§ 13F · FUND PROFILE
CASCADE INVESTMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143.2T (13F)Positions · 142Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 71K | $23.9T | 15.9% | −1% |
| 2 | SPTM | SPDR SERIES TRUST | 97K | $8.0T | 5.3% | ±0% |
| 3 | AAPL | APPLE INC | 28K | $7.6T | 5.0% | −2% |
| 4 | CIBR | FIRST TR EXCHANGE TRADED FD | 59K | $4.2T | 2.8% | −1% |
| 5 | VXUS | VANGUARD STAR FDS | 49K | $3.7T | 2.4% | +3% |
| 6 | AMZN | AMAZON COM INC | 14K | $3.1T | 2.1% | −1% |
| 7 | MSFT | MICROSOFT CORP | 6K | $2.9T | 1.9% | −1% |
| 8 | SKYY | FIRST TR EXCHANGE TRADED FD | 22K | $2.9T | 1.9% | −4% |
| 9 | SPG | SIMON PPTY GROUP INC NEW | 13K | $2.4T | 1.6% | −4% |
| 10 | GOOG | ALPHABET INC | 8K | $2.4T | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASCADE SIGNAL
AC read
CASCADE INVESTMENT GROUP, INC. is a Other fund managing $143224.8 trillion in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed