CASCADE INVESTMENT GROUP, INC.
CIK 919447 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- VTI14.77%
- SPTM5.10%
- AAPL4.46%
- CIBR2.81%
- VXUS2.75%
- AMZN1.84%
- GOOG1.59%
- SPG1.57%
- SKYY1.50%
- ARTY1.47%
Share classes counted separately37.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVXWeight decreased · -0.64 pp2.00% → 1.36%Shares -9 (-0.06%)
- BIZDWeight increased · +0.47 pp0.36% → 0.83%Shares +73.15K (+169.23%)
- CIBRWeight increased · +0.46 pp2.35% → 2.81%Shares -1.17K (-2.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $26.33M | 14.77% | 71.16K shares | 15.06% → 14.77%-0.29 pp -131 (-0.18%) | Reduced | ▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFST STR PR SP1500 View history and evidence | $9.09M | 5.10% | 100.08K shares | 5.22% → 5.10%-0.12 pp -200 (-0.20%) | Reduced | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $7.95M | 4.46% | 27.47K shares | 4.62% → 4.46%-0.16 pp -213 (-0.77%) | Reduced | ▾ |
| 04 | CIBRFIRST TRUST NASDAQ CYBERSECUNASDAQ CYB ETF View history and evidence | $5.01M | 2.81% | 55.71K shares | 2.35% → 2.81%+0.46 pp -1.17K (-2.05%) | Reduced | ▾ |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $4.91M | 2.75% | 57.44K shares | 2.67% → 2.75%+0.08 pp +4.89K (+9.30%) | Added | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $3.27M | 1.84% | 13.73K shares | 1.88% → 1.84%-0.04 pp +31 (+0.23%) | Added | ▾ |
| 07 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $2.84M | 1.59% | 8.03K shares | 1.50% → 1.59%+0.09 pp +108 (+1.36%) | Added | ▾ |
| 08 | SPGSIMON PROPERTY GROUP INC View history and evidence | $2.80M | 1.57% | 12.53K shares | 1.55% → 1.57%+0.02 pp -98 (-0.78%) | Reduced | ▾ |
| 09 | SKYYFIRST TRUST CLOUD COMPUTINGCLOUD COMPUTING View history and evidence | $2.67M | 1.50% | 19.88K shares | 1.47% → 1.50%+0.03 pp -514 (-2.52%) | Reduced | ▾ |
| 10 | ARTYISHARES FUTURE AI & TECH ETFFUTU AI TECH ETF View history and evidence | $2.62M | 1.47% | 34.46K shares | 1.06% → 1.47%+0.41 pp -88 (-0.25%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACN ACCENTURE PLC-CL A | Non-derivative | -1,643 | -$325.79K | SEC filing ↗ | SEC filing ↗ |
| GDOC GOLDMAN SACHS FUTURE HEALTH | Non-derivative | -9,857 | -$321.48K | SEC filing ↗ | SEC filing ↗ |
| ICE INTERCONTINENTAL EXCHANGE IN | Non-derivative | -1,434 | -$225.54K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 919447 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 178297889
}Research all 156 reported holdings.
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