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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$1.43T
$2.25 Million 1.39% of portfolio
3,070
Q3 2025 Reduced 4.18%
$489B
$1.78 Million 1.1% of portfolio
9,607
Q3 2025 Reduced 0.83%
$392B
$1.36 Million 0.84% of portfolio
3,359
Q2 2025 Added 1.57%
$300B
$1.26 Million 0.78% of portfolio
8,135
Q3 2025 Reduced 0.51%
$635B
$1.1 Million 0.68% of portfolio
2,180
Q2 2025 Reduced 9.54%
$331B
$1.07 Million 0.66% of portfolio
12,747
Q3 2025 Reduced 11.52%
$907B
$909,000 0.56% of portfolio
2,884
Q3 2025 Reduced 12.15%
$439B
$754,000 0.47% of portfolio
1
Q1 2025 New
$220B
$317,000 0.2% of portfolio
2,374
Q3 2025 Added 3.13%
$297B
$230,000 0.14% of portfolio
3,476
Q3 2025 Reduced 1.86%
$416B
$222,000 0.14% of portfolio
240
Q2 2025 Reduced 31.62%
$266B
$214,000 0.13% of portfolio
3,000
Q1 2025 New
$349B
$201,000 0.12% of portfolio
1,313
Q3 2025 New

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
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