Cascade Investment Advisors
Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, VTI, GOOGL, and represent 12.49% of Cascade Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ZTS, CMCSA, FI, ZBRA, APD, MDLZ, WY, PCAR, VTI, PAYC.
- Started 3 new stock positions in FI, ZTS, CMCSA.
- Reduced shares in these 10 stocks: , WGO, SON, GOOGL, CHRW, CMI, ARE, TTMI, , CAT.
- Sold out of its positions in COST, HON, MET, PG, WGO.
- Cascade Investment Advisors was a net buyer of stock by $824k.
- Cascade Investment Advisors has $170M in assets under management (AUM), dropping by 3.01%.
- Central Index Key (CIK): 0001681490
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Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.8 | $4.8M | -3% | 18k | 271.86 |
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| Microsoft Corporation (MSFT) | 2.8 | $4.8M | -2% | 9.9k | 483.62 |
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| Amazon (AMZN) | 2.3 | $3.9M | 17k | 230.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $3.9M | +4% | 12k | 335.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.8M | -8% | 12k | 313.00 |
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| Applied Materials (AMAT) | 2.1 | $3.7M | -2% | 14k | 256.99 |
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| Jabil Circuit (JBL) | 2.1 | $3.6M | 16k | 228.02 |
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| Us Bancorp Del Com New (USB) | 2.1 | $3.6M | 67k | 53.36 |
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| Charles Schwab Corporation (SCHW) | 2.0 | $3.4M | -4% | 34k | 99.91 |
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| Cummins (CMI) | 1.8 | $3.1M | -8% | 6.1k | 510.45 |
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| Caterpillar (CAT) | 1.8 | $3.0M | -6% | 5.2k | 572.87 |
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| Novartis Sponsored Adr (NVS) | 1.7 | $2.9M | 21k | 137.87 |
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| Cisco Systems (CSCO) | 1.7 | $2.8M | 37k | 77.03 |
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| Jones Lang LaSalle Incorporated (JLL) | 1.5 | $2.5M | 7.5k | 336.47 |
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| Hilton Worldwide Holdings (HLT) | 1.4 | $2.5M | 8.6k | 287.25 |
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| Paccar (PCAR) | 1.4 | $2.4M | +8% | 22k | 109.51 |
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| OSI Systems (OSIS) | 1.4 | $2.4M | -2% | 9.4k | 255.06 |
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| Intercontinental Exchange (ICE) | 1.3 | $2.3M | 14k | 161.96 |
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| Williams-Sonoma (WSM) | 1.3 | $2.2M | 12k | 178.59 |
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| Oracle Corporation (ORCL) | 1.2 | $2.1M | 11k | 194.91 |
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| Medtronic SHS (MDT) | 1.2 | $2.1M | 22k | 96.06 |
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| Everus Constr Group (ECG) | 1.2 | $2.1M | -7% | 24k | 85.56 |
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| Meta Platforms Cl A (META) | 1.2 | $2.1M | 3.1k | 660.09 |
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| Voya Financial (VOYA) | 1.2 | $2.0M | +2% | 27k | 74.49 |
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| Cognizant Technology Solutio Cl A (CTSH) | 1.2 | $2.0M | -2% | 24k | 83.00 |
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| C H Robinson Worldwide Com New (CHRW) | 1.2 | $2.0M | -12% | 12k | 160.76 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.0M | 9.5k | 206.96 |
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| MDU Resources (MDU) | 1.1 | $1.9M | -3% | 100k | 19.52 |
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| Assurant (AIZ) | 1.1 | $1.9M | +2% | 8.0k | 240.85 |
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| Simon Property (SPG) | 1.1 | $1.9M | -2% | 10k | 185.11 |
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| Nutrien (NTR) | 1.1 | $1.9M | 30k | 61.72 |
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| Airbnb Com Cl A (ABNB) | 1.1 | $1.9M | +7% | 14k | 135.72 |
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| Emerson Electric (EMR) | 1.1 | $1.9M | 14k | 132.72 |
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| Qualcomm (QCOM) | 1.1 | $1.8M | 11k | 171.05 |
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| Commercial Metals Company (CMC) | 1.1 | $1.8M | 26k | 69.22 |
