Cascade Investment Group, Inc.

13F filer · CIK 0000919447

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$178MU.S. long equity reported on 13F

Positions1089 new · 7 closed

Net flow last quarter-$6.16KBuys minus sells

Top 10 positions weight17.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026108 positions
AAPLApple Inc.	$7.95M	4.46%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$3.27M	1.84%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$2.84M	1.59%	Not reported	+1.4%	Q4 2022
SPGSimon Property Group Inc.	$2.8M	1.57%	156.59%	-0.8%	Q4 2022
SKYYSkye International, Inc	$2.67M	1.50%	Not reported	-2.5%	Q4 2022
PBAPembina Pipeline Corp	$2.56M	1.43%	0.01%	-2.7%	Q4 2022
CVXChevron Corp	$2.43M	1.36%	0.00%	-0.1%	Q4 2022
MSFTMicrosoft Corp	$2.36M	1.32%	0.00%	+4.4%	Q4 2022
VVisa Inc.	$2.19M	1.23%	0.00%	-1.7%	Q4 2022
GOOGLAlphabet Inc.	$2.13M	1.20%	0.00%	-1.0%	Q4 2022
IRMIron Mountain Inc	$2.12M	1.19%	0.01%	-5.8%	Q4 2022
IBMInternational Business Machines Corp	$2.1M	1.18%	0.00%	+1.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.95M	1.09%	0.00%	-0.4%	Q4 2022
GLPGlobal Partners LP	$1.91M	1.07%	0.12%	-0.3%	Q4 2022
PWRQuanta Services, Inc.	$1.84M	1.03%	0.00%	+1.4%	Q4 2022
MOAltria Group, Inc.	$1.84M	1.03%	0.00%	-1.2%	Q4 2022
AMAntero Midstream Corp	$1.8M	1.01%	0.02%	-2.2%	Q4 2022
GLWCorning Inc	$1.78M	1.00%	0.00%	-10.2%	Q4 2022
OHIOmega Healthcare Investors Inc	$1.73M	0.97%	0.01%	-1.4%	Q4 2022
NVDANvidia Corp	$1.71M	0.96%	0.00%	+3.4%	Q4 2023
ETEnergy Transfer LP	$1.68M	0.94%	0.00%	-2.9%	Q4 2022
ABBVAbbVie Inc.	$1.63M	0.91%	0.00%	Not reported	Q4 2022
AMATApplied Materials Inc	$1.58M	0.88%	0.00%	-1.4%	Q4 2022
FTGCSynergetics, Inc.	$1.46M	0.82%	Not reported	+1.5%	Q4 2022
SUNSunoco LP	$1.46M	0.82%	Not reported	-1.4%	Q4 2022
FTNTFortinet, Inc.	$1.43M	0.80%	0.00%	-3.9%	Q4 2022
JNJJohnson & Johnson	$1.41M	0.79%	0.00%	+1.5%	Q4 2022
AVGOBroadcom Inc.	$1.32M	0.74%	0.00%	-9.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.21M	0.68%	Not reported	+3.6%	Q4 2022
HASIHA Sustainable Infrastructure Capital, Inc.	$1.2M	0.67%	0.02%	+2.8%	Q4 2023
OKEOneok Inc	$1.14M	0.64%	0.00%	+4.1%	Q3 2023
ARCCAres Capital Corp	$1.08M	0.60%	0.01%	-1.8%	Q4 2022
OUNZVanEck Merk Gold ETF	$1.05M	0.59%	0.04%	-0.7%	Q4 2025
GSGoldman Sachs Group Inc	$1.04M	0.58%	0.00%	-5.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$952K	0.53%	Not reported	Not reported	Q4 2022
COSTCostco Wholesale Corp	$926K	0.52%	0.00%	-3.1%	Q4 2022
PANWPalo Alto Networks Inc	$889K	0.50%	0.00%	+12.7%	Q3 2023
EXRExtra Space Storage Inc.	$863K	0.48%	0.00%	-4.7%	Q4 2022
ECGEverus Construction Group, Inc.	$830K	0.47%	0.01%	Not reported	Q4 2024
KEYSKeysight Technologies, Inc.	$816K	0.46%	0.00%	-9.3%	Q4 2022
SMHMarket Vectors ETF Trust	$807K	0.45%	Not reported	+5.0%	Q1 2024
INTCIntel Corp	$804K	0.45%	0.00%	-5.3%	Q4 2023
DLRDigital Realty Trust, Inc.	$762K	0.43%	0.00%	Not reported	Q4 2022
AEPAmerican Electric Power Co Inc	$756K	0.42%	0.00%	+4.0%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$702K	0.39%	0.00%	-7.5%	Q3 2023
ASMLAsml Holding NV	$651K	0.36%	0.00%	Not reported	Q1 2023
XELXcel Energy Inc	$633K	0.35%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$620K	0.35%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$620K	0.35%	0.00%	+5.2%	Q3 2023
VIKViking Holdings Ltd	$614K	0.34%	Not reported	-7.7%	Q2 2024

