Cascade Financial Partners, LLC
Top Portfolio Positions
126 positions ·
$457,476,575 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
236,682 | $217,693,002 | 47.59% | |
| AAPL |
Apple Inc.
Technology
|
189,780 | $48,164,265 | 10.53% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
131,572 | $20,431,815 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
93,258 | $16,264,195 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
69,855 | $14,548,700 | 3.18% | |
| RVTY |
Revvity, Inc.
Healthcare
|
162,671 | $14,251,606 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
23,115 | $8,556,479 | 1.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,358 | $7,838,753 | 1.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,036 | $7,448,383 | 1.63% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
356,708 | $6,517,055 | 1.42% |
Portfolio Trend
9 quarters · across all stocks
Holdings in PLX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,040 | 12,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,600 | 12,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,740 | 17,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,160 | 17,000 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $12,987 | 11,100 | Shares | Sole | 2024-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||