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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMR EMERSON ELEC CO Industrials 2,753.0 $394K 0.03% -229.0 -7.7% $143.15 +8.0%
82 SOXX ISHARES TR 600.0 $384K 0.03% -400.0 -40.0% $640.76 -18.6%
83 ORCL ORACLE CORP Technology 2,507.0 $367K 0.03% -131.0 -5.0% $146.52 -2.9%
84 PGX INVESCO EXCH TRADED FD TR II 33,000.0 $358K 0.03% -6K -14.3% $10.84 -1.9%
85 UMI USCF ETF TR 5,957.0 $351K 0.03% -986.0 -14.2% $58.84 +4.5%
86 AIQ GLOBAL X FDS 5,190.0 $341K 0.03% -87K -94.4% $65.61 -3.9%
87 PG PROCTER & GAMBLE CO Consumer Defensive 2,282.0 $335K 0.03% -4K -64.3% $146.65 -2.6%
88 SHM SPDR SERIES TRUST 6,944.0 $333K 0.03% -840.0 -10.8% $47.97 -0.5%
89 KRE SPDR SERIES TRUST 4,291.0 $321K 0.03% -522.0 -10.8% $74.85 -0.1%
90 ARTY ISHARES TR 4,000.0 $305K 0.03% -200.0 -4.8% $76.16 -3.0%
91 IAGG ISHARES TR 5,824.0 $295K 0.03% -515.0 -8.1% $50.60 -1.6%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 6,679.0 $283K 0.03% -382.0 -5.4% $42.34 +16.3%
93 BLK BLACKROCK INC Financial Services 291.0 $280K 0.02% -37.0 -11.3% $961.77 +18.8%
94 CL COLGATE PALMOLIVE CO Consumer Defensive 3,051.0 $280K 0.02% -730.0 -19.3% $91.68 -2.0%
95 WTAI WISDOMTREE TR 5,691.0 $270K 0.02% -32K -85.0% $47.47 -13.6%
96 C CITIGROUP INC Financial Services 1,825.0 $255K 0.02% -105.0 -5.4% $139.96 -6.8%
97 EBAY EBAY INC. Consumer Cyclical 2,231.0 $249K 0.02% -510.0 -18.6% $111.76 -6.5%
98 ETN EATON CORP PLC Industrials 579.0 $247K 0.02% -117.0 -16.8% $425.83 -2.3%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 1,318.0 $238K 0.02% -96.0 -6.8% $180.91 +6.0%
100 ACN ACCENTURE PLC IRELAND Technology 1,864.0 $232K 0.02% -259.0 -12.2% $124.46 +47.8%
Page 5 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%