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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 236,707 $283,913,665 24.65%
2.
Apple Inc.
 AAPL 188,477 $54,537,596 4.74%
3.
Vanguard Tax-Managed Fds
 599,843 $42,738,813 3.71%
4.
Ishares Trust
 IEF 49,031 $36,718,998 3.19%
5.
Watford Holdings Ltd.
 WTREP 307,535 $22,869,667 1.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.