 SH
COSTCO WHSL CORP NEW	COM	$967K	0.6%Prev: 0.7%	1,121 SH	Decreased-30 SH
CROWDSTRIKE HLDGS INC	CL A	$548K	0.4%Prev: 0.4%	1,170 SH	Decreased
CROWN CASTLE INC	COM	$442K	0.3%Prev: 0.4%	4,968 SH	Decreased-755 SH
DIGITAL RLTY TR INC	COM	$652K	0.4%Prev: 0.5%	4,212 SH	Decreased-208 SH
DUFF & PHELPS UTLITY AND INF	COM	$440K	0.3%Prev: 0.3%	34,650 SH	Increased+1,800 SH
DUKE ENERGY CORP NEW	COM NEW	$344K	0.2%Prev: 0.2%	2,939 SH	Decreased-100 SH
EA SERIES TRUST	CITY DIFFNT INVT	$520K	0.3%Prev: 0.3%	20,873 SH	Increased+3,853 SH
EDWARDS LIFESCIENCES CORP	COM	$253K	0.2%Prev: 0.2%	2,965 SH	Increased
ELI LILLY & CO	COM	$508K	0.3%Prev: 0.2%	473 SH	Increased
ENBRIDGE INC	COM	$363K	0.2%Prev: 0.3%	7,587 SH	Decreased-395 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.5M	1.0%Prev: 1.0%	92,184 SH	Decreased+3,084 SH
ETFIS SER TR I	VIRTUS INFRCAP	$358K	0.2%Prev: 0.2%	16,600 SH	Decreased-500 SH
EVERUS CONSTR GROUP	COM	$428K	0.3%Prev: 0.3%	5,000 SH	Decreased
EXTRA SPACE STORAGE INC	COM	$872K	0.6%Prev: 0.7%	6,697 SH	Decreased-733 SH
EXXON MOBIL CORP	COM	$520K	0.3%Prev: 0.3%	4,319 SH	Increased-100 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$188K	0.1%Prev: 0.2%	10,304 SH	Decreased-4,408 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.2M	0.8%Prev: 0.8%	49,636 SH	Decreased+1,094 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$2.9M	1.9%Prev: 2.1%	22,197 SH	Decreased-1,015 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$993K	0.7%Prev: 0.7%	15,785 SH	Decreased-1,025 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$4.2M	2.8%Prev: 3.0%	59,108 SH	Decreased-522 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$254K	0.2%Prev: 0.2%	1,657 SH	Increased+125 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$596K	0.4%Prev: 0.4%	6,057 SH	Increased
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$499K	0.3%Prev: 0.3%	5,397 SH	Decreased-1 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$437K	0.3%Prev: 0.3%	11,542 SH	Decreased+79 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	0.8%Prev: 0.5%	36,148 SH	Increased+10,919 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$201K	0.1%Prev: 0.2%	4,524 SH	Decreased-1,063 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$252K	0.2%	5,687 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	0.8%Prev: 0.3%	25,983 SH	Increased+16,641 SH
FORTINET INC	COM	$748K	0.5%Prev: 0.5%	9,425 SH	Decreased
FS KKR CAP CORP	COM	$583K	0.4%Prev: 0.8%	39,333 SH	Decreased-36,925 SH
GABELLI EQUITY TR INC	COM	$72K	0.0%Prev: 0.0%	11,749 SH	Increased
GABELLI UTIL TR	COM	$108K	0.1%Prev: 0.1%	17,888 SH	Decreased
GLOBAL MED REIT INC	COM NEW	$233K	0.2%Prev: 0.2%	6,920 SH	Decreased-829 SH
GLOBAL PARTNERS LP	COM UNITS	$1.8M	1.2%Prev: 1.5%	42,490 SH	Decreased-4,287 SH
