Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CASCADE INVESTMENT GROUP, INC. (CIK 919447) reported $151.9M across 147 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($22.9M, 15.06%), SPTM ($7.9M, 5.22%), AAPL ($7.0M, 4.62%), VXUS ($4.1M, 2.67%), CIBR ($3.6M, 2.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $22.9M | 15.06% | 71,290 | Added |
| 2 | SPTM | SPDR SERIES TRUST | $7.9M | 5.22% | 100,279 | Added |
| 3 | AAPL | APPLE INC | $7.0M | 4.62% | 27,682 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $4.1M | 2.67% | 52,555 | Added |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.6M | 2.35% | 56,880 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $3.0M | 2.00% | 14,664 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $2.9M | 1.88% | 13,704 | Added |
| 8 | PBA | PEMBINA PIPELINE CORP | $2.5M | 1.67% | 56,834 | Trimmed |
| 9 | SPG | SIMON PPTY GROUP INC NEW | $2.4M | 1.55% | 12,625 | Trimmed |
| 10 | GOOG | ALPHABET INC | $2.3M | 1.50% | 7,924 | Added |
| 11 | MSFT | MICROSOFT CORP | $2.2M | 1.48% | 6,061 | Added |
| 12 | SKYY | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.47% | 20,389 | Trimmed |
| 13 | V | VISA INC | $2.0M | 1.29% | 6,505 | Added |
| 14 | AM | ANTERO MIDSTREAM CORP | $1.8M | 1.21% | 80,669 | Trimmed |
| 15 | IRM | IRON MTN INC DEL | $1.8M | 1.20% | 17,781 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 1.18% | 7,371 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.16% | 5,984 | Added |
| 18 | ET | ENERGY TRANSFER L P | $1.8M | 1.15% | 90,704 | Trimmed |
| 19 | GLP | GLOBAL PARTNERS LP | $1.7M | 1.14% | 41,160 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $1.7M | 1.14% | 6,020 | Hold |
| 21 | MO | ALTRIA GROUP INC | $1.7M | 1.12% | 25,847 | Trimmed |
| 22 | SPYI | NEOS ETF TRUST | $1.7M | 1.10% | 33,880 | Trimmed |
| 23 | OHI | OMEGA HEALTHCARE INVS INC | $1.6M | 1.06% | 36,883 | Trimmed |
| 24 | IRBO | ISHARES TR | $1.6M | 1.06% | 34,547 | Added |
| 25 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.5M | 1.01% | 53,257 | Added |
Source: SEC Form 13F filings · as of 2026-03-31