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Portfolio (Quarterly) Guide ↗

Cascade Financial Partners, LLC

· CIK 0002021208
13F Portfolio $987M AUM 271 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 72 Added 98 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BK BANK NEW YORK MELLON CORP Financial Services 19,711.0 $2.3M 0.23% NEW $116.09 +18.7%
2 XLP SELECT SECTOR SPDR TR 9,000.0 $699K 0.07% NEW $77.68 +10.3%
3 UMI USCF ETF TR 6,943.0 $341K 0.04% NEW $49.08 +26.5%
4 WES WESTERN MIDSTREAM PARTNERS L Energy 8,536.0 $337K 0.03% NEW $39.50 +18.1%
5 MU MICRON TECHNOLOGY INC Technology 1,137.0 $324K 0.03% NEW $285.31 +152.4%
6 AVB AVALONBAY CMNTYS INC Real Estate 1,593.0 $289K 0.03% NEW $181.31 +2.9%
7 TFC TRUIST FINL CORP Financial Services 5,639.0 $277K 0.03% NEW $49.21 -3.0%
8 ILMN ILLUMINA INC Healthcare 1,660.0 $218K 0.02% NEW $131.16 +7.2%
9 WMB WILLIAMS COS INC Energy 3,600.0 $216K 0.02% NEW $60.11 +30.2%
10 GS GOLDMAN SACHS GROUP INC Financial Services 246.0 $216K 0.02% NEW $879.00 +10.8%
11 BX BLACKSTONE INC Financial Services 1,399.0 $216K 0.02% NEW $154.14 -24.3%
12 GILD GILEAD SCIENCES INC Healthcare 1,715.0 $211K 0.02% NEW $122.77 +6.0%
13 ES EVERSOURCE ENERGY Utilities 3,099.0 $209K 0.02% NEW $67.33 +2.5%
14 PINS PINTEREST INC Communication Services 8,000.0 $207K 0.02% NEW $25.89 -27.2%
15 ARTY ISHARES TR 4,200.0 $202K 0.02% NEW $48.18 +36.6%
16 ASTRAZENECA PLC 2,197.0 $202K 0.02% NEW $91.92
17 FPE FIRST TR EXCH TRADED FD III 11,065.0 $202K 0.02% NEW $18.22 -1.3%
18 NIO NIO INC Consumer Cyclical 12,048.0 $61K 0.01% NEW $5.10 +10.3%

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
Healthcare 54.9%
Technology 20.1%
Consumer Cyclical 6.0%
Consumer Defensive 4.9%
Financial Services 4.7%
Communication Services 3.7%
Real Estate 2.3%
Industrials 1.8%
Energy 1.1%
Utilities 0.3%