Cascade Investment Advisors as of March 31, 2025
Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 2.9 | $4.2M | 19k | 222.13 | |
| Microsoft Corporation (MSFT) | 2.6 | $3.9M | 10k | 375.39 | |
| Amazon (AMZN) | 2.3 | $3.3M | 18k | 190.26 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $2.9M | 37k | 78.28 | |
| Us Bancorp Del Com New (USB) | 1.9 | $2.8M | 67k | 42.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.8M | 18k | 154.64 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.7M | 9.7k | 274.84 | |
| Novartis Sponsored Adr (NVS) | 1.7 | $2.5M | 22k | 111.48 | |
| Jabil Circuit (JBL) | 1.7 | $2.5M | 18k | 136.07 | |
| Cisco Systems (CSCO) | 1.7 | $2.4M | 40k | 61.71 | |
| Intercontinental Exchange (ICE) | 1.6 | $2.4M | 14k | 172.50 | |
| Williams-Sonoma (WSM) | 1.5 | $2.2M | 14k | 158.10 | |
| Cummins (CMI) | 1.5 | $2.2M | 6.9k | 313.44 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $2.1M | 9.4k | 227.55 | |
| Oracle Corporation (ORCL) | 1.4 | $2.1M | 15k | 139.81 | |
| Paccar (PCAR) | 1.4 | $2.1M | 21k | 97.37 | |
| OSI Systems (OSIS) | 1.4 | $2.1M | 11k | 194.34 | |
| Caterpillar (CAT) | 1.4 | $2.0M | 6.1k | 329.80 | |
| Applied Materials (AMAT) | 1.4 | $2.0M | 14k | 145.12 | |
| Medtronic SHS (MDT) | 1.3 | $2.0M | 22k | 89.86 | |
| Texas Roadhouse (TXRH) | 1.3 | $2.0M | 12k | 166.63 | |
| Starbucks Corporation (SBUX) | 1.3 | $1.9M | 20k | 98.09 | |
| Meta Platforms Cl A (META) | 1.3 | $1.9M | 3.3k | 576.36 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.3 | $1.9M | 7.7k | 247.91 | |
| Sanofi Sponsored Adr (SNY) | 1.3 | $1.9M | 34k | 55.46 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.3 | $1.9M | 25k | 76.50 | |
| Simon Property (SPG) | 1.2 | $1.8M | 11k | 166.08 | |
| Kinder Morgan (KMI) | 1.2 | $1.7M | 61k | 28.53 | |
| Voya Financial (VOYA) | 1.2 | $1.7M | 26k | 67.76 | |
| Paycom Software (PAYC) | 1.2 | $1.7M | 7.8k | 218.48 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.7M | 10k | 165.85 | |
| Paypal Holdings (PYPL) | 1.1 | $1.7M | 25k | 65.25 | |
| C H Robinson Worldwide Com New (CHRW) | 1.1 | $1.7M | 16k | 102.40 | |
| ConocoPhillips (COP) | 1.1 | $1.6M | 16k | 105.02 | |
| Pfizer (PFE) | 1.1 | $1.6M | 64k | 25.34 | |
| MetLife (MET) | 1.1 | $1.6M | 20k | 80.29 | |
| Qualcomm (QCOM) | 1.1 | $1.6M | 10k | 153.61 | |
| Nutrien (NTR) | 1.1 | $1.6M | 32k | 49.67 | |
| Assurant (AIZ) | 1.1 | $1.6M | 7.5k | 209.75 | |
| Emerson Electric (EMR) | 1.0 | $1.5M | 14k | 109.64 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $1.5M | 52k | 28.90 | |
| Skechers U S A Cl A | 1.0 | $1.5M | 26k | 56.78 | |
| Banner Corp Com New (BANR) | 1.0 | $1.5M | 23k | 63.77 | |
| FedEx Corporation (FDX) | 1.0 | $1.4M | 5.9k | 243.78 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $1.4M | 12k | 119.46 | |
| MDU Resources (MDU) | 1.0 | $1.4M | 84k | 16.91 | |
| Public Storage (PSA) | 1.0 | $1.4M | 4.7k | 299.29 | |
| Chevron Corporation (CVX) | 0.9 | $1.4M | 8.3k | 167.29 | |
| Insight Enterprises (NSIT) | 0.9 | $1.4M | 9.3k | 149.99 | |
| Knife River Corp Common Stock (KNF) | 0.9 | $1.4M | 15k | 90.21 | |
| Boyd Gaming Corporation (BYD) | 0.9 | $1.4M | 21k | 65.83 | |
| Sun Communities (SUI) | 0.9 | $1.3M | 11k | 128.64 | |
| Commercial Metals Company (CMC) | 0.9 | $1.3M | 29k | 46.01 | |
| Sonoco Products Company (SON) | 0.9 | $1.3M | 28k | 47.24 | |
| Microchip Technology (MCHP) | 0.9 | $1.3M | 27k | 48.41 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.9 | $1.3M | 4.5k | 282.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | 2.4k | 532.58 | |
| Baxter International (BAX) | 0.9 | $1.3M | 37k | 34.23 | |
