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Portfolio (Quarterly) Guide ↗

CASCADE INVESTMENT GROUP, INC.

· CIK 0000919447
13F Portfolio $152M AUM 147 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 42 Added 57 Reduced 11 Exited
Page 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,657.0 $456K 0.30% -233.0 -4.0% $80.56 -13.5%
82 VUG VANGUARD INDEX FDS 1,043.0 $456K 0.30% +132.0 +14.5% $436.79 -80.0%
83 SMH VANECK ETF TRUST 1,171.0 $449K 0.30% $383.40 +50.3%
84 ASML ASML HLDG NV Technology 327.0 $432K 0.28% $1320.83 +23.6%
85 ENB ENBRIDGE INC Energy 7,962.0 $431K 0.28% +375.0 +4.9% $54.14 +7.2%
86 MDU MDU RES GROUP INC Industrials 20,000.0 $414K 0.27% $20.72 +6.9%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,035.0 $413K 0.27% $203.18 +10.9%
88 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,350.0 $412K 0.27% -400.0 -8.4% $94.75 +21.9%
89 CSCO CISCO SYS INC Technology 5,277.0 $409K 0.27% $77.59 +55.2%
90 KNF KNIFE RIVER CORP Basic Materials 5,000.0 $408K 0.27% $81.65 -11.6%
91 MA MASTERCARD INCORPORATED Financial Services 813.0 $406K 0.27% -10.0 -1.2% $499.66 -0.2%
92 KO COCA COLA CO Consumer Defensive 5,286.0 $402K 0.27% $76.05 +7.1%
93 DSEP FIRST TR EXCHNG TRADED FD VI 9,141.0 $402K 0.27% -17K -64.8% $43.96 +7.0%
94 DUK DUKE ENERGY CORP NEW Utilities 3,063.0 $401K 0.26% +124.0 +4.2% $130.94 -4.0%
95 PAVE GLOBAL X FDS 7,820.0 $397K 0.26% +116.0 +1.5% $50.81 +8.1%
96 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,210.0 $396K 0.26% -62.0 -4.9% $327.07 +12.9%
97 LLY ELI LILLY & CO Healthcare 426.0 $392K 0.26% -47.0 -9.9% $919.77 +15.8%
98 CAT CATERPILLAR INC Industrials 553.0 $392K 0.26% -8.0 -1.4% $708.46 +24.2%
99 CRWD CROWDSTRIKE HLDGS INC Technology 995.0 $388K 0.26% -175.0 -15.0% $390.41 +69.9%
100 GRID FIRST TR EXCHANGE-TRADED FD 2,306.0 $377K 0.25% +649.0 +39.2% $163.58 +17.7%
Page 5 of 8  ·  147 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 25.6%
Energy 18.0%
Financial Services 14.4%
Real Estate 10.1%
Healthcare 6.9%
Industrials 6.8%
Consumer Defensive 5.2%
Communication Services 5.1%
Consumer Cyclical 4.8%
Utilities 2.1%