Sponsored

The Analysis of CASCADE INVESTMENT GROUP, INC.'s Holdings & P&L

Currently, CASCADE INVESTMENT GROUP, INC. holds 147 types of securities in its portfolio with a total value $151.9M. In the most recent quarter, they have increased their positions in RAAX (+26.1K shares, valued at $1.1M), DFEB (+17.3K shares, valued at $821.2K), BOTZ (+20.8K shares, valued at $691.1K); decreased their positions in DSEP (-16.8K shares, valued at $740.4K), NVDA (-1.2K shares, valued at $213.8K), SKYY (-1.8K shares, valued at $197.7K); initiated new positions in RAAX (+26.1K shares, valued at $1.1M), DFEB (+17.3K shares, valued at $821.2K), BOTZ (+20.8K shares, valued at $691.1K).

1M P&L

+9.3M+6.35%

3M P&L

+10.5M+7.20%

HY P&L

+16.8M+12.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.0M

47.6%

2Oil & Gas Midstream8.4M

5.9%

3Consumer Electronics7.6M

5.4%

Top Industries by Stock Count

1N/A48 stocks

36.4%

2Software - Infrastructure7 stocks

5.3%

3Oil & Gas Midstream6 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS71.3K shares0.03%2026-03-312026-05-13

SPTM SPDR SERIES TRUST100.3K shares3.29%2026-03-312026-05-13

AAPL APPLE INC27.7K shares-0.34%2026-03-312026-05-13

VXUS VANGUARD STAR FDS52.6K shares8.09%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD56.9K shares-3.77%2026-03-312026-05-13

CVX CHEVRON CORPORATION14.7K shares-0.62%2026-03-312026-05-13

AMZN AMAZON COM INC13.7K shares0.94%2026-03-312026-05-13

PBA PEMBINA PIPELINE CORP56.8K shares-1.73%2026-03-312026-05-13

Sponsored

SPG SIMON PPTY GROUP INC NEW12.6K shares-3.60%2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.9K shares4.35%2026-03-312026-05-13

MSFT MICROSOFT CORP6.1K shares1.15%2026-03-312026-05-13

SKYY FIRST TR EXCHANGE-TRADED FD20.4K shares-8.15%2026-03-312026-05-13

V VISA INC6.5K shares1.96%2026-03-312026-05-13

AM ANTERO MIDSTREAM CORP80.7K shares-7.19%2026-03-312026-05-13

IRM IRON MTN INC DEL17.8K shares-7.54%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS7.4K shares0.39%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO6.0K shares3.60%2026-03-312026-05-13

ET ENERGY TRANSFER L P90.7K shares-1.61%2026-03-312026-05-13

GLP GLOBAL PARTNERS LP41.2K shares-3.13%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.0K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC25.8K shares-3.90%2026-03-312026-05-13

SPYI NEOS ETF TRUST33.9K shares-3.70%2026-03-312026-05-13

OHI OMEGA HEALTHCARE INVS INC36.9K shares-6.11%2026-03-312026-05-13

ARTY ISHARES TR34.5K shares6.28%2026-03-312026-05-13

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI53.3K shares7.30%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F26.0K shares-4.88%2026-03-312026-05-13

NVDA NVIDIA CORPORATION8.3K shares-12.89%2026-03-312026-05-13

SUN SUNOCO LP/SUNOCO FIN CORP21.9K shares-3.95%2026-03-312026-05-13

ABBV ABBVIE INC6.5K shares-2.63%2026-03-312026-05-13

PWR QUANTA SVCS INC2.5K shares0.40%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON5.5K shares68.13%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS18.2K shares1.11%2026-03-312026-05-13

Sponsored

SPYD SPDR SERIES TRUST28.0K shares6.51%2026-03-312026-05-13

OUNZ VANECK MERK GOLD ETF27.4K shares27.73%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.9K shares-3.00%2026-03-312026-05-13

OKE ONEOK INC NEW12.6K shares-3.09%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares11.74%2026-03-312026-05-13

HASI HA SUSTAINABLE INFRA CAP INC29.8K shares-6.14%2026-03-312026-05-13

ARCC ARES CAPITAL CORP59.2K shares-1.09%2026-03-312026-05-13

RAAX VANECK ETF TRUST26.1K sharesnew addition2026-03-312026-05-13

Sponsored

GLW CORNING INC7.8K shares-3.12%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.0K shares-8.83%2026-03-312026-05-13

