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Portfolio (Quarterly) Guide ↗

CASCADE INVESTMENT GROUP, INC.

· CIK 0000919447
13F Portfolio $150M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CCI CROWN CASTLE INC Real Estate 4,968.0 $442K 0.29% NEW $88.87 +2.9%
82 DPG DUFF & PHELPS UTLITY AND INF Financial Services 34,650.0 $440K 0.29% NEW $12.71 +15.4%
83 EMLP FIRST TR EXCHANGE-TRADED FD 11,542.0 $437K 0.29% NEW $37.87 +17.7%
84 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,750.0 $430K 0.29% NEW $90.61 +27.5%
85 ECG EVERUS CONSTR GROUP Industrials 5,000.0 $428K 0.29% NEW $85.56 +73.7%
86 SMH VANECK ETF TRUST 1,171.0 $422K 0.28% NEW $360.13 +60.0%
87 NOW SERVICENOW INC Technology 2,730.0 $418K 0.28% NEW $153.19 -33.3%
88 A AGILENT TECHNOLOGIES INC Healthcare 3,050.0 $415K 0.28% NEW $136.07 -15.5%
89 CSCO CISCO SYS INC Technology 5,277.0 $406K 0.27% NEW $77.03 +56.3%
90 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,272.0 $395K 0.26% NEW $310.24 +19.0%
91 MDU MDU RES GROUP INC Industrials 20,000.0 $390K 0.26% NEW $19.52 +13.5%
92 PANW PALO ALTO NETWORKS INC Technology 2,106.0 $388K 0.26% NEW $184.20 +41.5%
93 URI UNITED RENTALS INC Industrials 460.0 $372K 0.25% NEW $809.32 +16.0%
94 HACK AMPLIFY ETF TR 4,600.0 $370K 0.25% NEW $80.37 +18.0%
95 KO COCA COLA CO Consumer Defensive 5,286.0 $370K 0.25% NEW $69.91 +16.5%
96 PAVE GLOBAL X FDS 7,704.0 $368K 0.25% NEW $47.79 +15.0%
97 ENB ENBRIDGE INC Energy 7,587.0 $363K 0.24% NEW $47.83 +21.3%
98 PFFA ETFIS SER TR I 16,600.0 $358K 0.24% NEW $21.55 -1.5%
99 GDOC GOLDMAN SACHS ETF TR 9,967.0 $354K 0.24% NEW $35.50 -7.0%
100 VTV VANGUARD INDEX FDS 1,847.0 $353K 0.23% NEW $190.99 +10.4%
Page 5 of 8  ·  143 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
Technology 29.1%
Financial Services 15.8%
Energy 14.9%
Real Estate 10.4%
Healthcare 6.4%
Industrials 6.2%
Communication Services 5.1%
Consumer Cyclical 4.8%
Consumer Defensive 4.7%
Utilities 1.8%