Cascades Capital Asset Management, LLC

All 13F Filings

Location
Greensboro, NC
Most recent 13F
Q2 2026
Holdings value ($000)
270,374
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/14/2026 168 270,374 13F-HR Cascades Capital Asset Management, LLC
Q1 2026 5/15/2026 159 238,601 13F-HR Cascades Capital Asset Management, LLC
Q4 2025 2/4/2026 166 238,912 13F-HR Cascades Capital Asset Management, LLC
Q3 2025 11/14/2025 154 227,233 13F-HR Cascades Capital Asset Management, LLC
Q2 2025 8/14/2025 144 194,489 13F-HR Cascades Capital Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 118.9 K 44.0% 11.39 K 0 11.39 K
ETFs 151.5 K 56.0% 20.38 K 0 20.38 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
270,374
Holdings
168
QoQ value change ($000)
31,773 (13.3%)
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.