CASCADE INVESTMENT GROUP, INC.
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 180,504
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 160 | 180,504 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
| Q2 2026 | 7/23/2026 | 156 | 178,298 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
| Q1 2026 | 5/13/2026 | 147 | 151,900 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
| Q4 2025 | 1/22/2026 | 143 | 149,834 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
| Q3 2025 | 10/29/2025 | 146 | 151,071 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
| Q2 2025 | 7/24/2025 | 142 | 143,225 | 13F-HR | CASCADE INVESTMENT GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.87 K | 55.3% | 0 | 109 | -109 |
| ETFs | 79.46 K | 44.0% | 1.619 K | 0 | 1.619 K |
| Debt | 1.183 K | 0.7% | 696 | 0 | 696 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
180,504
Holdings
160
QoQ value change ($000)
2,206
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.