Q1 2026Reported May 13, 2026105 positions
AAPLApple Inc.	$7.03M	4.62%	0.00%	-0.3%	Q4 2022
CVXChevron Corp	$3.03M	2.00%	0.00%	-0.6%	Q4 2022
AMZNAmazon Com Inc	$2.85M	1.88%	0.00%	+0.9%	Q4 2022
PBAPembina Pipeline Corp	$2.54M	1.67%	0.01%	-1.7%	Q4 2022
SPGSimon Property Group Inc.	$2.35M	1.55%	157.81%	-3.6%	Q4 2022
GOOGAlphabet Inc.	$2.27M	1.50%	Not reported	+4.4%	Q4 2022
MSFTMicrosoft Corp	$2.24M	1.48%	0.00%	+1.2%	Q4 2022
SKYYSkye International, Inc	$2.23M	1.47%	Not reported	-8.2%	Q4 2022
VVisa Inc.	$1.97M	1.29%	0.00%	+2.0%	Q4 2022
AMAntero Midstream Corp	$1.84M	1.21%	0.02%	-7.2%	Q4 2022
IRMIron Mountain Inc	$1.82M	1.20%	0.01%	-7.5%	Q4 2022
IBMInternational Business Machines Corp	$1.79M	1.18%	0.00%	+0.4%	Q4 2022
JPMJPMorgan Chase & Co	$1.76M	1.16%	0.00%	+3.6%	Q4 2022
ETEnergy Transfer LP	$1.75M	1.15%	0.00%	-1.6%	Q4 2022
GLPGlobal Partners LP	$1.73M	1.14%	0.12%	-3.1%	Q4 2022
GOOGLAlphabet Inc.	$1.73M	1.14%	0.00%	Not reported	Q4 2022
MOAltria Group, Inc.	$1.71M	1.12%	0.00%	-3.9%	Q4 2022
OHIOmega Healthcare Investors Inc	$1.62M	1.06%	0.01%	-6.1%	Q4 2022
FTGCSynergetics, Inc.	$1.53M	1.01%	Not reported	+7.3%	Q4 2022
NVDANvidia Corp	$1.44M	0.95%	0.00%	-12.9%	Q4 2023
SUNSunoco LP	$1.42M	0.94%	Not reported	-4.0%	Q4 2022
ABBVAbbVie Inc.	$1.41M	0.93%	0.00%	-2.6%	Q4 2022
PWRQuanta Services, Inc.	$1.38M	0.91%	0.00%	+0.4%	Q4 2022
JNJJohnson & Johnson	$1.34M	0.88%	0.00%	+68.1%	Q4 2022
OUNZVanEck Merk Gold ETF	$1.23M	0.81%	0.04%	+27.7%	Q4 2025
AVGOBroadcom Inc.	$1.2M	0.79%	0.00%	-3.0%	Q4 2022
