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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$1.33 Million 0.87% of portfolio
52,550
Q2 2025 Added 1.38%
$15.9B
$1.31 Million 0.86% of portfolio
10,353
Q2 2025 Reduced 1.15%
$15.4B
$1.29 Million 0.85% of portfolio
8,980
Q2 2025 New
$50.8B
$1.3 Million 0.85% of portfolio
17,718
Q2 2025 Reduced 0.42%
$10.9B
$1.26 Million 0.83% of portfolio
5,230
Q2 2025 Reduced 10.98%
$6.86B
$1.28 Million 0.83% of portfolio
26,080
Q2 2025 Reduced 9.16%
$86.1B
$1.24 Million 0.81% of portfolio
18,325
Q1 2025 Added 0.55%
$4.19B
$1.24 Million 0.81% of portfolio
8,975
Q2 2025 Reduced 3.23%
$427B
$1.23 Million 0.81% of portfolio
3,359
Q2 2025 Added 1.57%
$36.7B
$1.23 Million 0.8% of portfolio
9,498
Q2 2025 Reduced 9.84%
$11.6B
$1.17 Million 0.77% of portfolio
17,315
Q2 2025 Added 8.83%
$313B
$1.17 Million 0.77% of portfolio
8,177
Q2 2025 Reduced 1.74%
$13.9B
$1.16 Million 0.76% of portfolio
54,970
Q2 2025 Reduced 3.17%
$11.7B
$1.15 Million 0.75% of portfolio
38,005
Q2 2025 Added 1.75%
$313B
$1.15 Million 0.75% of portfolio
14,407
Q2 2025 Reduced 0.09%
$3.57B
$1.15 Million 0.75% of portfolio
24,730
Q2 2025 Added 1.96%
$4.9B
$1.1 Million 0.72% of portfolio
2,527
Q2 2025 New
$5.05B
$1.09 Million 0.71% of portfolio
26,775
Q2 2025 Reduced 8.7%
$1.87B
$1.09 Million 0.71% of portfolio
18,430
Q2 2025 Reduced 11.71%
$644B
$1.06 Million 0.69% of portfolio
2,180
Q2 2025 Reduced 9.54%
$5.62B
$1.05 Million 0.69% of portfolio
13,235
Q2 2025 New
$5.98B
$1.02 Million 0.66% of portfolio
10,219
Q2 2025 Added 1.34%
$0
$984,000 0.64% of portfolio
6,791
Q2 2025 Added 0.3%
$4.62B
$979,000 0.64% of portfolio
22,487
Q2 2025 Reduced 19.32%
$13.9B
$955,000 0.62% of portfolio
13,162
Q2 2025 Added 11.12%
$914B
$951,000 0.62% of portfolio
3,283
Q1 2025 Reduced 5.06%
$166B
$882,000 0.58% of portfolio
3,977
Q1 2025 Reduced 0.87%
$1.63B
$783,000 0.51% of portfolio
63,100
Q2 2025 New
$18.1B
$763,000 0.5% of portfolio
29,715
Q2 2025 Added 17.36%
$0
$750,000 0.49% of portfolio
14,922
Q2 2025 Added 10.85%
$1.01B
$736,000 0.48% of portfolio
25,412
Q2 2025 Added 4.63%
$444B
$728,000 0.48% of portfolio
1
Q1 2025 New
$2.69B
$731,000 0.48% of portfolio
71,512
Q2 2025 Reduced 5.36%
$7.35B
$715,000 0.47% of portfolio
13,665
Q2 2025 Reduced 7.01%
$69.8B
$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%
$2.85B
$673,000 0.44% of portfolio
57,688
Q2 2025 Added 10.96%
$0
$673,000 0.44% of portfolio
6,142
Q4 2024 Reduced 11.63%
$64.5B
$536,000 0.35% of portfolio
1,901
Q2 2025 New
$0
$428,000 0.28% of portfolio
3,215
Q4 2024 New
$0
$412,000 0.27% of portfolio
14,924
Q2 2025 Added 0.26%
$88.8B
$420,000 0.27% of portfolio
842
Q3 2017 New
$0
$399,000 0.26% of portfolio
647
Q3 2024 Added 2.54%
$0
$380,000 0.25% of portfolio
7,275
Q2 2025 Reduced 1.69%
$0
$334,000 0.22% of portfolio
764
Q1 2024 New
$480B
$315,000 0.21% of portfolio
2,931
Q3 2024 Reduced 0.51%
$0
$315,000 0.21% of portfolio
12,464
Q4 2024 Added 98.91%
$141B
$306,000 0.2% of portfolio
2,760
Q3 2024 New
$235B
$313,000 0.2% of portfolio
2,302
Q2 2025 Reduced 3.52%

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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