Cascade Investment Group, Inc. Portfolio Holdings

Cascade Investment Group, Inc.

  • $143 Billion
  • Q2 2025

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
$462B
$476 Million 0.33% of portfolio
4,419
Q2 2025 Added 2.15%
$38.8B
$459 Million 0.32% of portfolio
4,269
Q2 2025 Added 1.79%
$36.6B
$465 Million 0.32% of portfolio
5,692
Q2 2025 Added 9.63%
$537B
$462 Million 0.32% of portfolio
823
Q4 2024 Reduced 2.6%
$29.6B
$437 Million 0.31% of portfolio
2,667
Q2 2025 Reduced 1.11%
$73.8B
$448 Million 0.31% of portfolio
4,930
Q1 2025 Added 0.2%
$201B
$426 Million 0.3% of portfolio
414
Q2 2025 Reduced 8.2%
$60.2B
$431 Million 0.3% of portfolio
2,106
Q2 2025 Added 0.48%
$47.1B
$422 Million 0.29% of portfolio
8,022
Q2 2025 Added 1.26%
$299B
$401 Million 0.28% of portfolio
5,661
Q2 2025 Added 49.13%
$162B
$393 Million 0.27% of portfolio
2,144
Q2 2025 Reduced 0.92%
$0
$383 Million 0.27% of portfolio
30,850
Q1 2025 Added 17.3%
$151B
$386 Million 0.27% of portfolio
1,656
Q1 2025 Reduced 5.26%
$35.6B
$375 Million 0.26% of portfolio
3,180
Q3 2024 Added 0.03%
$765B
$369 Million 0.26% of portfolio
473
Q2 2025 Added 1.5%
$280B
$366 Million 0.26% of portfolio
5,277
Q2 2025 Added 9.85%
$92.2B
$355 Million 0.25% of portfolio
3,010
Q4 2024 Reduced 5.05%
$92B
$362 Million 0.25% of portfolio
7,982
Q2 2025 Added 2.1%
$60.7B
$347 Million 0.24% of portfolio
460
Q2 2023 New
$88.6B
$348 Million 0.24% of portfolio
1,272
Q1 2025 Reduced 2.68%
$3.5B
$333 Million 0.23% of portfolio
20,000
Q4 2022 New
-
$300 Million 0.21% of portfolio
-
Q2 2025 Added 2.6%
$5.27B
$302 Million 0.21% of portfolio
21,075
Q1 2025 Reduced 2.88%
$1.58T
$289 Million 0.2% of portfolio
392
Q2 2025 New
$32.2B
$287 Million 0.2% of portfolio
8,800
Q1 2025 Reduced 14.15%
$104B
$283 Million 0.2% of portfolio
6,114
Q2 2025 Added 7.0%
$466M
$269 Million 0.19% of portfolio
38,745
Q2 2025 Reduced 8.17%
$103B
$263 Million 0.18% of portfolio
1,434
Q1 2025 Reduced 15.1%
$288B
$264 Million 0.18% of portfolio
330
Q1 2025 Reduced 16.03%
$655B
$239 Million 0.17% of portfolio
1,095
Q2 2025 New
$71.5B
$243 Million 0.17% of portfolio
1,560
Q2 2025 Reduced 7.14%
$213B
$243 Million 0.17% of portfolio
3,074
Q2 2025 New
$388B
$226 Million 0.16% of portfolio
4,767
Q2 2025 New
$46.9B
$232 Million 0.16% of portfolio
2,965
Q4 2024 Reduced 5.72%
$261B
$226 Million 0.16% of portfolio
726
Q2 2025 Reduced 8.79%
$250B
$224 Million 0.16% of portfolio
1,230
Q2 2025 New
-
$233 Million 0.16% of portfolio
-
Q1 2025 Reduced 18.68%
$150B
$233 Million 0.16% of portfolio
588
Q2 2025 Added 6.33%
$110B
$224 Million 0.16% of portfolio
483
Q2 2025 Reduced 9.38%
$217B
$217 Million 0.15% of portfolio
742
Q2 2025 Added 9.76%
-
$222 Million 0.15% of portfolio
-
Q2 2025 Reduced 24.04%
$138B
$210 Million 0.15% of portfolio
1,001
Q2 2025 New
$227B
$218 Million 0.15% of portfolio
561
Q2 2025 New
$178B
$204 Million 0.14% of portfolio
1,282
Q2 2025 Reduced 15.49%
$2.29B
$206 Million 0.14% of portfolio
4,000
Q4 2022 New
$6.16B
$206 Million 0.14% of portfolio
10,268
Q2 2024 Reduced 5.95%
$5.08B
$190 Million 0.13% of portfolio
16,785
Q1 2025 Reduced 0.59%
$0
$104 Million 0.07% of portfolio
17,888
Q4 2024 Added 4.69%
$0
$68.4 Million 0.05% of portfolio
11,749
Q4 2024 Reduced 34.85%

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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