13F Filings History of Cascades Capital Asset Management, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$238,911,547
Signature - Title
Barry Carpenter - Principal
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Cascades Capital Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascades Capital Asset Management, LLC reported 165 stock holdings with total value $238,911,547 as of Q4 2025. Top holdings included VIG, VOO, VOOV, MSFT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $238,911,547 +$19,364,817 -$11,749,684 +$7,615,133 VIG, VOO, VOOV, MSFT, AAPL 13F-HR 04 Feb 2026, 14:47
Q3 2025 154 $227,233,039 +$24,494,430 -$5,230,895 +$19,263,535 VOO, VIG, MSFT, VOOV, AAPL 13F-HR 14 Nov 2025, 14:52
Q2 2025 144 $194,488,580 +$19,078,169 -$23,357,237 -$4,279,068 VOO, VIG, MSFT, VOOV, AAPL 13F-HR 14 Aug 2025, 12:36
Q1 2025 142 $185,307,739 +$13,908,611 -$8,944,652 +$4,963,959 VOO, VIG, VOOV, AAPL, MSFT 13F-HR 15 May 2025, 13:47
Q4 2024 106 $187,523,791 +$12,473,186 -$5,255,135 +$7,218,051 VOO, VOOV, VIG, MSFT, AAPL 13F-HR 12 Feb 2025, 21:51
Q3 2024 101 $181,545,282 $0 $0 $0 VOO, VOOV, VIG, MSFT, AAPL 13F-HR 14 Nov 2024, 14:37