Cascade Investment Advisors
Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, AAPL, VTI, GOOGL, JBL, and represent 13.11% of Cascade Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ADBE, DVN, AMTM, AMP, NTR, QLYS, CTSH, ZTS, MU, UFPI.
- Started 5 new stock positions in ADBE, AMP, AMTM, MU, DVN.
- Reduced shares in these 10 stocks: ECG, AMAT, CTRA, TEX, BYD, ROCK, APLE, CAT, JBL, ARE.
- Sold out of its positions in ARE, APLE, BYD, CTRA, ROCK, Honeywell International, PSA, TEX.
- Cascade Investment Advisors was a net seller of stock by $-3.9M.
- Cascade Investment Advisors has $183M in assets under management (AUM), dropping by 8.52%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 3.2 | $5.9M | -25% | 8.2k | 723.00 |
|
| Apple (AAPL) | 2.7 | $4.9M | -2% | 17k | 289.36 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $4.9M | +7% | 13k | 370.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $4.2M | -2% | 12k | 357.37 |
|
| Jabil Circuit (JBL) | 2.3 | $4.1M | -13% | 11k | 385.48 |
|
| Amazon (AMZN) | 2.2 | $4.0M | -2% | 17k | 238.34 |
|
| Us Bancorp Com New (USB) | 2.1 | $3.9M | 65k | 60.40 |
|
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| Cummins (CMI) | 2.1 | $3.9M | -8% | 5.4k | 713.21 |
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| Microsoft Corporation (MSFT) | 2.1 | $3.8M | 10k | 373.02 |
|
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| Caterpillar (CAT) | 2.1 | $3.8M | -16% | 3.6k | 1064.90 |
|
| Cisco Systems (CSCO) | 2.0 | $3.7M | -11% | 32k | 117.46 |
|
| Charles Schwab Corporation (SCHW) | 1.7 | $3.2M | 34k | 92.27 |
|
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| Novartis Sponsored Adr (NVS) | 1.7 | $3.1M | -2% | 20k | 156.72 |
|
| Williams-Sonoma (WSM) | 1.5 | $2.8M | 12k | 233.10 |
|
|
| Hilton Worldwide Holdings (HLT) | 1.5 | $2.7M | -2% | 8.2k | 330.46 |
|
| Paccar (PCAR) | 1.4 | $2.6M | 22k | 120.12 |
|
|
| Qualys (QLYS) | 1.3 | $2.4M | +45% | 17k | 137.49 |
|
| Johnson & Johnson (JNJ) | 1.3 | $2.4M | 9.3k | 253.98 |
|
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| Jones Lang LaSalle Incorporated (JLL) | 1.3 | $2.3M | -2% | 7.4k | 309.95 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 1.2 | $2.3M | +3% | 8.7k | 263.26 |
|
| Microchip Technology (MCHP) | 1.2 | $2.3M | -4% | 25k | 91.20 |
|
| C H Robinson Worldwide In Com New (CHRW) | 1.2 | $2.3M | 12k | 188.34 |
|
|
| Simon Property (SPG) | 1.2 | $2.2M | -3% | 9.9k | 223.65 |
|
| Assurant (AIZ) | 1.2 | $2.1M | 8.0k | 268.53 |
|
|
| Nucor Corporation (NUE) | 1.2 | $2.1M | -3% | 9.5k | 222.75 |
|
| Voya Financial (VOYA) | 1.2 | $2.1M | -11% | 23k | 90.53 |
|
| Medtronic SHS (MDT) | 1.1 | $2.1M | +12% | 26k | 78.23 |
|
| OSI Systems (OSIS) | 1.1 | $2.0M | 9.3k | 218.70 |
|
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| Qualcomm (QCOM) | 1.1 | $2.0M | 11k | 184.79 |
|
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| Emerson Electric (EMR) | 1.1 | $2.0M | 14k | 143.15 |
|
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| Adobe Systems Incorporated (ADBE) | 1.1 | $1.9M | NEW | 9.5k | 205.02 |
|
| Intercontinental Exchange (ICE) | 1.0 | $1.9M | +11% | 16k | 123.11 |
|
| Paypal Holdings (PYPL) | 1.0 | $1.9M | +27% | 44k | 43.18 |
|
| Akamai Technologies (AKAM) | 1.0 | $1.8M | -6% | 15k | 118.21 |
|
| Cavco Industries (CVCO) | 1.0 | $1.8M | -2% | 2.9k | 614.38 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 1.0 | $1.8M | +6% | 8.6k | 206.18 |
|
| Kinder Morgan (KMI) | 1.0 | $1.7M | -6% | 55k | 31.97 |
|
| Airbnb Com Cl A (ABNB) | 0.9 | $1.7M | 12k | 143.10 |
|
|
