CASCADE INVESTMENT GROUP, INC.

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

Import this data to Google Sheets with:

=jivedata("cascade-investment-group-inc-0000919447-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $151.9M143 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$376K	0.2%	3,664 SH	New
ABBVIE INC	COM	$1.4M	0.9%Prev: 1.1%	6,471 SH	Decreased-388 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$326K	0.2%Prev: 0.9%	1,643 SH	Decreased-2,020 SH
AGILENT TECHNOLOGIES INC	COM	$348K	0.2%Prev: 0.3%	3,050 SH	Decreased-130 SH
ALPHABET INC	CAP STK CL A	$1.7M	1.1%Prev: 0.7%	6,020 SH	Increased-210 SH
ALPHABET INC	CAP STK CL C	$2.3M	1.5%Prev: 0.9%	7,924 SH	Increased+507 SH
ALTRIA GROUP INC	COM	$1.7M	1.1%Prev: 1.2%	25,847 SH	Increased-87 SH
AMAZON COM INC	COM	$2.9M	1.9%Prev: 2.0%	13,704 SH	Increased-178 SH
AMERICAN ELEC PWR CO INC	COM	$697K	0.5%Prev: 0.4%	5,315 SH	Increased+444 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$345K	0.2%Prev: 0.3%	4,600 SH	Decreased-250 SH
ANTERO MIDSTREAM CORP	COM	$1.8M	1.2%Prev: 1.3%	80,669 SH	Increased-10,636 SH
APPLE INC	COM	$7.0M	4.6%Prev: 5.1%	27,682 SH	Increased-2,079 SH
APPLIED MATLS INC	COM	$755K	0.5%Prev: 0.2%	2,210 SH	Increased+46 SH
ARBOR REALTY TRUST INC	COM	$126K	0.1%Prev: 1.9%	16,329 SH	Decreased-194,159 SH
ARES CAPITAL CORP	COM	$1.1M	0.7%Prev: 1.1%	59,245 SH	Decreased-4,716 SH
ASML HLDG NV	N Y REGISTRY SHS	$432K	0.3%	327 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$413K	0.3%Prev: 0.5%	2,035 SH	Decreased
BANK AMERICA CORP	COM	$236K	0.2%	4,838 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.8%	2,342 SH	Increased+438 SH
BIO-TECHNE CORP	COM	$209K	0.1%Prev: 0.2%	4,000 SH	Decreased
BLACKROCK ETF TRUST	ISHARES A I INNO	$272K	0.2%	8,250 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$114K	0.1%Prev: 0.2%	10,300 SH	Decreased-10,775 SH
BOEING CO	COM	$209K	0.1%	1,050 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$301K	0.2%Prev: 0.3%	4,965 SH	Decreased-749 SH
BROADCOM INC	COM	$1.2M	0.8%Prev: 0.9%	3,882 SH	Increased-2,930 SH
CANADIAN IMPERIAL BANK OF CO	COM	$412K	0.3%	4,350 SH	New
CASEYS GEN STORES INC	COM	$483K	0.3%	663 SH	New
CATERPILLAR INC	COM	$392K	0.3%	553 SH	New
CHEVRON CORPORATION	COM	$3.0M	2.0%	14,664 SH	New
CISCO SYS INC	COM	$409K	0.3%Prev: 0.2%	5,277 SH	Increased+473 SH
COCA COLA CO	COM	$402K	0.3%Prev: 0.2%	5,286 SH	Increased+1,490 SH
COLGATE PALMOLIVE CO	COM	$278K	0.2%Prev: 0.4%	3,260 SH	Decreased-1,670 SH
CONAGRA BRANDS INC	COM	$195K	0.1%	12,400 SH	New
CORNING INC	COM	$1.1M	0.7%Prev: 0.3%	7,762 SH	Increased-160 SH
COSTCO WHOLESALE CORPORATION	COM	$1.0M	0.7%	1,022 SH	New
CROWDSTRIKE HLDGS INC	CL A	$388K	0.3%Prev: 0.3%	995 SH	Decreased-225 SH
DEVON ENERGY CORP NEW	COM	$201K	0.1%	3,995 SH	New
DIGITAL RLTY TR INC	COM	$764K	0.5%Prev: 0.5%	4,242 SH	Increased-223 SH
