13F Filings History of CASCADE INVESTMENT GROUP, INC.

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$151,071,150
Signature - Title
Scott Rethi - Chief Compliance Officer
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by CASCADE INVESTMENT GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CASCADE INVESTMENT GROUP, INC. reported 146 stock holdings with total value $151,071,150 as of Q3 2025. Top holdings included VTI, SPTM, AAPL, CIBR, and VXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 146 $151,071,150 +$5,303,149 -$5,473,250 -$170,101 VTI, SPTM, AAPL, CIBR, VXUS 13F-HR 29 Oct 2025, 15:57
Q2 2025 142 $143,224,751 +$8,393,957 -$3,405,426 +$4,988,531 VTI, SPTM, AAPL, CIBR, VXUS 13F-HR 24 Jul 2025, 13:36
Q1 2025 131 $130,043,460 +$2,386,658 -$8,267,191 -$5,880,533 VTI, AAPL, SPTM, CIBR, AMZN 13F-HR 14 May 2025, 13:25
Q4 2024 136 $139,823,072 +$5,380,294 -$3,339,080 +$2,041,214 VTI, AAPL, SPTM, CIBR, AMZN 13F-HR 16 Jan 2025, 09:41
Q3 2024 129 $136,428,198 +$5,141,992 -$3,748,193 +$1,393,799 VTI, AAPL, SPTM, CIBR, MSFT 13F-HR 15 Oct 2024, 16:50
Q2 2024 129 $128,126,066 +$3,948,912 -$12,861,758 -$8,912,846 VTI, AAPL, SPTM, MSFT, CIBR 13F-HR 16 Jul 2024, 15:00
Q1 2024 142 $133,646,143 +$7,574,985 -$5,314,059 +$2,260,926 VTI, SPTM, AAPL, MSFT, CIBR 13F-HR 15 May 2024, 11:47
Q4 2023 135 $123,955,455 +$9,473,107 -$3,069,647 +$6,403,460 VTI, AAPL, SPTM, MSFT, ABR 13F-HR 16 Jan 2024, 13:09
Q3 2023 122 $106,042,909 +$4,422,176 -$5,554,727 -$1,132,551 VTI, AAPL, SPTM, ABR, CIBR 13F-HR 18 Oct 2023, 09:18
Q2 2023 123 $109,381,523 +$4,720,372 -$2,697,561 +$2,022,811 VTI, AAPL, SPTM, ABR, CIBR 13F-HR 19 Jul 2023, 14:31
Q1 2023 121 $101,450,881 +$5,251,415 -$3,462,429 +$1,788,986 VTI, AAPL, SPTM, FTCS, CIBR 13F-HR 14 Apr 2023, 11:16
Q4 2022 119 $96,086,922 $0 $0 $0 VTI, AAPL, SPTM, FTCS, PBA 13F-HR 27 Feb 2023, 12:56