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Home > Institutional Investor > Cascades Capital Asset Management, Llc > Profile

Instuitional Investor - Cascades Capital Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Cascades Capital Asset Management, Llc
Portfolio Value $185,307,739
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 41,192 $21,168,917 11.42%
2.
Vanguard Dividend Appreciation Etf
 74,864 $14,522,877 7.84%
3.
Vanguard S&P 500 Value
 78,753 $14,505,440 7.83%
4.
Apple Inc.
 AAPL 46,658 $10,364,215 5.59%
5.
Microsoft Corp
 MSFT 27,525 $10,332,486 5.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)