| Oracle Corporation (ORCL) | 0.9 | $1.7M | +7% | 12k | 146.55 |
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| Bwx Technologies (BWXT) | 0.9 | $1.7M | 8.9k | 194.65 |
|
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| Meta Platforms Cl A (META) | 0.9 | $1.7M | 3.1k | 563.29 |
|
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.7M | +19% | 68k | 24.55 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.9 | $1.6M | 38k | 42.66 |
|
|
| Commercial Metals Company (CMC) | 0.9 | $1.6M | 26k | 62.75 |
|
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| Pfizer (PFE) | 0.9 | $1.6M | +6% | 68k | 24.08 |
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| Mueller Industries (MLI) | 0.9 | $1.6M | -2% | 13k | 122.93 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.9 | $1.6M | +65% | 42k | 38.73 |
|
| Devon Energy Corporation (DVN) | 0.9 | $1.6M | NEW | 39k | 41.32 |
|
| FedEx Corporation (FDX) | 0.9 | $1.6M | 5.1k | 313.13 |
|
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| ConocoPhillips (COP) | 0.9 | $1.6M | -2% | 15k | 103.96 |
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| Bank of America Corporation (BAC) | 0.9 | $1.6M | +5% | 28k | 56.98 |
|
| Ufp Industries (UFPI) | 0.8 | $1.5M | +46% | 17k | 90.74 |
|
| Home Depot (HD) | 0.8 | $1.5M | +13% | 4.3k | 352.68 |
|
| Zoetis Cl A (ZTS) | 0.8 | $1.5M | +56% | 21k | 71.86 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $1.5M | 26k | 57.84 |
|
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| Cabot Corporation (CBT) | 0.8 | $1.5M | -2% | 17k | 90.82 |
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| BioMarin Pharmaceutical (BMRN) | 0.8 | $1.5M | +16% | 27k | 57.22 |
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| Amentum Holdings (AMTM) | 0.8 | $1.5M | NEW | 72k | 20.67 |
|
| United Parcel Svcs CL B (UPS) | 0.8 | $1.5M | 14k | 107.50 |
|
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| Banner Corp Com New (BANR) | 0.8 | $1.5M | 22k | 66.44 |
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| Textron (TXT) | 0.8 | $1.5M | +2% | 16k | 91.73 |
|
| Fiserv (FISV) | 0.8 | $1.5M | +15% | 30k | 49.05 |
|
| Knife River Corp Common Stock (KNF) | 0.8 | $1.5M | 18k | 83.65 |
|
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| Stanley Black & Decker (SWK) | 0.8 | $1.5M | 15k | 94.12 |
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| Kimco Realty Corporation (KIM) | 0.8 | $1.4M | 57k | 25.35 |
|
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| Insight Enterprises (NSIT) | 0.8 | $1.4M | +7% | 12k | 121.80 |
|
| Universal Display Corporation (OLED) | 0.8 | $1.4M | +17% | 17k | 86.59 |
|
| Sun Communities (SUI) | 0.8 | $1.4M | +9% | 12k | 119.91 |
|
| Carrier Global Corporation (CARR) | 0.8 | $1.4M | 19k | 73.35 |
|
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| Nutrien (NTR) | 0.7 | $1.3M | +176% | 21k | 62.95 |
|
| Chevron Corporation (CVX) | 0.7 | $1.3M | 7.8k | 165.76 |
|
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| Flowserve Corporation (FLS) | 0.7 | $1.3M | 17k | 74.16 |
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| Paycom Software (PAYC) | 0.7 | $1.3M | +11% | 10k | 125.68 |
|
| Air Products & Chemicals (APD) | 0.7 | $1.3M | +5% | 4.3k | 293.18 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $1.2M | +7% | 15k | 83.75 |
|
| Huntington Ingalls Inds (HII) | 0.7 | $1.2M | -7% | 4.3k | 279.89 |
|
| Ye Cl A (YELP) | 0.6 | $1.2M | +14% | 47k | 24.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | +2% | 2.3k | 500.39 |
|
| Dole Ord Shs (DOLE) | 0.6 | $1.1M | +5% | 83k | 13.72 |
