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Cascades Capital Asset Management, LLC

All holdings · as of Dec 31, 2025

165 positions

CompanyClassValueShares% of portfolio
Merck & Co., Inc.$316.6K3,0080.1%
Wells Fargo Preferred A$312.0K16,1250.1%
Morgan Stanley$311.8K1,7560.1%
Badger Daylighting$308.2K5,7920.1%
The Boeing Company$304.1K1,4000.1%
T Rowe Price Blue Chip Growth$298.5K5,9860.1%
TRUIST FINANCIAL CORP$292.0K5,9350.1%
Vanguard FTSE Developed Mkts ETF$283.0K4,5300.1%
ADOBE INC.$273.7K7820.1%
Wisdomtree US Quality Dividend$273.7K3,0600.1%
United Rentals Inc$263.0K3250.1%
Comcast Corp.$261.2K8,7380.1%
CHURCH & DWIGHT CO INC /DE$254.1K3,0300.1%
Booking Holdings Inc$252.3K470.1%
Walt Disney Co$247.2K2,1720.1%
iShares Core 60/40 Balanced Allocation$240.5K3,7000.1%
ROPER TECHNOLOGIES INC$235.9K5300.1%
CUMMINS INC$235.8K4620.1%
ABBOTT LABORATORIES$233.8K1,8660.1%
COCA COLA CO$230.1K3,2910.1%
PROCTER & GAMBLE Co$217.5K1,5180.1%
ILLINOIS TOOL WORKS INC$214.8K8720.1%
Invesco Nasdaq 100 Etf$210.4K8320.1%
TRACTOR SUPPLY CO /DE$208.0K4,1580.1%
ECOLAB INC.$204.0K7770.1%
Novartis A G Spon ADR$196.5K1,4250.1%
Union Pacific Corp$195.8K8470.1%
DOMINION ENERGY, INC$190.8K3,2570.1%
Canadian National Railway$187.1K1,8930.1%
ServiceNow Inc$186.1K1,2150.1%
CITIGROUP INC$175.7K1,5050.1%
NIKE, Inc.$173.6K2,7250.1%
MP Materials Corp. / DE$168.2K3,3300.1%
Milestone Pharmaceuticals Inc.$156.6K77,5100.1%
STERLING INFRASTRUCTURE, INC.$153.1K5000.1%
Accenture plc$152.4K5680.1%
Siemens Energy Ag$150.0K1,0700.1%
CHEVRON CORP$147.7K9690.1%
MODINE MANUFACTURING CO$146.9K1,1000.1%
Constellation Energy Corp$143.5K4060.1%
Shopify Inc$136.3K8470.1%
Wisdomtree Equity Premium Income$135.4K4,1000.1%
Schwab US Large Cap Growth ETF$134.2K4,1140.1%
CLEVELAND-CLIFFS INC.$132.8K10,0000.1%
ADVANCED MICRO DEVICES INC$131.7K6150.1%
Philip Morris International Inc.$131.0K8170.1%
EOG RESOURCES INC$125.8K1,1980.1%
Atlantic Union Bankshares Corp$124.5K3,5280.1%
Dan Ives Wedbush AI Revolution ETF$123.6K3,9100.1%
Vanguard Total International ETF$123.6K1,6380.1%
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