HON HONEYWELL INTL INC4.2K shares-5.08%2026-03-312026-05-13

FV FIRST TR EXCHANGE TRADED FD15.6K shares-1.31%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-03-312026-05-13

TXUE THORNBURG ETF TR28.2K shares23.47%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-1.16%2026-03-312026-05-13

PFE PFIZER INC29.4K shares1.74%2026-03-312026-05-13

Sponsored

DFEB FIRST TR EXCHNG TRADED FD VI17.3K sharesnew addition2026-03-312026-05-13

EXR EXTRA SPACE STORAGE INC6.2K shares-6.94%2026-03-312026-05-13

FTNT FORTINET INC9.7K shares2.65%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI23.1K shares12.85%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC4.2K shares0.71%2026-03-312026-05-13

AMAT APPLIED MATLS INC2.2K shares3.08%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC2.6K shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP4.2K shares-1.76%2026-03-312026-05-13

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD6.3K shares3.88%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC5.3K shares0.97%2026-03-312026-05-13

BOTZ GLOBAL X FDS20.8K sharesnew addition2026-03-312026-05-13

CRM SALESFORCE INC3.7K shares-1.30%2026-03-312026-05-13

RTX RTX CORPORATION3.4K shares-9.14%2026-03-312026-05-13

XEL XCEL ENERGY INC7.9K shares0.00%2026-03-312026-05-13

INTU INTUIT1.4K shares6.05%2026-03-312026-05-13

BUFD FIRST TR EXCHNG TRADED FD VI21.2K shares35.12%2026-03-312026-05-13

Sponsored

ECG EVERUS CONSTR GROUP5.0K shares0.00%2026-03-312026-05-13

GPIX GOLDMAN SACHS ETF TR11.8K shares38.44%2026-03-312026-05-13

CDIG EA SERIES TRUST23.4K shares11.98%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F7.7K shares0.00%2026-03-312026-05-13

BIZD VANECK ETF TRUST43.2K sharesnew addition2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD5.7K shares6.52%2026-03-312026-05-13

DTCR GLOBAL X FDS22.1K shares55.70%2026-03-312026-05-13

EMLP FIRST TR EXCHANGE-TRADED FD11.8K shares2.24%2026-03-312026-05-13

Sponsored

IBTG ISHARES TR21.6K sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.4K shares-6.29%2026-03-312026-05-13

DPG DUFF & PHELPS UTLITY AND INF33.8K shares-2.60%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.4K shares0.00%2026-03-312026-05-13

CASY CASEYS GEN STORES INC663 shares46.68%2026-03-312026-05-13

SGOV ISHARES TR4.7K sharesnew addition2026-03-312026-05-13

VICI VICI PPTYS INC17.2K shares2.87%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD6.4K shares-5.92%2026-03-312026-05-13

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV5.7K shares-3.96%2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.0K shares14.49%2026-03-312026-05-13

SMH VANECK ETF TRUST1.2K shares0.00%2026-03-312026-05-13

ASML ASML HLDG NV327 shares0.00%2026-03-312026-05-13

ENB ENBRIDGE INC8.0K shares4.94%2026-03-312026-05-13

MDU MDU RES GROUP INC20.0K shares0.00%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN2.0K shares0.00%2026-03-312026-05-13

CM CANADIAN IMPERIAL BANK OF CO4.3K shares-8.42%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC5.3K shares0.00%2026-03-312026-05-13

KNF KNIFE RIVER CORP5.0K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED813 shares-1.22%2026-03-312026-05-13

KO COCA COLA CO5.3K shares0.00%2026-03-312026-05-13

DSEP FIRST TR EXCHNG TRADED FD VI9.1K shares-64.82%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.1K shares4.22%2026-03-312026-05-13

PAVE GLOBAL X FDS7.8K shares1.51%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.2K shares-4.87%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO426 shares-9.94%2026-03-312026-05-13

CAT CATERPILLAR INC553 shares-1.43%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC995 shares-14.96%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD2.3K shares39.17%2026-03-312026-05-13