OKEOneok Inc	$1.14M	0.75%	0.00%	-3.1%	Q3 2023
BRK.BBerkshire Hathaway Inc	$1.12M	0.74%	Not reported	+11.7%	Q4 2022
HASIHA Sustainable Infrastructure Capital, Inc.	$1.1M	0.72%	0.02%	-6.1%	Q4 2023
ARCCAres Capital Corp	$1.07M	0.70%	0.01%	-1.1%	Q4 2022
GLWCorning Inc	$1.06M	0.69%	0.00%	-3.1%	Q4 2022
COSTCostco Wholesale Corp	$1.02M	0.67%	0.00%	-8.8%	Q4 2022
HONHoneywell International Inc	$951K	0.63%	0.00%	-5.1%	Q4 2022
GSGoldman Sachs Group Inc	$922K	0.61%	0.00%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$829K	0.55%	Not reported	-1.2%	Q4 2022
PFEPfizer Inc	$825K	0.54%	0.00%	+1.7%	Q4 2022
EXRExtra Space Storage Inc.	$817K	0.54%	0.00%	-6.9%	Q4 2022
FTNTFortinet, Inc.	$791K	0.52%	0.00%	+2.7%	Q4 2022
DLRDigital Realty Trust, Inc.	$764K	0.50%	0.00%	+0.7%	Q4 2022
AMATApplied Materials Inc	$755K	0.50%	0.00%	+3.1%	Q4 2022
KEYSKeysight Technologies, Inc.	$725K	0.48%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$720K	0.47%	0.00%	-1.8%	Q4 2022
AEPAmerican Electric Power Co Inc	$697K	0.46%	0.00%	+1.0%	Q4 2022
CRMSalesforce, Inc.	$682K	0.45%	0.00%	-1.3%	Q4 2022
RTXRTX Corp	$652K	0.43%	0.00%	-9.1%	Q4 2022
XELXcel Energy Inc	$626K	0.41%	0.00%	Not reported	Q4 2023
INTUIntuit Inc.	$607K	0.40%	0.00%	+6.1%	Q4 2022
ECGEverus Construction Group, Inc.	$590K	0.39%	0.01%	Not reported	Q4 2024
IBTGInternational Building Technologies Group, Inc.	$495K	0.33%	Not reported	New	Q1 2026
PLTRPalantir Technologies Inc.	$490K	0.32%	0.00%	-6.3%	Q3 2024

