• 13F History

Cascades Capital Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$188M
Signature - Title
Barry Carpenter - Principal
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Cascades Capital Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascades Capital Asset Management, LLC reported 106 stock holdings with total value $188M as of Q4 2024. Top holdings included VOO, VOOV, VIG, MSFT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 106 $188M +$12.5M -$5.26M +$7.22M VOO, VOOV, VIG, MSFT, AAPL 13F-HR 2/12/2025, 09:51 PM
Q3 2024 101 $182M $0 $0 VOO, VOOV, VIG, MSFT, AAPL 13F-HR 11/14/2024, 02:37 PM