Cascade Investment Group, Inc. Top Holdings and 13F Report (2025) About Cascade Investment Group, Inc.Investment ActivityCascade Investment Group, Inc. has $130.04 million in total holdings as of March 31, 2025.Cascade Investment Group, Inc. owns shares of 131 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 6.36% of the portfolio was sold this quarter.This quarter, Cascade Investment Group, Inc. has purchased 136 new stocks and bought additional shares in 25 stocks.Cascade Investment Group, Inc. sold shares of 72 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $19,473,712Apple $6,610,760SPDR Portfolio S&P 1500 Composite Stock Market ETF $6,311,002First Trust Nasdaq Cybersecurity ETF $3,729,302Amazon.com $2,641,189 Largest New Holdings this Quarter 33740F631 - FT Vest U.S. Equity Deep Buffer ETF - January $330,263 Holding747525103 - QUALCOMM $233,026 Holding580135101 - McDonald's $211,162 Holding863667101 - Stryker $205,854 Holding Largest Purchases this Quarter FT Vest U.S. Equity Deep Buffer ETF - January 8,698 shares (about $330.26K)QUALCOMM 1,517 shares (about $233.03K)Vanguard Total International Stock ETF 3,531 shares (about $219.28K)McDonald's 676 shares (about $211.16K)Stryker 553 shares (about $205.85K) Largest Sales this Quarter Goldman Sachs BDC 57,675 shares (about $670.76K)Amazon.com 2,312 shares (about $439.88K)Vanguard Total Stock Market ETF 1,052 shares (about $289.13K)Automatic Data Processing 851 shares (about $260.01K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 2,736 shares (about $186.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCascade Investment Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$19,473,712$289,131 ▼-1.5%70,85515.0%ETFAAPLApple$6,610,760$170,150 ▼-2.5%29,7615.1%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$6,311,002$186,076 ▼-2.9%92,7954.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$3,729,302$21,546 ▲0.6%59,1952.9%ManufacturingAMZNAmazon.com$2,641,189$439,881 ▼-14.3%13,8822.0%Retail/WholesaleGLPGlobal Partners$2,563,041$62,455 ▼-2.4%48,0152.0%EnergyVXUSVanguard Total International Stock ETF$2,545,417$219,275 ▲9.4%40,9892.0%ETFABRArbor Realty Trust$2,473,230$41,818 ▼-1.7%210,4881.9%FinancePBAPembina Pipeline$2,463,366$68,051 ▼-2.7%61,5381.9%EnergySKYYFirst Trust Cloud Computing ETF$2,401,764$32,509 ▼-1.3%23,4941.8%ManufacturingCVXChevron$2,375,698$25,428 ▼-1.1%14,2011.8%EnergySPGSimon Property Group$2,282,936$12,456 ▼-0.5%13,7461.8%FinanceVVisa$2,270,630$110,395 ▼-4.6%6,4791.7%Business ServicesMSFTMicrosoft$1,995,949$138,894 ▼-6.5%5,3171.5%Computer and TechnologyIRMIron Mountain$1,813,710$41,299 ▼-2.2%21,0801.4%Business ServicesSPYINEOS S&P 500 High Income ETF$1,773,846$6,705 ▼-0.4%37,0401.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,754,874$25,541 ▼-1.4%30,7121.3%ETFETEnergy Transfer$1,653,581$37,645 ▼-2.2%88,9501.3%EnergyAMAntero Midstream$1,643,484$9,000 ▼-0.5%91,3051.3%EnergyOHIOmega Healthcare Investors$1,616,568$30,464 ▼-1.8%42,4521.2%FinanceMOAltria Group$1,556,5610.0%25,9341.2%Consumer StaplesINTUIntuit$1,481,838$11,054 ▲0.8%2,4131.1%Computer and TechnologySUNSunoco$1,479,079$35,126 ▼-2.3%25,4751.1%EnergyFSKFS KKR Capital$1,441,842$120,463 ▲9.1%68,8231.1%FinanceABBVAbbVie$1,437,017$28,284 ▼-1.9%6,8591.1%MedicalARCCAres Capital$1,417,386$23,268 ▼-1.6%63,9611.1%FinanceIBMInternational Business Machines$1,354,765$164,124 ▼-10.8%5,4481.0%Computer and TechnologyJPMJPMorgan Chase & Co.$1,347,486$63,290 ▼-4.5%5,4931.0%FinanceBNDVanguard Total Bond Market ETF$1,258,713$68,309 ▲5.7%17,1371.0%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,219,253$1,225 ▼-0.1%47,7760.9%ManufacturingGOOGAlphabet$1,158,758$18,748 ▼-1.6%7,4170.9%Computer and TechnologyACNAccenture$1,143,003$23,403 ▼-2.0%3,6630.9%Computer and TechnologyEXRExtra Space Storage$1,142,928$51,526 ▼-4.3%7,6970.9%FinanceAVGOBroadcom$1,140,552$114,691 ▲11.2%6,8120.9%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,089,280$49,571 ▲4.8%24,6110.8%ETFCOSTCostco Wholesale$1,085,755$84,174 ▼-7.2%1,1480.8%Retail/WholesaleBRK.BBerkshire Hathaway$1,014,032$86,811 ▼-7.9%1,9040.8%FinanceGOOGLAlphabet$963,407$98,196 ▼-9.2%6,2300.7%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$961,692$274 ▼0.0%17,5300.7%ManufacturingHASIHA Sustainable Infrastructure Capital$950,300$46,053 ▲5.1%32,5000.7%FinanceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$901,105$25,946 ▼-2.8%28,6520.7%ManufacturingCRMSalesforce$886,393$114,858 ▲14.9%3,3030.7%Computer and TechnologyFTNTFortinet$873,5600.0%9,0750.7%Computer and TechnologyFIFiserv$762,747$4,637 ▲0.6%3,4540.6%Business ServicesPFEPfizer$756,925$54,126 ▼-6.7%29,8710.6%MedicalSPYSPDR S&P 500 ETF Trust$724,4100.0%1,2950.6%FinanceCCICrown Castle$651,750$98,914 ▼-13.2%6,2530.5%FinanceDLRDigital Realty Trust$639,790$64,481 ▲11.2%4,4650.5%FinancePWRQuanta Services$639,771$43,211 ▼-6.3%2,5170.5%ConstructionADPAutomatic Data Processing$621,754$260,006 ▼-29.5%2,0350.5%Business ServicesAIRRFirst Trust RBA American Industrial Renaissance ETF$603,727$23,874 ▼-3.8%8,8510.5%ManufacturingGSThe Goldman Sachs Group$577,429$13,657 ▲2.4%1,0570.4%FinancePGProcter & Gamble$572,270$54,705 ▲10.6%3,3580.4%Consumer StaplesXELXcel Energy$564,904$35,395 ▼-5.9%7,9800.4%UtilitiesGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$551,341$22,022 ▼-3.8%14,8210.4%ETFAEPAmerican Electric Power$532,254$26,006 ▲5.1%4,8710.4%UtilitiesOKEONEOK$515,150$9,922 ▲2.0%5,1920.4%EnergyXOMExxon Mobil$514,491$63,509 ▼-11.0%4,3260.4%EnergyFPEFirst Trust Preferred Securities and Income ETF$505,765$28,144 ▼-5.3%28,7530.4%ETFNVDANVIDIA$494,104$98,951 ▼-16.7%4,5590.4%Computer and TechnologyRTXRTX$486,923$168,887 ▼-25.8%3,6760.4%AerospacePRUPrudential Financial$468,386$37,413 ▼-7.4%4,1940.4%FinanceVEUVanguard FTSE All-World ex-US ETF$466,9000.0%7,6970.4%ETFCLColgate-Palmolive$461,954$937 ▲0.2%4,9300.4%Consumer StaplesABTAbbott Laboratories$459,500$15,785 ▲3.6%3,4640.4%MedicalMAMastercard$451,1030.0%8230.3%Business ServicesKNFKnife River$451,0500.0%5,0000.3%ConstructionJNJJohnson & Johnson$434,080$16,587 ▼-3.7%2,6170.3%MedicalCRWDCrowdStrike$430,1480.0%1,2200.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$428,330$71,740 ▼-14.3%5,0750.3%CL AFTCSFirst Trust Capital Strength ETF$419,336$78,076 ▲22.9%4,6780.3%ETFUNHUnitedHealth Group$416,770$51,834 ▼-11.1%7960.3%MedicalKEYSKeysight Technologies$403,9300.0%2,6970.3%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$398,819$4,836 ▲1.2%10,6380.3%ETFLYBLyondellBasell Industries$397,267$139,392 ▲54.1%5,6430.3%Basic MaterialsLLYEli Lilly and Company$384,874$75,984 ▼-16.5%4660.3%MedicalDPGDuff & Phelps Utility and Infrastructure Fund$377,296$55,647 ▲17.3%30,8500.3%Financial ServicesIWMiShares Russell 2000 ETF$374,181$120,671 ▲47.6%1,8760.3%FinanceAAgilent Technologies$371,9910.0%3,1800.3%MedicalGMREGlobal Medical REIT$369,166$23,581 ▼-6.0%42,1900.3%FinanceDUKDuke Energy$367,1300.0%3,0100.3%UtilitiesGLWCorning$362,6690.0%7,9220.3%Computer and TechnologyNOWServiceNow$359,059$40,603 ▲12.8%4510.3%Computer and TechnologyPANWPalo Alto Networks$357,661$7,167 ▲2.0%2,0960.3%Computer and TechnologyHONHoneywell International$350,658$19,481 ▼-5.3%1,6560.3%Multi-Sector ConglomeratesTOSTToast$348,982$332 ▼-0.1%10,5210.3%Computer and TechnologyBMYBristol-Myers Squibb$348,4970.0%5,7140.3%MedicalAMPLIFY ETF TR$348,2300.0%4,8500.3%AMPLIFY CYBERSECENBEnbridge$346,416$12,185 ▼-3.4%7,8180.3%EnergyMDUMDU Resources Group$338,2000.0%20,0000.3%UtilitiesDJANFT Vest U.S. Equity Deep Buffer ETF - January$330,263$330,263 ▲New Holding8,6980.3%ETFVIKING HOLDINGS LTD$326,9440.0%8,2250.3%ORD SHSVUGVanguard Growth ETF$321,1300.0%8660.2%ETFAMATApplied Materials$314,040$14,512 ▼-4.4%2,1640.2%Computer and TechnologyVTVVanguard Value ETF$311,9680.0%1,8060.2%ETFOBDCBlue Owl Capital$308,960$9,163 ▼-2.9%21,0750.2%FinanceMARMarriott International$302,990$8,337 ▼-2.7%1,2720.2%Consumer DiscretionaryGDOCGoldman Sachs Future Health Care Equity ETF$297,514$7,250 ▼-2.4%9,2330.2%ETFCSCOCisco Systems$296,455$30,176 ▼-9.2%4,8040.2%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$293,504$15,469 ▼-5.0%7,7790.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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