Long-term investor
Cascade Investment Group, Inc. @cascadeinvestmentgroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000919447).
Record
- Tracked since 2025-06-30 (446 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +17.2% · all +17.2%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 14.8% · long · since 2025-06-30
- 78464A805 · 5.1% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- 33734X846 · 2.8% · long · since 2025-06-30
- 921909768 · 2.8% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- 02079K107 · 1.6% · long · since 2025-06-30
- 828806109 · 1.6% · long · since 2025-06-30
- 33734X192 · 1.5% · long · since 2025-06-30
- 46435U556 · 1.5% · long · since 2025-06-30
- PBA · 1.4% · long · since 2025-06-30
- CVX · 1.4% · long · since 2025-06-30