Q4 2025Reported Jan 22, 2026105 positions
AAPLApple Inc.	$7.55M	5.04%	0.00%	-1.6%	Q4 2022
AMZNAmazon Com Inc	$3.13M	2.09%	0.00%	-1.3%	Q4 2022
MSFTMicrosoft Corp	$2.9M	1.93%	0.00%	-1.0%	Q4 2022
SKYYSkye International, Inc	$2.89M	1.93%	Not reported	-4.4%	Q4 2022
SPGSimon Property Group Inc.	$2.42M	1.62%	163.70%	-3.7%	Q4 2022
GOOGAlphabet Inc.	$2.38M	1.59%	Not reported	-0.7%	Q4 2022
CVXChevron Corp	$2.25M	1.50%	0.00%	+0.6%	Q4 2022
VVisa Inc.	$2.24M	1.49%	0.00%	-2.4%	Q4 2022
PBAPembina Pipeline Corp	$2.2M	1.47%	0.01%	-2.8%	Q4 2022
IBMInternational Business Machines Corp	$2.17M	1.45%	0.00%	+3.1%	Q4 2022
GOOGLAlphabet Inc.	$1.88M	1.26%	0.00%	-3.4%	Q4 2022
JPMJPMorgan Chase & Co	$1.86M	1.24%	0.00%	Not reported	Q4 2022
GLPGlobal Partners LP	$1.78M	1.19%	0.13%	-9.2%	Q4 2022
NVDANvidia Corp	$1.77M	1.18%	0.00%	-15.5%	Q4 2023
OHIOmega Healthcare Investors Inc	$1.74M	1.16%	0.01%	-4.8%	Q4 2022
IRMIron Mountain Inc	$1.6M	1.06%	0.01%	-6.1%	Q4 2022
MOAltria Group, Inc.	$1.55M	1.04%	0.00%	-0.3%	Q4 2022
AMAntero Midstream Corp	$1.55M	1.03%	0.02%	-1.6%	Q4 2022
ETEnergy Transfer LP	$1.52M	1.01%	0.00%	+3.5%	Q4 2022
ABBVAbbVie Inc.	$1.52M	1.01%	0.00%	-3.0%	Q4 2022
AVGOBroadcom Inc.	$1.39M	0.92%	0.00%	-15.2%	Q4 2022
ARCCAres Capital Corp	$1.21M	0.81%	0.01%	-5.6%	Q4 2022
SUNSunoco LP	$1.19M	0.80%	Not reported	-6.2%	Q4 2022
FTGCSynergetics, Inc.	$1.15M	0.77%	Not reported	+2.3%	Q4 2022
PWRQuanta Services, Inc.	$1.06M	0.71%	0.00%	-1.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.05M	0.70%	Not reported	+5.0%	Q4 2022
HASIHA Sustainable Infrastructure Capital, Inc.	$998K	0.67%	0.02%	-0.8%	Q4 2023
CRMSalesforce, Inc.	$980K	0.65%	0.00%	+0.4%	Q4 2022
COSTCostco Wholesale Corp	$967K	0.65%	0.00%	-2.6%	Q4 2022
GSGoldman Sachs Group Inc	$958K	0.64%	0.00%	Not reported	Q4 2022
OKEOneok Inc	$954K	0.64%	0.00%	+107.9%	Q3 2023
OUNZVanEck Merk Gold ETF	$890K	0.59%	0.04%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$880K	0.59%	Not reported	Not reported	Q4 2022
INTUIntuit Inc.	$877K	0.59%	0.00%	Not reported	Q4 2022
EXRExtra Space Storage Inc.	$872K	0.58%	0.00%	-9.9%	Q4 2022
HONHoneywell International Inc	$865K	0.58%	0.00%	+9.9%	Q4 2022
FTNTFortinet, Inc.	$748K	0.50%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$719K	0.48%	0.00%	+0.1%	Q4 2022
GLWCorning Inc	$702K	0.47%	0.00%	-0.1%	Q4 2022
RTXRTX Corp	$682K	0.46%	0.00%	+1.1%	Q4 2022
JNJJohnson & Johnson	$675K	0.45%	0.00%	-0.9%	Q4 2022
DLRDigital Realty Trust, Inc.	$652K	0.43%	0.00%	-4.7%	Q4 2022
PLTRPalantir Technologies Inc.	$635K	0.42%	0.00%	-11.7%	Q3 2024
AEPAmerican Electric Power Co Inc	$607K	0.41%	0.00%	+1.4%	Q4 2022
ACNAccenture plc	$607K	0.41%	0.00%	-16.3%	Q4 2022
FSKFS KKR Capital Corp	$583K	0.39%	0.01%	-48.4%	Q3 2024
XELXcel Energy Inc	$582K	0.39%	0.00%	Not reported	Q4 2023
AMATApplied Materials Inc	$551K	0.37%	0.00%	Not reported	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$548K	0.37%	0.00%	Not reported	Q3 2023
PRUPrudential Financial Inc	$541K	0.36%	0.00%	+2.7%	Q4 2022

