13F Insight
DOSSIER · 13F-HR · Q2 2026

CASCADE INVESTMENT GROUP, INC.

$178M in tracked AUM across 156 positions as of Q2 2026.

CI
CIK 0000919447 · last filed Jun 30, 2026
Total AUM
$178M
as of Q2 2026
Holdings
156
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CASCADE INVESTMENT GROUP, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$26M71K14.8%02
SPTM
SPDR SERIES TRUST
$9M100K5.1%03
AAPL
APPLE INC
$8M27K4.5%04
CIBR
FIRST TR EXCHANGE-TRADED FD
$5M56K2.8%05
VXUS
VANGUARD STAR FDS
$5M57K2.8%06
AMZN
AMAZON COM INC
$3M14K1.8%07
GOOG
ALPHABET INC
$3M8K1.6%08
SPG
SIMON PPTY GROUP INC NEW
$3M13K1.6%09
SKYY
FIRST TR EXCHANGE-TRADED FD
$3M20K1.5%10
ARTY
ISHARES TR
$3M34K1.5%

Filing history

2026Q2Jun 30
$178M▲ 17.4%
156 positionsView →2026Q1Mar 31
$152M▲ 1.4%
147 positionsView →2025Q4Dec 31
$150M▼ 0.8%
143 positionsView →2025Q3Sep 30
$151M▲ 5.5%
146 positionsView →2025Q2Jun 30
$143M▲ 10.1%
142 positionsLocked2025Q1Mar 31
$130M▼ 7.0%
131 positionsLocked2024Q4Dec 31
$140M▲ 2.5%
136 positionsLocked2024Q3Sep 30
$136M▲ 6.5%
129 positionsLocked2024Q2Jun 30
$128M▼ 4.1%
129 positionsLocked2024Q1Mar 31
$134M▲ 7.8%
142 positionsLocked2023Q4Dec 31
$124M▲ 16.9%
135 positionsLocked2023Q3Sep 30
$106M▼ 3.1%
122 positionsLocked
Showing 12 of 15