GLOBAL X FDS	DATA CTR & DIGIT	$300K	0.2%Prev: 0.1%	14,225 SH	Increased+3,575 SH
GLOBAL X FDS	DEFENSE TECH ETF	$243K	0.2%Prev: 0.2%	3,751 SH	Decreased+206 SH
GLOBAL X FDS	US INFR DEV ETF	$368K	0.2%Prev: 0.2%	7,704 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$340K	0.2%Prev: 0.2%	7,916 SH	Increased
GOLDMAN SACHS ETF TR	FUTURE HEALTH	$354K	0.2%Prev: 0.2%	9,967 SH	Increased+86 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$450K	0.3%Prev: 0.2%	8,514 SH	Increased+2,459 SH
GOLDMAN SACHS GROUP INC	COM	$958K	0.6%Prev: 0.6%	1,090 SH	Increased
HA SUSTAINABLE INFRA CAP INC	COM	$998K	0.7%Prev: 0.7%	31,760 SH	Increased-250 SH
HONEYWELL INTL INC	COM	$865K	0.6%Prev: 0.6%	4,433 SH	Increased+400 SH
INTEL CORP	COM	$225K	0.1%Prev: 0.1%	6,084 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$232K	0.2%Prev: 0.2%	1,434 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	1.5%Prev: 1.3%	7,342 SH	Increased+219 SH
INTUIT	COM	$877K	0.6%Prev: 0.6%	1,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$238K	0.2%Prev: 0.1%	388 SH	Increased+17 SH
IRON MTN INC DEL	COM	$1.6M	1.1%Prev: 1.4%	19,231 SH	Decreased-1,255 SH
ISHARES TR	FUTURE AI & TECH	$1.6M	1.0%Prev: 0.9%	32,507 SH	Increased+2,825 SH
ISHARES TR	RUSSELL 2000 ETF	$285K	0.2%Prev: 0.2%	1,157 SH	Decreased-53 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.6M	1.0%Prev: 1.1%	27,320 SH	Decreased-2,544 SH
JOHNSON & JOHNSON	COM	$675K	0.5%Prev: 0.4%	3,263 SH	Increased-30 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.2%Prev: 1.2%	5,776 SH	Increased
KEYSIGHT TECHNOLOGIES INC	COM	$522K	0.3%Prev: 0.3%	2,569 SH	Increased
KNIFE RIVER CORP	COMMON STOCK	$352K	0.2%Prev: 0.3%	5,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$253K	0.2%Prev: 0.2%	524 SH	Decreased
LYONDELLBASELL INDUSTRIES N	SHS - A -	$255K	0.2%Prev: 0.6%	5,890 SH	Decreased-11,933 SH
MARRIOTT INTL INC NEW	CL A	$395K	0.3%Prev: 0.2%	1,272 SH	Increased
MASTERCARD INCORPORATED	CL A	$470K	0.3%Prev: 0.3%	823 SH	Increased
MCDONALDS CORP	COM	$227K	0.2%Prev: 0.1%	742 SH	Increased
MDU RES GROUP INC	COM	$390K	0.3%Prev: 0.2%	20,000 SH	Increased
MERCK & CO INC	COM	$218K	0.1%	2,073 SH	New
MICROSOFT CORP	COM	$2.9M	1.9%Prev: 2.1%	5,992 SH	Decreased-60 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.8M	1.2%Prev: 1.3%	35,180 SH	Decreased-1,895 SH
NVIDIA CORPORATION	COM	$1.8M	1.2%Prev: 1.4%	9,510 SH	Decreased-1,742 SH
OMEGA HEALTHCARE INVS INC	COM	$1.7M	1.2%Prev: 1.2%	39,283 SH	Decreased-1,975 SH
ONEOK INC NEW	COM	$954K	0.6%Prev: 0.3%	12,979 SH	Increased+6,737 SH
ORACLE CORP	COM	$213K	0.1%Prev: 0.2%	1,095 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$635K	0.4%Prev: 0.5%	3,575 SH	Decreased-475 SH
PALO ALTO NETWORKS INC	COM	$388K	0.3%Prev: 0.3%	2,106 SH	Decreased
PEMBINA PIPELINE CORP	COM	$2.2M	1.5%Prev: 1.6%	57,835 SH	Decreased-1,678 SH
