Cascade Investment Advisors
Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, VTI, JBL, and represent 12.63% of Cascade Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: YELP, TXT, CBT, MDLZ, IVV, VTV, WGO, GLD, MCK, PG.
- Started 8 new stock positions in PG, MCK, VTV, CBT, YELP, IVV, TXT, GLD.
- Reduced shares in these 10 stocks: , SBUX, BAX, ORCL, PK, USFR, GOOGL, TTMI, JBL, CHRW.
- Sold out of its positions in BAX, GTLS, PK.
- Cascade Investment Advisors was a net seller of stock by $-672k.
- Cascade Investment Advisors has $165M in assets under management (AUM), dropping by 6.00%.
- Central Index Key (CIK): 0001681490
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Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.2 | $5.2M | -2% | 10k | 517.95 |
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| Apple (AAPL) | 2.9 | $4.7M | 19k | 254.63 |
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| Amazon (AMZN) | 2.3 | $3.8M | 17k | 219.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $3.6M | +2% | 11k | 328.17 |
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| Jabil Circuit (JBL) | 2.1 | $3.5M | -7% | 16k | 217.17 |
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| Charles Schwab Corporation (SCHW) | 2.1 | $3.4M | 36k | 95.47 |
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| Us Bancorp Del Com New (USB) | 2.0 | $3.3M | 68k | 48.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.2M | -9% | 13k | 243.10 |
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| Oracle Corporation (ORCL) | 1.8 | $3.1M | -21% | 11k | 281.23 |
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| Applied Materials (AMAT) | 1.8 | $3.0M | +2% | 15k | 204.74 |
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| Cummins (CMI) | 1.7 | $2.8M | -3% | 6.7k | 422.37 |
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| Novartis Sponsored Adr (NVS) | 1.6 | $2.7M | -2% | 21k | 128.24 |
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| Caterpillar (CAT) | 1.6 | $2.7M | 5.6k | 477.15 |
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| Cisco Systems (CSCO) | 1.6 | $2.6M | 37k | 68.42 |
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| OSI Systems (OSIS) | 1.4 | $2.4M | 9.6k | 249.24 |
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| Williams-Sonoma (WSM) | 1.4 | $2.4M | 12k | 195.45 |
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| Intercontinental Exchange (ICE) | 1.4 | $2.3M | 14k | 168.48 |
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| Jones Lang LaSalle Incorporated (JLL) | 1.4 | $2.3M | 7.6k | 298.28 |
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| Meta Platforms Cl A (META) | 1.4 | $2.3M | -4% | 3.1k | 734.38 |
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| Everus Constr Group (ECG) | 1.4 | $2.2M | 26k | 85.75 |
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| Hilton Worldwide Holdings (HLT) | 1.3 | $2.2M | -3% | 8.6k | 259.44 |
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| Medtronic SHS (MDT) | 1.3 | $2.1M | 22k | 95.24 |
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| Paccar (PCAR) | 1.2 | $2.0M | 20k | 98.32 |
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| Simon Property (SPG) | 1.2 | $2.0M | 11k | 187.67 |
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| Voya Financial (VOYA) | 1.2 | $2.0M | 27k | 74.80 |
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| C H Robinson Worldwide Com New (CHRW) | 1.1 | $1.9M | -11% | 14k | 132.40 |
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| MDU Resources (MDU) | 1.1 | $1.8M | +3% | 103k | 17.81 |
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| Emerson Electric (EMR) | 1.1 | $1.8M | +6% | 14k | 131.18 |
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| Nutrien (NTR) | 1.1 | $1.8M | 31k | 58.71 |
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| Johnson & Johnson (JNJ) | 1.1 | $1.8M | 9.6k | 185.43 |
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| Qualcomm (QCOM) | 1.1 | $1.8M | 11k | 166.36 |
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| Paypal Holdings (PYPL) | 1.1 | $1.7M | +3% | 26k | 67.06 |
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| Sanofi Sponsored Adr (SNY) | 1.0 | $1.7M | +6% | 37k | 47.20 |
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| Microchip Technology (MCHP) | 1.0 | $1.7M | 27k | 64.22 |
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| Kinder Morgan (KMI) | 1.0 | $1.7M | 60k | 28.31 |
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| Assurant (AIZ) | 1.0 | $1.7M | 7.8k | 216.60 |
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| Cognizant Technology Solutio Cl A (CTSH) | 1.0 | $1.7M | 25k | 67.07 |
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| Pfizer (PFE) | 1.0 | $1.6M | +2% | 65k | 25.48 |
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| Texas Roadhouse (TXRH) | 1.0 | $1.6M | 9.9k | 166.15 |
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| MetLife (MET) | 1.0 | $1.6M | 20k | 82.37 |
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| Bwx Technologies (BWXT) | 1.0 | $1.6M | -2% | 8.8k | 184.37 |
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| Boyd Gaming Corporation (BYD) | 1.0 | $1.6M | -3% | 19k | 86.45 |
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| Cavco Industries (CVCO) | 0.9 | $1.6M | +6% | 2.7k | 580.73 |
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| Airbnb Com Cl A (ABNB) | 0.9 | $1.5M | +4% | 13k | 121.42 |
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| Commercial Metals Company (CMC) | 0.9 | $1.5M | 26k | 57.28 |
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| Paycom Software (PAYC) | 0.9 | $1.5M | -5% | 7.1k | 208.14 |
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| Banner Corp Com New (BANR) | 0.9 | $1.5M | +2% | 23k | 65.50 |
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| ConocoPhillips (COP) | 0.9 | $1.5M | 16k | 94.59 |
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| Ye Cl A (YELP) | 0.9 | $1.5M | NEW | 47k | 31.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.5M | +26% | 23k | 62.47 |
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| Huntington Ingalls Inds (HII) | 0.8 | $1.4M | -7% | 4.9k | 287.91 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.8 | $1.4M | 4.7k | 297.16 |
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| Home Depot (HD) | 0.8 | $1.4M | 3.4k | 405.19 |
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| Sun Communities (SUI) | 0.8 | $1.4M | 11k | 129.00 |
