Cascade Investment Group, Inc. Reduced Holdings in Q3 2025

Cascade Investment Group, Inc.

  • $151 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-1.03K
- 43.87%
$646.03 - $807.39 $668K - $835K
1.32K $904M
AVGO
Broadcom Inc.

Technology
-2.7K
- 36.38%
$264.74 - $369.57 $714K - $997K
4.72K $1.56B
ACN
Accenture PLC

Technology
-1.11K
- 29.19%
$232.56 - $304.78 $259K - $340K
2.7K $667M
GLP
Global Partners LP

Energy
-588
- 1.24%
$48.0 - $53.11 $28.2K - $31.2K
46.8K $2.25B
FISV
Fiserv Inc

Technology
-348
- 10.08%
N/A
3.11K $400M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.44K
- 39.08%
$17.81 - $18.39 $168K - $174K
14.7K $268M
SUN
Sunoco LP

Energy
-600
- 2.41%
$48.42 - $55.31 $29.1K - $33.2K
24.3K $1.21B
ARCC
Ares Capital Corp

Financial Services
-516
- 0.81%
$20.41 - $23.25 $10.5K - $12K
63.4K $1.29B
CL
Colgate Palmolive CO

Consumer Defensive
-545
- 11.05%
$79.36 - $93.33 $43.3K - $50.9K
4.39K $351M
ET
Energy Transfer LP

Energy
-515
- 0.57%
$17.11 - $18.16 $8.81K - $9.35K
89.1K $1.53B
EXR
Extra Space Storage Inc.

Real Estate
-267
- 3.47%
$134.36 - $152.88 $35.9K - $40.8K
7.43K $1.05B
PG
Procter & Gamble CO

Consumer Defensive
-367
- 9.85%
$150.47 - $161.22 $55.2K - $59.2K
3.36K $516M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.14K
- 3.67%
$55.61 - $57.37 $63.3K - $65.3K
29.9K $1.71B
IRM
Iron Mountain Inc

Real Estate
-427
- 2.04%
$89.46 - $104.46 $38.2K - $44.6K
20.5K $2.09B
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 4.1%
$412.46 - $514.1 $20.6K - $25.7K
1.17K $574M
KO
Coca Cola CO

Consumer Defensive
-325
- 5.74%
$65.67 - $71.67 $21.3K - $23.3K
5.34K $354M
CCI
Crown Castle International Corp

Real Estate
-30
- 0.52%
$92.96 - $113.91 $2.79K - $3.42K
5.72K $552M
SYK
Stryker Corp

Healthcare
-37
- 6.29%
$368.57 - $403.53 $13.6K - $14.9K
551 $204M
DLR
Digital Realty Trust, Inc.

Real Estate
-80
- 1.78%
$161.21 - $180.02 $12.9K - $14.4K
4.42K $764M
Amplify ETF Tr
-250
- 5.15%
N/A
4.6K $399M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-600
- 12.08%
$44.63 - $46.82 $26.8K - $28.1K
4.37K $205M
BMY
Bristol Myers Squibb CO

Healthcare
-150
- 2.45%
$43.31 - $48.98 $6.5K - $7.35K
5.96K $269M
First Tr Exchng Traded Fd Vi
-744
- 5.32%
N/A
13.2K $531M
JNJ
Johnson & Johnson

Healthcare
-792
- 19.39%
$155.17 - $185.42 $123K - $147K
3.29K $611M
NRZ
New Residential Investment Corp.

Real Estate
-859
- 5.12%
N/A
15.9K $181M
META
Meta Platforms, Inc.

Communication Services
-6
- 1.53%
$695.21 - $791.73 $4.17K - $4.75K
386 $283M
AM
Antero Midstream Corp

Energy
-2.43K
- 2.68%
$16.87 - $19.58 $41K - $47.6K
88.3K $1.72B
DMAR
First Tr Ex Tr Viii Cboe Vest
-205
- 3.96%
$39.59 - $40.77 $8.12K - $8.36K
4.97K $203M
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.11%
$211.65 - $238.24 $3.17K - $3.57K
13.8K $3.02B
Viking Holdings LTD
-1.1K
- 13.34%
N/A
7.13K $443M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-101
- 1.23%
$40.28 - $42.14 $4.07K - $4.26K
8.09K $341M
KEYS
Keysight Technologies, Inc.

Technology
-98
- 3.67%
$158.51 - $178.15 $15.5K - $17.5K
2.57K $449M
VEA
Vanguard Ftse Developed Market

ETFs
-5
- 0.11%
$56.02 - $60.3 $280 - $302
4.64K $278M
PFE
Pfizer Inc

Healthcare
-909
- 3.05%
$23.29 - $25.88 $21.2K - $23.5K
28.9K $735M
A
Agilent Technologies, Inc.

Healthcare
-130
- 4.09%
$112.04 - $128.75 $14.6K - $16.7K
3.05K $391M
IWM
Ishares Russell 2000 ETF

ETFs
-66
- 5.17%
$214.92 - $244.84 $14.2K - $16.2K
1.21K $293M
FV
First Trust Dorsey Wright Focu

ETFs
-365
- 2.13%
$59.23 - $62.14 $21.6K - $22.7K
16.8K $1.04B
ABR
Arbor Realty Trust Inc

Real Estate
-4.08K
- 6.91%
$10.7 - $12.21 $43.7K - $49.8K
54.9K $671M
GS
Goldman Sachs Group Inc

Financial Services
-80
- 6.84%
$696.56 - $806.32 $55.7K - $64.5K
1.09K $868M
ASML
Asml Holding Nv

Technology
-3
- 0.91%
$689.63 - $968.09 $2.07K - $2.9K
327 $317M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.39%
$617.65 - $666.84 $3.09K - $3.33K
1.29K $859M
PWR
Quanta Services, Inc.

Industrials
-44
- 1.7%
$372.29 - $421.68 $16.4K - $18.6K
2.54K $1.05B
MSFT
Microsoft Corp

Technology
-93
- 1.51%
$491.09 - $535.64 $45.7K - $49.8K
6.05K $3.13B
PLTR
Palantir Technologies Inc.

Technology
-600
- 12.9%
$130.68 - $186.97 $78.4K - $112K
4.05K $739M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-490
- 1.51%
$24.38 - $30.89 $11.9K - $15.1K
32K $983M
PBA
Pembina Pipeline Corp

Energy
-1.11K
- 1.83%
$35.5 - $40.58 $39.4K - $45K
59.5K $2.41B
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.19%
$282.78 - $316.06 $3.11K - $3.48K
5.78K $1.82B
CVX
Chevron Corp

Energy
-83
- 0.56%
$145.57 - $161.83 $12.1K - $13.4K
14.7K $2.28B
MO
Altria Group, Inc.

Consumer Defensive
-228
- 0.84%
$57.75 - $67.68 $13.2K - $15.4K
27K $1.78B
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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