Q3 2025Reported Oct 29, 2025105 positions
AAPLApple Inc.	$7.18M	4.76%	0.00%	-4.4%	Q4 2022
MSFTMicrosoft Corp	$3.13M	2.07%	0.00%	-1.5%	Q4 2022
SKYYSkye International, Inc	$3.12M	2.07%	Not reported	-0.5%	Q4 2022
AMZNAmazon Com Inc	$3.02M	2.00%	0.00%	-0.1%	Q4 2022
SPGSimon Property Group Inc.	$2.55M	1.69%	170.04%	-0.5%	Q4 2022
PBAPembina Pipeline Corp	$2.41M	1.59%	0.01%	-1.8%	Q4 2022
CVXChevron Corp	$2.28M	1.51%	0.00%	-0.6%	Q4 2022
GLPGlobal Partners LP	$2.25M	1.49%	0.14%	-1.2%	Q4 2022
VVisa Inc.	$2.23M	1.48%	0.00%	-0.2%	Q4 2022
NVDANvidia Corp	$2.1M	1.39%	0.00%	-4.3%	Q4 2023
IRMIron Mountain Inc	$2.09M	1.38%	0.01%	-2.0%	Q4 2022
IBMInternational Business Machines Corp	$2.01M	1.33%	0.00%	+28.5%	Q4 2022
GOOGAlphabet Inc.	$1.86M	1.23%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$1.82M	1.21%	0.00%	-0.2%	Q4 2022
MOAltria Group, Inc.	$1.78M	1.18%	0.00%	-0.8%	Q4 2022
OHIOmega Healthcare Investors Inc	$1.74M	1.15%	0.01%	-2.1%	Q4 2022
AMAntero Midstream Corp	$1.72M	1.14%	0.02%	-2.7%	Q4 2022
ABBVAbbVie Inc.	$1.59M	1.05%	0.00%	-0.5%	Q4 2022
AVGOBroadcom Inc.	$1.56M	1.03%	0.00%	-36.4%	Q4 2022
ETEnergy Transfer LP	$1.53M	1.01%	0.00%	-0.6%	Q4 2022
GOOGLAlphabet Inc.	$1.51M	1.00%	0.00%	Not reported	Q4 2022
ARCCAres Capital Corp	$1.29M	0.86%	0.01%	-0.8%	Q4 2022
FTGCSynergetics, Inc.	$1.26M	0.83%	Not reported	+0.2%	Q4 2022
SUNSunoco LP	$1.21M	0.80%	Not reported	-2.4%	Q4 2022
FSKFS KKR Capital Corp	$1.14M	0.75%	0.03%	+9.0%	Q3 2024
COSTCostco Wholesale Corp	$1.07M	0.71%	0.00%	+1.0%	Q4 2022
PWRQuanta Services, Inc.	$1.05M	0.70%	0.00%	-1.7%	Q4 2022
EXRExtra Space Storage Inc.	$1.05M	0.69%	0.00%	-3.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1M	0.66%	Not reported	+2.8%	Q4 2022
HASIHA Sustainable Infrastructure Capital, Inc.	$983K	0.65%	0.03%	-1.5%	Q4 2023
INTUIntuit Inc.	$904K	0.60%	0.00%	-43.9%	Q4 2022
LYBLyondellBasell Industries N.V.	$874K	0.58%	0.01%	+3.7%	Q4 2022
CRMSalesforce, Inc.	$873K	0.58%	0.00%	+5.5%	Q4 2022
GSGoldman Sachs Group Inc	$868K	0.57%	0.00%	-6.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$859K	0.57%	Not reported	-0.4%	Q4 2022
HONHoneywell International Inc	$849K	0.56%	0.00%	+143.5%	Q4 2022
FTNTFortinet, Inc.	$792K	0.52%	0.00%	+3.9%	Q4 2022
DLRDigital Realty Trust, Inc.	$764K	0.51%	0.00%	-1.8%	Q4 2022
PLTRPalantir Technologies Inc.	$739K	0.49%	0.00%	-12.9%	Q3 2024
PFEPfizer Inc	$735K	0.49%	0.00%	-3.1%	Q4 2022
ABRArbor Realty Trust Inc	$671K	0.44%	0.03%	-6.9%	Q4 2022
ACNAccenture plc	$667K	0.44%	0.00%	-29.2%	Q4 2022
GLWCorning Inc	$658K	0.44%	0.00%	Not reported	Q4 2022
XELXcel Energy Inc	$636K	0.42%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$615K	0.41%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$611K	0.40%	0.00%	-19.4%	Q4 2022
ADPAutomatic Data Processing Inc	$597K	0.40%	0.00%	Not reported	Q4 2022
AEPAmerican Electric Power Co Inc	$584K	0.39%	0.00%	+1.9%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$574K	0.38%	0.00%	-4.1%	Q3 2023
CCICrown Castle Inc.	$552K	0.37%	0.00%	-0.5%	Q3 2023

Premium opens every quarter this fund has filed