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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$5.15 Million 3.37% of portfolio
10,357
Q2 2025 Reduced 0.56%
$2.27T
$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%
$674B
$3.01 Million 1.97% of portfolio
13,788
Q2 2025 Reduced 7.36%
$251B
$2.63 Million 1.72% of portfolio
21,755
Q2 2025 Reduced 2.16%
$295B
$2.62 Million 1.71% of portfolio
37,798
Q2 2025 Reduced 4.67%
$1.17T
$2.61 Million 1.7% of portfolio
14,788
Q2 2025 Reduced 17.63%
$1.73T
$2.36 Million 1.55% of portfolio
3,204
Q2 2025 Reduced 3.67%
$220B
$2.17 Million 1.42% of portfolio
5,580
Q2 2025 Reduced 8.82%
$453B
$1.48 Million 0.97% of portfolio
9,687
Q2 2025 Reduced 4.67%
$397B
$1.23 Million 0.81% of portfolio
3,359
Q2 2025 Added 1.57%
$303B
$1.17 Million 0.77% of portfolio
8,177
Q2 2025 Reduced 1.74%
$295B
$1.15 Million 0.75% of portfolio
14,407
Q2 2025 Reduced 0.09%
$606B
$1.06 Million 0.69% of portfolio
2,180
Q2 2025 Reduced 9.54%
$847B
$951,000 0.62% of portfolio
3,283
Q1 2025 Reduced 5.06%
$419B
$728,000 0.48% of portfolio
1
Q1 2025 New
$235B
$313,000 0.2% of portfolio
2,302
Q2 2025 Reduced 3.52%
$304B
$250,000 0.16% of portfolio
3,542
Q2 2025 Reduced 4.78%
$434B
$237,000 0.15% of portfolio
240
Q2 2025 Reduced 31.62%
$255B
$211,000 0.14% of portfolio
3,000
Q1 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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