Cascade (Gates)
Bill Gates
family office
Portfolio Value
$183.3M
Positions
113
Quarter
2026-06-30
New Positions
5
Exits
8
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $5.9M | 8.2K | 3.2% | |
| $4.9M | 17.0K | 2.7% | |
| $4.9M | 13.2K | 2.7% | |
| $4.2M | 11.6K | 2.3% | |
| $4.1M | 10.7K | 2.3% | |
| $4.0M | 16.7K | 2.2% | |
| $3.9M | 65.2K | 2.1% | |
| $3.9M | 5.4K | 2.1% | |
| $3.8M | 10.3K | 2.1% | |
| $3.8M | 3.6K | 2.1% | |
| $3.7M | 31.7K | 2.0% | |
| $3.2M | 34.4K | 1.7% | |
| $3.1M | 20.1K | 1.7% | |
| $2.8M | 12.0K | 1.5% | |
| $2.7M | 8.2K | 1.5% | |
| $2.6M | 21.5K | 1.4% | |
| $2.4M | 17.3K | 1.3% | |
| $2.4M | 9.3K | 1.3% | |
| $2.3M | 7.4K | 1.3% | |
| $2.3M | 8.7K | 1.2% | |
| $2.3M | 24.9K | 1.2% | |
| $2.3M | 12.0K | 1.2% | |
| $2.2M | 9.9K | 1.2% | |
| $2.1M | 8.0K | 1.2% | |
| $2.1M | 9.5K | 1.2% | |
| $2.1M | 23.4K | 1.2% | |
MEDTRONIC | $2.1M | 26.2K | 1.1% |
| $2.0M | 9.3K | 1.1% | |
| $2.0M | 10.8K | 1.1% | |
| $2.0M | 13.8K | 1.1% | |
| $1.9M | 9.5K | 1.1% | |
| $1.9M | 15.6K | 1.0% | |
| $1.9M | 44.3K | 1.0% | |
| $1.8M | 15.2K | 1.0% | |
| $1.8M | 2.9K | 1.0% | |
FIRST TR E | $1.8M | 8.6K | 1.0% |
| $1.7M | 54.5K | 1.0% | |
| $1.7M | 12.1K | 0.9% | |
| $1.7M | 11.8K | 0.9% | |
| $1.7M | 8.9K | 0.9% | |
| $1.7M | 3.1K | 0.9% | |
| $1.7M | 67.6K | 0.9% | |
| $1.6M | 38.3K | 0.9% | |
| $1.6M | 26.1K | 0.9% | |
| $1.6M | 67.9K | 0.9% | |
| $1.6M | 13.2K | 0.9% | |
| $1.6M | 41.6K | 0.9% | |
| $1.6M | 38.7K | 0.9% | |
| $1.6M | 5.1K | 0.9% | |
| $1.6M | 15.1K | 0.9% | |
| $1.6M | 27.5K | 0.9% | |
| $1.5M | 17.0K | 0.8% | |
| $1.5M | 4.3K | 0.8% | |
| $1.5M | 21.3K | 0.8% | |
| $1.5M | 26.2K | 0.8% | |
| $1.5M | 16.7K | 0.8% | |
| $1.5M | 26.5K | 0.8% | |
AMENTUM HO | $1.5M | 72.3K | 0.8% |
| $1.5M | 13.9K | 0.8% | |
| $1.5M | 22.3K | 0.8% | |
| $1.5M | 16.1K | 0.8% | |
| $1.5M | 30.1K | 0.8% | |
| $1.5M | 17.6K | 0.8% | |
| $1.5M | 15.4K | 0.8% | |
| $1.4M | 56.8K | 0.8% | |
| $1.4M | 11.8K | 0.8% | |
| $1.4M | 16.5K | 0.8% | |
| $1.4M | 11.7K | 0.8% | |
| $1.4M | 19.0K | 0.8% | |
| $1.3M | 20.6K | 0.7% | |
| $1.3M | 7.8K | 0.7% | |
| $1.3M | 17.3K | 0.7% | |
| $1.3M | 10.0K | 0.7% | |
| $1.3M | 4.3K | 0.7% | |
| $1.2M | 14.5K | 0.7% | |
| $1.2M | 4.3K | 0.7% | |
| $1.2M | 47.0K | 0.6% | |
| $1.1M | 2.3K | 0.6% | |
DOLE PLC | $1.1M | 83.2K | 0.6% |
| $1.1M | 2.4K | 0.6% | |
| $1.1M | 12.7K | 0.6% | |
| $861K | 2.6K | 0.5% | |
| $860K | 3.9K | 0.5% | |
| $839K | 22.8K | 0.5% | |
EATON CORP | $779K | 1.8K | 0.4% |
| $759K | 31.7K | 0.4% | |
| $749K | 1 | 0.4% | |
| $711K | 12.6K | 0.4% | |
SCHWAB STR | $564K | 16.2K | 0.3% |
| $534K | 6.2K | 0.3% | |
SPDR SERIE | $515K | 8.5K | 0.3% |
WISDOMTREE | $515K | 10.2K | 0.3% |
| $491K | 425 | 0.3% | |
| $453K | 606 | 0.2% | |
T ROWE PRI | $450K | 9.0K | 0.2% |
VANGUARD W | $436K | 3.3K | 0.2% |
| $429K | 842 | 0.2% | |
| $400K | 2.9K | 0.2% | |
| $349K | 2.8K | 0.2% | |
| $340K | 1.6K | 0.2% | |
| $324K | 2.0K | 0.2% | |
| $314K | 419 | 0.2% | |
SCHWAB STR | $311K | 8.6K | 0.2% |
| $280K | 1.3K | 0.2% | |
| $262K | 3.2K | 0.1% | |
| $235K | 988 | 0.1% | |
| $233K | 3.0K | 0.1% | |
| $232K | 10.9K | 0.1% | |
| $215K | 583 | 0.1% | |
| $206K | 2.3K | 0.1% | |
EVERUS CON | $205K | 1.2K | 0.1% |
| $204K | 270 | 0.1% | |
| $201K | 215 | 0.1% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $183.3M | 113 | View on EDGAR |
| 2026-03-31 | 2026-04-13 | $168.9M | 116 | View on EDGAR |
| 2025-12-31 | 2026-01-14 | $170.0M | 113 | View on EDGAR |
| 2025-09-30 | 2025-10-09 | $165.1M | 115 | View on EDGAR |
| 2025-06-30 | 2025-07-25 | $155.7M | 110 | View on EDGAR |
| 2025-03-31 | 2025-04-08 | $148.0M | 113 | View on EDGAR |
| 2024-12-31 | 2025-01-22 | $155.9M | 113 | View on EDGAR |
| 2024-09-30 | 2024-10-02 | $157.1M | 111 | View on EDGAR |