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| Sanofi Sa Sponsored Adr (SNY) | 1.1 | $1.8M | 37k | 48.46 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 1.0 | $1.8M | +54% | 7.2k | 242.82 |
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| Kinder Morgan (KMI) | 1.0 | $1.7M | 61k | 27.49 |
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| Microchip Technology (MCHP) | 1.0 | $1.7M | -2% | 26k | 63.72 |
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| Texas Roadhouse (TXRH) | 1.0 | $1.7M | 10k | 166.00 |
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| Huntington Ingalls Inds (HII) | 1.0 | $1.6M | 4.8k | 340.07 |
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| Nucor Corporation (NUE) | 1.0 | $1.6M | +4% | 10k | 163.11 |
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| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.6M | +27% | 30k | 53.83 |
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| Cavco Industries (CVCO) | 0.9 | $1.6M | 2.7k | 590.74 |
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| Pfizer (PFE) | 0.9 | $1.6M | -2% | 63k | 24.90 |
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| Boyd Gaming Corporation (BYD) | 0.9 | $1.6M | 18k | 85.24 |
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| Paypal Holdings (PYPL) | 0.9 | $1.5M | 27k | 58.38 |
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| Bwx Technologies (BWXT) | 0.9 | $1.5M | 8.9k | 172.84 |
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| Mueller Industries (MLI) | 0.9 | $1.5M | 13k | 114.80 |
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| Zoetis Cl A (ZTS) | 0.9 | $1.5M | NEW | 12k | 125.82 |
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| Akamai Technologies (AKAM) | 0.9 | $1.5M | -4% | 17k | 87.25 |
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| FedEx Corporation (FDX) | 0.9 | $1.5M | +2% | 5.2k | 288.86 |
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| Terex Corporation (TEX) | 0.9 | $1.5M | +7% | 28k | 53.38 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $1.5M | 56k | 26.32 |
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| ConocoPhillips (COP) | 0.9 | $1.5M | 16k | 93.61 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.5M | NEW | 49k | 29.89 |
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| Textron (TXT) | 0.9 | $1.5M | +4% | 17k | 87.17 |
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| United Parcel Service CL B (UPS) | 0.9 | $1.4M | -5% | 15k | 99.19 |
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| Banner Corp Com New (BANR) | 0.8 | $1.4M | 23k | 62.66 |
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| Fiserv (FI) | 0.8 | $1.4M | NEW | 21k | 67.17 |
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| Ye Cl A (YELP) | 0.8 | $1.4M | -4% | 45k | 30.39 |
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| Sun Communities (SUI) | 0.8 | $1.3M | 11k | 123.91 |
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| Chevron Corporation (CVX) | 0.8 | $1.3M | +4% | 8.5k | 152.41 |
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| Paycom Software (PAYC) | 0.8 | $1.3M | +13% | 8.1k | 159.36 |
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| TTM Technologies (TTMI) | 0.8 | $1.3M | -16% | 19k | 69.00 |
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| Knife River Corp Common Stock (KNF) | 0.7 | $1.2M | +7% | 17k | 70.35 |
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| Public Storage (PSA) | 0.7 | $1.2M | +3% | 4.6k | 259.50 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.7 | $1.2M | +3% | 7.3k | 163.59 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.2M | 13k | 93.20 |
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| Home Depot (HD) | 0.7 | $1.2M | 3.4k | 344.10 |
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| Kimco Realty Corporation (KIM) | 0.7 | $1.2M | 57k | 20.27 |
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| Flowserve Corporation (FLS) | 0.7 | $1.2M | +2% | 17k | 69.38 |
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| Stanley Black & Decker (SWK) | 0.7 | $1.1M | 15k | 74.28 |
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| Ufp Industries (UFPI) | 0.6 | $1.1M | +5% | 12k | 91.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.0M | -5% | 2.1k | 502.65 |
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| Carrier Global Corporation (CARR) | 0.6 | $1.0M | +3% | 19k | 52.84 |
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| Air Products & Chemicals (APD) | 0.6 | $977k | +63% | 4.0k | 247.02 |
