Cascade Investment Advisors

Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Cascade Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cascade Investment Advisors

Cascade Investment Advisors holds 105 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.4 $4.3M -7% 25k 171.21
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Microsoft Corporation (MSFT) 2.8 $3.6M 11k 315.75
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Jabil Circuit (JBL) 2.2 $2.7M 22k 126.89
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Applied Materials (AMAT) 1.9 $2.3M -2% 17k 138.45
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.3M 18k 130.86
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Novartis Sponsored Adr (NVS) 1.8 $2.3M 22k 101.86
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Us Bancorp Del Com New (USB) 1.8 $2.2M +2% 67k 33.06
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Amazon (AMZN) 1.8 $2.2M 17k 127.12
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Eaton Corp SHS (ETN) 1.6 $2.0M 9.3k 213.28
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Paccar (PCAR) 1.5 $1.9M -10% 23k 85.02
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Caterpillar (CAT) 1.5 $1.9M 7.1k 273.00
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Microchip Technology (MCHP) 1.5 $1.9M 24k 78.05
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FedEx Corporation (FDX) 1.5 $1.8M 6.9k 264.92
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ConocoPhillips (COP) 1.4 $1.8M 15k 119.80
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Cisco Systems (CSCO) 1.4 $1.7M 33k 53.76
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Charles Schwab Corporation (SCHW) 1.4 $1.7M 31k 54.90
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Oracle Corporation (ORCL) 1.3 $1.7M 16k 105.92
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Meta Platforms Cl A (META) 1.3 $1.7M 5.5k 300.21
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Cognizant Technology Solutio Cl A (CTSH) 1.3 $1.6M 24k 67.74
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Cummins (CMI) 1.3 $1.6M 7.1k 228.46
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Weyerhaeuser Co Mtn Be Com New (WY) 1.3 $1.6M 52k 30.66
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Nutrien (NTR) 1.2 $1.6M +3% 26k 61.76
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Williams-Sonoma (WSM) 1.2 $1.6M 10k 155.40
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Pfizer (PFE) 1.2 $1.6M NEW 47k 33.17
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Commercial Metals Company (CMC) 1.2 $1.6M 31k 49.41
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Hilton Worldwide Holdings (HLT) 1.2 $1.5M 10k 150.18
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Nucor Corporation (NUE) 1.2 $1.5M 9.7k 156.35
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Insight Enterprises (NSIT) 1.2 $1.5M -17% 10k 145.50
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Intercontinental Exchange (ICE) 1.2 $1.5M 14k 110.02
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.5M +4% 7.1k 212.41
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Medtronic SHS (MDT) 1.2 $1.5M 19k 78.36
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Columbia Sportswear Company (COLM) 1.2 $1.5M +5% 20k 74.10
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Cabot Oil & Gas Corporation (CTRA) 1.1 $1.4M 51k 27.05
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Simon Property (SPG) 1.1 $1.3M 13k 108.03
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Public Storage (PSA) 1.1 $1.3M +2% 5.0k 263.52
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Winnebago Industries (WGO) 1.0 $1.3M 22k 59.45
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Welltower Inc Com reit (WELL) 1.0 $1.3M 16k 81.92
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CSX Corporation (CSX) 1.0 $1.3M 42k 30.75
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Texas Roadhouse (TXRH) 1.0 $1.3M 14k 96.10
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Tesla Motors (TSLA) 1.0 $1.3M 5.1k 250.22
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Baxter International (BAX) 1.0 $1.3M -4% 34k 37.74
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Sonoco Products Company (SON) 1.0 $1.3M +6% 23k 54.35
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Sanofi Sponsored Adr (SNY) 1.0 $1.2M NEW 23k 53.64
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Ball Corporation (BALL) 1.0 $1.2M +3% 25k 49.78
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Johnson & Johnson (JNJ) 1.0 $1.2M 8.0k 155.75
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Rogers Communications CL B (RCI) 1.0 $1.2M +42% 32k 38.39
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MetLife (MET) 1.0 $1.2M -2% 19k 62.91
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Mondelez Intl Cl A (MDLZ) 1.0 $1.2M -10% 17k 69.40
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C H Robinson Worldwide Com New (CHRW) 0.9 $1.2M 14k 86.13
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At&t (T) 0.9 $1.2M 78k 15.02
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John Bean Technologies Corporation (JBT) 0.9 $1.2M 11k 105.14
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Qualcomm (QCOM) 0.9 $1.1M +2% 10k 111.06
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Cavco Industries (CVCO) 0.9 $1.1M +46% 4.3k 265.66
