Cascade Investment Advisors, Inc. Portfolio Holdings

Cascade Investment Advisors, Inc.

  • $146 Million
  • Q1 2025

Cascade Investment Advisors, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.24M, Microsoft Corp with a value of $3.91M, Amazon Com Inc with a value of $3.33M, Schwab Charles Corp with a value of $2.93M, and Us Bancorp \De\ with a value of $2.85M.

Examining the 13F form we can see an decrease of $7.3M in the current position value, from $153M to 146M.

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 $146 Million
Technology: $32.5 Million
Industrials: $22.2 Million
Financial Services: $20.3 Million
Consumer Cyclical: $20.2 Million
Healthcare: $11.8 Million
Real Estate: $11 Million
Energy: $7.62 Million
ETFs: $7.55 Million
Other: $12.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26B
$2.04 Million 1.4% of portfolio
10,563
Q1 2025 Reduced 1.52%
$6.63B
$1.74 Million 1.19% of portfolio
25,625
Q1 2025 Added 26.83%
$7.66B
$1.47 Million 1.01% of portfolio
25,925
Q1 2025 Added 4.12%
$2.18B
$1.46 Million 1.0% of portfolio
22,930
Q1 2025 Added 0.37%
$5.36B
$1.42 Million 0.97% of portfolio
9,275
Q1 2025 Reduced 0.38%
$3.44B
$1.41 Million 0.97% of portfolio
83,481
Q1 2025 Added 2.27%
$7.03B
$1.37 Million 0.94% of portfolio
20,836
Q1 2025 Reduced 0.69%
$5.42B
$1.33 Million 0.91% of portfolio
28,710
Q1 2025 Reduced 1.2%
$4.61B
$1.32 Million 0.9% of portfolio
27,872
Q1 2025 Added 0.45%
$8.15B
$1.2 Million 0.82% of portfolio
5,875
Q1 2025 New
$5.29B
$1.18 Million 0.81% of portfolio
8,200
Q1 2025 New
$6.55B
$1.07 Million 0.74% of portfolio
10,084
Q1 2025 Added 0.7%
$2.11B
$932,000 0.64% of portfolio
57,650
Q1 2025 Added 6.27%
$2.61B
$933,000 0.64% of portfolio
24,255
Q1 2025 Added 4.77%
$2.45B
$823,000 0.56% of portfolio
75,562
Q1 2025 Added 2.82%
$6.38B
$716,000 0.49% of portfolio
14,695
Q1 2025 New
$2.13B
$611,000 0.42% of portfolio
29,325
Q1 2025 Added 1.73%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $146 Million
  • Prior Value $153 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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