Cascade Investment Advisors
Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VTI, AMZN, GOOGL, and represent 13.25% of Cascade Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NKE, YUM, MLI, XOM, KNF, QQQ, SPY, VTI, AMP, FISV.
- Started 4 new stock positions in QQQ, NKE, YUM, XOM.
- Reduced shares in these 10 stocks: ZTS, QLYS, AMAT, , ZBRA, CSCO, BMRN, CTSH, AAPL, ECG.
- Sold out of its positions in COST, ECG, Exxon Mobil Corporation.
- Cascade Investment Advisors was a net seller of stock by $-959k.
- Cascade Investment Advisors has $179M in assets under management (AUM), dropping by -2.37%.
- Central Index Key (CIK): 0001681490
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Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 114 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.1 | $5.5M | -3% | 16k | 333.02 |
|
| Microsoft Corporation (MSFT) | 2.9 | $5.2M | -2% | 10k | 512.90 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 2.9 | $5.1M | +3% | 14k | 374.24 |
|
| Amazon (AMZN) | 2.3 | $4.1M | -2% | 16k | 249.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.9M | -3% | 11k | 344.08 |
|
| Applied Materials (AMAT) | 2.1 | $3.7M | -12% | 7.2k | 511.38 |
|
| Us Bancorp Com New (USB) | 2.1 | $3.7M | -2% | 64k | 57.76 |
|
| Charles Schwab Corporation (SCHW) | 1.8 | $3.2M | -4% | 33k | 97.74 |
|
| Cisco Systems (CSCO) | 1.7 | $3.0M | -11% | 28k | 107.63 |
|
| Jabil Circuit (JBL) | 1.6 | $2.9M | -5% | 10k | 286.86 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 1.6 | $2.8M | -12% | 7.6k | 373.31 |
|
| Novartis Sponsored Adr (NVS) | 1.6 | $2.8M | -2% | 20k | 142.57 |
|
| Caterpillar (CAT) | 1.5 | $2.7M | -6% | 3.4k | 810.79 |
|
| Qualys (QLYS) | 1.5 | $2.7M | -15% | 15k | 187.20 |
|
| Cummins (CMI) | 1.5 | $2.7M | -3% | 5.2k | 516.57 |
|
| Williams-Sonoma (WSM) | 1.5 | $2.7M | -3% | 12k | 227.94 |
|
| Hilton Worldwide Holdings (HLT) | 1.4 | $2.5M | -2% | 8.0k | 318.12 |
|
| Johnson & Johnson (JNJ) | 1.3 | $2.4M | -2% | 9.1k | 264.75 |
|
| Intercontinental Exchange (ICE) | 1.3 | $2.3M | 15k | 152.03 |
|
|
| Paccar (PCAR) | 1.3 | $2.3M | -3% | 21k | 109.81 |
|
| Jones Lang LaSalle Incorporated (JLL) | 1.3 | $2.2M | 7.3k | 305.52 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $2.2M | 3.0k | 725.18 |
|
|
| Medtronic SHS (MDT) | 1.2 | $2.2M | -3% | 25k | 86.29 |
|
| Nucor Corporation (NUE) | 1.2 | $2.2M | -2% | 9.3k | 233.75 |
|
| Voya Financial (VOYA) | 1.2 | $2.2M | -2% | 23k | 94.48 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 1.2 | $2.2M | -10% | 37k | 57.44 |
|
| Paycom Software (PAYC) | 1.2 | $2.1M | -2% | 9.8k | 217.65 |
|
| Paypal Holdings (PYPL) | 1.2 | $2.1M | -8% | 41k | 52.53 |
|
| Emerson Electric (EMR) | 1.2 | $2.1M | -2% | 14k | 155.10 |
|
| Adobe Systems Incorporated (ADBE) | 1.2 | $2.1M | -8% | 8.7k | 239.94 |
|
| Assurant (AIZ) | 1.2 | $2.1M | 7.9k | 263.50 |
|
|
| Simon Property (SPG) | 1.1 | $2.0M | 9.9k | 200.76 |
|
|
| Pfizer (PFE) | 1.1 | $2.0M | 69k | 28.52 |
|
|
| Qualcomm (QCOM) | 1.1 | $1.9M | -2% | 11k | 184.04 |
