§ 13F · FUND PROFILE
CASCADE INVESTMENT GROUP, INC..
AUM · $178M (13F)Positions · 156Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 71K | $26M | 14.8% | ±0% |
| 2 | SPTM | SPDR SERIES TRUST | 100K | $9M | 5.1% | ±0% |
| 3 | AAPL | APPLE INC | 27K | $8M | 4.5% | −1% |
| 4 | CIBR | FIRST TR EXCHANGE-TRADED FD | 56K | $5M | 2.8% | −2% |
| 5 | VXUS | VANGUARD STAR FDS | 57K | $5M | 2.8% | +9% |
| 6 | AMZN | AMAZON COM INC | 14K | $3M | 1.8% | ±0% |
| 7 | GOOG | ALPHABET INC | 8K | $3M | 1.6% | +1% |
| 8 | SPG | SIMON PPTY GROUP INC NEW | 13K | $3M | 1.6% | −1% |
| 9 | SKYY | FIRST TR EXCHANGE-TRADED FD | 20K | $3M | 1.5% | −3% |
| 10 | ARTY | ISHARES TR | 34K | $3M | 1.5% | ±0% |
§ 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 $178 million in assets. The fund runs a portfolio of 156 positions.
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