Cascade Investment Group, Inc. Purchases in Q3 2025

Cascade Investment Group, Inc.

  • $151 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.5K
+ 2.64%
$74.93 - $80.73 $187K - $202K
97K $7.82B
Thornburg ETF Tr
19.6K
New
N/A
19.6K $597M
HON
Honeywell International Inc

Industrials
2.38K
+ 143.54%
$207.7 - $240.4 $494K - $571K
4.03K $849M
Ea Series Trust
17K
New
N/A
17K $424M
IBM
International Business Machines Corp

Technology
1.58K
+ 28.48%
$234.77 - $292.47 $371K - $462K
7.12K $2.01B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.91K
+ 4.23%
$68.24 - $73.73 $130K - $141K
47K $3.46B
Goldman Sachs ETF Tr
6.06K
New
N/A
6.06K $316M
Global Med Reit Inc
7.75K
New
N/A
7.75K $261M
Blackrock ETF Trust
7.05K
New
N/A
7.05K $241M
CASY
Caseys General Stores Inc

Consumer Cyclical
390
New
$494.52 - $565.32 $193K - $220K
390 $220M
VPN
Global X Fds Data Ctr Reits &

ETFs
10.7K
New
N/A
10.7K $218M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.3K
New
$26.07 - $32.55 $216K - $270K
8.3K $216M
INTC
Intel Corp

Technology
6.08K
New
$19.31 - $35.5 $117K - $216K
6.08K $204M
BST
Black Rock Science & Technology Trust

Financial Services
4.93K
New
$38.01 - $41.55 $187K - $205K
4.93K $204M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.61K
+ 57.92%
$31.79 - $33.42 $178K - $187K
15.3K $511M
IRBO
Ishares Robotics & Artificial

ETFs
780
+ 2.7%
N/A
29.7K $1.36B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.1K
+ 21.66%
$23.29 - $23.38 $119K - $119K
28.6K $669M
SPYI
Shp ETF Tr Neos S&P 500 High I
30
+ 0.08%
N/A
37.1K $1.94B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
636
+ 1.08%
$70.85 - $76.96 $45.1K - $48.9K
59.6K $4.53B
FTGC
First Trust Global Tactical CO

ETFs
92
+ 0.19%
$24.67 - $26.32 $2.27K - $2.42K
48.5K $1.26B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
465
+ 1.79%
$42.43 - $45.05 $19.7K - $20.9K
26.4K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 2.78%
$459.11 - $506.91 $24.8K - $27.4K
2K $1B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10
+ 0.89%
$275.84 - $326.36 $2.76K - $3.26K
1.14K $371M
AEP
American Electric Power CO Inc

Utilities
98
+ 1.92%
$103.26 - $115.0 $10.1K - $11.3K
5.19K $584M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
2K
+ 6.48%
$12.22 - $12.91 $24.4K - $25.8K
32.9K $424M
EMLP
First Tr Exchange Traded Iv

ETFs
825
+ 7.76%
$36.99 - $38.38 $30.5K - $31.7K
11.5K $439M
LMT
Lockheed Martin Corp

Industrials
41
+ 8.49%
$410.74 - $499.21 $16.8K - $20.5K
524 $261M
PRU
Prudential Financial Inc

Financial Services
400
+ 9.37%
$100.68 - $109.89 $40.3K - $44K
4.67K $484M
BAC
Bank Of America Corp

Financial Services
70
+ 1.47%
$44.92 - $52.42 $3.14K - $3.67K
4.84K $250M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
29
+ 1.93%
$138.08 - $151.2 $4K - $4.38K
1.53K $231M
DUK
Duke Energy Corp

Utilities
29
+ 0.96%
$116.31 - $125.93 $3.37K - $3.65K
3.04K $376M
VTV
Vanguard Value ETF

ETFs
10
+ 0.55%
$175.51 - $186.57 $1.76K - $1.87K
1.82K $339M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
264
+ 2.73%
$26.52 - $27.64 $7K - $7.3K
9.94K $275M
FTCS
First Trust Capital Strength E

ETFs
31
+ 0.58%
$89.72 - $93.74 $2.78K - $2.91K
5.4K $505M
GDOC
Goldman Sachs ETF Tr Future He
408
+ 4.31%
N/A
9.88K $314M
VICI
Vici Properties Inc.

Real Estate
332
+ 3.77%
$31.43 - $33.93 $10.4K - $11.3K
9.13K $298M
OKE
Oneok Inc

Energy
550
+ 9.66%
$71.36 - $83.47 $39.2K - $45.9K
6.24K $455M
NOW
Service Now, Inc.

Technology
17
+ 4.11%
$850.86 - $1044.69 $14.5K - $17.8K
431 $397M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.96%
$915.95 - $994.57 $10.1K - $10.9K
1.15K $1.07B
CRM
Salesforce, Inc.

Technology
192
+ 5.5%
$231.66 - $273.65 $44.5K - $52.5K
3.69K $873M
TOST
Toast, Inc.

Technology
133
+ 1.15%
$36.51 - $49.3 $4.86K - $6.56K
11.7K $425M
LYB
Lyondell Basell Industries N.V.

Basic Materials
627
+ 3.65%
$48.34 - $67.22 $30.3K - $42.1K
17.8K $874M
FTNT
Fortinet, Inc.

Technology
350
+ 3.86%
$74.39 - $107.65 $26K - $37.7K
9.43K $792M
FSK
Fs Kkr Capital Corp

Financial Services
6.29K
+ 8.98%
$14.93 - $22.48 $93.8K - $141K
76.3K $1.14B
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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