CASCADE INVESTMENT GROUP, INC.
•CIK: 919447•Filing: Q4 2025
**CASCADE INVESTMENT GROUP, INC.** manages $150M across a diversified portfolio of 143 positions. The fund maintains significant exposure to core US equities, highlighted by the top holding in VTI at $23.9M. Notable allocations include substantial positions in technology and growth names such as AAPL ($7.6M), MSFT ($2.9M), and GOOG ($2.4M). This structure suggests a conviction-driven, large-cap growth mandate within the current market cycle.
Total AUM
$149.8M
QoQ Performance
-0.8%
Positions
123
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SPTM
AAPL
VTI15.9%
SPTM5.3%
AAPL5.0%
CIBR2.8%
VXUS2.4%
AMZN2.1%
MSFT1.9%
SKYY1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
Technology15.7%
Financial4.9%
Consumer3.2%
Healthcare2.9%
Real Estate1.6%
Industrial1.6%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$669.3K
+5 more exited positions
Changes from Q3 2025
NEW7 new positions
↑40 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023