CASCADE INVESTMENT GROUP, INC.
Top Portfolio Positions
99 positions ·
$82,559,530 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,682 | $7,025,414 | 8.51% | |
| CVX |
Chevron Corp
Energy
|
14,664 | $3,033,981 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,704 | $2,854,132 | 3.46% | |
| PBA |
Pembina Pipeline Corp
Energy
|
56,834 | $2,543,889 | 3.08% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
12,625 | $2,354,941 | 2.85% | |
| MSFT |
Microsoft Corp
Technology
|
6,061 | $2,243,600 | 2.72% | |
| V |
Visa Inc.
Financial Services
|
6,505 | $1,966,071 | 2.38% | |
| AM |
Antero Midstream Corp
Energy
|
80,669 | $1,839,253 | 2.23% | |
| IRM |
Iron Mountain Inc
Real Estate
|
17,781 | $1,816,151 | 2.20% | |
| IBM |
International Business Machines Corp
Technology
|
7,371 | $1,786,656 | 2.16% |
Portfolio Trend
14 quarters · across all stocks
Holdings in GLP
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,732,836 | 41,160 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,778,206 | 42,490 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,245,296 | 46,777 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,497,556 | 47,365 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,563,040 | 48,015 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,289,561 | 49,185 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,422,749 | 52,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,433,676 | 53,335 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,429,139 | 54,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,402,573 | 56,785 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,021,540 | 57,235 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,905,260 | 62,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,949,607 | 62,850 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,247,358 | 64,635 | Shares | Sole | 2023-02-27 | |
| No 13F history on record for this holder in this stock. | ||||||