Cascade Investment Advisors, Inc. Portfolio Holdings

Cascade Investment Advisors, Inc.

  • $146 Million
  • Q1 2025

Cascade Investment Advisors, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.24M, Microsoft Corp with a value of $3.91M, Amazon Com Inc with a value of $3.33M, Schwab Charles Corp with a value of $2.93M, and Us Bancorp \De\ with a value of $2.85M.

Examining the 13F form we can see an decrease of $7.3M in the current position value, from $153M to 146M.

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 $146 Million
Technology: $32.5 Million
Industrials: $22.2 Million
Financial Services: $20.3 Million
Consumer Cyclical: $20.2 Million
Healthcare: $11.8 Million
Real Estate: $11 Million
Energy: $7.62 Million
ETFs: $7.55 Million
Other: $12.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$4.24 Million 2.91% of portfolio
19,075
Q1 2025 Reduced 1.8%
$2.68T
$3.91 Million 2.68% of portfolio
10,415
Q1 2025 Reduced 1.1%
$1.7T
$3.33 Million 2.29% of portfolio
17,508
Q1 2025 Reduced 1.38%
$136B
$2.93 Million 2.01% of portfolio
37,385
Q1 2025 Added 0.05%
$56.2B
$2.85 Million 1.95% of portfolio
67,400
Q1 2025 Added 2.82%
$903B
$2.77 Million 1.9% of portfolio
17,953
Q1 2025 Added 2.22%
$238B
$2.48 Million 1.7% of portfolio
22,235
Q1 2025 Reduced 1.59%
$223B
$2.45 Million 1.68% of portfolio
39,648
Q1 2025 Reduced 2.36%
$17.5B
$2.46 Million 1.68% of portfolio
18,046
Q1 2025 Reduced 6.39%
$86.6B
$2.37 Million 1.63% of portfolio
13,751
Q1 2025 Added 0.58%
$9.2B
$2.25 Million 1.54% of portfolio
14,213
Q1 2025 Reduced 2.47%
$38.7B
$2.16 Million 1.48% of portfolio
6,904
Q1 2025 Reduced 2.75%
$55.3B
$2.13 Million 1.46% of portfolio
9,382
Q1 2025 Reduced 2.28%
$331B
$2.08 Million 1.43% of portfolio
14,883
Q1 2025 Reduced 1.42%
$30.4B
$2.07 Million 1.42% of portfolio
21,300
Q1 2025 Reduced 0.45%
$3.17B
$2.04 Million 1.4% of portfolio
10,563
Q1 2025 Reduced 1.52%
$150B
$2.02 Million 1.38% of portfolio
6,120
Q1 2025 Added 0.08%
$109B
$1.98 Million 1.36% of portfolio
22,059
Q1 2025 Added 0.16%
$10.7B
$1.97 Million 1.35% of portfolio
11,800
Q1 2025 Reduced 0.67%
$93.5B
$1.92 Million 1.32% of portfolio
19,635
Q1 2025 Reduced 0.08%
$1.13T
$1.92 Million 1.32% of portfolio
3,326
Q1 2025 Reduced 23.04%
$9.8B
$1.92 Million 1.31% of portfolio
7,732
Q1 2025 Reduced 1.65%
$128B
$1.91 Million 1.31% of portfolio
34,369
Q1 2025 Reduced 3.1%
$35.2B
$1.89 Million 1.3% of portfolio
24,687
Q1 2025 Added 0.71%
$48.2B
$1.81 Million 1.24% of portfolio
10,918
Q1 2025 Reduced 2.63%
$58B
$1.75 Million 1.2% of portfolio
61,286
Q1 2025 Reduced 0.65%
$5.38B
$1.74 Million 1.19% of portfolio
25,625
Q1 2025 Added 26.83%
$12.4B
$1.71 Million 1.17% of portfolio
7,839
Q1 2025 Added 0.51%
$410B
$1.69 Million 1.16% of portfolio
10,162
Q1 2025 Added 0.2%
$11.1B
$1.66 Million 1.14% of portfolio
16,187
Q1 2025 Added 1.25%
$69.7B
$1.66 Million 1.14% of portfolio
25,420
Q1 2025 Added 6.69%
$111B
$1.64 Million 1.13% of portfolio
15,635
Q1 2025 Added 3.3%
$124B
$1.63 Million 1.12% of portfolio
64,409
Q1 2025 Added 2.0%
$56.2B
$1.62 Million 1.11% of portfolio
20,220
Q1 2025 Reduced 0.69%
$153B
$1.6 Million 1.1% of portfolio
10,429
Q4 2024 Added 0.24%
$28.3B
$1.57 Million 1.08% of portfolio
31,670
Q1 2025 Reduced 8.93%
$9.78B
$1.57 Million 1.08% of portfolio
7,479
Q1 2025 Added 0.13%
$19.7B
$1.5 Million 1.03% of portfolio
51,835
Q1 2025 Reduced 0.38%
$57B
$1.5 Million 1.03% of portfolio
13,693
Q1 2025 Added 1.86%
$6.31B
$1.47 Million 1.01% of portfolio
25,925
Q1 2025 Added 4.12%
$2.04B
$1.46 Million 1.0% of portfolio
22,930
Q1 2025 Added 0.37%
$53.4B
$1.44 Million 0.99% of portfolio
5,896
Q1 2025 Reduced 21.24%
$44.6B
$1.42 Million 0.98% of portfolio
11,925
Q1 2025 Added 3.88%
$50.5B
$1.41 Million 0.97% of portfolio
4,714
Q1 2025 Reduced 0.11%
$4.64B
$1.42 Million 0.97% of portfolio
9,275
Q1 2025 Reduced 0.38%
$3.33B
$1.41 Million 0.97% of portfolio
83,481
Q1 2025 Added 2.27%
$262B
$1.39 Million 0.96% of portfolio
8,322
Q1 2025 Added 1.71%
$6.81B
$1.37 Million 0.94% of portfolio
20,836
Q1 2025 Reduced 0.69%
$14.4B
$1.37 Million 0.94% of portfolio
15,092
Q1 2025 Added 74.57%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $146 Million
  • Prior Value $153 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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