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: $178.3M154 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$226K	0.1%	2,488 SH	New
ABBVIE INC	COM	$1.6M	0.9%Prev: 0.9%	6,471 SH	Increased-413 SH
AGILENT TECHNOLOGIES INC	COM	$405K	0.2%Prev: 0.3%	3,050 SH	Increased-130 SH
ALPHABET INC	CAP STK CL A	$2.1M	1.2%Prev: 0.8%	5,963 SH	Increased-267 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.6%Prev: 0.9%	8,032 SH	Increased+386 SH
ALTRIA GROUP INC	COM	$1.8M	1.0%Prev: 1.1%	25,547 SH	Increased-1,658 SH
AMAZON COM INC	COM	$3.3M	1.8%Prev: 2.1%	13,735 SH	Increased-36 SH
AMERICAN ELEC PWR CO INC	COM	$756K	0.4%Prev: 0.4%	5,525 SH	Increased+433 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$483K	0.3%Prev: 0.3%	4,600 SH	Increased-250 SH
ANTERO MIDSTREAM CORP	COM	$1.8M	1.0%Prev: 1.2%	78,919 SH	Increased-11,833 SH
APPLE INC	COM	$7.9M	4.5%Prev: 4.2%	27,469 SH	Increased-2,055 SH
APPLIED MATLS INC	COM	$1.6M	0.9%Prev: 0.3%	2,180 SH	Increased+36 SH
ARES CAPITAL CORP	COM	$1.1M	0.6%Prev: 1.0%	58,195 SH	Decreased-5,766 SH
ASML HLDG NV	N Y REGISTRY SHS	$651K	0.4%	327 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$442K	0.2%Prev: 0.4%	1,975 SH	Decreased-60 SH
BANK OF AMER CORP	COM	$276K	0.2%	4,839 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.7%Prev: 0.7%	2,426 SH	Increased+483 SH
BIO-TECHNE CORP	COM	$283K	0.2%Prev: 0.1%	4,000 SH	Increased
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$416K	0.2%	7,900 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$242K	0.1%	4,775 SH	New
BOEING CO	COM	$254K	0.1%Prev: 0.1%	1,172 SH	Increased+171 SH
BOOKING HOLDINGS INC	COM	$205K	0.1%	1,150 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$275K	0.2%Prev: 0.2%	4,765 SH	Decreased-1,349 SH
BROADCOM INC	COM	$1.3M	0.7%Prev: 1.4%	3,496 SH	Decreased-3,918 SH
CANADIAN IMPERIAL BANK OF CO	COM	$500K	0.3%	4,350 SH	New
CASEYS GEN STORES INC	COM	$577K	0.3%	726 SH	New
CATERPILLAR INC	COM	$620K	0.3%Prev: 0.2%	582 SH	Increased+21 SH
CHEVRON CORPORATION	COM	$2.4M	1.4%	14,655 SH	New
CISCO SYS INC	COM	$620K	0.3%Prev: 0.3%	5,277 SH	Increased
COCA COLA CO	COM	$430K	0.2%Prev: 0.3%	5,286 SH	Increased-375 SH
COLGATE PALMOLIVE CO	COM	$299K	0.2%Prev: 0.3%	3,260 SH	Decreased-1,670 SH
CORNING INC	COM	$1.8M	1.0%Prev: 0.3%	6,972 SH	Increased-1,050 SH
COSTCO WHOLESALE CORPORATION	COM	$926K	0.5%	990 SH	New
CROWDSTRIKE HLDGS INC	CL A	$702K	0.4%Prev: 0.4%	920 SH	Increased-300 SH
DEERE & CO	COM	$211K	0.1%	333 SH	New
DIGITAL RLTY TR INC	COM	$762K	0.4%Prev: 0.5%	4,242 SH	Decreased-258 SH
DUFF & PHELPS UTLITY AND INF	COM	$501K	0.3%Prev: 0.3%	33,750 SH	Increased+2,900 SH
DUKE ENERGY CORP NEW	COM NEW	$392K	0.2%Prev: 0.2%	3,099 SH	Increased+89 SH
EA SERIES TRUST	CITY DIFFNT INVT	$599K	0.3%	23,373 SH	New
EDWARDS LIFESCIENCES CORP	COM	$280K	0.2%Prev: 0.2%	3,091 SH	Increased+126 SH
ELI LILLY & CO	COM	$499K	0.3%Prev: 0.3%	416 SH	Increased-57 SH
