Cascade Investment Group, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $21.9B, Spdr Portfolio S&P 1500 Compos with a value of $7.08B, Apple Inc. with a value of $6.06B, First Tr Fd Ii Nasdaq Cybersec with a value of $4.46B, and Vanguard Star Fd Vanguard Tota with a value of $3.12B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $130B to 143B.

Cascade Investment Group, Inc. is based out at Colorado Springs, CO

Below you can find more details about Cascade Investment Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $55.2 Billion
Technology: $25.1 Billion
Energy: $12.9 Billion
Financial Services: $11.3 Billion
Real Estate: $10.9 Billion
Healthcare: $5.54 Billion
Consumer Defensive: $4.39 Billion
Industrials: $3.86 Billion
Other: $8.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $143 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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