DUFF & PHELPS UTLITY AND INF	COM	$487K	0.3%Prev: 0.3%	33,750 SH	Increased+2,900 SH
DUKE ENERGY CORP NEW	COM NEW	$401K	0.3%Prev: 0.3%	3,063 SH	Increased+53 SH
EA SERIES TRUST	CITY DIFFNT INVT	$580K	0.4%	23,373 SH	New
EDWARDS LIFESCIENCES CORP	COM	$248K	0.2%Prev: 0.2%	3,091 SH	Increased+126 SH
ELI LILLY & CO	COM	$392K	0.3%Prev: 0.3%	426 SH	Increased-40 SH
ENBRIDGE INC	COM	$431K	0.3%Prev: 0.3%	7,962 SH	Increased+144 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.8M	1.2%Prev: 1.3%	90,704 SH	Increased+1,754 SH
ETFIS SER TR I	VIRTUS INFRCAP	$301K	0.2%	14,800 SH	New
EVERUS CONSTR GROUP	COM	$590K	0.4%	5,000 SH	New
EXTRA SPACE STORAGE INC	COM	$817K	0.5%Prev: 0.9%	6,232 SH	Decreased-1,465 SH
EXXON MOBIL CORP	COM	$720K	0.5%Prev: 0.4%	4,243 SH	Increased-83 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.5M	1.0%Prev: 0.9%	53,257 SH	Increased+5,481 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$942K	0.6%Prev: 0.7%	15,579 SH	Decreased-1,951 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$697K	0.5%Prev: 0.5%	6,292 SH	Increased-2,559 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$533K	0.4%Prev: 0.3%	5,749 SH	Increased+1,071 SH
FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$2.2M	1.5%	20,389 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$3.6M	2.3%	56,880 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$377K	0.2%	2,306 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$515K	0.3%Prev: 0.3%	11,800 SH	Increased+1,162 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	0.9%Prev: 0.4%	44,286 SH	Increased+26,111 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$1.1M	0.7%Prev: 0.3%	24,157 SH	Increased+15,459 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$402K	0.3%Prev: 0.7%	9,141 SH	Decreased-12,989 SH
FORTINET INC	COM	$791K	0.5%Prev: 0.7%	9,675 SH	Decreased+600 SH
GABELLI EQUITY TR INC	COM	$66K	0.0%Prev: 0.0%	11,749 SH	Increased
GABELLI UTIL TR	COM	$107K	0.1%Prev: 0.1%	17,762 SH	Increased-126 SH
GLOBAL PARTNERS LP	COM UNITS	$1.7M	1.1%Prev: 2.0%	41,160 SH	Decreased-6,855 SH
GLOBAL X FDS	DATA CTR & DIGIT	$531K	0.3%	22,149 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$270K	0.2%	3,817 SH	New
GLOBAL X FDS	RBTCS ARTFL INTE	$691K	0.5%	20,805 SH	New
GLOBAL X FDS	US INFR DEV ETF	$397K	0.3%Prev: 0.2%	7,820 SH	Increased+41 SH
GOLDMAN SACHS BDC INC	SHS	$106K	0.1%Prev: 0.1%	11,925 SH	Decreased+575 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$341K	0.2%Prev: 0.2%	7,916 SH	Increased
GOLDMAN SACHS ETF TR	FUTURE HEALTH	$321K	0.2%Prev: 0.2%	9,857 SH	Increased+624 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$590K	0.4%	11,787 SH	New
GOLDMAN SACHS GROUP INC	COM	$922K	0.6%Prev: 0.4%	1,090 SH	Increased+33 SH
HA SUSTAINABLE INFRA CAP INC	COM	$1.1M	0.7%Prev: 0.7%	29,810 SH	Increased-2,690 SH
