Cascade Investment Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 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 $4.86M, Microsoft Corp with a value of $4.44M, Amazon Com Inc with a value of $3.89M, Alphabet Inc. with a value of $3.32M, and Us Bancorp \De\ with a value of $3.14M.
Examining the 13F form we can see an decrease of $2.68M in the current position value, from $156M to 153M.
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
$153 Million
Technology: $34.5 Million
Industrials: $22.3 Million
Consumer Cyclical: $22.3 Million
Financial Services: $19.3 Million
Real Estate: $13.4 Million
Healthcare: $10.5 Million
ETFs: $7.76 Million
Energy: $6.73 Million
Other: $15.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
