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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 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITW ILLINOIS TOOL WKS INC Industrials 8,172.0 $2.2M 0.19% -773.0 -8.6% $270.47 +4.5%
82 STAG STAG INDUSTRIAL INC Real Estate 57,846.0 $2.2M 0.19% +17K +40.1% $38.06 -4.4%
83 MOAT VANECK ETF TRUST 19,535.0 $2.0M 0.18% $103.96 +9.0%
84 EQR EQUITY RESIDENTIAL Real Estate 28,679.0 $1.9M 0.17% +12K +73.7% $67.93 -6.3%
85 JNJ JOHNSON & JOHNSON Healthcare 7,564.0 $1.9M 0.17% -712.0 -8.6% $253.95 +5.3%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 6,820.0 $1.9M 0.17% +131.0 +2.0% $281.23 -16.9%
87 VOO VANGUARD INDEX FDS 2,785.0 $1.9M 0.17% -62.0 -2.2% $686.74 +2.1%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,038.0 $1.9M 0.17% +37.0 +1.9% $935.64 -0.2%
89 MRK MERCK & CO INC Healthcare 14,746.0 $1.9M 0.17% $128.50 +16.1%
90 SCHH SCHWAB STRATEGIC TR 78,649.0 $1.9M 0.16% -9K -10.3% $23.68 +1.6%
91 GLD SPDR GOLD TR Financial Services 4,936.0 $1.8M 0.16% +38.0 +0.8% $368.38 +12.7%
92 TXN TEXAS INSTRS INC Technology 5,894.0 $1.8M 0.15% -2K -23.3% $298.05 -10.9%
93 VB VANGUARD INDEX FDS 5,744.0 $1.7M 0.15% -136.0 -2.3% $303.14 -0.1%
94 AVGO BROADCOM INC Technology 4,531.0 $1.7M 0.15% +403.0 +9.8% $377.72 -3.6%
95 EPD ENTERPRISE PRODS PARTNERS L Energy 46,553.0 $1.7M 0.15% +2K +5.0% $36.76 +4.5%
96 VCIT VANGUARD SCOTTSDALE FDS 19,725.0 $1.6M 0.14% -11K -35.0% $82.65 -1.9%
97 DLN WISDOMTREE TR 16,223.0 $1.6M 0.14% $96.32 +4.2%
98 NEE NEXTERA ENERGY INC Utilities 17,552.0 $1.5M 0.13% -2K -9.7% $87.77 -3.1%
99 VXF VANGUARD INDEX FDS 6,213.0 $1.5M 0.13% -90.0 -1.4% $246.20 -1.1%
100 O REALTY INCOME CORP Real Estate 24,172.0 $1.5M 0.13% +4K +19.0% $61.96 +2.0%
Page 5 of 14  ·  279 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%