Holdings
Cascade Financial Partners, LLC
As of Jun 30, 2026, Cascade Financial Partners, LLC reported 111 positions worth US$548M. Largest: Eli Lilly And Company, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 237K | US$284M | +25 | Jun 30, 2026 |
| Apple Inc | 188K | US$54.5M | −1,303 | Jun 30, 2026 |
| Nvidia Corporation | 92,277 | US$18.5M | −981 | Jun 30, 2026 |
| Revvity, Inc. | 163K | US$18.1M | no change | Jun 30, 2026 |
| Pepsico, Inc. | 129K | US$17.5M | −2,303 | Jun 30, 2026 |
| Amazon.com, Inc. | 68,914 | US$16.4M | −941 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,383 | US$12.7M | +33 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 33,493 | US$12M | −933 | Jun 30, 2026 |
| Microsoft Corp. | 23,392 | US$8.73M | +277 | Jun 30, 2026 |
| Tesla, Inc. | 20,254 | US$8.52M | +218 | Jun 30, 2026 |