Cascade Investment Advisors, Inc. has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $4.57M, Apple Inc. with a value of $4.57M, Amazon Com Inc with a value of $3.3M, Us Bancorp \De\ with a value of $3.08M, and Alphabet Inc. with a value of $3.01M.
Examining the 13F form we can see an increase of $8.72M in the current position value, from $147M to 156M.
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
$156 Million
Technology: $34.4 Million
Industrials: $23.4 Million
Consumer Cyclical: $21.2 Million
Financial Services: $18.2 Million
Real Estate: $14.4 Million
Healthcare: $12.1 Million
Communication Services: $7.15 Million
ETFs: $6.55 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
