13F Insight
DOSSIER · 13F-HR · Q1 2026

CASCADE INVESTMENT GROUP, INC.

CASCADE INVESTMENT's family office based in Stamford, CT — $152M in tracked AUM across 147 positions as of Q1 2026.

CI
CASCADE INVESTMENT·Stamford, CT·Family Office
CIK 0000919447 · last filed Mar 31, 2026
Total AUM
$152M
▲ 3.9%
vs prior
Holdings
147
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CASCADE INVESTMENT GROUP, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$23M71K15.1%
02
SPTM
SPDR SERIES TRUST
$8M100K5.2%
03
AAPL
APPLE INC
$7M28K4.6%
04
VXUS
VANGUARD STAR FDS
$4M53K2.7%
05
CIBR
FIRST TR EXCHANGE-TRADED FD
$4M57K2.3%
06
CVX
CHEVRON CORPORATION
$3M15K2.0%
07
AMZN
AMAZON COM INC
$3M14K1.9%
08
PBA
PEMBINA PIPELINE CORP
$3M57K1.7%
09
SPG
SIMON PPTY GROUP INC NEW
$2M13K1.6%
10
GOOG
ALPHABET INC
$2M8K1.5%

Filing history

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