Cascade Investment Advisors as of June 30, 2025
Portfolio Holdings for Cascade Investment Advisors
Cascade Investment Advisors holds 110 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.3 | $5.2M | 10k | 497.41 | |
| Amazon (AMZN) | 2.4 | $3.8M | 17k | 219.39 | |
| Apple (AAPL) | 2.4 | $3.8M | 19k | 205.17 | |
| Jabil Circuit (JBL) | 2.4 | $3.8M | 17k | 218.10 | |
| Charles Schwab Corporation (SCHW) | 2.1 | $3.3M | 36k | 91.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.3M | 11k | 303.93 | |
| Us Bancorp Del Com New (USB) | 2.0 | $3.1M | 68k | 45.25 | |
| Oracle Corporation (ORCL) | 1.9 | $3.0M | 14k | 218.63 | |
| Novartis Sponsored Adr (NVS) | 1.7 | $2.6M | 22k | 121.01 | |
| Cisco Systems (CSCO) | 1.7 | $2.6M | 38k | 69.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.6M | 15k | 176.23 | |
| Applied Materials (AMAT) | 1.7 | $2.6M | 14k | 183.07 | |
| Intercontinental Exchange (ICE) | 1.6 | $2.5M | 14k | 183.47 | |
| Meta Platforms Cl A (META) | 1.5 | $2.4M | 3.2k | 738.09 | |
| Hilton Worldwide Holdings (HLT) | 1.5 | $2.4M | 8.9k | 266.34 | |
| Cummins (CMI) | 1.4 | $2.3M | 6.9k | 327.50 | |
| Caterpillar (CAT) | 1.4 | $2.2M | 5.6k | 388.21 | |
| OSI Systems (OSIS) | 1.4 | $2.2M | 9.6k | 224.86 | |
| Williams-Sonoma (WSM) | 1.3 | $2.0M | 12k | 163.37 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.3 | $2.0M | 7.7k | 255.78 | |
| Paccar (PCAR) | 1.3 | $1.9M | 21k | 95.06 | |
| Medtronic SHS (MDT) | 1.2 | $1.9M | 22k | 87.17 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.2 | $1.9M | 25k | 78.03 | |
| Microchip Technology (MCHP) | 1.2 | $1.9M | 27k | 70.37 | |
| Starbucks Corporation (SBUX) | 1.2 | $1.9M | 21k | 91.63 | |
| Texas Roadhouse (TXRH) | 1.2 | $1.9M | 9.9k | 187.41 | |
| Paypal Holdings (PYPL) | 1.2 | $1.9M | 25k | 74.32 | |
| Voya Financial (VOYA) | 1.2 | $1.9M | 26k | 71.00 | |
| Nutrien (NTR) | 1.1 | $1.8M | 31k | 58.24 | |
| Kinder Morgan (KMI) | 1.1 | $1.8M | 60k | 29.40 | |
| Paycom Software (PAYC) | 1.1 | $1.7M | 7.5k | 231.40 | |
| Emerson Electric (EMR) | 1.1 | $1.7M | 13k | 133.33 | |
| Simon Property (SPG) | 1.1 | $1.7M | 11k | 160.76 | |
| Everus Constr Group (ECG) | 1.1 | $1.7M | 26k | 63.53 | |
| Sanofi Sponsored Adr (SNY) | 1.1 | $1.7M | 35k | 48.31 | |
| Qualcomm (QCOM) | 1.1 | $1.7M | 10k | 159.26 | |
| MDU Resources (MDU) | 1.1 | $1.7M | 99k | 16.67 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $1.6M | 12k | 132.34 | |
| MetLife (MET) | 1.0 | $1.6M | 20k | 80.42 | |
| C H Robinson Worldwide Com New (CHRW) | 1.0 | $1.5M | 16k | 95.95 | |
| Pfizer (PFE) | 1.0 | $1.5M | 63k | 24.24 | |
| Assurant (AIZ) | 1.0 | $1.5M | 7.7k | 197.49 | |
| Boyd Gaming Corporation (BYD) | 1.0 | $1.5M | 19k | 78.23 | |
| Johnson & Johnson (JNJ) | 1.0 | $1.5M | 9.7k | 152.75 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.9 | $1.4M | 4.7k | 308.36 | |
| Chart Industries (GTLS) | 0.9 | $1.4M | 8.7k | 164.65 | |
| Banner Corp Com New (BANR) | 0.9 | $1.4M | 22k | 64.15 | |
| ConocoPhillips (COP) | 0.9 | $1.4M | 16k | 89.74 | |
| United Parcel Service CL B (UPS) | 0.9 | $1.4M | 14k | 100.94 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $1.3M | 53k | 25.38 | |
| Public Storage (PSA) | 0.8 | $1.3M | 4.5k | 293.42 | |
| Sun Communities (SUI) | 0.8 | $1.3M | 10k | 126.49 | |
| Carrier Global Corporation (CARR) | 0.8 | $1.3M | 18k | 73.19 | |
| Akamai Technologies (AKAM) | 0.8 | $1.3M | 16k | 79.76 | |
| Bwx Technologies (BWXT) | 0.8 | $1.3M | 9.0k | 144.06 | |
| Commercial Metals Company (CMC) | 0.8 | $1.3M | 26k | 48.91 | |
| Huntington Ingalls Inds (HII) | 0.8 | $1.3M | 5.2k | 241.46 | |
