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Home > Institutional Investor > Cascade Investment Group, Inc. > Profile

Instuitional Investor - Cascade Investment Group, Inc.

Fund Profile
Filing Period:
Fund Name: Cascade Investment Group, Inc.
Portfolio Value $123,955,455
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 64,779 $15,366,877 12.39%
2.
Apple Inc.
 AAPL 34,525 $6,647,055 5.36%
3.
Spdr Series Trust
 91,413 $5,343,079 4.31%
4.
Microsoft Corp
 MSFT 9,939 $3,737,462 3.01%
5.
Arbor Realty Trust Inc
 ABR 235,677 $3,577,581 2.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)