Cascade-Financial-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
241
Total Value
787461087
Accession Number
0002021208-25-000006
Form Type
13F-HR
Manager Name
Cascade-Financial-Partners
Data Enrichment
69% identified
166 identified75 unidentified

Holdings

241 positions
Manager:
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Page 10 of 13
BlackRock, Inc.
Shares:388
Value:$367.3K
UNITED PARCEL SERVICE INC
Shares:3.3K
Value:$365.8K
LINDE PLC
Shares:774
Value:$360.2K
Mondelez International, Inc.
Shares:5.2K
Value:$355.0K
464287473
Shares:2.8K
Value:$353.4K
BOEING CO
Shares:2.1K
Value:$352.4K
78464A698
Shares:6.1K
Value:$344.6K
INTEL CORP
Shares:14.7K
Value:$334.6K
EXXON MOBIL CORP
Shares:2.8K
Value:$333.0K
46435G672
Shares:6.3K
Value:$316.9K
464287481
Shares:2.7K
Value:$315.7K
O REILLY AUTOMOTIVE INC
Shares:214
Value:$305.9K
CALAMOS STRATEGIC TOTAL RETURN FUND
Shares:18.7K
Value:$302.9K
Parker-Hannifin Corp
Shares:498
Value:$302.7K
AMGEN INC
Shares:966
Value:$300.8K
97717X651
Shares:6.3K
Value:$294.3K
Hercules Capital, Inc.
Shares:15.3K
Value:$293.8K
Tesla, Inc.
Shares:1.1K
Value:$291.6K
BOSTON SCIENTIFIC CORP
Shares:2.9K
Value:$289.5K
92189F411
Shares:17.1K
Value:$286.7K