ENBRIDGE INC	COM	$432K	0.2%Prev: 0.3%	7,962 SH	Increased-20 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.7M	0.9%Prev: 1.1%	88,054 SH	Increased-1,561 SH
ETFIS SER TR I	VIRTUS INFRCAP	$304K	0.2%Prev: 0.2%	14,800 SH	Decreased-2,300 SH
EVERUS CONSTR GROUP	COM	$830K	0.5%Prev: 0.2%	5,000 SH	Increased
EXTRA SPACE STORAGE INC	COM	$863K	0.5%Prev: 0.8%	5,938 SH	Decreased-1,759 SH
EXXON MOBIL CORP	COM	$594K	0.3%Prev: 0.3%	4,343 SH	Increased-76 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$345K	0.2%	10,797 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.5M	0.8%Prev: 0.8%	54,064 SH	Increased+5,614 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$1.2M	0.7%Prev: 0.7%	15,314 SH	Increased-1,861 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$829K	0.5%Prev: 0.3%	6,222 SH	Increased+165 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$538K	0.3%Prev: 0.3%	5,731 SH	Increased+364 SH
FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$2.7M	1.5%	19,875 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$5.0M	2.8%	55,714 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$452K	0.3%	2,355 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$543K	0.3%Prev: 0.3%	12,480 SH	Increased+1,842 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$869K	0.5%	23,783 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$647K	0.4%	21,774 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$1.2M	0.7%Prev: 0.2%	24,105 SH	Increased+15,913 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$628K	0.4%Prev: 0.5%	13,497 SH	Decreased-1,316 SH
FORTINET INC	COM	$1.4M	0.8%Prev: 0.7%	9,300 SH	Increased+225 SH
GABELLI EQUITY TR INC	COM	$60K	0.0%Prev: 0.0%	10,649 SH	Decreased-1,100 SH
GABELLI UTIL TR	COM	$117K	0.1%Prev: 0.1%	17,762 SH	Increased-126 SH
GLOBAL PARTNERS LP	COM UNITS	$1.9M	1.1%Prev: 1.7%	41,050 SH	Decreased-6,315 SH
GLOBAL X FDS	ARTIFICIAL ETF	$418K	0.2%	6,365 SH	New
GLOBAL X FDS	DATA CTR DIG ETF	$1.4M	0.8%	47,744 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$237K	0.1%Prev: 0.1%	3,973 SH	Increased+428 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$912K	0.5%	24,031 SH	New
GLOBAL X FDS	SPACE TECH ETF	$1.4M	0.8%	25,810 SH	New
GLOBAL X FDS	US INFR DEV ETF	$461K	0.3%Prev: 0.2%	7,820 SH	Increased+116 SH
GOLDMAN SACHS BDC INC	SHS	$101K	0.1%	10,675 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$354K	0.2%Prev: 0.2%	7,747 SH	Increased-169 SH
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$330K	0.2%	6,413 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$754K	0.4%	13,573 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.6%Prev: 0.6%	1,030 SH	Increased-140 SH
HA SUSTAINABLE INFRA CAP INC	COM	$1.2M	0.7%Prev: 0.6%	30,650 SH	Increased-1,850 SH
HEWLETT PACKARD ENTERPRISE C	COM	$204K	0.1%	4,515 SH	New
HONEYWELL AEROSPACE INC	COM	$480K	0.3%	2,169 SH	New
HONEYWELL INTL INC	COM	$486K	0.3%Prev: 0.3%	2,169 SH	Increased+513 SH
INTEL CORP	COM	$804K	0.5%	5,760 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	1.2%Prev: 1.1%	7,466 SH	Increased+1,922 SH
