StockDriftsStockDriftsTop 50 Cascade Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 3.23% | 8.2K | $5.9M | -25.34%(-2.78K) | $64.70(+721.98%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.69% | 17.0K | $4.9M | -2.03%(-353) | $50.10(+509.48%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.67% | 13.2K | $4.9M | +7.06%(+872) | $264.32(+45.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.26% | 11.6K | $4.2M | -2.75%(-329) | $93.34(+269.32%) | 2026-06-30 | |
| JBL | JABIL INC | 2.25% | 10.7K | $4.1M | -13.93%(-1.74K) | $51.73(+601.93%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.17% | 16.7K | $4.0M | -2.97%(-511) | $115.69(+126.94%) | 2026-06-30 | |
| USB | US BANCORP | 2.15% | 65.2K | $3.9M | -1.26%(-831) | $43.97(+49.21%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.12% | 5.4K | $3.9M | -8.33%(-495) | $205.79(+212.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.1% | 10.3K | $3.8M | +1.35%(+137) | $83.14(+484.63%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.09% | 3.6K | $3.8M | -16.16%(-693) | $206.73(+320.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.41% | +101.98% | +16.41% | +113.73% |
| Top 20 Holdings Unweighted | +26.85% | +104.12% | +16.64% | +115.86% |
Cascade Investment Advisors, Inc. reports $183.30M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (3.2%), AAPL (2.7%) and VTI (2.7%). The top 20 holdings account for 38.71% of reported assets. Its disclosed equity book has returned +101.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cascade Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1681490). View Cascade Investment Advisors, Inc.’s 13F filings on SEC