Cascade Financial Partners, LLC - Q12026 Holdings

Cascade Financial Partners, LLC holds 263 stocks with a total portfolio value of $ 970.17M as of Q12026. In Q12026, Cascade Financial Partners, LLC added 18 new positions, increased stakes in 81 stocks, reduced 95 holdings, and fully exited 26 positions. The largest holding is Eli Lilly & Co (LLY), representing 22.44% of the total portfolio.