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 Market Cap. of $10 Billions to $200 Billions
