Cascade Investment Advisors, Inc. Portfolio Holdings

Cascade Investment Advisors, Inc.

  • $162 Million
  • Q4 2025

Cascade Investment Advisors, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $162 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5M, Apple Inc. with a value of $4.77M, Amazon Com Inc with a value of $4.01M, Vanguard Total Stock Market Et with a value of $3.8M, and Alphabet Inc. with a value of $3.37M.

Examining the 13F form we can see an increase of $629K in the current position value, from $162M 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: $38.4 Million
Industrials: $28.9 Million
Financial Services: $19 Million
Consumer Cyclical: $17.8 Million
Healthcare: $12.6 Million
Real Estate: $10 Million
ETFs: $9.79 Million
Communication Services: $7.86 Million
Other: $17.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$5 Million 3.08% of portfolio
9,858
Q4 2025 Reduced 2.3%
$4.3T
$4.77 Million 2.93% of portfolio
17,822
Q4 2025 Reduced 3.64%
$2.39T
$4.01 Million 2.47% of portfolio
17,078
Q4 2025 Reduced 1.04%
$0
$3.8 Million 2.34% of portfolio
11,531
Q4 2025 Added 4.47%
$1.65T
$3.37 Million 2.08% of portfolio
12,198
Q4 2025 Reduced 8.51%
$197B
$3.25 Million 2.0% of portfolio
14,212
Q4 2025 Reduced 2.67%
$27.2B
$3.19 Million 1.96% of portfolio
15,811
Q4 2025 Reduced 1.98%
$167B
$3.14 Million 1.93% of portfolio
34,155
Q4 2025 Reduced 4.02%
$67.6B
$3.06 Million 1.89% of portfolio
67,405
Q4 2025 Reduced 0.38%
$291B
$2.88 Million 1.77% of portfolio
5,216
Q4 2025 Reduced 6.46%
$319B
$2.86 Million 1.76% of portfolio
36,759
Q4 2025 Reduced 1.83%
$65.2B
$2.83 Million 1.74% of portfolio
6,117
Q4 2025 Reduced 8.14%
$283B
$2.77 Million 1.7% of portfolio
21,055
Q4 2025 Reduced 0.71%
$79.5B
$2.62 Million 1.61% of portfolio
20,910
Q4 2025 New
$4.61B
$2.56 Million 1.58% of portfolio
9,363
Q4 2025 Reduced 2.14%
$593B
$2.39 Million 1.47% of portfolio
10,851
Q4 2025 Reduced 0.04%
$14.5B
$2.28 Million 1.4% of portfolio
7,522
Q4 2025 Reduced 1.18%
$12.2B
$2.22 Million 1.37% of portfolio
12,203
Q4 2025 Added 0.73%
$84.9B
$2.12 Million 1.31% of portfolio
13,941
Q4 2025 Added 1.27%
$128B
$2.12 Million 1.3% of portfolio
21,994
Q4 2025 Reduced 1.68%
$33.2B
$2.11 Million 1.3% of portfolio
22,045
Q4 2025 Added 8.76%
$4.19B
$2.05 Million 1.26% of portfolio
99,600
Q4 2025 Reduced 3.24%
$6.93B
$1.93 Million 1.19% of portfolio
27,230
Q4 2025 Added 2.54%
$130B
$1.92 Million 1.18% of portfolio
37,088
Q4 2025 Added 1.16%
$18.9B
$1.89 Million 1.17% of portfolio
12,395
Q4 2025 Reduced 12.9%
$522B
$1.89 Million 1.17% of portfolio
9,487
Q4 2025 Reduced 1.25%
$1.37T
$1.9 Million 1.17% of portfolio
3,115
Q4 2025 Added 1.47%
$59.8B
$1.88 Million 1.16% of portfolio
10,313
Q4 2025 Reduced 2.78%
$12.2B
$1.83 Million 1.12% of portfolio
7,984
Q4 2025 Added 2.2%
$32B
$1.81 Million 1.11% of portfolio
30,405
Q4 2025 Reduced 1.46%
$75.4B
$1.78 Million 1.1% of portfolio
13,977
Q4 2025 Added 1.19%
$187B
$1.78 Million 1.09% of portfolio
10,659
Q4 2025 Added 0.31%
$37.6B
$1.76 Million 1.08% of portfolio
24,207
Q4 2025 Reduced 2.16%
$12.5B
$1.74 Million 1.07% of portfolio
7,230
Q4 2025 Added 54.32%
$11.2B
$1.69 Million 1.04% of portfolio
10,081
Q4 2025 Added 1.72%
$61.6B
$1.68 Million 1.03% of portfolio
61,311
Q4 2025 Added 2.0%
$71.6B
$1.64 Million 1.01% of portfolio
26,490
Q4 2025 Added 1.94%
$76.2B
$1.64 Million 1.01% of portfolio
29,533
Q4 2025 Added 27.2%
$46.9B
$1.61 Million 0.99% of portfolio
13,715
Q4 2025 Added 7.61%
$16.3B
$1.58 Million 0.98% of portfolio
8,884
Q4 2025 Added 0.99%
$141B
$1.59 Million 0.98% of portfolio
63,224
Q4 2025 Reduced 2.36%
$14.4B
$1.55 Million 0.96% of portfolio
17,087
Q4 2025 Reduced 4.47%
$6.92B
$1.55 Million 0.96% of portfolio
26,335
Q4 2025 Added 0.48%
$12.5B
$1.52 Million 0.93% of portfolio
4,838
Q4 2025 Reduced 0.41%
$38B
$1.48 Million 0.91% of portfolio
9,998
Q4 2025 Added 4.6%
$21B
$1.48 Million 0.91% of portfolio
56,005
Q4 2025 Added 1.77%
$4.96B
$1.49 Million 0.91% of portfolio
2,665
Q4 2025 Reduced 0.63%
$8.52B
$1.47 Million 0.9% of portfolio
18,396
Q4 2025 Reduced 1.6%
$55.6B
$1.42 Million 0.87% of portfolio
11,915
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $162 Million
  • Prior Value $162 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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