13F Insight
DOSSIER · 13F-HR · Q3 2026

CASCADE INVESTMENT GROUP, INC.

$181M in tracked AUM across 160 positions as of Q3 2026.

CI
CIK 0000919447 · last filed Sep 30, 2026
Total AUM
$181M
as of Q3 2026
Holdings
160
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CASCADE INVESTMENT GROUP, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$27M71K14.7%02
SPTM
SPDR SERIES TRUST
$9M100K5.1%03
AAPL
APPLE INC
$9M27K5.0%04
CIBR
FIRST TR EXCHANGE-TRADED FD
$5M53K3.0%05
VXUS
VANGUARD STAR FDS
$5M61K2.9%06
AMZN
AMAZON COM INC
$3M14K1.9%07
MSFT
MICROSOFT CORP
$3M6K1.8%08
SKYY
FIRST TR EXCHANGE-TRADED FD
$3M19K1.7%09
CVX
CHEVRON CORPORATION
$3M15K1.7%10
GOOG
ALPHABET INC
$3M8K1.5%

Filing history

2026Q3Sep 30
$181M▲ 1.2%
160 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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