Cascade Investment Group, Inc. Portfolio Holdings

Cascade Investment Group, Inc.

  • $130 Billion
  • Q1 2025

Cascade Investment Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 131 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 $19.5B, Apple Inc. with a value of $6.61B, Spdr Portfolio S&P 1500 Compos with a value of $6.31B, First Tr Fd Ii Nasdaq Cybersec with a value of $3.73B, and Amazon Com Inc with a value of $2.64B.

Examining the 13F form we can see an decrease of $9.78B in the current position value, from $140B to 130B.

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 $130 Billion
ETFs: $48.6 Billion
Technology: $20.5 Billion
Energy: $13.6 Billion
Real Estate: $12.6 Billion
Financial Services: $10.5 Billion
Healthcare: $5.54 Billion
Consumer Defensive: $3.95 Billion
Consumer Cyclical: $3.16 Billion
Other: $6.95 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $130 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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