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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
Page 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 19,435.0 $1.6M 0.16% -4K -16.0% $80.28 +12.2%
42 MRK MERCK & CO INC Healthcare 14,737.0 $1.6M 0.16% -928.0 -5.9% $105.26 +8.6%
43 AFL AFLAC INC Financial Services 12,117.0 $1.3M 0.14% -1K -8.2% $110.27 +6.3%
44 IAU ISHARES GOLD TR Financial Services 15,492.0 $1.3M 0.13% -500.0 -3.1% $81.17 +5.4%
45 ESGD ISHARES TR 11,767.0 $1.1M 0.11% -147.0 -1.2% $95.09 +7.7%
46 AGG ISHARES TR 10,536.0 $1.1M 0.11% -3K -23.6% $99.88 -1.7%
47 HD HOME DEPOT INC Consumer Cyclical 3,016.0 $1.0M 0.10% -80.0 -2.6% $344.11 -12.1%
48 CSX CSX CORP Industrials 27,545.0 $999K 0.10% -2K -7.5% $36.25 +27.1%
49 SCHM SCHWAB STRATEGIC TR 31,537.0 $948K 0.10% -2K -6.6% $30.07 +13.7%
50 PG PROCTER AND GAMBLE CO Consumer Defensive 6,402.0 $917K 0.09% -571.0 -8.2% $143.31 -1.4%
51 SCHF SCHWAB STRATEGIC TR 37,790.0 $908K 0.09% -10K -21.5% $24.04 +13.0%
52 IWN ISHARES TR 4,741.0 $859K 0.09% -291.0 -5.8% $181.21 +15.1%
53 MRSH MARSH & MCLENNAN COS INC Financial Services 4,476.0 $830K 0.08% -200.0 -4.3% $185.50 -10.5%
54 SCHX SCHWAB STRATEGIC TR 30,426.0 $819K 0.08% -3K -9.6% $26.91 +8.3%
55 PSCT INVESCO EXCH TRADED FD TR II 14,358.0 $813K 0.08% -226.0 -1.6% $56.61 +40.9%
56 ROK ROCKWELL AUTOMATION INC Industrials 1,965.0 $765K 0.08% -155.0 -7.3% $389.07 +8.5%
57 SDY SPDR SERIES TRUST 5,322.0 $741K 0.07% -80.0 -1.5% $139.16 +6.4%
58 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,175.0 $709K 0.07% -88.0 -7.0% $603.28 +10.1%
59 UNP UNION PAC CORP Industrials 2,966.0 $686K 0.07% -385.0 -11.5% $231.32 +17.4%
60 NVS NOVARTIS AG Healthcare 4,833.0 $666K 0.07% -100.0 -2.0% $137.87 +9.1%
Page 3 of 5  ·  98 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
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%