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 109 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.0 $4.3M -11% 22k 192.53
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Microsoft Corporation (MSFT) 3.0 $4.2M 11k 376.04
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Us Bancorp Del Com New (USB) 2.1 $2.9M 67k 43.28
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Applied Materials (AMAT) 2.0 $2.8M 17k 162.07
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Amazon (AMZN) 1.9 $2.6M 17k 151.94
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Jabil Circuit (JBL) 1.8 $2.5M -7% 20k 127.40
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.5M 18k 139.69
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Novartis Sponsored Adr (NVS) 1.6 $2.2M 22k 100.97
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Eaton Corp SHS (ETN) 1.6 $2.2M 9.3k 240.82
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Paccar (PCAR) 1.6 $2.2M 23k 97.65
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Microchip Technology (MCHP) 1.6 $2.2M 24k 90.18
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Charles Schwab Corporation (SCHW) 1.5 $2.2M 31k 68.80
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Caterpillar (CAT) 1.5 $2.1M 7.0k 295.67
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.0M +16% 8.3k 237.22
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Meta Platforms Cl A (META) 1.4 $1.9M 5.4k 353.96
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Williams-Sonoma (WSM) 1.3 $1.8M -8% 9.2k 201.78
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Insight Enterprises (NSIT) 1.3 $1.8M 10k 177.19
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Cognizant Technology Solutio Cl A (CTSH) 1.3 $1.8M 24k 75.53
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Hilton Worldwide Holdings (HLT) 1.3 $1.8M 10k 182.09
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Weyerhaeuser Co Mtn Be Com New (WY) 1.3 $1.8M 52k 34.77
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Cisco Systems (CSCO) 1.3 $1.8M +8% 35k 50.52
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Public Storage (PSA) 1.3 $1.8M +15% 5.8k 305.00
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Cummins (CMI) 1.2 $1.8M +2% 7.3k 239.57
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Simon Property (SPG) 1.2 $1.8M 12k 142.64
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Intercontinental Exchange (ICE) 1.2 $1.7M 14k 128.43
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FedEx Corporation (FDX) 1.2 $1.7M 6.9k 252.97
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ConocoPhillips (COP) 1.2 $1.7M 15k 116.07
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Nucor Corporation (NUE) 1.2 $1.7M 9.7k 174.04
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Oracle Corporation (ORCL) 1.2 $1.7M 16k 105.43
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Texas Roadhouse (TXRH) 1.2 $1.7M 14k 122.23
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Medtronic SHS (MDT) 1.2 $1.7M +5% 20k 82.38
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Sanofi Sponsored Adr (SNY) 1.2 $1.6M +40% 33k 49.73
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Pfizer (PFE) 1.2 $1.6M +20% 57k 28.79
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Winnebago Industries (WGO) 1.2 $1.6M 22k 72.88
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Rogers Communications CL B (RCI) 1.1 $1.6M +7% 34k 46.81
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Columbia Sportswear Company (COLM) 1.1 $1.6M 20k 79.54
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Commercial Metals Company (CMC) 1.1 $1.6M 31k 50.04
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Nutrien (NTR) 1.1 $1.6M +9% 28k 56.34
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Jones Lang LaSalle Incorporated (JLL) 1.1 $1.5M 8.0k 188.87
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Qualcomm (QCOM) 1.1 $1.5M 10k 144.63
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Ball Corporation (BALL) 1.1 $1.5M +2% 26k 57.52
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CSX Corporation (CSX) 1.0 $1.5M 42k 34.67
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Cavco Industries (CVCO) 1.0 $1.4M -3% 4.1k 346.62
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Sonoco Products Company (SON) 1.0 $1.3M +4% 24k 55.87
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Johnson & Johnson (JNJ) 0.9 $1.3M +5% 8.5k 156.75
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Cabot Oil & Gas Corporation (CTRA) 0.9 $1.3M 51k 25.52
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MDU Resources (MDU) 0.9 $1.3M +32% 65k 19.80
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MetLife (MET) 0.9 $1.3M 19k 66.13
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Ufp Industries (UFPI) 0.9 $1.3M 10k 125.55
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Target Corporation (TGT) 0.9 $1.3M +4% 8.9k 142.42
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Tesla Motors (TSLA) 0.9 $1.3M 5.1k 248.48
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Mondelez Intl Cl A (MDLZ) 0.9 $1.3M 17k 72.43
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Baxter International (BAX) 0.9 $1.3M -3% 33k 38.66
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Realty Income (O) 0.9 $1.3M +19% 22k 57.42
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Skechers U S A Cl A (SKX) 0.9 $1.2M 20k 62.34
