Cascade Investment Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 136 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 $20.8B, Apple Inc. with a value of $7.64B, Spdr Portfolio S&P 1500 Compos with a value of $6.82B, First Tr Fd Ii Nasdaq Cybersec with a value of $3.73B, and Amazon Com Inc with a value of $3.55B.
Examining the 13F form we can see an increase of $3.39B in the current position value, from $136B to 140B.
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
$140 Billion
ETFs: $51.3 Billion
Technology: $22.7 Billion
Real Estate: $13.7 Billion
Energy: $12.6 Billion
Financial Services: $11.4 Billion
Healthcare: $5.29 Billion
Consumer Cyclical: $5.01 Billion
Consumer Defensive: $3.89 Billion
Other: $8.34 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions