Long-term investor
Cascade Financial Partners, LLC @cascadefinancialpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002021208).
Record
- Tracked since 2025-06-30 (448 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +13.9% · 6 months n/a · 1 year +26.1% · all +26.1%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 24.7% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- 921943858 · 3.7% · long · since 2025-06-30
- 464287200 · 3.2% · long · since 2025-06-30
- 97717W794 · 2.0% · long · since 2025-06-30
- 46434G103 · 1.7% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30
- RVTY · 1.6% · long · since 2025-06-30
- 464287176 · 1.6% · long · since 2025-06-30
- PEP · 1.5% · long · since 2025-06-30
- 464288125 · 1.5% · long · since 2025-06-30
- 78464A847 · 1.5% · long · since 2025-06-30