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| Lowe's Companies (LOW) | 0.6 | $959k | 4.0k | 241.16 |
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| Gibraltar Industries (ROCK) | 0.6 | $956k | 19k | 49.44 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $929k | 2.9k | 322.26 |
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| Cabot Corporation (CBT) | 0.5 | $893k | +10% | 14k | 66.28 |
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| Grocery Outlet Hldg Corp (GO) | 0.5 | $884k | +19% | 88k | 10.10 |
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| Insight Enterprises (NSIT) | 0.5 | $822k | +12% | 10k | 81.47 |
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| Apple Hospitality Reit Com New (APLE) | 0.5 | $810k | +5% | 68k | 11.85 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $794k | +42% | 34k | 23.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $755k | 1.00 | 754800.00 |
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| Enterprise Products Partners (EPD) | 0.4 | $732k | +2% | 23k | 32.06 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $683k | 5.6k | 120.96 |
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| Eaton Corp SHS (ETN) | 0.4 | $632k | 2.0k | 318.51 |
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| Sonoco Products Company (SON) | 0.3 | $505k | -47% | 12k | 43.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $504k | 1.0k | 487.86 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $496k | -33% | 10k | 48.94 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $480k | 842.00 | 570.21 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $442k | 15k | 29.61 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $439k | +6% | 7.7k | 56.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $424k | -3% | 622.00 | 682.32 |
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| Starbucks Corporation (SBUX) | 0.2 | $395k | -10% | 4.7k | 84.21 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $379k | 7.5k | 50.32 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $373k | -19% | 2.6k | 143.52 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $359k | +5% | 7.2k | 49.86 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $353k | 2.9k | 120.35 |
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| Gilead Sciences (GILD) | 0.2 | $339k | 2.8k | 122.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $314k | +16% | 793.00 | 396.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $306k | +11% | 3.9k | 78.81 |
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| Abbott Laboratories (ABT) | 0.2 | $298k | 2.4k | 125.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $294k | -5% | 429.00 | 684.94 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $283k | 1.5k | 190.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $252k | 1.3k | 191.62 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $245k | 8.6k | 28.48 |
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| Coca-Cola Company (KO) | 0.1 | $233k | -4% | 3.3k | 69.90 |
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| McKesson Corporation (MCK) | 0.1 | $222k | 270.00 | 820.29 |
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| Shell Spon Ads (SHEL) | 0.1 | $220k | 3.0k | 73.48 |
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| Allstate Corporation (ALL) | 0.1 | $206k | 988.00 | 208.18 |
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Past Filings by Cascade Investment Advisors
SEC 13F filings are viewable for Cascade Investment Advisors going back to 2016
- Cascade Investment Advisors 2025 Q4 filed Jan. 14, 2026
- Cascade Investment Advisors 2025 Q3 filed Oct. 9, 2025
- Cascade Investment Advisors 2025 Q2 filed July 25, 2025
- Cascade Investment Advisors 2025 Q1 filed April 8, 2025
- Cascade Investment Advisors 2024 Q4 filed Jan. 22, 2025
- Cascade Investment Advisors 2024 Q3 filed Oct. 2, 2024
- Cascade Investment Advisors 2024 Q2 filed July 8, 2024
- Cascade Investment Advisors 2024 Q1 filed April 25, 2024
- Cascade Investment Advisors 2023 Q4 filed Jan. 11, 2024
- Cascade Investment Advisors 2023 Q3 filed Oct. 30, 2023
- Cascade Investment Advisors 2023 Q2 filed July 21, 2023
- Cascade Investment Advisors 2023 Q1 filed May 10, 2023
- Cascade Investment Advisors 2022 Q4 filed Jan. 26, 2023
- Cascade Investment Advisors 2022 Q3 filed Nov. 15, 2022
- Cascade Investment Advisors 2022 Q2 filed Aug. 11, 2022
- Cascade Investment Advisors 2022 Q1 filed April 11, 2022