INTUIT	COM	$289K	0.2%Prev: 1.3%	1,108 SH	Decreased-1,249 SH
INVESCO QQQ TR	UNIT SER 1	$286K	0.2%Prev: 0.1%	388 SH	Increased+17 SH
IRON MTN INC DEL	COM	$2.1M	1.2%Prev: 1.5%	16,756 SH	Decreased-4,157 SH
ISHARES TR	0-3 MTH TREASURY	$647K	0.4%	6,424 SH	New
ISHARES TR	FUTU AI TECH ETF	$2.6M	1.5%	34,459 SH	New
ISHARES TR	IBONDS 26 TRM TS	$487K	0.3%	21,263 SH	New
ISHARES TR	RUSSELL 2000 ETF	$333K	0.2%Prev: 0.2%	1,107 SH	Increased-169 SH
ISHARES TR	SELECT DIVID ETF	$207K	0.1%	1,326 SH	New
ISHARES TR	U.S. TECH ETF	$277K	0.2%	1,100 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.4M	0.8%Prev: 1.2%	25,323 SH	Decreased-5,680 SH
JOHNSON & JOHNSON	COM	$1.4M	0.8%Prev: 0.4%	5,569 SH	Increased+1,484 SH
JPMORGAN CHASE & CO	COM	$2.0M	1.1%	5,961 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$816K	0.5%Prev: 0.3%	2,331 SH	Increased-336 SH
KNIFE RIVER CORP	COMMON STOCK	$418K	0.2%Prev: 0.3%	5,000 SH	Increased
LAM RESEARCH CORP	COM NEW	$307K	0.2%	708 SH	New
LOCKHEED MARTIN CORP	COM	$265K	0.1%Prev: 0.2%	520 SH	Increased+37 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$282K	0.2%	5,357 SH	New
MARRIOTT INTL INC NEW	CL A	$448K	0.3%Prev: 0.2%	1,210 SH	Increased-62 SH
MASTERCARD INCORPORATED	CL A	$414K	0.2%Prev: 0.3%	807 SH	Decreased-16 SH
MCDONALDS CORP	COM	$201K	0.1%Prev: 0.2%	742 SH	Decreased
MDU RES GROUP INC	COM	$424K	0.2%Prev: 0.2%	20,000 SH	Increased
MERCK & CO INC	COM	$204K	0.1%Prev: 0.2%	1,587 SH	Decreased-1,487 SH
MICROSOFT CORP	COM	$2.4M	1.3%Prev: 2.1%	6,325 SH	Decreased+180 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.8M	1.0%Prev: 1.3%	33,685 SH	Decreased-3,360 SH
NEXTERA ENERGY INC	COM	$269K	0.2%	3,070 SH	New
NVIDIA CORPORATION	COM	$1.7M	1.0%Prev: 1.3%	8,563 SH	Decreased-3,198 SH
OMEGA HEALTHCARE INVS INC	COM	$1.7M	1.0%Prev: 1.1%	36,358 SH	Increased-5,769 SH
ONEOK INC NEW	COM	$1.1M	0.6%Prev: 0.3%	13,099 SH	Increased+7,407 SH
PALANTIR TECHNOLOGIES INC	CL A	$391K	0.2%Prev: 0.4%	3,350 SH	Decreased-1,300 SH
PALO ALTO NETWORKS INC	COM	$889K	0.5%Prev: 0.3%	2,607 SH	Increased+501 SH
PEMBINA PIPELINE CORP	COM	$2.6M	1.4%Prev: 1.6%	55,300 SH	Increased-5,323 SH
PERSHING SQUARE USA LTD	COM SHS	$422K	0.2%	11,294 SH	New
PFIZER INC	COM	$452K	0.3%Prev: 0.5%	18,782 SH	Decreased-10,979 SH
PHILIP MORRIS INTL INC	COM	$223K	0.1%Prev: 0.2%	1,230 SH	Decreased
PROCTER & GAMBLE CO	COM	$492K	0.3%	3,358 SH	New
PRUDENTIAL FINL INC	COM	$431K	0.2%Prev: 0.3%	3,994 SH	Decreased-275 SH
QUANTA SVCS INC	COM	$1.8M	1.0%Prev: 0.7%	2,554 SH	Increased-29 SH
RITHM CAPITAL CORP	COM NEW	$259K	0.1%Prev: 0.1%	27,625 SH	Increased+10,840 SH
RTX CORPORATION	COM	$612K	0.3%Prev: 0.4%	3,228 SH	Increased-448 SH
SALESFORCE INC	COM	$334K	0.2%Prev: 0.7%	2,130 SH	Decreased-1,363 SH
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$232K	0.1%	5,107 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.8M	1.6%Prev: 1.5%	12,527 SH	Increased-1,139 SH