ABT ABBOTT LABORATORIES3.7K shares-0.62%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC3.8K shares-19.82%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC2.3K shares9.83%2026-03-312026-05-13

VTV VANGUARD INDEX FDS1.8K shares-0.49%2026-03-312026-05-13

Sponsored

A AGILENT TECHNOLOGIES INC3.0K shares0.00%2026-03-312026-05-13

HACK AMPLIFY ETF TR4.6K shares0.00%2026-03-312026-05-13

GSIE GOLDMAN SACHS ETF TR7.9K shares0.00%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS5.3K shares13.89%2026-03-312026-05-13

TOST TOAST INC12.5K shares0.00%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-27.37%2026-03-312026-05-13

GDOC GOLDMAN SACHS ETF TR9.9K shares-1.10%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP520 shares-0.76%2026-03-312026-05-13

Sponsored

GLD SPDR GOLD TR718 sharesnew addition2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC4.3K sharesnew addition2026-03-312026-05-13

PFFA ETFIS SER TR I14.8K shares-10.84%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO5.0K shares-10.78%2026-03-312026-05-13

SDY SPDR SERIES TRUST2.0K shares-1.47%2026-03-312026-05-13

DJAN FIRST TR EXCHNG TRADED FD VI6.8K sharesnew addition2026-03-312026-05-13

IWM ISHARES TR1.2K shares0.00%2026-03-312026-05-13

URI UNITED RENTALS INC385 shares-16.30%2026-03-312026-05-13

Sponsored

CL COLGATE PALMOLIVE CO3.3K shares-25.66%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST8.3K shares6.45%2026-03-312026-05-13

SHLD GLOBAL X FDS3.8K shares1.76%2026-03-312026-05-13

INTC INTEL CORP6.1K shares0.00%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS2.9K shares-0.77%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP3.1K shares4.25%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP4.8K shares0.00%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP742 shares0.00%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR388 shares0.00%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR4.9K shares0.02%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC1.8K shares-14.47%2026-03-312026-05-13

