StockDriftsStockDriftsTop 50 Cascade Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.06% | 71.3K | $22.9M | +0.03%(+19) | $201.26(+82.55%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 5.22% | 100.3K | $7.9M | +3.29%(+3.19K) | $49.08(+84.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.62% | 27.7K | $7.0M | -0.34%(-94) | $136.40(+118.64%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.67% | 52.6K | $4.1M | +8.09%(+3.93K) | $57.99(+46.61%) | 2026-03-31 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 2.35% | 56.9K | $3.6M | -3.77%(-2.23K) | $39.25(+99.65%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2% | 14.7K | $3.0M | -0.62%(-91) | $160.84(+16.04%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.88% | 13.7K | $2.9M | +0.94%(+128) | $117.04(+128.32%) | 2026-03-31 | |
| PBA | PEMBINA PIPELINE CORP | 1.67% | 56.8K | $2.5M | -1.73%(-1.00K) | $32.16(+51.09%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 1.55% | 12.6K | $2.4M | -3.60%(-471) | $103.73(+95.50%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.5% | 7.9K | $2.3M | +4.35%(+330) | $109.01(+264.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.61% | +58.55% |
| Top 20 Holdings Unweighted | +14.49% | +50.08% |
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