CASCADE INVESTMENT GROUP, INC.
Top Portfolio Positions
98 positions ·
$81,437,244 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,682 | $7,025,414 | 8.63% | |
| CVX |
Chevron Corp
Energy
|
14,664 | $3,033,981 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,704 | $2,854,132 | 3.50% | |
| PBA |
Pembina Pipeline Corp
Energy
|
56,834 | $2,543,889 | 3.12% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
12,625 | $2,354,941 | 2.89% | |
| MSFT |
Microsoft Corp
Technology
|
6,061 | $2,243,600 | 2.76% | |
| V |
Visa Inc.
Financial Services
|
6,505 | $1,966,071 | 2.41% | |
| AM |
Antero Midstream Corp
Energy
|
80,669 | $1,839,253 | 2.26% | |
| IRM |
Iron Mountain Inc
Real Estate
|
17,781 | $1,816,151 | 2.23% | |
| IBM |
International Business Machines Corp
Technology
|
7,371 | $1,786,656 | 2.19% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,421,543 | 21,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,193,899 | 22,780 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,213,992 | 24,275 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,333,051 | 24,875 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,479,078 | 25,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,341,555 | 26,080 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,491,230 | 27,780 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,641,356 | 29,030 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,827,691 | 30,315 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,858,728 | 31,015 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,518,184 | 31,015 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,351,013 | 31,015 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,367,831 | 31,165 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,390,621 | 32,265 | Shares | Sole | 2023-02-27 | |
| No 13F history on record for this holder in this stock. | ||||||