Cascade Investment Advisors, Inc. Purchases in Q4 2025

Cascade Investment Advisors, Inc.

  • $162 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
20.9K
New
N/A
20.9K $2.62M
ZTS
Zoetis Inc.

Healthcare
11.9K
New
$118.8 - $147.53 $1.42M - $1.76M
11.9K $1.42M
CMCSA
Comcast Corp

Communication Services
49K
New
$26.98 - $31.09 $1.32M - $1.52M
49K $1.33M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.54K
+ 63.86%
$237.56 - $271.47 $366K - $418K
3.95K $1.03M
ZBRA
Zebra Technologies Corp

Technology
2.55K
+ 54.32%
$240.56 - $313.89 $612K - $799K
7.23K $1.74M
FLS
Flowserve Corp

Industrials
465
+ 2.88%
$49.09 - $71.85 $22.8K - $33.4K
16.6K $1.12M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.32K
+ 27.2%
$55.57 - $63.17 $351K - $399K
29.5K $1.64M
SNY
Sanofi

Healthcare
425
+ 1.16%
$48.09 - $52.34 $20.4K - $22.2K
37.1K $1.92M
FDX
Fedex Corp

Industrials
150
+ 3.0%
$224.63 - $268.67 $33.7K - $40.3K
5.16K $1.36M
NUE
Nucor Corp

Basic Materials
440
+ 4.6%
$131.78 - $154.43 $58K - $67.9K
10K $1.48M
CTRA
Coterra Energy Inc.

Energy
975
+ 1.77%
$22.58 - $26.79 $22K - $26.1K
56K $1.48M
WY
Weyerhaeuser CO

Real Estate
10K
+ 42.72%
$22.13 - $25.12 $222K - $252K
33.5K $741K
AIZ
Assurant, Inc.

Financial Services
172
+ 2.2%
$207.7 - $228.59 $35.7K - $39.3K
7.98K $1.83M
PCAR
Paccar Inc

Industrials
1.78K
+ 8.76%
$93.0 - $101.08 $165K - $179K
22K $2.11M
ABNB
Airbnb, Inc.

Consumer Cyclical
970
+ 7.61%
$117.6 - $129.07 $114K - $125K
13.7K $1.61M
GLD
Spdr Gold Trust

ETFs
115
+ 16.96%
$354.79 - $403.15 $40.8K - $46.4K
793 $298K
CMC
Commercial Metals CO

Basic Materials
125
+ 0.48%
$55.35 - $62.05 $6.92K - $7.76K
26.3K $1.55M
CVX
Chevron Corp

Energy
343
+ 4.22%
$148.9 - $157.72 $51.1K - $54.1K
8.48K $1.31M
EPD
Enterprise Products Partners L.P.

Energy
600
+ 2.7%
$30.19 - $32.26 $18.1K - $19.4K
22.8K $736K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
170
+ 1.72%
$160.73 - $179.07 $27.3K - $30.4K
10.1K $1.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
400
+ 11.49%
$78.65 - $79.19 $31.5K - $31.7K
3.88K $305K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
450
+ 6.19%
$54.27 - $56.85 $24.4K - $25.6K
7.73K $433K
UFPI
Ufp Industries Inc

Basic Materials
640
+ 5.84%
$89.44 - $93.26 $57.2K - $59.7K
11.6K $1.05M
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.33K
+ 5.11%
$11.17 - $12.07 $37.1K - $40.1K
68.4K $802K
TCHP
T Rowe Price Exchange Traded F

Technology
363
+ 5.3%
$47.86 - $51.43 $17.4K - $18.7K
7.21K $352K
QCOM
Qualcomm Inc

Technology
33
+ 0.31%
$153.59 - $187.68 $5.07K - $6.19K
10.7K $1.78M
VTV
Vanguard Value ETF

ETFs
11
+ 0.75%
$182.87 - $189.72 $2.01K - $2.09K
1.48K $277K
Knife River Corp
1.15K
+ 7.14%
N/A
17.2K $0
SUI
Sun Communities Inc

Real Estate
180
+ 1.71%
$119.53 - $130.14 $21.5K - $23.4K
10.7K $1.36M
TXT
Textron Inc

Industrials
665
+ 4.15%
$79.42 - $87.34 $52.8K - $58.1K
16.7K $1.35M
KMI
Kinder Morgan, Inc.

Energy
1.2K
+ 2.0%
$25.84 - $28.46 $31K - $34.2K
61.3K $1.68M
FPX
First Trust Us Equity Opportun

ETFs
240
+ 3.41%
$156.44 - $170.2 $37.5K - $40.8K
7.27K $1.14M
PSA
Public Storage

Real Estate
140
+ 3.1%
$272.78 - $311.8 $38.2K - $43.7K
4.65K $1.28M
EMR
Emerson Electric CO

Industrials
165
+ 1.19%
$126.01 - $140.03 $20.8K - $23.1K
14K $1.78M
BWXT
Bwx Technologies, Inc.

Industrials
87
+ 0.99%
$177.88 - $215.86 $15.5K - $18.8K
8.88K $1.58M
ROCK
Gibraltar Industries, Inc.

Industrials
205
+ 1.07%
$59.0 - $74.58 $12.1K - $15.3K
19.3K $1.14M
TEX
Terex Corp

Industrials
1.85K
+ 7.14%
$44.7 - $58.48 $82.5K - $108K
27.7K $1.27M
VOYA
Voya Financial, Inc.

Financial Services
675
+ 2.54%
$70.21 - $75.77 $47.4K - $51.1K
27.2K $1.93M
KIM
Kimco Realty Corp

Real Estate
900
+ 1.6%
$20.24 - $22.41 $18.2K - $20.2K
57.1K $1.17M
CARR
Carrier Global Corp

Industrials
725
+ 3.93%
$54.1 - $60.75 $39.2K - $44K
19.2K $1.04M
COP
Conocophillips

Energy
245
+ 1.58%
$85.66 - $95.46 $21K - $23.4K
15.7K $1.39M
CBT
Cabot Corp

Basic Materials
1.24K
+ 10.13%
$59.33 - $75.6 $73.6K - $93.7K
13.5K $830K
PYPL
Pay Pal Holdings, Inc.

Financial Services
505
+ 1.94%
$61.89 - $76.13 $31.3K - $38.4K
26.5K $1.64M
NSIT
Insight Enterprises Inc

Technology
1.11K
+ 12.36%
$89.77 - $112.41 $99.6K - $125K
10.1K $908K
PAYC
Paycom Software, Inc.

Technology
961
+ 13.5%
$162.15 - $206.86 $156K - $199K
8.08K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.49%
$358.03 - $397.02 $17.9K - $19.9K
3.41K $1.22M
WSM
Williams Sonoma Inc

Consumer Cyclical
88
+ 0.73%
$181.45 - $199.63 $16K - $17.6K
12.2K $2.22M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
14.1K
+ 19.19%
$11.19 - $16.47 $158K - $232K
87.6K $985K
ICE
Intercontinental Exchange, Inc.

Financial Services
175
+ 1.27%
$145.59 - $162.64 $25.5K - $28.5K
13.9K $2.12M
Activity Summary
Buys All Purchases 51 New Holdings 3 Increased Positions 48 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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