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| Akamai Technologies (AKAM) | 0.8 | $1.4M | +10% | 18k | 75.76 |
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| Textron (TXT) | 0.8 | $1.4M | NEW | 16k | 84.49 |
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| Mueller Industries (MLI) | 0.8 | $1.3M | 13k | 101.11 |
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| Terex Corporation (TEX) | 0.8 | $1.3M | +4% | 26k | 51.30 |
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| Public Storage (PSA) | 0.8 | $1.3M | 4.5k | 288.85 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $1.3M | +4% | 55k | 23.65 |
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| Nucor Corporation (NUE) | 0.8 | $1.3M | 9.6k | 135.43 |
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| United Parcel Service CL B (UPS) | 0.8 | $1.3M | +13% | 16k | 83.53 |
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| TTM Technologies (TTMI) | 0.8 | $1.3M | -17% | 22k | 57.60 |
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| Alexandria Real Estate Equities (ARE) | 0.8 | $1.3M | +15% | 15k | 83.34 |
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| Chevron Corporation (CVX) | 0.8 | $1.3M | 8.1k | 155.29 |
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| Knife River Corp Common Stock (KNF) | 0.7 | $1.2M | +4% | 16k | 76.87 |
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| Kimco Realty Corporation (KIM) | 0.7 | $1.2M | +2% | 56k | 21.85 |
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| Gibraltar Industries (ROCK) | 0.7 | $1.2M | +3% | 19k | 62.80 |
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| FedEx Corporation (FDX) | 0.7 | $1.2M | 5.0k | 235.81 |
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| Grocery Outlet Hldg Corp (GO) | 0.7 | $1.2M | +16% | 74k | 16.05 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.7 | $1.2M | +3% | 7.0k | 166.16 |
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| Stanley Black & Decker (SWK) | 0.7 | $1.2M | -9% | 16k | 74.33 |
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| Winnebago Industries (WGO) | 0.7 | $1.1M | +30% | 33k | 33.44 |
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| Carrier Global Corporation (CARR) | 0.7 | $1.1M | +4% | 18k | 59.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 2.2k | 502.74 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.1M | -11% | 13k | 83.82 |
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| Ufp Industries (UFPI) | 0.6 | $1.0M | +7% | 11k | 93.49 |
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| Insight Enterprises (NSIT) | 0.6 | $1.0M | 9.0k | 113.41 |
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| Lowe's Companies (LOW) | 0.6 | $1000k | 4.0k | 251.31 |
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| Sonoco Products Company (SON) | 0.6 | $958k | 22k | 43.09 |
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| Cabot Corporation (CBT) | 0.6 | $931k | NEW | 12k | 76.05 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $910k | -12% | 2.9k | 315.47 |
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| Flowserve Corporation (FLS) | 0.5 | $859k | +18% | 16k | 53.14 |
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| Apple Hospitality Reit Com New (APLE) | 0.5 | $781k | +12% | 65k | 12.01 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $754k | 1.00 | 754200.00 |
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| Eaton Corp SHS (ETN) | 0.5 | $744k | 2.0k | 374.25 |
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| Enterprise Products Partners (EPD) | 0.4 | $695k | 22k | 31.27 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $668k | -8% | 5.6k | 118.44 |
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| Air Products & Chemicals (APD) | 0.4 | $658k | +26% | 2.4k | 272.72 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $582k | -20% | 24k | 24.79 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $513k | 842.00 | 609.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $496k | +35% | 1.0k | 479.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $453k | 3.2k | 140.95 |
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| Starbucks Corporation (SBUX) | 0.3 | $443k | -74% | 5.2k | 84.60 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $434k | 15k | 29.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $431k | 647.00 | 666.56 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $403k | 7.3k | 55.33 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $382k | -49% | 7.6k | 50.27 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $335k | +10% | 6.8k | 48.88 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $331k | 2.9k | 112.75 |
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| Abbott Laboratories (ABT) | 0.2 | $318k | +3% | 2.4k | 133.95 |
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| Gilead Sciences (GILD) | 0.2 | $306k | 2.8k | 111.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $304k | NEW | 454.00 | 669.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $275k | NEW | 1.5k | 186.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $275k | 3.5k | 78.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $249k | 1.3k | 189.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $241k | NEW | 678.00 | 355.47 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $240k | -30% | 8.6k | 27.90 |
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| Coca-Cola Company (KO) | 0.1 | $231k | 3.5k | 66.31 |
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| Costco Wholesale Corporation (COST) | 0.1 | $222k | 240.00 | 925.63 |
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| Shell Spon Ads (SHEL) | 0.1 | $215k | 3.0k | 71.53 |
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| Allstate Corporation (ALL) | 0.1 | $212k | -4% | 988.00 | 214.68 |
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| McKesson Corporation (MCK) | 0.1 | $209k | NEW | 270.00 | 772.54 |
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| Honeywell International (HON) | 0.1 | $202k | -3% | 960.00 | 210.50 |
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| Procter & Gamble Company (PG) | 0.1 | $202k | NEW | 1.3k | 153.65 |
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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 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
- Cascade Investment Advisors 2021 Q4 filed Feb. 10, 2022