Arkolith/Funds/Cascade Investment Group, Inc.

Cascade Investment Group, Inc.

CIK 919447
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Cascade Investment Group, Inc. holds a diversified book of 156 stocks worth $178.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Global X FDS and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CASCADE INVESTMENT GROUP, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
40
existing
Trimmed
61
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.5%
+15.6%/yr · since Oct '24
Their reported book
+25.8%
held from quarter-end
S&P 500
+29.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Cascade Investment Group, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.7 points over this window.

Growth of $10,000 cloning Cascade Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
38%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
17%
Financials
6%
Real Estate
5%
Energy
5%
Industrials
4%
Utilities
4%
Health Care
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cascade Investment Group, Inc.

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$14.8B
MORGAN STANLEY78 / 80$498.7B
RAYMOND JAMES FINANCIAL INC78 / 80$70.4B
LPL Financial LLC78 / 80$63.5B
HighTower Advisors, LLC78 / 80$25.5B
Kestra Advisory Services, LLC78 / 80$7.0B
Farther Finance Advisors, LLC78 / 80$1.8B
JPMORGAN CHASE & CO77 / 80$443.1B

Ranked by how many of Cascade Investment Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

156 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$26.3M71.2K
14.8%
−0.2%
Reduced · −131 sh
2SPDR Series Trust
ST STR PR SP1500
$9.1M100.1K
5.1%
−0.2%
Reduced · −200 sh
3Apple Inc
COM
$7.9M27.5K
4.5%
−0.8%
Reduced · −213 sh
4First TR Exchange-Traded FD
NASDAQ CYB ETF
$5.0M55.7K
2.8%
−2.0%
Reduced · −1K sh
5Vanguard Star FDS
VG TL INTL STK F
$4.9M57.4K
2.8%
+9.3%
Added · +5K sh
6Amazon Com Inc
COM
$3.3M13.7K
1.8%
+0.2%
Added · +31 sh
7Alphabet Inc
CAP STK CL C
$2.8M8.0K
1.6%
+1.4%
Added · +108 sh
8Simon Ppty Group Inc New
COM
$2.8M12.5K
1.6%
−0.8%
Reduced · −98 sh
9First TR Exchange-Traded FD
CLOUD COMPUTING
$2.7M19.9K
1.5%
−2.5%
Reduced · −514 sh
10Ishares TR
FUTU AI TECH ETF
$2.6M34.5K
1.5%
−0.3%
Reduced · −88 sh
11Pembina Pipeline Corp
COM
$2.6M55.3K
1.4%
−2.7%
Reduced · −2K sh
12Chevron Corporation
COM
$2.4M14.7K
1.4%
−0.1%
Reduced · −9 sh
13Microsoft Corp
COM
$2.4M6.3K
1.3%
+4.3%
Added · +264 sh
14Visa Inc
COM CL A
$2.2M6.4K
1.2%
−1.7%
Reduced · −113 sh
15Alphabet Inc
CAP STK CL A
$2.1M6.0K
1.2%
−0.9%
Reduced · −57 sh
16Iron MTN Inc Del
COM
$2.1M16.8K
1.2%
−5.8%
Reduced · −1K sh
17International Business Machs
COM
$2.1M7.5K
1.2%
+1.3%
Added · +95 sh
18JPMorgan Chase & Co
COM
$2.0M6.0K
1.1%
−0.4%
Reduced · −23 sh
19Global Partners LP
COM UNITS
$1.9M41.0K
1.1%
−0.3%
Reduced · −110 sh
20Quanta Svcs Inc
COM
$1.8M2.6K
1.0%
+1.4%
Added · +35 sh
21Altria Group Inc
COM
$1.8M25.5K
1.0%
−1.2%
Reduced · −300 sh
22Antero Midstream Corp
COM
$1.8M78.9K
1.0%
−2.2%
Reduced · −2K sh
23NEOS ETF Trust
NEOS S&P 500 HI
$1.8M33.7K
1.0%
−0.6%
Reduced · −195 sh
24Corning Inc
COM
$1.8M7.0K
1.0%
−10%
Reduced · −790 sh
25Omega Healthcare Invs Inc
COM
$1.7M36.4K
1.0%
−1.4%
Reduced · −525 sh
26Nvidia Corporation
COM
$1.7M8.6K
1.0%
+3.4%
Added · +279 sh
27Energy Transfer L P
COM UT LTD PTN
$1.7M88.1K
0.9%
−2.9%
Reduced · −3K sh
28Abbvie Inc
COM
$1.6M6.5K
0.9%
Held
29Applied Matls Inc
COM
$1.6M2.2K
0.9%
−1.4%
Reduced · −30 sh
30Vaneck ETF Trust
BDC INCOME ETF
$1.5M116.4K
0.8%
+169%
Added · +73K sh
31First TR Exchange Trad FD VI
FST TR GLB FD
$1.5M54.1K
0.8%
+1.5%
Added · +807 sh
32Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$1.5M21.6K
0.8%
−1.4%
Reduced · −300 sh
33Vaneck ETF Trust
REAL ASSETS ETF
$1.5M36.7K
0.8%
+41%
Added · +11K sh
34Global X FDS
DATA CTR DIG ETF
$1.4M47.7K
0.8%
+116%
Added · +26K sh
35Thornburg ETF TR
INTL EQUITY ETF
$1.4M41.7K
0.8%
+48%
Added · +14K sh
36SPDR Series Trust
ST STR SP500DIV
$1.4M30.2K
0.8%
+7.5%
Added · +2K sh
37J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.4M25.3K
0.8%
−2.5%
Reduced · −665 sh
38Fortinet Inc
COM
$1.4M9.3K
0.8%
−3.9%
Reduced · −375 sh
39Johnson & Johnson
COM
$1.4M5.6K
0.8%
+1.5%
Added · +83 sh
40Global X FDS
SPACE TECH ETF
$1.4M25.8K
0.8%
New
New position
41Broadcom Inc
COM
$1.3M3.5K
0.7%
−9.9%
Reduced · −386 sh
42Vanguard BD Index FDS
TOTAL BND MRKT
$1.3M17.4K
0.7%
−4.0%
Reduced · −720 sh
43Berkshire Hathaway Inc Del
CL B NEW
$1.2M2.4K
0.7%
+3.6%
Added · +84 sh
44Ha Sustainable Infra Cap Inc
COM
$1.2M30.6K
0.7%
+2.8%
Added · +840 sh
45First TR Exchange Traded FD
DORSEY WRT 5 ETF
$1.2M15.3K
0.7%
−1.7%
Reduced · −265 sh
46Oneok Inc New
COM
$1.1M13.1K
0.6%
+4.1%
Added · +521 sh
47Ares Capital Corp
COM
$1.1M58.2K
0.6%
−1.8%
Reduced · −1K sh
48Vaneck Merk Gold ETF
GOLD SHS
$1.1M27.2K
0.6%
−0.7%
Reduced · −200 sh
49Goldman Sachs Group Inc
COM
$1.0M1.0K
0.6%
−5.5%
Reduced · −60 sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$952K1.3K
0.5%
Held
Showing 50 of 156 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026156$178.3M13F-HR
Q1 2026Mar 31, 2026May 13, 2026147$151.9M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026143$149.8M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025146$151.1M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025142$143.2M13F-HR
Q1 2025Mar 31, 2025May 14, 2025131$130.0M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025136$139.8M13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024129$136.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.