Institutional Manager · CIK 0001681490
Cascade Investment Advisors, Inc.
OREGON CITY, OR · File #028-17496
Latest AUM
$170.0M
Positions
113
Top-10 Concentration
33.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025113 pos · $170.0M
- 13F HOLDINGS REPORTQ/E Sep 2025115 pos · $165.1M
- 13F HOLDINGS REPORTQ/E Jun 2025110 pos · $155.7M
- 13F HOLDINGS REPORTQ/E Mar 2025113 pos · $148.0M
- 13F HOLDINGS REPORTQ/E Dec 2024113 pos · $155.9M
- 13F HOLDINGS REPORTQ/E Sep 2024111 pos · $157.1M
- 13F HOLDINGS REPORTQ/E Jun 2024111 pos · $148.2M
- 13F HOLDINGS REPORTQ/E Mar 2024115 pos · $153.5M
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $126.4M
- 13F HOLDINGS REPORTQ/E Sep 2023110 pos · $133.9M
- 13F HOLDINGS REPORTQ/E Jun 2023235 pos · $126.3M
- 13F HOLDINGS REPORTQ/E Mar 2023109 pos · $120.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 17,822 | $4.8M | 4.13% |
| 2 | MICROSOFT CORP | MSFT | 9,858 | $4.8M | 4.07% |
| 3 | AMAZON COM INC | AMZN | 17,078 | $3.9M | 3.36% |
| 4 | VANGUARD INDEX FDS | 922908769 | 11,531 | $3.9M | 3.30% |
| 5 | ALPHABET INC | GOOG | 12,198 | $3.8M | 3.26% |
| 6 | APPLIED MATLS INC | 038222105 | 14,212 | $3.7M | 3.12% |
| 7 | JABIL INC | JBL | 15,811 | $3.6M | 3.08% |
| 8 | US BANCORP DEL | USB-PS | 67,405 | $3.6M | 3.07% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 34,155 | $3.4M | 2.91% |
| 10 | CUMMINS INC | CMI | 6,117 | $3.1M | 2.66% |
| 11 | CATERPILLAR INC | CAT | 5,216 | $3.0M | 2.55% |
| 12 | NOVARTIS AG | NVSEF | 21,055 | $2.9M | 2.48% |
| 13 | CISCO SYS INC | CSCO | 36,759 | $2.8M | 2.42% |
| 14 | JONES LANG LASALLE INC | JLL | 7,522 | $2.5M | 2.16% |
| 15 | HILTON WORLDWIDE HLDGS INC | HLT | 8,576 | $2.5M | 2.10% |
| 16 | PACCAR INC | PCAR | 22,045 | $2.4M | 2.06% |
| 17 | OSI SYSTEMS INC | OSIS | 9,363 | $2.4M | 2.04% |
| 18 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 13,941 | $2.3M | 1.93% |
| 19 | WILLIAMS SONOMA INC | WSM | 12,203 | $2.2M | 1.86% |
| 20 | ORACLE CORP | ORCL-PD | 10,851 | $2.1M | 1.80% |