Long-term investor
Cascades Capital Asset Management, LLC @cascadescapitalassetmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035512).
Record
- Tracked since 2025-06-30 (441 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VIG · 11.7% · long · since 2025-06-30
- VOO · 10.3% · long · since 2025-06-30
- VOOV · 5.2% · long · since 2025-06-30
- VTV · 5.1% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- NVDA · 3.8% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- VUG · 3.0% · long · since 2025-06-30
- VO · 2.7% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- SPY · 1.9% · long · since 2025-06-30
- IEI · 1.7% · long · since 2025-06-30