BA BOEING CO1.1K shares-10.71%2026-03-312026-05-13

TECH BIO-TECHNE CORP4.0K shares0.00%2026-03-312026-05-13

Sponsored

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-05-13

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-05-13

DVN DEVON ENERGY CORP NEW4.0K sharesnew addition2026-03-312026-05-13

CAG CONAGRA BRANDS INC12.4K shares8.77%2026-03-312026-05-13

STWD STARWOOD PPTY TR INC10.1K sharesnew addition2026-03-312026-05-13

RITM RITHM CAPITAL CORP14.8K shares-7.06%2026-03-312026-05-13

ABR ARBOR REALTY TRUST INC16.3K shares-40.88%2026-03-312026-05-13

OBDC BLUE OWL CAPITAL CORPORATION10.3K shares-44.10%2026-03-312026-05-13

Sponsored

GUT GABELLI UTIL TR17.8K shares-0.70%2026-03-312026-05-13

GSBD GOLDMAN SACHS BDC INC11.9K sharesnew addition2026-03-312026-05-13

GAB GABELLI EQUITY TR INC11.7K shares0.00%2026-03-312026-05-13

VTI

VANGUARD INDEX FDS

0.03%

Shares71.3K

Event2026-03-31

Filed2026-05-13

SPTM

SPDR SERIES TRUST

3.29%

Shares100.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.34%

Shares27.7K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

8.09%

Shares52.6K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.77%

Shares56.9K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.62%

Shares14.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.94%

Shares13.7K

Event2026-03-31

Filed2026-05-13

PBA

PEMBINA PIPELINE CORP

-1.73%

Shares56.8K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

-3.60%

Shares12.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

4.35%

Shares7.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

1.15%

Shares6.1K

Event2026-03-31

Filed2026-05-13

SKYY

FIRST TR EXCHANGE-TRADED FD

-8.15%

Shares20.4K

Event2026-03-31

Filed2026-05-13

VISA INC

1.96%

Shares6.5K

Event2026-03-31

Filed2026-05-13

ANTERO MIDSTREAM CORP

-7.19%

Shares80.7K

Event2026-03-31

Filed2026-05-13

IRM

IRON MTN INC DEL

-7.54%

Shares17.8K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

0.39%

Shares7.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

3.60%

Shares6.0K

Event2026-03-31

Filed2026-05-13

ENERGY TRANSFER L P

-1.61%

Shares90.7K

Event2026-03-31

Filed2026-05-13

GLP

GLOBAL PARTNERS LP

-3.13%

Shares41.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-3.90%

Shares25.8K

Event2026-03-31

Filed2026-05-13

SPYI

NEOS ETF TRUST

-3.70%

Shares33.9K

Event2026-03-31

Filed2026-05-13

OHI

OMEGA HEALTHCARE INVS INC

-6.11%

Shares36.9K

Event2026-03-31

Filed2026-05-13

ARTY

ISHARES TR

6.28%

Shares34.5K

Event2026-03-31

Filed2026-05-13

FTGC

FIRST TR EXCHANGE TRAD FD VI

7.30%

Shares53.3K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

-4.88%

Shares26.0K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-12.89%

Shares8.3K

Event2026-03-31

Filed2026-05-13

SUN

SUNOCO LP/SUNOCO FIN CORP

-3.95%

Shares21.9K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-2.63%

Shares6.5K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

0.40%

Shares2.5K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

68.13%

Shares5.5K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

1.11%

Shares18.2K

Event2026-03-31

Filed2026-05-13

SPYD

SPDR SERIES TRUST

6.51%

Shares28.0K

Event2026-03-31

Filed2026-05-13

OUNZ

VANECK MERK GOLD ETF

27.73%

Shares27.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-3.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

