CASCADE INVESTMENT GROUP, INC. Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$149.8M

Holdings

143

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
VTIVANGUARD INDEX FDS
$23.9M
SPTMSPDR SERIES TRUST
$8.0M
AAPLAPPLE INC
$7.6M
CIBRFIRST TR EXCHANGE TRADED FD
$4.2M
VXUSVANGUARD STAR FDS
$3.7M
AMZNAMAZON COM INC
$3.1M
MSFTMICROSOFT CORP
$2.9M
SKYYFIRST TR EXCHANGE TRADED FD
$2.9M
SPGSIMON PPTY GROUP INC NEW
$2.4M
GOOGALPHABET INC
$2.4M
CVXCHEVRON CORP NEW
$2.2M
VVISA INC
$2.2M
PPLPEMBINA PIPELINE CORP
$2.2M
IBMINTERNATIONAL BUSINESS MACHS
$2.2M
GOOGLALPHABET INC
$1.9M
JPMJPMORGAN CHASE & CO.
$1.9M
SPYINEOS ETF TRUST
$1.8M
GLPGLOBAL PARTNERS LP
$1.8M
NVDANVIDIA CORPORATION
$1.8M
OHIOMEGA HEALTHCARE INVS INC
$1.7M
IRMIRON MTN INC DEL
$1.6M
ARTYISHARES TR
$1.6M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.6M
MOALTRIA GROUP INC
$1.6M
AMANTERO MIDSTREAM CORP
$1.5M
ETENERGY TRANSFER L P
$1.5M
ABBVABBVIE INC
$1.5M
AVGOBROADCOM INC
$1.4M
BNDVANGUARD BD INDEX FDS
$1.3M
ARCCARES CAPITAL CORP
$1.2M
SUNSUNOCO LP/SUNOCO FIN CORP
$1.2M
DSEPFIRST TR EXCHNG TRADED FD VI
$1.2M
FTGCFIRST TR EXCHANGE TRAD FD VI
$1.2M
SPYDSPDR SERIES TRUST
$1.1M
PWRQUANTA SVCS INC
$1.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.1M
HASIHA SUSTAINABLE INFRA CAP INC
$998K
FAIFIRST TR EXCHANGE TRADED FD
$993K
CRMSALESFORCE INC
$980K
COSTCOSTCO WHSL CORP NEW
$966K
GSGOLDMAN SACHS GROUP INC
$958K
OKEONEOK INC NEW
$953K
OUNZVANECK MERK GOLD ETF
$890K
SPYSPDR S&P 500 ETF TR
$879K
INTUINTUIT
$876K
EXREXTRA SPACE STORAGE INC
$872K
HONHONEYWELL INTL INC
$864K
FTNTFORTINET INC
$748K
PFEPFIZER INC
$719K
TXUETHORNBURG ETF TR
$716K
GLWCORNING INC
$701K
BUFRFIRST TR EXCHNG TRADED FD VI
$701K
RTXRTX CORPORATION
$681K
JNJJOHNSON & JOHNSON
$675K
FQIDIGITAL RLTY TR INC
$651K
PLTRPALANTIR TECHNOLOGIES INC
$635K
AEPAMERICAN ELEC PWR CO INC
$607K
ACNACCENTURE PLC IRELAND
$606K
AIRRFIRST TR EXCHANGE TRADED FD
$595K
XELXCEL ENERGY INC
$582K
FSKFS KKR CAP CORP
$582K
VEUVANGUARD INTL EQUITY INDEX F
$562K
AMATAPPLIED MATLS INC
$550K
CRWDCROWDSTRIKE HLDGS INC
$548K
PRUPRUDENTIAL FINL INC
$541K
ADPAUTOMATIC DATA PROCESSING IN
$523K
KEYSKEYSIGHT TECHNOLOGIES INC
$521K
CDIGEA SERIES TRUST
$520K
XOMEXXON MOBIL CORP
$519K
LLYELI LILLY & CO
$508K
FTCSFIRST TR EXCHANGE-TRADED FD
$499K
VIKVIKING HOLDINGS LTD
$482K
PGPROCTER AND GAMBLE CO
$481K
VICIVICI PPTYS INC
$470K
MAMASTERCARD INCORPORATED
$469K
ABTABBOTT LABS
$461K
GPIXGOLDMAN SACHS ETF TR
$449K
VUGVANGUARD INDEX FDS
$444K
TOSTTOAST INC
$443K
BUFDFIRST TR EXCHNG TRADED FD VI
$442K
8CWCROWN CASTLE INC
$441K
DPGDUFF & PHELPS UTLITY AND INF
$440K
EMLPFIRST TR EXCHANGE-TRADED FD
$437K
CMCANADIAN IMPERIAL BANK OF CO
$430K
ECGEVERUS CONSTR GROUP
$427K
SMHVANECK ETF TRUST
$421K
NOWSERVICENOW INC
$418K
AG8AGILENT TECHNOLOGIES INC
$415K
CSCOCISCO SYS INC
$406K
MARMARRIOTT INTL INC NEW
$394K
MDUMDU RES GROUP INC
$390K
PANWPALO ALTO NETWORKS INC
$387K
URIUNITED RENTALS INC
$372K
KOCOCA COLA CO
$369K
HACKAMPLIFY ETF TR
$369K
BCCCGLOBAL X FDS
$368K
ENBENBRIDGE INC
$362K
PFFAETFIS SER TR I
$357K
GDOCGOLDMAN SACHS ETF TR
$353K
VTVVANGUARD INDEX FDS
$352K
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