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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.8 Million 2.34% of portfolio
11,531
Q4 2025 Added 4.47%
$0
$1.14 Million 0.7% of portfolio
7,271
Q4 2025 Added 3.41%
$0
$670,000 0.41% of portfolio
5,642
Q3 2025 Reduced 8.14%
$0
$499,000 0.31% of portfolio
1,034
Q3 2025 Added 35.34%
$0
$432,000 0.27% of portfolio
14,924
Q2 2025 Added 0.26%
$0
$433,000 0.27% of portfolio
7,725
Q4 2025 Added 6.19%
$0
$414,000 0.25% of portfolio
622
Q4 2025 Reduced 3.86%
$0
$366,000 0.23% of portfolio
2,600
Q4 2025 Reduced 19.13%
$0
$379,000 0.23% of portfolio
7,528
Q4 2025 Reduced 0.83%
$0
$352,000 0.22% of portfolio
7,207
Q4 2025 Added 5.3%
$0
$305,000 0.19% of portfolio
3,880
Q4 2025 Added 11.49%
$0
$289,000 0.18% of portfolio
429
Q4 2025 Reduced 5.51%
$130B
$298,000 0.18% of portfolio
793
Q4 2025 Added 16.96%
$0
$277,000 0.17% of portfolio
1,484
Q4 2025 Added 0.75%
$0
$236,000 0.15% of portfolio
8,618
Q3 2025 Reduced 30.86%
$0
$246,000 0.15% of portfolio
1,314
Q3 2024 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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