|
| Airbnb Com Cl A (ABNB) | 1.1 | $1.9M | 12k | 160.65 |
|
|
| Microchip Technology (MCHP) | 1.0 | $1.9M | -3% | 24k | 77.77 |
|
| ConocoPhillips (COP) | 1.0 | $1.8M | -2% | 15k | 125.15 |
|
| Insight Enterprises (NSIT) | 1.0 | $1.8M | -2% | 12k | 156.32 |
|
| OSI Systems (OSIS) | 1.0 | $1.8M | 9.1k | 194.37 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 1.0 | $1.8M | 12k | 147.96 |
|
|
| Devon Energy Corporation (DVN) | 1.0 | $1.7M | -2% | 38k | 46.04 |
|
| Nike CL B (NKE) | 0.9 | $1.7M | NEW | 48k | 35.40 |
|
| Cavco Industries (CVCO) | 0.9 | $1.6M | 2.9k | 560.26 |
|
|
| Akamai Technologies (AKAM) | 0.9 | $1.6M | 15k | 106.35 |
|
|
| Oracle Corporation (ORCL) | 0.9 | $1.6M | 12k | 137.30 |
|
|
| Kinder Morgan (KMI) | 0.9 | $1.6M | -2% | 53k | 30.15 |
|
| Mueller Industries (MLI) | 0.9 | $1.6M | +99% | 26k | 60.61 |
|
| Commercial Metals Company (CMC) | 0.9 | $1.6M | -2% | 25k | 62.10 |
|
| Chevron Corporation (CVX) | 0.9 | $1.6M | 7.7k | 204.21 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.9 | $1.5M | -2% | 37k | 41.23 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.9 | $1.5M | 8.6k | 178.18 |
|
|
| Bank of America Corporation (BAC) | 0.9 | $1.5M | 28k | 54.43 |
|
|
| Yum! Brands (YUM) | 0.8 | $1.5M | NEW | 11k | 136.34 |
|
| Banner Corp Com New (BANR) | 0.8 | $1.5M | -2% | 22k | 67.00 |
|
| Nutrien (NTR) | 0.8 | $1.5M | 21k | 70.25 |
|
|
| Fiserv (FISV) | 0.8 | $1.5M | +7% | 32k | 45.18 |
|
| FedEx Corporation (FDX) | 0.8 | $1.4M | 5.1k | 285.09 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $1.4M | -5% | 25k | 57.82 |
|
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.4M | -2% | 66k | 21.76 |
|
| Stanley Black & Decker (SWK) | 0.8 | $1.4M | 15k | 88.59 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.7 | $1.3M | -15% | 22k | 60.00 |
|
| Ameriprise Financial (AMP) | 0.7 | $1.3M | +12% | 2.7k | 492.35 |
|
| Sun Communities (SUI) | 0.7 | $1.3M | +2% | 12k | 110.78 |
|
| Cabot Corporation (CBT) | 0.7 | $1.3M | +3% | 17k | 76.91 |
|
| Ufp Industries (UFPI) | 0.7 | $1.3M | 17k | 77.22 |
|
|
| Knife River Corp Common Stock (KNF) | 0.7 | $1.3M | +45% | 26k | 50.42 |
|
| Amentum Holdings (AMTM) | 0.7 | $1.3M | 71k | 18.12 |
|
|
| Kimco Realty Corporation (KIM) | 0.7 | $1.3M | 57k | 22.21 |
|
|
| Flowserve Corporation (FLS) | 0.7 | $1.3M | 17k | 73.12 |
|
|
| Home Depot (HD) | 0.7 | $1.2M | 4.4k | 284.49 |
|
|
| United Parcel Svcs CL B (UPS) | 0.7 | $1.2M | -4% | 13k | 93.44 |
|
| Textron (TXT) | 0.7 | $1.2M | 16k | 76.20 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $1.2M | 15k | 82.97 |
|
|
| Bwx Technologies (BWXT) | 0.7 | $1.2M | 8.8k | 137.00 |
|
|
| Universal Display Corporation (OLED) | 0.7 | $1.2M | -6% | 16k | 77.04 |
|
| Huntington Ingalls Inds (HII) | 0.7 | $1.2M | 4.4k | 267.07 |
|
|
| Air Products & Chemicals (APD) | 0.6 | $1.1M | -5% | 4.1k | 278.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | -5% | 2.2k | 497.95 |
|
| Carrier Global Corporation (CARR) | 0.6 | $1.0M | 19k | 54.86 |
|
|
| Wells Fargo & Company (WFC) | 0.6 | $1.0M | 13k | 80.05 |
|
|
| Dole Ord Shs (DOLE) | 0.5 | $974k | -7% | 77k | 12.71 |
|
| Zoetis Cl A (ZTS) | 0.5 | $952k | -35% | 14k | 69.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $871k | 2.6k | 330.87 |
|
|
| Enterprise Products Partners (EPD) | 0.4 | $799k | 22k | 35.61 |
|
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| Eaton Corp SHS (ETN) | 0.4 | $786k | 1.8k | 429.71 |
|
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| Lowe's Companies (LOW) | 0.4 | $773k | +7% | 4.2k | 184.29 |
|
| Ye Cl A (YELP) | 0.4 | $756k | -12% | 41k | 18.50 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $747k | 1.00 | 747005.00 |
|
|
| Sonoco Products Company (SON) | 0.4 | $698k | +13% | 14k | 48.82 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $685k | +48% | 898.00 | 762.73 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $564k | +4% | 17k | 33.31 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.3 | $559k | 6.2k | 90.11 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $558k | +8% | 11k | 50.39 |
|
| Weyerhaeuser Com New (WY) | 0.3 | $552k | -8% | 29k | 19.05 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $518k | 8.5k | 61.13 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $476k | NEW | 2.9k | 162.76 |
|
| T Rowe Price Exchange-traded Price Blue Chip (TCHP) | 0.3 | $472k | +2% | 9.2k | 51.41 |
|
| Micron Technology (MU) | 0.3 | $453k | 425.00 | 1065.11 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $447k | 3.3k | 135.53 |
|
|
| Gilead Sciences (GILD) | 0.2 | $411k | 2.8k | 149.05 |
|
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| Northrop Grumman Corporation (NOC) | 0.2 | $407k | 842.00 | 483.48 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $349k | +9% | 2.3k | 155.20 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $338k | 1.6k | 216.08 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $321k | 419.00 | 765.85 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $285k | 3.0k | 95.05 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $281k | 8.6k | 32.63 |
|
|
| Coca-Cola Company (KO) | 0.2 | $278k | 3.2k | 86.07 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $273k | 1.3k | 208.09 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $244k | NEW | 330.00 | 739.77 |
|
| McKesson Corporation (MCK) | 0.1 | $237k | +2% | 278.00 | 853.81 |
|
| Abbott Laboratories (ABT) | 0.1 | $225k | 2.3k | 98.84 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $222k | 583.00 | 380.84 |
|
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| Allstate Corporation (ALL) | 0.1 | $219k | 988.00 | 221.89 |
|
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| MDU Resources (MDU) | 0.1 | $202k | 11k | 18.54 |
|
Past Filings by Cascade Investment Advisors
SEC 13F filings are viewable for Cascade Investment Advisors going back to 2016
- Cascade Investment Advisors 2026 Q3 filed Nov. 2, 2026
- 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