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Cascade Investment Group - Q1 2025 13F Filings

CA

Cascade Investment Group, Inc.

CIK: 0000919447
Address: Colorado Colorado Springs 444 E. Pikes Peak Avenue Suite 200
$130.04 M
Portfolio Value
131
Assets Held
Reporting Period: Q1 2025
Filing Status:
Active
Last Updated: 01/22/2026

Portfolio Summary (Q1 2025)

View Full Portfolio Analysis

Top Buys

Q1 2025
1. DJAN Ft Vest Us Equity Deep Buffer Etf - January
+$330,263
2. QCOM Qualcomm Incorporated
+$233,026
3. VXUS Vanguard Total International Stock Etf
+$219,275.11
4. MCD Mcdonald's Corporation
+$211,162
5. SYK Stryker Corporation
+$205,854

Top Sells

Q1 2025
1. TSLA Tesla
−$869,064
2. GSBD Goldman Sachs Bdc
−$670,762.79
3. CALF Pacer Us Small Cap Cash Cows Etf
−$562,932
4. AMZN Amazoncom
−$439,881.07
5. NEM Newmont Corporation
−$397,659

Asset Allocation

Stocks/ETFs
-6.99%
$128.43 M 98.76%
Options
$0 0.00%
Debt
$0 0.00%
Other
-7.16%
$1.62 M 1.24%

Sector Allocation (Stocks)

Cascade Investment Group Q1 2025 Filing Summary

Cascade Investment Group, Inc. filed its 13F report for Q1 2025 on May 14, 2025. The portfolio totaled 130.04 M reflecting a -6.99% change from the prior quarter, spanning 131 assets. The top 10 holdings comprised 39.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 8 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cascade Investment Group’s Q1 2025 Filing

Cascade Investment Group submitted their Form 13F-HR for the Q1 2025 period on 05/14/2025. This was the only submission for the quarter.

In the Q1 2025 filing, Cascade Investment Group reported a managed portfolio value of 130.04 M, consisting of 131 individual positions.

This page displays the raw filing documents. To see which stocks Cascade Investment Group bought or sold during Q1 2025, please visit Cascade Investment Group's Portfolio Analysis page.