CASCADE INVESTMENT GROUP, INC.
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 149,834
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140 K | 93.4% | 160 | 0 | 160 |
| ETFs | 9.843 K | 6.6% | 0 | 729 | -729 |
| Debt | 0 | 0.0% | 0 | 669 | -669 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
149,834
Holdings
143
QoQ value change ($000)
-1,237
(-0.8%)
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.