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Jones Lang LaSalle Incorporated (JLL) 0.9 $1.1M 7.9k 141.18
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Chevron Corporation (CVX) 0.9 $1.1M +2% 6.6k 168.62
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Ralph Lauren Corp Cl A (RL) 0.9 $1.1M -4% 9.6k 116.09
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Vishay Intertechnology (VSH) 0.9 $1.1M +20% 44k 24.72
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Stag Industrial (STAG) 0.8 $1.1M 31k 34.51
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Ufp Industries (UFPI) 0.8 $1.1M -23% 10k 102.40
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Emerson Electric (EMR) 0.8 $1.1M 11k 96.57
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Zebra Technologies Corporati Cl A (ZBRA) 0.8 $1.0M +8% 4.4k 236.53
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T. Rowe Price (TROW) 0.8 $1.0M +40% 9.8k 104.87
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Home Depot (HD) 0.8 $1.0M 3.3k 302.16
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MDU Resources (MDU) 0.8 $967k 49k 19.58
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Sun Communities (SUI) 0.8 $967k +4% 8.2k 118.34
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Kimco Realty Corporation (KIM) 0.8 $965k 55k 17.59
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Integra Lifesciences Hldgs C Com New (IART) 0.8 $962k NEW 25k 38.19
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Kinder Morgan (KMI) 0.8 $956k 58k 16.58
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Skechers U S A Cl A (SKX) 0.8 $956k 20k 48.95
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Citizens Financial (CFG) 0.8 $951k 36k 26.80
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Target Corporation (TGT) 0.7 $946k +5% 8.6k 110.57
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Columbus McKinnon (CMCO) 0.7 $912k NEW 26k 34.91
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Realty Income (O) 0.7 $908k -3% 18k 49.94
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Carrier Global Corporation (CARR) 0.7 $905k +6% 16k 55.20
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Carter's (CRI) 0.7 $897k 13k 69.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $893k 2.6k 350.30
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International Paper Company (IP) 0.7 $893k +3% 25k 35.47
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Solaredge Technologies (SEDG) 0.7 $844k +34% 6.5k 129.51
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Tyson Foods Cl A (TSN) 0.7 $823k +4% 16k 50.49
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Apple Hospitality Reit Com New (APLE) 0.7 $822k 54k 15.34
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Banner Corp Com New (BANR) 0.6 $814k +3% 19k 42.38
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Park Hotels & Resorts Inc-wi (PK) 0.6 $807k +7% 66k 12.32
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Knife River Corp Common Stock (KNF) 0.6 $778k +62% 16k 48.83
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V.F. Corporation (VFC) 0.6 $776k +27% 44k 17.67
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AGCO Corporation (AGCO) 0.6 $764k NEW 6.5k 118.28
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Lowe's Companies (LOW) 0.5 $687k 3.3k 207.84
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Wells Fargo & Company (WFC) 0.5 $678k 17k 40.86
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $654k -19% 8.7k 75.22
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Enterprise Products Partners (EPD) 0.5 $619k 23k 27.37
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Pulte (PHM) 0.5 $595k +2% 8.0k 74.05
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.5 $582k +3% 8.9k 65.52
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JPMorgan Chase & Co. (JPM) 0.4 $513k 3.5k 145.03
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.4 $477k 5.7k 83.98
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Northrop Grumman Corporation (NOC) 0.3 $371k 842.00 440.19
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $356k +14% 7.1k 50.32
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Intel Corporation (INTC) 0.3 $343k -3% 9.6k 35.55
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Pepsi (PEP) 0.3 $337k 2.0k 169.44
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Exxon Mobil Corporation (XOM) 0.3 $322k 2.7k 117.58
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $299k -14% 4.0k 75.17
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $246k 576.00 427.76
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Abbott Laboratories (ABT) 0.2 $231k -7% 2.4k 96.86
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Coca-Cola Company (KO) 0.2 $218k 3.9k 55.97
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Gilead Sciences (GILD) 0.2 $216k 2.9k 74.94
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Eli Lilly & Co. (LLY) 0.2 $208k NEW 387.00 537.13
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McKesson Corporation (MCK) 0.2 $200k NEW 460.00 434.85
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Past Filings by Cascade Investment Advisors

SEC 13F filings are viewable for Cascade Investment Advisors going back to 2016

View all past filings