Cascades Capital Asset Management, LLC
Top Portfolio Positions
97 positions ·
$96,962,407 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,769 | $11,108,134 | 11.46% | |
| MSFT |
Microsoft Corp
Technology
|
26,566 | $9,833,936 | 10.14% | |
| NVDA |
Nvidia Corp
Technology
|
55,061 | $9,602,638 | 9.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,317 | $5,842,355 | 6.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,731 | $4,377,438 | 4.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,303 | $2,461,875 | 2.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,652 | $2,439,230 | 2.52% | |
| GLD |
Spdr Gold Trust
|
5,457 | $2,348,092 | 2.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,910 | $2,190,310 | 2.26% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
7,727 | $2,090,848 | 2.16% |
Portfolio Trend
7 quarters · across all stocks
Holdings in SMERY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,336 | 1,300 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||