HONEYWELL INTL INC	COM	$951K	0.6%Prev: 0.3%	4,208 SH	Increased+2,552 SH
INTEL CORP	COM	$268K	0.2%	6,084 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$226K	0.1%Prev: 0.2%	1,434 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	1.2%Prev: 1.0%	7,371 SH	Increased+1,923 SH
INTUIT	COM	$607K	0.4%Prev: 1.1%	1,403 SH	Decreased-1,010 SH
INVESCO QQQ TR	UNIT SER 1	$224K	0.1%	388 SH	New
IRON MTN INC DEL	COM	$1.8M	1.2%Prev: 1.4%	17,781 SH	Increased-3,299 SH
ISHARES TR	0-3 MNTH TREASRY	$472K	0.3%	4,689 SH	New
ISHARES TR	FUTURE AI & TECH	$1.6M	1.1%Prev: 0.7%	34,547 SH	Increased+5,895 SH
ISHARES TR	IBONDS 26 TRM TS	$495K	0.3%	21,612 SH	New
ISHARES TR	RUSSELL 2000 ETF	$287K	0.2%Prev: 0.3%	1,157 SH	Decreased-719 SH
ISHARES TR	SELECT DIVID ETF	$205K	0.1%	1,353 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	1.0%Prev: 1.3%	25,988 SH	Decreased-4,724 SH
JOHNSON & JOHNSON	COM	$1.3M	0.9%Prev: 0.3%	5,486 SH	Increased+2,869 SH
JPMORGAN CHASE & CO	COM	$1.8M	1.2%	5,984 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$725K	0.5%Prev: 0.3%	2,569 SH	Increased-128 SH
KNIFE RIVER CORP	COMMON STOCK	$408K	0.3%Prev: 0.3%	5,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$314K	0.2%Prev: 0.2%	520 SH	Increased-13 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$456K	0.3%	5,657 SH	New
MARRIOTT INTL INC NEW	CL A	$396K	0.3%Prev: 0.2%	1,210 SH	Increased-62 SH
MASTERCARD INCORPORATED	CL A	$406K	0.3%Prev: 0.3%	813 SH	Decreased-10 SH
MCDONALDS CORP	COM	$231K	0.2%Prev: 0.2%	742 SH	Increased+66 SH
MDU RES GROUP INC	COM	$414K	0.3%Prev: 0.3%	20,000 SH	Increased
MERCK & CO INC	COM	$213K	0.1%	1,773 SH	New
MICROSOFT CORP	COM	$2.2M	1.5%Prev: 1.5%	6,061 SH	Increased+744 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.7M	1.1%Prev: 1.4%	33,880 SH	Decreased-3,160 SH
NVIDIA CORPORATION	COM	$1.4M	1.0%Prev: 0.4%	8,284 SH	Increased+3,725 SH
OMEGA HEALTHCARE INVS INC	COM	$1.6M	1.1%Prev: 1.2%	36,883 SH	Decreased-5,569 SH
ONEOK INC NEW	COM	$1.1M	0.7%Prev: 0.4%	12,578 SH	Increased+7,386 SH
PALANTIR TECHNOLOGIES INC	CL A	$490K	0.3%Prev: 0.3%	3,350 SH	Increased-1,725 SH
PALO ALTO NETWORKS INC	COM	$371K	0.2%Prev: 0.3%	2,313 SH	Increased+217 SH
PEMBINA PIPELINE CORP	COM	$2.5M	1.7%Prev: 1.9%	56,834 SH	Increased-4,704 SH
PFIZER INC	COM	$825K	0.5%Prev: 0.6%	29,392 SH	Increased-479 SH
PHILIP MORRIS INTL INC	COM	$203K	0.1%	1,230 SH	New
PROCTER & GAMBLE CO	COM	$485K	0.3%	3,358 SH	New
PRUDENTIAL FINL INC	COM	$376K	0.2%Prev: 0.4%	3,844 SH	Decreased-350 SH
QUANTA SVCS INC	COM	$1.4M	0.9%Prev: 0.5%	2,519 SH	Increased+2 SH
RITHM CAPITAL CORP	COM NEW	$140K	0.1%Prev: 0.1%	14,801 SH	Decreased-1,984 SH
RTX CORPORATION	COM	$652K	0.4%Prev: 0.4%	3,378 SH	Increased-298 SH
