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Portfolio (Quarterly) Guide ↗

CASCADE INVESTMENT GROUP, INC.

· CIK 0000919447
13F Portfolio $152M AUM 147 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 42 Added 57 Reduced 11 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW CORNING INC Technology 7,762.0 $1.1M 0.69% -250.0 -3.1% $135.97 +42.7%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,022.0 $1.0M 0.67% -99.0 -8.8% $996.43 +3.2%
23 HON HONEYWELL INTL INC Industrials 4,208.0 $951K 0.63% -225.0 -5.1% $226.03 +0.8%
24 FV FIRST TR EXCHANGE TRADED FD 15,579.0 $942K 0.62% -206.0 -1.3% $60.44 +18.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,275.0 $829K 0.55% -15.0 -1.2% $650.34 +14.7%
26 EXR EXTRA SPACE STORAGE INC Real Estate 6,232.0 $817K 0.54% -465.0 -6.9% $131.13 +9.3%
27 XOM EXXON MOBIL CORP Energy 4,243.0 $720K 0.47% -76.0 -1.8% $169.66 -8.7%
28 CRM SALESFORCE INC Technology 3,652.0 $682K 0.45% -48.0 -1.3% $186.67 -3.5%
29 RTX RTX CORPORATION Industrials 3,378.0 $652K 0.43% -340.0 -9.1% $192.90 -8.2%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 3,350.0 $490K 0.32% -225.0 -6.3% $146.28 -6.4%
31 DPG DUFF & PHELPS UTLITY AND INF Financial Services 33,750.0 $487K 0.32% -900.0 -2.6% $14.44 +1.6%
32 VIKING HOLDINGS LTD 6,353.0 $467K 0.31% -400.0 -5.9% $73.48
33 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,657.0 $456K 0.30% -233.0 -4.0% $80.56 -13.5%
34 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,350.0 $412K 0.27% -400.0 -8.4% $94.75 +21.9%
35 MA MASTERCARD INCORPORATED Financial Services 813.0 $406K 0.27% -10.0 -1.2% $499.66 -0.2%
36 DSEP FIRST TR EXCHNG TRADED FD VI 9,141.0 $402K 0.27% -17K -64.8% $43.96 +7.0%
37 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,210.0 $396K 0.26% -62.0 -4.9% $327.07 +12.9%
38 LLY ELI LILLY & CO Healthcare 426.0 $392K 0.26% -47.0 -9.9% $919.77 +15.8%
39 CAT CATERPILLAR INC Industrials 553.0 $392K 0.26% -8.0 -1.4% $708.46 +24.2%
40 CRWD CROWDSTRIKE HLDGS INC Technology 995.0 $388K 0.26% -175.0 -15.0% $390.41 +69.9%
Page 2 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.6%
Energy 18.0%
Financial Services 14.4%
Real Estate 10.1%
Healthcare 6.9%
Industrials 6.8%
Consumer Defensive 5.2%
Communication Services 5.1%
Consumer Cyclical 4.8%
Utilities 2.1%