SPDR GOLD TR	GOLD SHS	$264K	0.1%	718 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$201K	0.1%	1,689 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$9.1M	5.1%	100,079 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$306K	0.2%	2,013 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.4M	0.8%	30,155 SH	New
STARWOOD PPTY TR INC	COM	$166K	0.1%Prev: 0.1%	10,133 SH	Decreased-135 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$952K	0.5%	1,275 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$205K	0.1%	291 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.5M	0.8%Prev: 0.9%	21,580 SH	Increased-3,295 SH
TE CONNECTIVITY PLC	ORD SHS	$237K	0.1%Prev: 0.2%	1,175 SH	Increased-100 SH
THORNBURG ETF TR	INTL EQUITY ETF	$1.4M	0.8%	41,745 SH	New
TOAST INC	CL A	$339K	0.2%Prev: 0.4%	12,169 SH	Decreased+648 SH
UBER TECHNOLOGIES INC	COM	$330K	0.2%	4,572 SH	New
UNITED RENTALS INC	COM	$430K	0.2%Prev: 0.2%	380 SH	Increased-80 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.5M	0.8%	116,375 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$1.5M	0.8%	36,709 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$807K	0.5%Prev: 0.2%	1,230 SH	Increased+104 SH
VANECK MERK GOLD ETF	GOLD SHS	$1.1M	0.6%	27,210 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.7%Prev: 0.9%	17,436 SH	Decreased-399 SH
VANGUARD INDEX FDS	GROWTH ETF	$546K	0.3%Prev: 0.3%	6,341 SH	Increased+5,475 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$280K	0.2%Prev: 0.2%	2,905 SH	Increased+38 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$297K	0.2%	433 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$26.3M	14.8%Prev: 15.3%	71,159 SH	Increased-791 SH
VANGUARD INDEX FDS	VALUE ETF	$401K	0.2%Prev: 0.2%	1,838 SH	Increased+32 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$641K	0.4%Prev: 0.4%	7,651 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$4.9M	2.8%Prev: 2.2%	57,441 SH	Increased+12,307 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$377K	0.2%Prev: 0.2%	5,288 SH	Increased+640 SH
VICI PPTYS INC	COM	$398K	0.2%Prev: 0.2%	14,979 SH	Increased+6,179 SH
VIKING HOLDINGS LTD	ORD SHS	$614K	0.3%Prev: 0.3%	5,863 SH	Increased-2,362 SH
VISA INC	COM CL A	$2.2M	1.2%Prev: 1.6%	6,392 SH	Decreased-158 SH
XCEL ENERGY INC	COM	$633K	0.4%Prev: 0.4%	7,880 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $501K
ACCENTURE PLC IRELAND — $1.1M
ARBOR REALTY TRUST INC — $632K
ASML HOLDING N V — $264K
BANK AMERICA CORP — $226K
BLUE OWL CAPITAL CORPORATION — $302K
CANADIAN IMPERIAL BK COMM — $368K
CHEVRON CORP NEW — $2.1M
COSTCO WHSL CORP NEW — $1.1M
CROWN CASTLE INC — $591K
FIRST TR EXCH TRADED FD III — $430K
FIRST TR EXCHANGE TRADED FD — $2.8M
FIRST TR EXCHANGE TRADED FD — $4.5M
FIRST TR EXCHANGE TRADED FD — $209K
FIRST TR EXCHNG TRADED FD VI — $565K
FIRST TR EXCHNG TRADED FD VI — $545K
FIRST TR EXCHNG TRADED FD VI — $233K
FISERV INC — $596K
FS KKR CAP CORP — $1.5M
GLOBAL MED REIT INC — $269K
… and 18 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