Cascade Investment Group, Inc. Portfolio Holdings

Cascade Investment Group, Inc.

  • $136 Billion
  • Q3 2024

Cascade Investment Group, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 129 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 $20.2B, Apple Inc. with a value of $6.99B, Spdr Portfolio S&P 1500 Compos with a value of $6.53B, First Tr Fd Ii Nasdaq Cybersec with a value of $3.49B, and Microsoft Corp with a value of $3.41B.

Examining the 13F form we can see an increase of $8.3B in the current position value, from $128B to 136B.

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 $136 Billion
ETFs: $49.3 Billion
Technology: $22.1 Billion
Real Estate: $15.4 Billion
Energy: $12.9 Billion
Financial Services: $10.8 Billion
Healthcare: $5.77 Billion
Consumer Defensive: $4.17 Billion
Industrials: $3.68 Billion
Other: $7.32 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Billion 1.06% of portfolio
104,782
Q3 2024 Reduced 1.6%
$0
$1.39 Billion 1.02% of portfolio
66,361
Q1 2024 Reduced 2.28%
$0
$1.04 Billion 0.76% of portfolio
52,623
Q3 2024 New
$0
$99 Million 0.07% of portfolio
18,035
Q4 2022 New
$0
$88.9 Million 0.07% of portfolio
17,087
Q3 2024 Reduced 3.55%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $136 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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