StockDriftsStockDriftsTop 50 Cascade Investment Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.72% | 71.0K | $26.6M | -0.25%(-177) | $211.11(+77.88%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 5.1% | 100.0K | $9.2M | -0.09%(-88) | $49.58(+86.82%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.01% | 27.2K | $9.0M | -1.12%(-307) | $136.40(+151.43%) | 2026-09-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 3.02% | 52.9K | $5.5M | -5.07%(-2.83K) | $39.25(+154.59%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 2.85% | 60.6K | $5.1M | +5.50%(+3.16K) | $61.19(+36.12%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.87% | 13.5K | $3.4M | -1.44%(-198) | $117.27(+123.80%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.79% | 6.3K | $3.2M | -0.40%(-25) | $294.64(+81.08%) | 2026-09-30 | |
| SKYY | FIRST TR EXCHANGE-TRADED FD | 1.74% | 19.1K | $3.1M | -3.69%(-733) | $59.01(+172.97%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 1.66% | 14.7K | $3.0M | +0.01%(+2) | $160.84(+39.50%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.5% | 7.9K | $2.7M | -1.08%(-87) | $111.75(+204.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.83% | +59.48% | — | — | +78.05% |
| Top 20 Holdings Unweighted | +14.82% | +51.36% | — | — | +66.94% |
Cascade Investment Group INC reports $180.50M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.7%), SPTM (5.1%) and AAPL (5.0%). The top 20 holdings account for 51.25% of reported assets. Its disclosed equity book has returned +59.48% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cascade Investment Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 919447). View Cascade Investment Group INC’s 13F filings on SEC