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| Ameriprise Financial (AMP) | 0.6 | $1.1M | NEW | 2.4k | 458.76 |
|
| Wells Fargo & Company (WFC) | 0.6 | $1.1M | 13k | 82.64 |
|
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| JPMorgan Chase & Co. (JPM) | 0.5 | $861k | -2% | 2.6k | 327.37 |
|
| Lowe's Companies (LOW) | 0.5 | $860k | +3% | 3.9k | 220.49 |
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| Enterprise Products Partners (EPD) | 0.5 | $839k | 23k | 36.76 |
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| Eaton Corp SHS (ETN) | 0.4 | $779k | 1.8k | 426.12 |
|
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| Weyerhaeuser Com New (WY) | 0.4 | $759k | 32k | 23.94 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $749k | 1.00 | 748850.00 |
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| Sonoco Products Company (SON) | 0.4 | $711k | +2% | 13k | 56.35 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $564k | +3% | 16k | 34.81 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $534k | +500% | 6.2k | 86.14 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $515k | -2% | 8.5k | 60.79 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $515k | +20% | 10k | 50.35 |
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| Micron Technology (MU) | 0.3 | $491k | NEW | 425.00 | 1154.29 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $453k | 606.00 | 747.23 |
|
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| T Rowe Price Exchange-traded Price Blue Chip (TCHP) | 0.2 | $450k | +22% | 9.0k | 50.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $436k | -38% | 3.3k | 132.24 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $429k | 842.00 | 509.31 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $400k | 2.9k | 136.73 |
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| Gilead Sciences (GILD) | 0.2 | $349k | 2.8k | 126.34 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $340k | 1.6k | 217.93 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $324k | -8% | 2.1k | 158.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $314k | -2% | 419.00 | 748.89 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $311k | 8.6k | 36.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $280k | 1.3k | 212.84 |
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| Coca-Cola Company (KO) | 0.1 | $262k | -3% | 3.2k | 81.26 |
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| Allstate Corporation (ALL) | 0.1 | $235k | 988.00 | 237.97 |
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| Shell Spon Ads (SHEL) | 0.1 | $233k | 3.0k | 77.54 |
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| MDU Resources (MDU) | 0.1 | $232k | 11k | 21.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $215k | -23% | 583.00 | 368.38 |
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| Abbott Laboratories (ABT) | 0.1 | $206k | 2.3k | 90.75 |
|
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| Everus Constr Group (ECG) | 0.1 | $205k | -94% | 1.2k | 165.95 |
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| McKesson Corporation (MCK) | 0.1 | $204k | 270.00 | 755.60 |
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| Costco Wholesale Corporation (COST) | 0.1 | $201k | -6% | 215.00 | 935.47 |
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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 2026 Q2 filed July 15, 2026
- Cascade Investment Advisors 2026 Q1 filed April 13, 2026
- 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