Cascade Investment Advisors, Inc. Portfolio Holdings

Cascade Investment Advisors, Inc.

  • $162 Million
  • Q3 2025

Cascade Investment Advisors, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.23M, Apple Inc. with a value of $4.71M, Amazon Com Inc with a value of $3.79M, Vanguard Total Stock Market Et with a value of $3.62M, and Jabil Inc with a value of $3.5M.

Examining the 13F form we can see an increase of $8.89M in the current position value, from $153M to 162M.

Cascade Investment Advisors, Inc. is based out at Oregon City, OR

Below you can find more details about Cascade Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
Technology: $36.4 Million
Industrials: $28.3 Million
Financial Services: $21.5 Million
Consumer Cyclical: $19.6 Million
Healthcare: $10.8 Million
Real Estate: $10.8 Million
ETFs: $9.64 Million
Basic Materials: $7.22 Million
Other: $17.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$5.23 Million 3.23% of portfolio
10,090
Q3 2025 Reduced 2.58%
$4.34T
$4.71 Million 2.91% of portfolio
18,495
Q3 2025 Added 0.17%
$2.54T
$3.79 Million 2.34% of portfolio
17,258
Q3 2025 Reduced 0.38%
$0
$3.62 Million 2.24% of portfolio
11,038
Q3 2025 Added 2.78%
$28.2B
$3.5 Million 2.16% of portfolio
16,131
Q3 2025 Reduced 7.0%
$171B
$3.4 Million 2.1% of portfolio
35,585
Q3 2025 Reduced 1.02%
$69B
$3.27 Million 2.02% of portfolio
67,665
Q3 2025 Reduced 0.64%
$1.66T
$3.24 Million 2.0% of portfolio
13,333
Q3 2025 Reduced 9.84%
$669B
$3.05 Million 1.89% of portfolio
10,855
Q3 2025 Reduced 21.27%
$198B
$2.99 Million 1.85% of portfolio
14,602
Q3 2025 Added 2.6%
$60.4B
$2.81 Million 1.74% of portfolio
6,659
Q3 2025 Reduced 3.27%
$269B
$2.72 Million 1.68% of portfolio
21,205
Q3 2025 Reduced 2.53%
$289B
$2.66 Million 1.64% of portfolio
5,576
Q3 2025 Reduced 0.07%
$297B
$2.56 Million 1.58% of portfolio
37,444
Q3 2025 Reduced 0.94%
$4.68B
$2.38 Million 1.47% of portfolio
9,568
Q3 2025 Reduced 0.21%
$12.9B
$2.37 Million 1.46% of portfolio
12,115
Q3 2025 Reduced 0.12%
$14.3B
$2.27 Million 1.4% of portfolio
7,612
Q3 2025 Reduced 0.72%
$1.43T
$2.25 Million 1.39% of portfolio
3,070
Q3 2025 Reduced 4.18%
$70B
$2.23 Million 1.38% of portfolio
8,586
Q3 2025 Reduced 3.21%
$120B
$2.13 Million 1.32% of portfolio
22,369
Q3 2025 Added 0.97%
$59.8B
$1.99 Million 1.23% of portfolio
10,608
Q3 2025 Reduced 0.33%
$33.7B
$1.99 Million 1.23% of portfolio
20,270
Q3 2025 Reduced 1.05%
$7.21B
$1.99 Million 1.23% of portfolio
26,555
Q3 2025 Added 1.74%
$18.9B
$1.88 Million 1.16% of portfolio
14,230
Q3 2025 Reduced 11.76%
$3.95B
$1.83 Million 1.13% of portfolio
102,931
Q3 2025 Added 3.57%
$81.4B
$1.81 Million 1.12% of portfolio
13,812
Q3 2025 Added 6.39%
$28.9B
$1.81 Million 1.12% of portfolio
30,855
Q3 2025 Added 0.6%
$489B
$1.78 Million 1.1% of portfolio
9,607
Q3 2025 Reduced 0.83%
$194B
$1.77 Million 1.09% of portfolio
10,626
Q3 2025 Added 1.84%
$76.4B
$1.74 Million 1.08% of portfolio
25,985
Q3 2025 Added 3.75%
$123B
$1.73 Million 1.07% of portfolio
36,663
Q3 2025 Added 6.13%
$32.9B
$1.73 Million 1.07% of portfolio
26,865
Q3 2025 Reduced 1.38%
$11.4B
$1.69 Million 1.05% of portfolio
7,812
Q3 2025 Added 1.96%
$58.1B
$1.7 Million 1.05% of portfolio
60,111
Q3 2025 Reduced 0.08%
$37.7B
$1.66 Million 1.03% of portfolio
24,742
Q3 2025 Added 0.51%
$10.8B
$1.65 Million 1.02% of portfolio
9,911
Q3 2025 Reduced 0.32%
$136B
$1.65 Million 1.02% of portfolio
64,749
Q3 2025 Added 2.18%
$63.4B
$1.63 Million 1.0% of portfolio
19,730
Q3 2025 Added 0.05%
$8.48B
$1.62 Million 1.0% of portfolio
18,696
Q3 2025 Reduced 3.31%
$18.3B
$1.62 Million 1.0% of portfolio
8,797
Q3 2025 Reduced 2.04%
$14.4B
$1.62 Million 1.0% of portfolio
17,887
Q3 2025 Added 10.16%
$48.8B
$1.55 Million 0.96% of portfolio
12,745
Q3 2025 Added 4.34%
$4.72B
$1.56 Million 0.96% of portfolio
2,682
Q3 2025 Added 6.13%
$6.63B
$1.5 Million 0.93% of portfolio
26,210
Q3 2025 Added 0.5%
$10.9B
$1.48 Million 0.92% of portfolio
7,121
Q3 2025 Reduced 5.67%
$2.05B
$1.48 Million 0.91% of portfolio
22,580
Q3 2025 Added 2.45%
$112B
$1.46 Million 0.9% of portfolio
15,470
Q3 2025 Reduced 0.74%
$2.21B
$1.45 Million 0.9% of portfolio
46,505
Q3 2025 New
$76.9B
$1.45 Million 0.9% of portfolio
23,218
Q3 2025 Added 26.7%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $162 Million
  • Prior Value $153 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Cascade Investment Advisors, Inc. Portfolio

Follow Cascade Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cascade Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email