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C H Robinson Worldwide Com New (CHRW) 0.9 $1.2M 14k 86.39
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Vishay Intertechnology (VSH) 0.9 $1.2M +12% 50k 23.97
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Kimco Realty Corporation (KIM) 0.8 $1.2M +2% 56k 21.31
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Zebra Technologies Corporati Cl A (ZBRA) 0.8 $1.2M -2% 4.3k 273.33
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At&t (T) 0.8 $1.2M -10% 70k 16.78
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Integra Lifesciences Hldgs C Com New (IART) 0.8 $1.2M +6% 27k 43.55
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Home Depot (HD) 0.8 $1.2M 3.3k 346.55
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John Bean Technologies Corporation (JBT) 0.8 $1.1M +4% 12k 99.45
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T. Rowe Price (TROW) 0.8 $1.1M +5% 10k 107.69
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Sun Communities (SUI) 0.8 $1.1M 8.2k 133.65
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Columbus McKinnon (CMCO) 0.8 $1.1M +5% 28k 39.02
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Knife River Corp Common Stock (KNF) 0.8 $1.1M 16k 66.18
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Emerson Electric (EMR) 0.8 $1.1M 11k 97.33
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Kinder Morgan (KMI) 0.7 $1.0M +2% 59k 17.64
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Park Hotels & Resorts Inc-wi (PK) 0.7 $1.0M 66k 15.30
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Chevron Corporation (CVX) 0.7 $1.0M 6.7k 149.16
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ePlus (PLUS) 0.7 $996k NEW 13k 79.84
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Carrier Global Corporation (CARR) 0.7 $973k +3% 17k 57.45
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Solaredge Technologies (SEDG) 0.7 $971k +59% 10k 93.60
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AGCO Corporation (AGCO) 0.7 $954k +21% 7.9k 121.41
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International Paper Company (IP) 0.7 $941k +3% 26k 36.15
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Alexandria Real Estate Equities (ARE) 0.7 $924k NEW 7.3k 126.77
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Banner Corp Com New (BANR) 0.7 $923k -10% 17k 53.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $908k 2.5k 356.66
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Gibraltar Industries (ROCK) 0.6 $891k NEW 11k 78.98
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Lowe's Companies (LOW) 0.6 $884k +20% 4.0k 222.55
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Apple Hospitality Reit Com New (APLE) 0.6 $879k 53k 16.61
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Pulte (PHM) 0.6 $843k 8.2k 103.22
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Wells Fargo & Company (WFC) 0.6 $817k 17k 49.22
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Diageo Spon Adr New (DEO) 0.6 $806k NEW 5.5k 145.66
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V.F. Corporation (VFC) 0.6 $790k -4% 42k 18.80
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $740k 8.7k 85.06
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JPMorgan Chase & Co. (JPM) 0.4 $598k 3.5k 170.12
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Enterprise Products Partners (EPD) 0.4 $596k 23k 26.35
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Stag Industrial (STAG) 0.4 $586k -51% 15k 39.26
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.4 $565k +3% 5.9k 95.89
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $416k +16% 8.3k 50.24
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Intel Corporation (INTC) 0.3 $404k -16% 8.0k 50.25
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Northrop Grumman Corporation (NOC) 0.3 $394k 842.00 468.14
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Pepsi (PEP) 0.3 $356k +5% 2.1k 169.86
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $330k NEW 7.1k 46.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $303k +10% 636.00 475.59
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Exxon Mobil Corporation (XOM) 0.2 $295k +7% 2.9k 99.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $291k -4% 3.8k 77.01
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Abbott Laboratories (ABT) 0.2 $263k 2.4k 110.08
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Welltower Inc Com reit (WELL) 0.2 $254k -82% 2.8k 90.17
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Gilead Sciences (GILD) 0.2 $234k 2.9k 81.01
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Coca-Cola Company (KO) 0.2 $230k 3.9k 58.92
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Eli Lilly & Co. (LLY) 0.2 $226k 387.00 582.92
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Costco Wholesale Corporation (COST) 0.2 $224k NEW 340.00 660.08
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Honeywell International (HON) 0.2 $222k NEW 1.1k 209.71
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General Mills (GIS) 0.2 $220k NEW 3.4k 65.14
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McKesson Corporation (MCK) 0.2 $213k 460.00 462.98
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Merck & Co (MRK) 0.1 $206k NEW 1.9k 109.02
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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