-3.09%

Shares12.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

11.74%

Shares2.3K

Event2026-03-31

Filed2026-05-13

HASI

HA SUSTAINABLE INFRA CAP INC

-6.14%

Shares29.8K

Event2026-03-31

Filed2026-05-13

ARCC

ARES CAPITAL CORP

-1.09%

Shares59.2K

Event2026-03-31

Filed2026-05-13

RAAX

VANECK ETF TRUST

New

Shares26.1K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-3.12%

Shares7.8K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-8.83%

Shares1.0K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-5.08%

Shares4.2K

Event2026-03-31

Filed2026-05-13

FIRST TR EXCHANGE TRADED FD

-1.31%

Shares15.6K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

TXUE

THORNBURG ETF TR

23.47%

Shares28.2K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.16%

Shares1.3K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

1.74%

Shares29.4K

Event2026-03-31

Filed2026-05-13

DFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares17.3K

Event2026-03-31

Filed2026-05-13

EXR

EXTRA SPACE STORAGE INC

-6.94%

Shares6.2K

Event2026-03-31

Filed2026-05-13

FTNT

FORTINET INC

2.65%

Shares9.7K

Event2026-03-31

Filed2026-05-13

BUFR

FIRST TR EXCHNG TRADED FD VI

12.85%

Shares23.1K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

0.71%

Shares4.2K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

3.08%

Shares2.2K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-1.76%

Shares4.2K

Event2026-03-31

Filed2026-05-13

AIRR

FIRST TR EXCHANGE TRADED FD

3.88%

Shares6.3K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

0.97%

Shares5.3K

Event2026-03-31

Filed2026-05-13

BOTZ

GLOBAL X FDS

New

Shares20.8K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-1.30%

Shares3.7K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-9.14%

Shares3.4K

Event2026-03-31

Filed2026-05-13

XEL

XCEL ENERGY INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

6.05%

Shares1.4K

Event2026-03-31

Filed2026-05-13

BUFD

FIRST TR EXCHNG TRADED FD VI

35.12%

Shares21.2K

Event2026-03-31

Filed2026-05-13

ECG

EVERUS CONSTR GROUP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

GPIX

GOLDMAN SACHS ETF TR

38.44%

Shares11.8K

Event2026-03-31

Filed2026-05-13

CDIG

EA SERIES TRUST

11.98%

Shares23.4K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-13

BIZD

VANECK ETF TRUST

New

Shares43.2K

Event2026-03-31

Filed2026-05-13

FTCS

FIRST TR EXCHANGE-TRADED FD

6.52%

Shares5.7K

Event2026-03-31

Filed2026-05-13

DTCR

GLOBAL X FDS

55.70%

Shares22.1K

Event2026-03-31

Filed2026-05-13

EMLP

FIRST TR EXCHANGE-TRADED FD

2.24%

Shares11.8K

Event2026-03-31

Filed2026-05-13

IBTG

ISHARES TR

New

Shares21.6K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-6.29%

Shares3.4K

Event2026-03-31

Filed2026-05-13

DPG

DUFF & PHELPS UTLITY AND INF

-2.60%

Shares33.8K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GEN STORES INC

46.68%

Shares663

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-13

VICI

VICI PPTYS INC

2.87%

Shares17.2K

Event2026-03-31

Filed2026-05-13

VIK

VIKING HOLDINGS LTD

-5.92%

Shares6.4K

Event2026-03-31

Filed2026-05-13

LYB

LYONDELLBASELL INDUSTRIES NV

-3.96%

Shares5.7K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

14.49%

Shares1.0K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

0.00%

Shares327

Event2026-03-31

Filed2026-05-13

ENB

ENBRIDGE INC

4.94%

Shares8.0K

Event2026-03-31

Filed2026-05-13

MDU

MDU RES GROUP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CANADIAN IMPERIAL BANK OF CO

-8.42%

Shares4.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

KNF

KNIFE RIVER CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-1.22%

Shares813

Event2026-03-31

Filed2026-05-13

COCA COLA CO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

DSEP

FIRST TR EXCHNG TRADED FD VI

-64.82%

Shares9.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

4.22%

Shares3.1K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X FDS

1.51%

Shares7.8K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

-4.87%

Shares1.2K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-9.94%

Shares426

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-1.43%

Shares553

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

-14.96%

Shares995

Event2026-03-31

Filed2026-05-13

GRID

FIRST TR EXCHANGE-TRADED FD

39.17%

Shares2.3K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-0.62%

Shares3.7K

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC

-19.82%

Shares3.8K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

9.83%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-0.49%

Shares1.8K

Event2026-03-31

Filed2026-05-13

AGILENT TECHNOLOGIES INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

HACK

AMPLIFY ETF TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-13

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

13.89%

Shares5.3K

Event2026-03-31

Filed2026-05-13

TOST

TOAST INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

-27.37%

Shares1.6K

Event2026-03-31

Filed2026-05-13

GDOC

GOLDMAN SACHS ETF TR

-1.10%

Shares9.9K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-0.76%

Shares520

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

New

Shares718

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

PFFA

ETFIS SER TR I

-10.84%

Shares14.8K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

-10.78%

Shares5.0K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

-1.47%

Shares2.0K

Event2026-03-31

Filed2026-05-13

DJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares6.8K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

URI

UNITED RENTALS INC

-16.30%

Shares385

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

-25.66%

Shares3.3K

Event2026-03-31

Filed2026-05-13

BAI

BLACKROCK ETF TRUST

6.45%

Shares8.3K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X FDS

1.76%

Shares3.8K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-0.77%

Shares2.9K

Event2026-03-31

Filed2026-05-13

EDWARDS LIFESCIENCES CORP

4.25%

Shares3.1K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

0.00%

Shares742

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.00%

Shares388

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

0.02%

Shares4.9K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-14.47%

Shares1.8K

Event2026-03-31

Filed2026-05-13

BOEING CO

-10.71%

Shares1.1K

Event2026-03-31

Filed2026-05-13

TECH

BIO-TECHNE CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

DVN

DEVON ENERGY CORP NEW

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

CAG

CONAGRA BRANDS INC

8.77%

Shares12.4K

Event2026-03-31

Filed2026-05-13

STWD

STARWOOD PPTY TR INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

RITM

RITHM CAPITAL CORP

-7.06%

Shares14.8K

Event2026-03-31

Filed2026-05-13

ABR

ARBOR REALTY TRUST INC

-40.88%

Shares16.3K

Event2026-03-31

Filed2026-05-13

OBDC

BLUE OWL CAPITAL CORPORATION

-44.10%

Shares10.3K

Event2026-03-31

Filed2026-05-13

GUT

GABELLI UTIL TR

-0.70%

Shares17.8K

Event2026-03-31

Filed2026-05-13

GSBD

GOLDMAN SACHS BDC INC

New

Shares11.9K

Event2026-03-31

Filed2026-05-13

GAB

GABELLI EQUITY TR INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available