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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.2B
$3.78 Million 2.47% of portfolio
17,346
Q2 2025 Reduced 3.88%
$176B
$3.28 Million 2.15% of portfolio
35,950
Q2 2025 Reduced 3.84%
$66.7B
$3.08 Million 2.01% of portfolio
68,100
Q2 2025 Added 1.04%
$159B
$2.61 Million 1.7% of portfolio
14,232
Q2 2025 Added 2.93%
$104B
$2.51 Million 1.64% of portfolio
13,701
Q2 2025 Reduced 0.36%
$70.9B
$2.36 Million 1.54% of portfolio
8,871
Q2 2025 Reduced 5.45%
$54.6B
$2.25 Million 1.47% of portfolio
6,884
Q2 2025 Reduced 0.29%
$13.3B
$1.98 Million 1.3% of portfolio
12,130
Q2 2025 Reduced 14.66%
$13.3B
$1.96 Million 1.28% of portfolio
7,667
Q2 2025 Reduced 0.84%
$33.8B
$1.95 Million 1.27% of portfolio
20,485
Q2 2025 Reduced 3.83%
$36B
$1.92 Million 1.26% of portfolio
24,617
Q2 2025 Reduced 0.28%
$123B
$1.93 Million 1.26% of portfolio
22,154
Q2 2025 Added 0.43%
$34.2B
$1.92 Million 1.25% of portfolio
27,240
Q2 2025 Added 2.29%
$106B
$1.89 Million 1.24% of portfolio
20,628
Q2 2025 Added 5.06%
$78.2B
$1.86 Million 1.22% of portfolio
25,045
Q2 2025 Reduced 1.48%
$11.6B
$1.86 Million 1.22% of portfolio
9,943
Q2 2025 Reduced 15.74%
$60.4B
$1.77 Million 1.16% of portfolio
60,161
Q2 2025 Reduced 1.84%
$13.8B
$1.75 Million 1.14% of portfolio
7,549
Q2 2025 Reduced 3.7%
$78.5B
$1.73 Million 1.13% of portfolio
12,983
Q2 2025 Reduced 5.19%
$54B
$1.71 Million 1.12% of portfolio
10,643
Q2 2025 Reduced 2.52%
$166B
$1.66 Million 1.09% of portfolio
10,434
Q2 2025 Added 0.05%
$118B
$1.67 Million 1.09% of portfolio
34,544
Q2 2025 Added 0.51%
$48.3B
$1.62 Million 1.06% of portfolio
12,215
Q2 2025 Added 2.43%
$60.8B
$1.59 Million 1.04% of portfolio
19,720
Q2 2025 Reduced 2.47%
$14.5B
$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%
$10.8B
$1.51 Million 0.99% of portfolio
7,662
Q2 2025 Added 2.45%
$14.4B
$1.47 Million 0.96% of portfolio
16,237
Q2 2025 Added 7.59%
$16.5B
$1.44 Million 0.94% of portfolio
4,671
Q2 2025 Added 2.75%
$120B
$1.4 Million 0.91% of portfolio
15,585
Q2 2025 Reduced 0.32%
$63.2B
$1.37 Million 0.9% of portfolio
13,576
Q2 2025 Added 27.83%
$49.5B
$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%
$15.5B
$1.31 Million 0.86% of portfolio
10,353
Q2 2025 Reduced 1.15%
$16.3B
$1.29 Million 0.85% of portfolio
8,980
Q2 2025 New
$55.2B
$1.3 Million 0.85% of portfolio
17,718
Q2 2025 Reduced 0.42%
$10.6B
$1.26 Million 0.83% of portfolio
5,230
Q2 2025 Reduced 10.98%
$84.7B
$1.24 Million 0.81% of portfolio
18,325
Q1 2025 Added 0.55%
$35.7B
$1.23 Million 0.8% of portfolio
9,498
Q2 2025 Reduced 9.84%
$10.3B
$1.17 Million 0.77% of portfolio
17,315
Q2 2025 Added 8.83%
$12.9B
$1.16 Million 0.76% of portfolio
54,970
Q2 2025 Reduced 3.17%
$11.9B
$1.15 Million 0.75% of portfolio
38,005
Q2 2025 Added 1.75%
$59.3B
$1.14 Million 0.74% of portfolio
5,001
Q2 2025 Reduced 15.18%
$12.1B
$955,000 0.62% of portfolio
13,162
Q2 2025 Added 11.12%
$150B
$882,000 0.58% of portfolio
3,977
Q1 2025 Reduced 0.87%
$18.9B
$763,000 0.5% of portfolio
29,715
Q2 2025 Added 17.36%
$68.4B
$699,000 0.46% of portfolio
22,566
Q1 2025 Reduced 0.27%
$145B
$697,000 0.46% of portfolio
1,955
Q2 2025 Reduced 4.87%
$64B
$536,000 0.35% of portfolio
1,901
Q2 2025 New

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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