CASCADE INVESTMENT GROUP, INC. - Portfolio overview

CASCADE INVESTMENT GROUP, INC. has 165 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 14.44%
2. SPTM - SPDR SERIES TRUST, 5.01%
3. AAPL - APPLE INC, 4.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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