Cascade Investment Advisors, Inc. Portfolio Holdings

Cascade Investment Advisors, Inc.

  • $153 Million
  • Q2 2025

Cascade Investment Advisors, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.15M, Amazon Com Inc with a value of $3.8M, Apple Inc. with a value of $3.79M, Jabil Inc with a value of $3.78M, and Schwab Charles Corp with a value of $3.28M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $146M to 153M.

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 $153 Million
Technology: $35.6 Million
Industrials: $25.6 Million
Financial Services: $21.2 Million
Consumer Cyclical: $19.9 Million
Healthcare: $11 Million
Real Estate: $10.6 Million
ETFs: $8.45 Million
Energy: $6.89 Million
Other: $13.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$5.15 Million 3.37% of portfolio
10,357
Q2 2025 Reduced 0.56%
$2.26T
$3.8 Million 2.49% of portfolio
17,323
Q2 2025 Reduced 1.06%
$3.69T
$3.79 Million 2.48% of portfolio
18,463
Q2 2025 Reduced 3.21%
$31B
$3.78 Million 2.47% of portfolio
17,346
Q2 2025 Reduced 3.88%
$179B
$3.28 Million 2.15% of portfolio
35,950
Q2 2025 Reduced 3.84%
$68B
$3.08 Million 2.01% of portfolio
68,100
Q2 2025 Added 1.04%
$684B
$3.01 Million 1.97% of portfolio
13,788
Q2 2025 Reduced 7.36%
$257B
$2.63 Million 1.72% of portfolio
21,755
Q2 2025 Reduced 2.16%
$293B
$2.62 Million 1.71% of portfolio
37,798
Q2 2025 Reduced 4.67%
$162B
$2.61 Million 1.7% of portfolio
14,232
Q2 2025 Added 2.93%
$1.21T
$2.61 Million 1.7% of portfolio
14,788
Q2 2025 Reduced 17.63%
$102B
$2.51 Million 1.64% of portfolio
13,701
Q2 2025 Reduced 0.36%
$1.78T
$2.36 Million 1.55% of portfolio
3,204
Q2 2025 Reduced 3.67%
$72.7B
$2.36 Million 1.54% of portfolio
8,871
Q2 2025 Reduced 5.45%
$56.3B
$2.25 Million 1.47% of portfolio
6,884
Q2 2025 Reduced 0.29%
$218B
$2.17 Million 1.42% of portfolio
5,580
Q2 2025 Reduced 8.82%
$13.8B
$1.98 Million 1.3% of portfolio
12,130
Q2 2025 Reduced 14.66%
$13.6B
$1.96 Million 1.28% of portfolio
7,667
Q2 2025 Reduced 0.84%
$34.4B
$1.95 Million 1.27% of portfolio
20,485
Q2 2025 Reduced 3.83%
$35.6B
$1.92 Million 1.26% of portfolio
24,617
Q2 2025 Reduced 0.28%
$122B
$1.93 Million 1.26% of portfolio
22,154
Q2 2025 Added 0.43%
$35.6B
$1.92 Million 1.25% of portfolio
27,240
Q2 2025 Added 2.29%
$108B
$1.89 Million 1.24% of portfolio
20,628
Q2 2025 Added 5.06%
$78.6B
$1.86 Million 1.22% of portfolio
25,045
Q2 2025 Reduced 1.48%
$11.8B
$1.86 Million 1.22% of portfolio
9,943
Q2 2025 Reduced 15.74%
$7.14B
$1.85 Million 1.21% of portfolio
26,100
Q2 2025 Added 1.85%
$30.2B
$1.79 Million 1.17% of portfolio
30,670
Q2 2025 Reduced 3.16%
$59.7B
$1.77 Million 1.16% of portfolio
60,161
Q2 2025 Reduced 1.84%
$12.9B
$1.75 Million 1.14% of portfolio
7,549
Q2 2025 Reduced 3.7%
$78.6B
$1.73 Million 1.13% of portfolio
12,983
Q2 2025 Reduced 5.19%
$55.4B
$1.71 Million 1.12% of portfolio
10,643
Q2 2025 Reduced 2.52%
$173B
$1.66 Million 1.09% of portfolio
10,434
Q2 2025 Added 0.05%
$121B
$1.67 Million 1.09% of portfolio
34,544
Q2 2025 Added 0.51%
$3.37B
$1.66 Million 1.08% of portfolio
99,381
Q2 2025 Added 19.05%
$48.5B
$1.62 Million 1.06% of portfolio
12,215
Q2 2025 Added 2.43%
$61.1B
$1.59 Million 1.04% of portfolio
19,720
Q2 2025 Reduced 2.47%
$14.7B
$1.55 Million 1.01% of portfolio
16,127
Q2 2025 Reduced 0.37%
$138B
$1.54 Million 1.0% of portfolio
63,369
Q2 2025 Reduced 1.61%
$11.1B
$1.51 Million 0.99% of portfolio
7,662
Q2 2025 Added 2.45%
$8.91B
$1.51 Million 0.99% of portfolio
19,336
Q2 2025 Reduced 7.2%
$452B
$1.48 Million 0.97% of portfolio
9,687
Q2 2025 Reduced 4.67%
$14.4B
$1.47 Million 0.96% of portfolio
16,237
Q2 2025 Added 7.59%
$17B
$1.44 Million 0.94% of portfolio
4,671
Q2 2025 Added 2.75%
$7.29B
$1.43 Million 0.94% of portfolio
8,715
Q2 2025 Added 6.28%
$2.22B
$1.41 Million 0.92% of portfolio
22,040
Q2 2025 Reduced 3.88%
$120B
$1.4 Million 0.91% of portfolio
15,585
Q2 2025 Reduced 0.32%
$63.8B
$1.37 Million 0.9% of portfolio
13,576
Q2 2025 Added 27.83%
$49.2B
$1.32 Million 0.87% of portfolio
4,509
Q2 2025 Reduced 4.35%
$19.1B
$1.33 Million 0.87% of portfolio
52,550
Q2 2025 Added 1.38%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $153 Million
  • Prior Value $146 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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