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Home > Institutional Investor > Cascade Financial Partners, Llc > 13F Holdings

Instuitional Investor - Cascade Financial Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 236,056 $184,012,856 22.12%
2.
Apple Inc.
 AAPL 203,185 $41,687,520 5.01%
3.
Vanguard Tax-Managed Fds
 646,133 $36,836,044 4.43%
4.
Ishares Trust
 IEF 49,205 $30,551,417 3.67%
5.
Pepsico Inc
 PEP 149,431 $19,730,869 2.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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