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Portfolio (Quarterly) Guide ↗

Cascade Financial Partners, LLC

· CIK 0002021208
13F Portfolio $1.2B AUM 283 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 90 Added 102 Reduced 32 Exited
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AFL AFLAC INC Financial Services 11,498.0 $1.3M 0.12% -619.0 -5.1% $117.25 -0.9%
42 SPSB SPDR SERIES TRUST 42,941.0 $1.3M 0.11% -151K -77.9% $30.01 -0.2%
43 JPM JPMORGAN CHASE & CO Financial Services 3,916.0 $1.3M 0.11% -118.0 -2.9% $327.36 +7.4%
44 MU MICRON TECHNOLOGY INC Technology 1,082.0 $1.2M 0.11% -55.0 -4.8% $1153.88 -15.6%
45 CSX CSX CORP Industrials 25,018.0 $1.2M 0.10% -3K -9.2% $47.53 +7.2%
46 PSCT INVESCO EXCH TRADED FD TR II 12,558.0 $1.2M 0.10% -2K -12.5% $92.41 -15.5%
47 RSP INVESCO EXCHANGE TRADED FD T 5,279.0 $1.1M 0.10% -310.0 -5.5% $212.77 +3.5%
48 CSCO CISCO SYS INC Technology 9,211.0 $1.1M 0.09% -901.0 -8.9% $117.46 -6.7%
49 SHYD VANECK ETF TRUST 46,667.0 $1.1M 0.09% -1K -2.4% $22.90 -0.9%
50 HD HOME DEPOT INC Consumer Cyclical 2,816.0 $993K 0.09% -200.0 -6.6% $352.71 -5.2%
51 RTX RTX CORPORATION Industrials 5,020.0 $952K 0.08% -126.0 -2.5% $189.73 +11.9%
52 SCHF SCHWAB STRATEGIC TR 33,260.0 $921K 0.08% -5K -12.0% $27.70 +1.9%
53 IWM ISHARES TR 3,020.0 $907K 0.08% -115.0 -3.7% $300.45 -0.9%
54 STIP ISHARES TR 8,830.0 $902K 0.08% -105K -92.2% $102.16 -1.1%
55 SDY SPDR SERIES TRUST 5,239.0 $797K 0.07% -83.0 -1.6% $152.18 +3.9%
56 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,116.0 $785K 0.07% -59.0 -5.0% $703.34 -1.0%
57 PLTR PALANTIR TECHNOLOGIES INC Technology 6,498.0 $758K 0.07% -161.0 -2.4% $116.67 +49.1%
58 PANW PALO ALTO NETWORKS INC Technology 2,183.0 $744K 0.07% -163.0 -7.0% $341.02 +2.5%
59 UNP UNION PAC CORP Industrials 2,733.0 $743K 0.07% -233.0 -7.9% $272.00 +11.8%
60 NVS NOVARTIS AG Healthcare 4,733.0 $742K 0.06% -100.0 -2.1% $156.72 -0.3%
Page 3 of 6  ·  102 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
Healthcare 56.1%
Technology 20.5%
Consumer Cyclical 5.2%
Financial Services 5.1%
Consumer Defensive 3.9%
Communication Services 3.4%
Real Estate 2.2%
Industrials 1.9%
Energy 1.2%
Utilities 0.3%