# Aquila Tax-Free Trust of Oregon

Aquila Tax-Free Trust of Oregon is a registered fund series of Cascades Trust (series S000006648). Net assets $663.8M as of 2020-09-30.

## Profile

- Series ID: S000006648
- Registrant: Cascades Trust
- LEI: 5493003RLNQUI9W1VK52
- Net assets: $663.8M
- Total assets: $665.2M
- As of: 2020-09-30

## Advisers

- [Aquila Investment Management LLC (Advisor)](https://search.stillhousedata.com/firm/105588)
- [Kirkpatrick Pettis Capital Management (Subadvisor)](https://search.stillhousedata.com/firm/127844)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [OREGON ST DEPT OF TRANSPRTN HI](https://search.stillhousedata.com/security/68607DSF3) | — | $9.6M | 144.13% |
| [PORTLAND OR SWR SYS REVENUE](https://search.stillhousedata.com/security/736742ZX8) | — | $8.5M | 127.67% |
| [Dreyfus Treasury Obligations Cash Management Fund](https://search.stillhousedata.com/security/261908107) | DTRXX | $8.3M | 124.55% |
| [MARION & POLK CNTYS OR SCH DIS](https://search.stillhousedata.com/security/569203NC2) | — | $7.2M | 108.11% |
| [MULTNOMAH CNTY OR SCH DIST #7](https://search.stillhousedata.com/security/625574KE7) | — | $6.9M | 103.91% |
| [MULTNOMAH CNTY OR SCH DIST #1J](https://search.stillhousedata.com/security/625517KX4) | — | $6.7M | 101.44% |
| [CLACKAMAS & WASHINGTON CNTYS O](https://search.stillhousedata.com/security/178882MA1) | — | $6.7M | 100.74% |
| [MARION & POLK CNTYS OR SCH DIS](https://search.stillhousedata.com/security/569203NB4) | — | $6.5M | 98.36% |
| [PORTLAND OR SWR SYS REVENUE](https://search.stillhousedata.com/security/736742ZK6) | — | $6.5M | 97.47% |
| [OREGON ST DEPT OF ADMIN SVCS L](https://search.stillhousedata.com/security/68607VR80) | — | $6.4M | 97.06% |
| [OREGON ST DEPT OF TRANSPRTN HI](https://search.stillhousedata.com/security/68607DTE5) | — | $6.3M | 95.38% |
| [OREGON ST DEPT OF ADMIN SVCS L](https://search.stillhousedata.com/security/68607VN76) | — | $6.0M | 90.86% |
| [CLACKAMAS CNTY OR SCH DIST #12](https://search.stillhousedata.com/security/179093JF7) | — | $6.0M | 89.68% |
| [WASHINGTON CNTY OR SCH DIST #4](https://search.stillhousedata.com/security/938429F44) | — | $5.6M | 84.90% |
| [TUALATIN HILLS OR PARK & RECRE](https://search.stillhousedata.com/security/898541LK1) | — | $5.6M | 83.63% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2020-09-30 | $663.8M |
| 2020-06-30 | $653.4M |
| 2020-03-31 | $628.8M |
| 2019-12-31 | $632.4M |
| 2019-09-30 | $616.5M |

## More

- [Registrant: Cascades Trust](https://search.stillhousedata.com/registrant/791049)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000006648.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.