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Scott Rethi

Cascade Investment Group, Inc.

Assets Managed
$178.298M
Holdings
156
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.38%(2Q avg: 9.38%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cascade Investment Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 156 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 178.298M in assets, with a quarterly growth rate of 17.38% and a 2-quarter average growth rate of 9.38%. The portfolio is managed by Scott Rethi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.18%
14.77%
$26.332M
71,159 shares@ $370.05 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -0.19%
5.1%
$9.086M
100,079 shares@ $90.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.76%
4.46%
$7.948M
27,469 shares@ $289.36 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
Decreased -2.04%
2.81%
$5.006M
55,714 shares@ $89.86 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 9.3%
2.76%
$4.911M
57,441 shares@ $85.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.23%
1.84%
$3.274M
13,735 shares@ $238.35 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.37%
1.6%
$2.838M
8,032 shares@ $353.34 avg price
SPG
Simon Property Group Inc
Recent Activity
Decreased -0.77%
1.58%
$2.802M
12,527 shares@ $223.66 avg price
SKYY
First Trust Cloud Computing
Recent Activity
Decreased -2.52%
1.5%
$2.674M
19,875 shares@ $134.56 avg price
ARTY
Ishares Future Ai & Tech Etf
Recent Activity
Decreased -0.25%
1.48%
$2.624M
34,459 shares@ $76.16 avg price

1-10 of 156