| Knife River Corp Common Stock (KNF) | 0.8 | $1.3M | 15k | 81.64 | |
| Insight Enterprises (NSIT) | 0.8 | $1.2M | 9.0k | 138.09 | |
| Mondelez Intl Cl A (MDLZ) | 0.8 | $1.2M | 18k | 67.44 | |
| Home Depot (HD) | 0.8 | $1.2M | 3.4k | 366.64 | |
| Nucor Corporation (NUE) | 0.8 | $1.2M | 9.5k | 129.54 | |
| Stanley Black & Decker (SWK) | 0.8 | $1.2M | 17k | 67.75 | |
| Chevron Corporation (CVX) | 0.8 | $1.2M | 8.2k | 143.19 | |
| Kimco Realty Corporation (KIM) | 0.7 | $1.2M | 55k | 21.02 | |
| Terex Corporation (TEX) | 0.7 | $1.2M | 25k | 46.69 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.2M | 14k | 80.12 | |
| Baxter International (BAX) | 0.7 | $1.2M | 38k | 30.28 | |
| FedEx Corporation (FDX) | 0.7 | $1.1M | 5.0k | 227.31 | |
| Cavco Industries (CVCO) | 0.7 | $1.1M | 2.5k | 434.43 | |
| TTM Technologies (TTMI) | 0.7 | $1.1M | 27k | 40.82 | |
| Gibraltar Industries (ROCK) | 0.7 | $1.1M | 18k | 59.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 2.2k | 485.77 | |
| Mueller Industries (MLI) | 0.7 | $1.1M | 13k | 79.47 | |
| Ufp Industries (UFPI) | 0.7 | $1.0M | 10k | 99.36 | |
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.6 | $984k | 6.8k | 144.91 | |
| Sonoco Products Company (SON) | 0.6 | $980k | 23k | 43.56 | |
| Alexandria Real Estate Equities (ARE) | 0.6 | $956k | 13k | 72.63 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $952k | 3.3k | 289.94 | |
| Lowe's Companies (LOW) | 0.6 | $882k | 4.0k | 221.87 | |
| Grocery Outlet Hldg Corp (GO) | 0.5 | $784k | 63k | 12.42 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $763k | 30k | 25.69 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $751k | 15k | 50.31 | |
| Winnebago Industries (WGO) | 0.5 | $737k | 25k | 29.00 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.5 | $732k | 72k | 10.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $729k | 1.00 | 728800.00 | |
| Flowserve Corporation (FLS) | 0.5 | $715k | 14k | 52.35 | |
| Enterprise Products Partners (EPD) | 0.4 | $700k | 23k | 31.01 | |
| Eaton Corp SHS (ETN) | 0.4 | $698k | 2.0k | 356.99 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $673k | 6.1k | 109.64 | |
| Apple Hospitality Reit Com New (APLE) | 0.4 | $673k | 58k | 11.67 | |
| Air Products & Chemicals (APD) | 0.3 | $536k | 1.9k | 282.06 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $429k | 3.2k | 133.31 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $421k | 842.00 | 499.98 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $413k | 15k | 27.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $400k | 647.00 | 618.20 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $381k | 7.3k | 52.34 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $335k | 764.00 | 438.40 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $316k | 2.9k | 107.80 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $315k | 13k | 25.30 | |
| Abbott Laboratories (ABT) | 0.2 | $313k | 2.3k | 136.02 | |
| Gilead Sciences (GILD) | 0.2 | $306k | 2.8k | 110.87 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $281k | 6.2k | 45.35 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $278k | 3.5k | 78.70 | |
| Coca-Cola Company (KO) | 0.2 | $251k | 3.5k | 70.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $239k | 1.3k | 181.80 | |
| Costco Wholesale Corporation (COST) | 0.2 | $238k | 240.00 | 989.94 | |
| Honeywell International (HON) | 0.1 | $232k | 995.00 | 232.88 | |
| Shell Spon Ads (SHEL) | 0.1 | $211k | 3.0k | 70.41 | |
| Allstate Corporation (ALL) | 0.1 | $209k | 1.0k | 201.34 |
