Cascade Investment Group, Inc. Portfolio Holdings

Cascade Investment Group, Inc.

  • $151 Billion
  • Q3 2025

Cascade Investment Group, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 146 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 $23.6B, Spdr Portfolio S&P 1500 Compos with a value of $7.82B, Apple Inc. with a value of $7.18B, First Tr Fd Ii Nasdaq Cybersec with a value of $4.53B, and Vanguard Star Fd Vanguard Tota with a value of $3.46B.

Examining the 13F form we can see an increase of $7.85B in the current position value, from $143B to 151B.

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 $151 Billion
ETFs: $59.8 Billion
Technology: $25.1 Billion
Energy: $12.7 Billion
Financial Services: $11.5 Billion
Real Estate: $10.9 Billion
Healthcare: $5.33 Billion
Industrials: $4.44 Billion
Consumer Defensive: $4.07 Billion
Other: $9.93 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Billion 15.62% of portfolio
71,890
Q3 2025 Reduced 0.08%
$0
$7.82 Billion 5.18% of portfolio
97,009
Q3 2025 Added 2.64%
$4.35T
$7.18 Billion 4.76% of portfolio
28,216
Q3 2025 Reduced 4.43%
$0
$4.53 Billion 3.0% of portfolio
59,630
Q3 2025 Added 1.08%
$0
$3.46 Billion 2.29% of portfolio
47,042
Q3 2025 Added 4.23%
$3.86T
$3.13 Billion 2.07% of portfolio
6,052
Q3 2025 Reduced 1.51%
$0
$3.12 Billion 2.07% of portfolio
23,212
Q3 2025 Reduced 0.49%
$2.49T
$3.02 Billion 2.0% of portfolio
13,756
Q3 2025 Reduced 0.11%
$57.5B
$2.55 Billion 1.69% of portfolio
13,603
Q3 2025 Reduced 0.46%
$21B
$2.41 Billion 1.59% of portfolio
59,513
Q3 2025 Reduced 1.83%
$309B
$2.28 Billion 1.51% of portfolio
14,670
Q3 2025 Reduced 0.56%
$1.54B
$2.25 Billion 1.49% of portfolio
46,777
Q3 2025 Reduced 1.24%
$557B
$2.23 Billion 1.48% of portfolio
6,538
Q3 2025 Reduced 0.18%
$505B
$2.1 Billion 1.39% of portfolio
11,252
Q3 2025 Reduced 4.33%
$29.9B
$2.09 Billion 1.38% of portfolio
20,486
Q3 2025 Reduced 2.04%
$276B
$2.01 Billion 1.33% of portfolio
7,123
Q3 2025 Added 28.48%
$1.72T
$1.86 Billion 1.23% of portfolio
7,646
Q2 2025 Added 3.09%
$913B
$1.82 Billion 1.21% of portfolio
5,776
Q3 2025 Reduced 0.19%
$101B
$1.78 Billion 1.18% of portfolio
26,977
Q3 2025 Reduced 0.84%
$9.84B
$1.74 Billion 1.15% of portfolio
41,258
Q3 2025 Reduced 2.06%
$8.25B
$1.72 Billion 1.14% of portfolio
88,319
Q3 2025 Reduced 2.68%
$0
$1.71 Billion 1.13% of portfolio
29,864
Q3 2025 Reduced 3.67%
$386B
$1.59 Billion 1.05% of portfolio
6,851
Q3 2025 Reduced 0.48%
$150B
$1.56 Billion 1.03% of portfolio
4,717
Q3 2025 Reduced 36.38%
$52B
$1.53 Billion 1.01% of portfolio
89,100
Q3 2025 Reduced 0.57%
$1.68T
$1.51 Billion 1.0% of portfolio
6,230
Q1 2025 Reduced 9.25%
$0
$1.36 Billion 0.9% of portfolio
29,682
Q3 2025 Added 2.7%
$0
$1.33 Billion 0.88% of portfolio
17,835
Q2 2025 Added 4.07%
$0
$1.29 Billion 0.86% of portfolio
63,445
Q3 2025 Reduced 0.81%
$0
$1.26 Billion 0.83% of portfolio
48,542
Q3 2025 Added 0.19%
$4.37B
$1.21 Billion 0.8% of portfolio
24,275
Q3 2025 Reduced 2.41%
$0
$1.16 Billion 0.77% of portfolio
26,418
Q3 2025 Added 1.79%
$0
$1.14 Billion 0.75% of portfolio
76,258
Q3 2025 Added 8.98%
$403B
$1.07 Billion 0.71% of portfolio
1,151
Q3 2025 Added 0.96%
$64.2B
$1.05 Billion 0.7% of portfolio
2,539
Q3 2025 Reduced 1.7%
$0
$1.04 Billion 0.69% of portfolio
16,810
Q3 2025 Reduced 2.13%
$17.9B
$1.05 Billion 0.69% of portfolio
7,430
Q3 2025 Reduced 3.47%
$621B
$1 Billion 0.66% of portfolio
1,997
Q3 2025 Added 2.78%
$2.43B
$983 Million 0.65% of portfolio
32,010
Q3 2025 Reduced 1.51%
$188B
$904 Million 0.6% of portfolio
1,323
Q3 2025 Reduced 43.87%
$15.1B
$874 Million 0.58% of portfolio
17,823
Q3 2025 Added 3.65%
$260B
$873 Million 0.58% of portfolio
3,685
Q3 2025 Added 5.5%
$269B
$868 Million 0.57% of portfolio
1,090
Q3 2025 Reduced 6.84%
$0
$859 Million 0.57% of portfolio
1,290
Q3 2025 Reduced 0.39%
$135B
$849 Million 0.56% of portfolio
4,033
Q3 2025 Added 143.54%
$68.2B
$792 Million 0.52% of portfolio
9,425
Q3 2025 Added 3.86%
$49B
$764 Million 0.51% of portfolio
4,420
Q3 2025 Reduced 1.78%
$394B
$739 Million 0.49% of portfolio
4,050
Q3 2025 Reduced 12.9%
$138B
$735 Million 0.49% of portfolio
28,852
Q3 2025 Reduced 3.05%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $151 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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