Cascade Investment Advisors, Inc. Reduced Holdings in Q1 2025

Cascade Investment Advisors, Inc.

  • $146 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
-1.59K
- 21.24%
$230.33 - $281.53 $366K - $448K
5.9K $1.44M
META
Meta Platforms, Inc.

Communication Services
-996
- 23.04%
$576.74 - $736.67 $574K - $734K
3.33K $1.92M
AAPL
Apple Inc.

Technology
-350
- 1.8%
$209.68 - $247.1 $73.4K - $86.5K
19.1K $4.24M
WY
Weyerhaeuser CO

Real Estate
-21.8K
- 46.27%
$27.29 - $31.39 $595K - $684K
25.3K $741K
AMZN
Amazon Com Inc

Consumer Cyclical
-245
- 1.38%
$190.26 - $242.06 $46.6K - $59.3K
17.5K $3.33M
MSFT
Microsoft Corp

Technology
-116
- 1.1%
$375.39 - $447.2 $43.5K - $51.9K
10.4K $3.91M
WSM
Williams Sonoma Inc

Consumer Cyclical
-360
- 2.47%
$158.1 - $217.71 $56.9K - $78.4K
14.2K $2.25M
ORCL
Oracle Corp

Technology
-214
- 1.42%
$139.81 - $186.47 $29.9K - $39.9K
14.9K $2.08M
JBL
Jabil Inc

Technology
-1.23K
- 6.39%
$130.51 - $173.33 $161K - $214K
18K $2.46M
CMI
Cummins Inc

Industrials
-195
- 2.75%
$312.92 - $386.07 $61K - $75.3K
6.9K $2.16M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-80
- 0.67%
$166.63 - $185.86 $13.3K - $14.9K
11.8K $1.97M
PCAR
Paccar Inc

Industrials
-97
- 0.45%
$96.91 - $112.51 $9.4K - $10.9K
21.3K $2.07M
BYD
Boyd Gaming Corp

Consumer Cyclical
-145
- 0.69%
$65.83 - $79.52 $9.55K - $11.5K
20.8K $1.37M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-650
- 1.23%
$12.87 - $15.85 $8.37K - $10.3K
52K $669K
SPG
Simon Property Group Inc

Real Estate
-295
- 2.63%
$159.48 - $187.78 $47K - $55.4K
10.9K $1.81M
CMC
Commercial Metals CO

Basic Materials
-350
- 1.2%
$43.22 - $53.05 $15.1K - $18.6K
28.7K $1.33M
JLL
Jones Lang Lasalle Inc

Real Estate
-130
- 1.65%
$238.0 - $284.76 $30.9K - $37K
7.73K $1.92M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 0.87%
$222.66 - $268.42 $7.79K - $9.39K
3.98K $927K
MET
Metlife Inc

Financial Services
-140
- 0.69%
$77.7 - $87.0 $10.9K - $12.2K
20.2K $1.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-150
- 9.12%
$168.16 - $186.21 $25.2K - $27.9K
1.5K $253K
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 5.06%
$225.19 - $279.95 $39.4K - $49K
3.28K $805K
HON
Honeywell International Inc

Industrials
-15
- 1.49%
$202.75 - $226.52 $3.04K - $3.4K
995 $210K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-80
- 1.07%
$49.78 - $53.19 $3.98K - $4.26K
7.4K $374K
PSA
Public Storage

Real Estate
-5
- 0.11%
$288.99 - $313.98 $1.44K - $1.57K
4.71K $1.41M
PG
Procter & Gamble CO

Consumer Defensive
-37
- 2.88%
$158.56 - $176.26 $5.87K - $6.52K
1.25K $212K
NSIT
Insight Enterprises Inc

Technology
-35
- 0.38%
$149.36 - $174.13 $5.23K - $6.09K
9.28K $1.42M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-49
- 1.37%
$76.94 - $78.24 $3.77K - $3.83K
3.53K $276K
ALL
Allstate Corp

Financial Services
-47
- 4.33%
$180.99 - $210.18 $8.51K - $9.88K
1.04K $214K
NTR
Nutrien Ltd.

Basic Materials
-3.1K
- 8.93%
$45.28 - $53.84 $141K - $167K
31.7K $1.57M
CSCO
Cisco Systems, Inc.

Technology
-960
- 2.36%
$58.74 - $64.87 $56.4K - $62.3K
39.6K $2.45M
KMI
Kinder Morgan, Inc.

Energy
-400
- 0.65%
$26.1 - $31.22 $10.4K - $12.5K
61.3K $1.75M
EPD
Enterprise Products Partners L.P.

Energy
-60
- 0.27%
$31.75 - $34.14 $1.91K - $2.05K
22.6K $770K
BAX
Baxter International Inc

Healthcare
-2.98K
- 7.38%
$29.26 - $36.57 $87K - $109K
37.4K $1.28M
SBUX
Starbucks Corp

Consumer Cyclical
-15
- 0.08%
$91.75 - $115.81 $1.38K - $1.74K
19.6K $1.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 3.41%
$442.66 - $534.52 $37.6K - $45.4K
2.41K $1.27M
CTRA
Coterra Energy Inc.

Energy
-200
- 0.38%
$25.51 - $29.83 $5.1K - $5.97K
51.8K $1.5M
SNY
Sanofi

Healthcare
-1.1K
- 3.1%
$48.15 - $59.42 $53K - $65.4K
34.4K $1.91M
OSIS
Osi Systems Inc

Technology
-163
- 1.52%
$153.35 - $219.6 $25K - $35.8K
10.6K $2.04M
NVS
Novartis Ag

Healthcare
-360
- 1.59%
$97.14 - $115.57 $35K - $41.6K
22.2K $2.48M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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