SALESFORCE INC	COM	$682K	0.4%Prev: 0.7%	3,652 SH	Decreased+349 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$223K	0.1%	4,859 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.4M	1.6%Prev: 1.8%	12,625 SH	Increased-1,121 SH
SPDR GOLD TR	GOLD SHS	$309K	0.2%	718 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.5M	6.3%	130,341 SH	New
STARWOOD PPTY TR INC	COM	$174K	0.1%Prev: 0.2%	10,133 SH	Decreased-135 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$829K	0.5%	1,275 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.4M	0.9%Prev: 1.1%	21,880 SH	Decreased-3,595 SH
TE CONNECTIVITY PLC	ORD SHS	$246K	0.2%	1,175 SH	New
THORNBURG ETF TR	INTL EQUITY ETF	$909K	0.6%	28,236 SH	New
TOAST INC	CL A	$331K	0.2%Prev: 0.3%	12,482 SH	Decreased+1,961 SH
UBER TECHNOLOGIES INC	COM	$307K	0.2%	4,272 SH	New
UNITED RENTALS INC	COM	$280K	0.2%Prev: 0.2%	385 SH	Decreased-75 SH
VANECK ETF TRUST	BDC INCOME ETF	$553K	0.4%	43,225 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$1.1M	0.7%	26,122 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$449K	0.3%Prev: 0.2%	1,171 SH	Increased+29 SH
VANECK MERK GOLD ETF	GOLD SHS	$1.2M	0.8%	27,410 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.9%Prev: 1.0%	18,156 SH	Increased+1,019 SH
VANGUARD INDEX FDS	GROWTH ETF	$456K	0.3%Prev: 0.2%	1,043 SH	Increased+177 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$253K	0.2%Prev: 0.2%	2,853 SH	Decreased+40 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.9M	15.1%Prev: 15.0%	71,290 SH	Increased+435 SH
VANGUARD INDEX FDS	VALUE ETF	$361K	0.2%Prev: 0.2%	1,838 SH	Increased+32 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$575K	0.4%Prev: 0.4%	7,651 SH	Increased-46 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.1M	2.7%Prev: 2.0%	52,555 SH	Increased+11,566 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$339K	0.2%Prev: 0.2%	5,288 SH	Increased+440 SH
VERIZON COMMUNICATIONS INC	COM	$220K	0.1%	4,389 SH	New
VICI PPTYS INC	COM	$471K	0.3%Prev: 0.2%	17,229 SH	Increased+8,429 SH
VIKING HOLDINGS LTD	ORD SHS	$467K	0.3%Prev: 0.3%	6,353 SH	Increased-1,872 SH
VISA INC	COM CL A	$2.0M	1.3%Prev: 1.7%	6,505 SH	Decreased+26 SH
XCEL ENERGY INC	COM	$626K	0.4%Prev: 0.4%	7,880 SH	Increased-100 SH

Sold (vs prior filing)

ABBOTT LABS — $460K
ASML HOLDING N V — $219K
CANADIAN IMPERIAL BK COMM — $292K
CHEVRON CORP NEW — $2.4M
COSTCO WHSL CORP NEW — $1.1M
CROWN CASTLE INC — $652K
FIRST TR EXCH TRADED FD III — $506K
FIRST TR EXCHANGE TRADED FD — $2.4M
FIRST TR EXCHANGE TRADED FD — $3.7M
FIRST TR EXCHNG TRADED FD VI — $752K
FIRST TR EXCHNG TRADED FD VI — $217K
FISERV INC — $763K
FS KKR CAP CORP — $1.4M
GLOBAL MED REIT INC — $369K
JPMORGAN CHASE & CO. — $1.3M
LYONDELLBASELL INDUSTRIES N — $397K
PROCTER AND GAMBLE CO — $572K
QUALCOMM INC — $233K
SERVICENOW INC — $359K
SPDR S&P 500 ETF TR — $724K
… and 6 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