account_balance

Investment manager · 13F filer · SEC CIK 919447

Cascade Investment Group, Inc.

Reported value$181Mas of Sep 30, 2026
Positions160 13 new, 9 sold out
Top 10 weight39.3%VTI alone is 15%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 14.7% Held
SPTM SPDR Series Trust 5.1% Held
AAPL Apple Inc. 5.0% Held
CIBR First Tr Exchange-Traded Fd 3.0% Trimmed −5%
VXUS Vanguard Star FDS 2.9% Added +6%
AMZN Amazon.com Inc 1.9% HeldMSFT Microsoft Corp 1.8% Held
SKYY First Tr Exchange-Traded Fd 1.7% Trimmed −4%
CVX Chevron Corp 1.7% HeldGOOG Alphabet Inc. 1.5% Held
ARTY iShares Tr 1.5% Held
SPG Simon Property Group Inc. 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • FLTR $1.08M
  • DAUG $809K
  • MISL $423K
  • SOLS $381K
arrow_upwardAdded
arrow_downwardTrimmed
  • DFEB −52%
  • ORBX −41%
  • BND −18%
  • KEYS −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist