Cascade Investment Advisors
Latest statistics and disclosures from Cascade Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTI, MSFT, AMAT, AMZN, and represent 11.53% of Cascade Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: OLED, BMRN, BAC, DOLE, QLYS, VEU, PYPL, FISV, CBT, VTI.
- Started 8 new stock positions in QLYS, BMRN, VEU, OLED, COST, HON, DOLE, BAC.
- Reduced shares in these 10 stocks: MDU, NTR, TXRH, , AMAT, PSA, JBL, GO, CAT, SBUX.
- Sold out of its positions in GO, SBUX, TTMI, TXRH, BSV.
- Cascade Investment Advisors was a net seller of stock by $-3.0M.
- Cascade Investment Advisors has $169M in assets under management (AUM), dropping by -0.66%.
- Central Index Key (CIK): 0001681490
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Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 116 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.6 | $4.4M | -2% | 17k | 253.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $4.0M | +7% | 12k | 320.81 |
|
| Microsoft Corporation (MSFT) | 2.2 | $3.8M | +3% | 10k | 370.17 |
|
| Applied Materials (AMAT) | 2.2 | $3.8M | -22% | 11k | 341.79 |
|
| Amazon (AMZN) | 2.1 | $3.6M | 17k | 208.27 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.4M | -2% | 12k | 287.56 |
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| Us Bancorp Del Com New (USB) | 2.0 | $3.4M | -2% | 66k | 52.01 |
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| Jabil Circuit (JBL) | 2.0 | $3.3M | -21% | 13k | 265.63 |
|
| Cummins (CMI) | 1.9 | $3.2M | -2% | 5.9k | 538.02 |
|
| Charles Schwab Corporation (SCHW) | 1.9 | $3.2M | 34k | 93.98 |
|
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| Novartis Sponsored Adr (NVS) | 1.9 | $3.1M | -2% | 21k | 152.75 |
|
| Caterpillar (CAT) | 1.8 | $3.0M | -17% | 4.3k | 708.46 |
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| Cisco Systems (CSCO) | 1.7 | $2.8M | -2% | 36k | 77.59 |
|
| Everus Constr Group (ECG) | 1.6 | $2.7M | -4% | 23k | 118.06 |
|
| Hilton Worldwide Holdings (HLT) | 1.5 | $2.6M | 8.4k | 304.08 |
|
|
| Paccar (PCAR) | 1.5 | $2.5M | 22k | 115.50 |
|
|
| OSI Systems (OSIS) | 1.5 | $2.5M | 9.3k | 265.51 |
|
|
| Johnson & Johnson (JNJ) | 1.4 | $2.3M | 9.5k | 244.45 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 1.4 | $2.3M | 7.6k | 304.32 |
|
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| Williams-Sonoma (WSM) | 1.3 | $2.2M | 12k | 182.33 |
|
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| Intercontinental Exchange (ICE) | 1.3 | $2.2M | 14k | 157.28 |
|
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| ConocoPhillips (COP) | 1.2 | $2.0M | 16k | 132.00 |
|
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| C H Robinson Worldwide Com New (CHRW) | 1.2 | $2.0M | 12k | 166.07 |
|
|
| Medtronic SHS (MDT) | 1.2 | $2.0M | +6% | 23k | 86.65 |
|
| Kinder Morgan (KMI) | 1.2 | $2.0M | -4% | 59k | 33.53 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.2 | $2.0M | 56k | 35.14 |
|
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| Simon Property (SPG) | 1.1 | $1.9M | 10k | 186.53 |
|
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| Akamai Technologies (AKAM) | 1.1 | $1.9M | -5% | 16k | 114.85 |
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| FedEx Corporation (FDX) | 1.1 | $1.8M | 5.2k | 356.18 |
|
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| Emerson Electric (EMR) | 1.1 | $1.8M | 14k | 131.02 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 1.1 | $1.8M | 38k | 48.18 |
|
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| Voya Financial (VOYA) | 1.1 | $1.8M | -2% | 26k | 68.32 |
|
| Bwx Technologies (BWXT) | 1.1 | $1.8M | 8.8k | 204.49 |
|
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| Pfizer (PFE) | 1.1 | $1.8M | 64k | 28.08 |
|
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| Meta Platforms Cl A (META) | 1.1 | $1.8M | 3.1k | 572.13 |
|
|
| Huntington Ingalls Inds (HII) | 1.0 | $1.8M | -3% | 4.7k | 379.90 |
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| Assurant (AIZ) | 1.0 | $1.8M | 8.0k | 217.81 |
|
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| Zebra Technologies Corporati Cl A (ZBRA) | 1.0 | $1.7M | +15% | 8.3k | 209.08 |
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| Microchip Technology (MCHP) | 1.0 | $1.7M | 26k | 64.61 |
|
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| Nucor Corporation (NUE) | 1.0 | $1.7M | 9.9k | 169.10 |
|
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| Terex Corporation (TEX) | 1.0 | $1.6M | 28k | 59.10 |
|
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| Chevron Corporation (CVX) | 1.0 | $1.6M | -6% | 7.9k | 206.90 |
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| Comcast Corp Cl A (CMCSA) | 1.0 | $1.6M | +15% | 57k | 28.71 |
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| Commercial Metals Company (CMC) | 1.0 | $1.6M | 26k | 61.43 |
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| Oracle Corporation (ORCL) | 1.0 | $1.6M | 11k | 147.11 |
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| Zoetis Cl A (ZTS) | 1.0 | $1.6M | +13% | 14k | 118.21 |
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| Paypal Holdings (PYPL) | 0.9 | $1.6M | +31% | 35k | 45.23 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.9 | $1.5M | +4% | 25k | 61.35 |
|
| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.5M | -9% | 27k | 57.64 |
|
| Airbnb Com Cl A (ABNB) | 0.9 | $1.5M | -11% | 12k | 126.28 |
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| Mueller Industries (MLI) | 0.9 | $1.5M | +3% | 14k | 110.80 |
|
| Fiserv (FISV) | 0.9 | $1.4M | +23% | 26k | 55.80 |
|
| Knife River Corp Common Stock (KNF) | 0.9 | $1.4M | +2% | 18k | 81.65 |
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| Boyd Gaming Corporation (BYD) | 0.9 | $1.4M | -4% | 18k | 82.18 |
|
| Cavco Industries (CVCO) | 0.8 | $1.4M | +10% | 2.9k | 484.29 |
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| Qualcomm (QCOM) | 0.8 | $1.4M | 11k | 128.78 |
|
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| Banner Corp Com New (BANR) | 0.8 | $1.4M | 23k | 60.68 |
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| Textron (TXT) | 0.8 | $1.4M | -6% | 16k | 87.56 |
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| United Parcel Service CL B (UPS) | 0.8 | $1.4M | -4% | 14k | 98.38 |
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| Sun Communities (SUI) | 0.8 | $1.3M | 11k | 125.96 |
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| Universal Display Corporation (OLED) | 0.8 | $1.3M | NEW | 14k | 91.66 |
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| Kimco Realty Corporation (KIM) | 0.8 | $1.3M | 57k | 22.47 |
|
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| BioMarin Pharmaceutical (BMRN) | 0.8 | $1.3M | NEW | 23k | 56.49 |
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| Cabot Corporation (CBT) | 0.8 | $1.3M | +26% | 17k | 75.31 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.8 | $1.3M | +10% | 8.0k | 158.81 |
|
| Bank of America Corporation (BAC) | 0.7 | $1.3M | NEW | 26k | 48.75 |
|
| Home Depot (HD) | 0.7 | $1.3M | +12% | 3.8k | 328.89 |
|
| Flowserve Corporation (FLS) | 0.7 | $1.3M | +2% | 17k | 73.51 |
|
| Air Products & Chemicals (APD) | 0.7 | $1.2M | +3% | 4.1k | 290.49 |
|
| Dole Ord Shs (DOLE) | 0.7 | $1.1M | NEW | 79k | 14.29 |
|
| Paycom Software (PAYC) | 0.6 | $1.1M | +11% | 9.0k | 121.54 |
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| Carrier Global Corporation (CARR) | 0.6 | $1.1M | 19k | 56.31 |
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| Stanley Black & Decker (SWK) | 0.6 | $1.1M | 15k | 71.06 |
|
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| Ufp Industries (UFPI) | 0.6 | $1.1M | 12k | 92.12 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | +8% | 2.2k | 479.20 |
|
| Qualys (QLYS) | 0.6 | $1.0M | NEW | 12k | 87.85 |
|
| Ye Cl A (YELP) | 0.6 | $1.0M | -7% | 41k | 24.74 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $1.0M | NEW | 14k | 75.10 |
|
| Wells Fargo & Company (WFC) | 0.6 | $1.0M | 13k | 79.61 |
|
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| Lowe's Companies (LOW) | 0.5 | $890k | -5% | 3.8k | 236.28 |
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| Gibraltar Industries (ROCK) | 0.5 | $879k | +14% | 22k | 39.87 |
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| Enterprise Products Partners (EPD) | 0.5 | $864k | 23k | 37.84 |
|
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| JPMorgan Chase & Co. (JPM) | 0.5 | $792k | -6% | 2.7k | 294.20 |
|
| Apple Hospitality Reit Com New (APLE) | 0.5 | $770k | -2% | 67k | 11.51 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $767k | -6% | 31k | 24.43 |
|
| Insight Enterprises (NSIT) | 0.4 | $737k | +8% | 11k | 67.01 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
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| Sonoco Products Company (SON) | 0.4 | $663k | +6% | 12k | 54.09 |
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| Eaton Corp SHS (ETN) | 0.4 | $654k | -7% | 1.8k | 357.67 |
|
| Alexandria Real Estate Equities (ARE) | 0.4 | $651k | +38% | 14k | 46.42 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $606k | -4% | 5.4k | 112.27 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $574k | 842.00 | 682.24 |
|
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| Nutrien (NTR) | 0.3 | $562k | -75% | 7.5k | 75.46 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $496k | 2.9k | 169.67 |
|
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| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $491k | +12% | 8.7k | 56.58 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $475k | +4% | 16k | 30.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $452k | 1.0k | 436.79 |
|
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $428k | +13% | 8.5k | 50.34 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $394k | -2% | 606.00 | 650.74 |
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| Gilead Sciences (GILD) | 0.2 | $385k | 2.8k | 139.37 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $333k | -13% | 2.3k | 148.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $326k | -4% | 758.00 | 430.29 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $325k | +2% | 7.4k | 44.18 |
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| Public Storage (PSA) | 0.2 | $305k | -75% | 1.1k | 270.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $304k | +4% | 1.6k | 196.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $280k | 429.00 | 653.21 |
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| Shell Spon Ads (SHEL) | 0.2 | $279k | 3.0k | 93.00 |
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| Coca-Cola Company (KO) | 0.1 | $253k | 3.3k | 76.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $252k | 1.3k | 191.98 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $251k | 8.6k | 29.08 |
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| McKesson Corporation (MCK) | 0.1 | $234k | 270.00 | 865.36 |
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| Abbott Laboratories (ABT) | 0.1 | $234k | -4% | 2.3k | 102.68 |
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| MDU Resources (MDU) | 0.1 | $231k | -88% | 11k | 20.72 |
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| Costco Wholesale Corporation (COST) | 0.1 | $229k | NEW | 230.00 | 996.43 |
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| Honeywell International (HON) | 0.1 | $217k | NEW | 960.00 | 226.03 |
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| Allstate Corporation (ALL) | 0.1 | $205k | 988.00 | 207.37 |
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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 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
- Cascade Investment Advisors 2022 Q2 filed Aug. 11, 2022