PFIZER INC	COM	$719K	0.5%Prev: 0.5%	28,889 SH	Decreased+37 SH
PROCTER AND GAMBLE CO	COM	$481K	0.3%Prev: 0.3%	3,358 SH	Decreased
PRUDENTIAL FINL INC	COM	$541K	0.4%Prev: 0.3%	4,794 SH	Increased+125 SH
QUALCOMM INC	COM	$219K	0.1%Prev: 0.1%	1,282 SH	Increased
QUANTA SVCS INC	COM	$1.1M	0.7%Prev: 0.7%	2,509 SH	Increased-30 SH
RITHM CAPITAL CORP	COM NEW	$174K	0.1%Prev: 0.1%	15,926 SH	Decreased
RTX CORPORATION	COM	$682K	0.5%Prev: 0.4%	3,718 SH	Increased+42 SH
SALESFORCE INC	COM	$980K	0.7%Prev: 0.6%	3,700 SH	Increased+15 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$207K	0.1%	4,858 SH	New
SERVICENOW INC	COM	$418K	0.3%Prev: 0.3%	2,730 SH	Increased+2,299 SH
SIMON PPTY GROUP INC NEW	COM	$2.4M	1.6%Prev: 1.7%	13,096 SH	Decreased-507 SH
SPDR S&P 500 ETF TR	TR UNIT	$880K	0.6%Prev: 0.6%	1,290 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$9.4M	6.3%	125,464 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.2M	0.8%Prev: 0.8%	22,780 SH	Decreased-1,495 SH
TE CONNECTIVITY PLC	ORD SHS	$267K	0.2%Prev: 0.2%	1,175 SH	Decreased-100 SH
THORNBURG ETF TR	INTL EQUITY ETF	$717K	0.5%Prev: 0.4%	22,869 SH	Increased+3,224 SH
TOAST INC	CL A	$443K	0.3%Prev: 0.3%	12,482 SH	Increased+828 SH
UNITED RENTALS INC	COM	$372K	0.2%Prev: 0.3%	460 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$422K	0.3%Prev: 0.2%	1,171 SH	Increased+35 SH
VANECK MERK GOLD ETF	GOLD SHS	$890K	0.6%	21,460 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.9%Prev: 0.9%	17,956 SH	Increased+121 SH
VANGUARD INDEX FDS	GROWTH ETF	$444K	0.3%Prev: 0.3%	911 SH	Increased+45 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$254K	0.2%Prev: 0.2%	2,875 SH	Decreased+8 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$23.9M	15.9%Prev: 15.6%	71,271 SH	Increased-619 SH
VANGUARD INDEX FDS	VALUE ETF	$353K	0.2%Prev: 0.2%	1,847 SH	Increased+31 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$563K	0.4%Prev: 0.4%	7,651 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$3.7M	2.4%Prev: 2.3%	48,622 SH	Increased+1,580 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$290K	0.2%Prev: 0.2%	4,643 SH	Increased
VICI PPTYS INC	COM	$471K	0.3%Prev: 0.2%	16,749 SH	Increased+7,617 SH
VIKING HOLDINGS LTD	ORD SHS	$482K	0.3%Prev: 0.3%	6,753 SH	Increased-375 SH
VISA INC	COM CL A	$2.2M	1.5%Prev: 1.5%	6,380 SH	Increased-158 SH
XCEL ENERGY INC	COM	$582K	0.4%Prev: 0.4%	7,880 SH	Decreased

Sold (vs prior filing)

FIRST TR EXCHNG TRADED FD VI — $531K
FIRST TR EXCHNG TRADED FD VI — $341K
FISERV INC — $400K
ISHARES TR — $669K
ISHARES TR — $220K
META PLATFORMS INC — $283K
SPDR SERIES TRUST — $7.8M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $286K
STRYKER CORPORATION — $204K
ZOETIS INC — $228K

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