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Scott Rethi

Cascade Investment Group, Inc.

Assets Managed
$151.9M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
1.38%(2Q avg: 0.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cascade Investment Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 positions.

Assets under management

The assets under management (AUM) of Cascade Investment Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 151.9M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 0.28%. The portfolio is managed by Scott Rethi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.03%
15.06%
$22.871M
71,290 shares@ $320.81 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 3.29%
5.22%
$7.928M
100,279 shares@ $79.06 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.33%
4.63%
$7.025M
27,682 shares@ $253.79 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 8.09%
2.67%
$4.053M
52,555 shares@ $77.11 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
Decreased -3.76%
2.35%
$3.565M
56,880 shares@ $62.69 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.61%
2%
$3.034M
14,664 shares@ $206.91 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.95%
1.88%
$2.854M
13,704 shares@ $208.27 avg price
PBA
Pembina Pipeline Corp
Recent Activity
Decreased -1.73%
1.68%
$2.544M
56,834 shares@ $44.77 avg price
SPG
Simon Property Group Inc
Recent Activity
Decreased -3.59%
1.56%
$2.355M
12,625 shares@ $186.53 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 4.35%
1.5%
$2.273M
7,924 shares@ $286.87 avg price

1-10 of 147