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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.6B
$1.4 Million 0.86% of portfolio
4,858
Q3 2025 Reduced 7.11%
$13.5B
$1.39 Million 0.86% of portfolio
4,685
Q3 2025 Added 0.3%
$15.5B
$1.36 Million 0.84% of portfolio
10,543
Q3 2025 Added 1.84%
$16.9B
$1.35 Million 0.84% of portfolio
16,010
Q3 2025 New
$392B
$1.36 Million 0.84% of portfolio
3,359
Q2 2025 Added 1.57%
$6.1B
$1.33 Million 0.82% of portfolio
13,190
Q3 2025 Reduced 0.34%
$3.18B
$1.33 Million 0.82% of portfolio
25,830
Q3 2025 Added 4.45%
$48.5B
$1.3 Million 0.8% of portfolio
4,509
Q2 2025 Reduced 4.35%
$20.6B
$1.3 Million 0.8% of portfolio
55,030
Q3 2025 Added 4.72%
$37.1B
$1.29 Million 0.8% of portfolio
9,558
Q3 2025 Added 0.63%
$68B
$1.29 Million 0.8% of portfolio
15,461
Q3 2025 Added 13.88%
$6.77B
$1.28 Million 0.79% of portfolio
22,165
Q3 2025 Reduced 17.22%
$300B
$1.26 Million 0.78% of portfolio
8,135
Q3 2025 Reduced 0.51%
$8.81B
$1.27 Million 0.78% of portfolio
15,232
Q3 2025 Added 15.73%
$12.6B
$1.23 Million 0.76% of portfolio
56,230
Q3 2025 Added 2.29%
$1.92B
$1.2 Million 0.74% of portfolio
19,125
Q3 2025 Added 3.77%
$65.5B
$1.18 Million 0.73% of portfolio
5,006
Q3 2025 Added 0.1%
$9.86B
$1.16 Million 0.72% of portfolio
15,620
Q3 2025 Reduced 9.79%
$0
$1.17 Million 0.72% of portfolio
7,031
Q3 2025 Added 3.53%
$1.1B
$1.11 Million 0.69% of portfolio
33,206
Q3 2025 Added 30.67%
$48.1B
$1.1 Million 0.68% of portfolio
18,433
Q3 2025 Added 4.04%
$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%
$5.64B
$1.02 Million 0.63% of portfolio
10,959
Q3 2025 Added 7.24%
$3.33B
$1.02 Million 0.63% of portfolio
8,980
Q3 2025 Added 0.06%
$148B
$999,000 0.62% of portfolio
3,977
Q1 2025 Reduced 0.87%
$3.91B
$957,000 0.59% of portfolio
22,227
Q3 2025 Reduced 1.16%
$3.45B
$930,000 0.57% of portfolio
12,235
Q3 2025 New
$907B
$909,000 0.56% of portfolio
2,884
Q3 2025 Reduced 12.15%
$9.09B
$858,000 0.53% of portfolio
16,160
Q3 2025 Added 18.26%
$2.56B
$781,000 0.48% of portfolio
65,063
Q3 2025 Added 12.78%
$439B
$754,000 0.47% of portfolio
1
Q1 2025 New
$150B
$744,000 0.46% of portfolio
1,988
Q3 2025 Added 1.69%
$65.7B
$695,000 0.43% of portfolio
22,226
Q3 2025 Reduced 1.51%
$0
$668,000 0.41% of portfolio
5,642
Q3 2025 Reduced 8.14%
$53.4B
$658,000 0.41% of portfolio
2,413
Q3 2025 Added 26.93%
$16.7B
$582,000 0.36% of portfolio
23,480
Q3 2025 Reduced 20.98%
$88.8B
$513,000 0.32% of portfolio
842
Q3 2017 New
$0
$495,000 0.31% of portfolio
1,034
Q3 2025 Added 35.34%
$0
$453,000 0.28% of portfolio
3,215
Q4 2024 New
$0
$431,000 0.27% of portfolio
647
Q3 2024 Added 2.54%
$95.1B
$442,000 0.27% of portfolio
5,235
Q3 2025 Reduced 74.62%
$0
$434,000 0.27% of portfolio
14,924
Q2 2025 Added 0.26%
$0
$402,000 0.25% of portfolio
7,275
Q2 2025 Reduced 1.69%
$0
$381,000 0.24% of portfolio
7,591
Q3 2025 Reduced 49.13%
$0
$334,000 0.21% of portfolio
6,844
Q3 2025 Added 10.51%
$476B
$330,000 0.2% of portfolio
2,931
Q3 2024 Reduced 0.51%
$220B
$317,000 0.2% of portfolio
2,374
Q3 2025 Added 3.13%
$0
$303,000 0.19% of portfolio
454
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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