| Nucor Corporation (NUE) | 0.9 | $1.3M | 11k | 120.34 | |
| Mondelez Intl Cl A (MDLZ) | 0.8 | $1.2M | 18k | 67.85 | |
| Gibraltar Industries (ROCK) | 0.8 | $1.2M | 21k | 58.66 | |
| Stanley Black & Decker (SWK) | 0.8 | $1.2M | 16k | 76.88 | |
| Akamai Technologies (AKAM) | 0.8 | $1.2M | 15k | 80.50 | |
| Home Depot (HD) | 0.8 | $1.2M | 3.3k | 366.49 | |
| Kimco Realty Corporation (KIM) | 0.8 | $1.2M | 57k | 21.24 | |
| Huntington Ingalls Inds (HII) | 0.8 | $1.2M | 5.9k | 204.04 | |
| Chart Industries (GTLS) | 0.8 | $1.2M | 8.2k | 144.36 | |
| United Parcel Service CL B (UPS) | 0.8 | $1.2M | 11k | 109.99 | |
| Carrier Global Corporation (CARR) | 0.8 | $1.1M | 18k | 63.40 | |
| Alexandria Real Estate Equities (ARE) | 0.7 | $1.1M | 12k | 92.51 | |
| Ufp Industries (UFPI) | 0.7 | $1.1M | 10k | 107.04 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.0M | 14k | 71.79 | |
| Everus Constr Group (ECG) | 0.7 | $1.0M | 27k | 37.09 | |
| ePlus (PLUS) | 0.7 | $993k | 16k | 61.03 | |
| Lowe's Companies (LOW) | 0.6 | $928k | 4.0k | 233.23 | |
| Vishay Intertechnology (VSH) | 0.6 | $917k | 58k | 15.90 | |
| Terex Corporation (TEX) | 0.6 | $916k | 24k | 37.78 | |
| Winnebago Industries (WGO) | 0.6 | $837k | 24k | 34.46 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.5 | $807k | 76k | 10.68 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $805k | 3.3k | 245.32 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $798k | 1.00 | 798442.00 | |
| Enterprise Products Partners (EPD) | 0.5 | $770k | 23k | 34.14 | |
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.5 | $757k | 6.8k | 111.74 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $741k | 25k | 29.28 | |
| Flowserve Corporation (FLS) | 0.5 | $718k | 15k | 48.84 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $678k | 14k | 50.33 | |
| Apple Hospitality Reit Com New (APLE) | 0.5 | $671k | 52k | 12.91 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $602k | 6.1k | 97.95 | |
| TTM Technologies (TTMI) | 0.4 | $602k | 29k | 20.51 | |
| Eaton Corp SHS (ETN) | 0.4 | $559k | 2.1k | 271.83 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $431k | 842.00 | 512.01 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $415k | 3.2k | 128.96 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $396k | 15k | 26.58 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $378k | 7.4k | 51.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $362k | 647.00 | 559.71 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $349k | 2.9k | 118.94 | |
| Costco Wholesale Corporation (COST) | 0.2 | $332k | 351.00 | 945.78 | |
| Abbott Laboratories (ABT) | 0.2 | $317k | 2.4k | 132.66 | |
| Gilead Sciences (GILD) | 0.2 | $309k | 2.8k | 112.05 | |
| Pepsi (PEP) | 0.2 | $300k | 2.0k | 149.96 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $292k | 13k | 23.43 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $283k | 764.00 | 370.82 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $277k | 3.5k | 78.27 | |
| Coca-Cola Company (KO) | 0.2 | $266k | 3.7k | 71.61 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $256k | 1.5k | 170.89 | |
| International Business Machines (IBM) | 0.2 | $236k | 950.00 | 248.66 | |
| McKesson Corporation (MCK) | 0.2 | $232k | 345.00 | 672.99 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $228k | 1.3k | 173.29 | |
| Shell Spon Ads (SHEL) | 0.1 | $220k | 3.0k | 73.28 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $220k | 5.8k | 38.09 | |
| Allstate Corporation (ALL) | 0.1 | $215k | 1.0k | 207.10 | |
| Procter & Gamble Company (PG) | 0.1 | $213k | 1.2k | 170.42 | |
| Honeywell International (HON) | 0.1 | $211k | 995.00 | 211.75 |
