§ 13F · FUND PROFILE
CASCADE INVESTMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 146Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 71K | $23M | 15.1% | ±0% |
| 2 | SPTM | SPDR SERIES TRUST | 100K | $8M | 5.2% | +3% |
| 3 | AAPL | APPLE INC | 28K | $7M | 4.6% | ±0% |
| 4 | VXUS | VANGUARD STAR FDS | 53K | $4M | 2.7% | +8% |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | 57K | $4M | 2.3% | −4% |
| 6 | CVX | CHEVRON CORPORATION | 15K | $3M | 2.0% | −1% |
| 7 | AMZN | AMAZON COM INC | 14K | $3M | 1.9% | +1% |
| 8 | PBA | PEMBINA PIPELINE CORP | 57K | $3M | 1.7% | −2% |
| 9 | SPG | SIMON PPTY GROUP INC NEW | 13K | $2M | 1.6% | −4% |
| 10 | GOOG | ALPHABET INC | 8K | $2M | 1.5% | +4% |
§ 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 $151 million in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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