Cascade Investment Group, Inc.
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$151.9M
Holdings
146
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 98.8% (71.3k → 841 shares)
15.1%
02
$SPTM
SPDR SERIES TRUST
Q1 2026: Exited (was 97.1k shares)
5.2%
03
$AAPL
APPLE INC
Q1 2026: Sold 65.1% (27.8k → 9.7k shares)
4.6%
04
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 48.6k shares)
2.7%
05
$CIBR
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 59.1k shares)
2.3%
06
$CHV
CHEVRON CORPORATION
Q1 2026: Sold 95.9% (14.8k → 600 shares)
2.0%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 94.9% (13.6k → 690 shares)
1.9%
08
$PBA
PEMBINA PIPELINE CORP
Q1 2026: Exited (was 57.8k shares)
1.7%
09
$SPG
SIMON PPTY GROUP INC NEW
Q1 2026: Exited (was 13.1k shares)
1.6%
10
$GOOG
ALPHABET INC
Q1 2026: Exited (was 7.6k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.