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Cascade Investment Advisors, Inc.

Portfolio Manager
Cascade Investment Advisors, Inc.
Performance
+0.01% (2026 Q1)
AUM (13F)
$168.91M
# of Holdings
116
Performance Rank
Allocation (Top 20)
36.76%

Cascade Investment Advisors, Inc. Holdings Map

Top 50 Cascade Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
2.61%17.4K$4.4M
-2.45%(-437)
2025-Q1: 19.1K shares2025-Q2: 18.5K shares2025-Q3: 18.5K shares2025-Q4: 17.8K shares2026-Q1: 17.4K shares
$50.19(+466.21%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.35%12.4K$4.0M
+7.14%(+823)
2025-Q1: 9.7K shares2025-Q2: 10.7K shares2025-Q3: 11.0K shares2025-Q4: 11.5K shares2026-Q1: 12.4K shares
$16571.23(-97.85%)
2026-03-31
MSFT
MICROSOFT CORP
2.23%10.2K$3.8M
+3.29%(+324)
2025-Q1: 10.4K shares2025-Q2: 10.4K shares2025-Q3: 10.1K shares2025-Q4: 9.9K shares2026-Q1: 10.2K shares
$79.34(+418.53%)
2026-03-31
AMAT
APPLIED MATLS INC
2.22%11.0K$3.8M
-22.80%(-3.24K)
2025-Q1: 13.8K shares2025-Q2: 14.2K shares2025-Q3: 14.6K shares2025-Q4: 14.2K shares2026-Q1: 11.0K shares
$32964.06(-98.75%)
2026-03-31
AMZN
AMAZON COM INC
2.12%17.2K$3.6M
+0.70%(+120)
2025-Q1: 17.5K shares2025-Q2: 17.3K shares2025-Q3: 17.3K shares2025-Q4: 17.1K shares2026-Q1: 17.2K shares
$115.69(+136.46%)
2026-03-31
GOOGL
ALPHABET INC
2.03%11.9K$3.4M
-2.09%(-255)
2025-Q1: 18.0K shares2025-Q2: 14.8K shares2025-Q3: 13.3K shares2025-Q4: 12.2K shares2026-Q1: 11.9K shares
$93.32(+316.25%)
2026-03-31
USB
US BANCORP DEL
2.03%66.0K$3.4M
-2.11%(-1.42K)
2025-Q1: 67.4K shares2025-Q2: 68.1K shares2025-Q3: 67.7K shares2025-Q4: 67.4K shares2026-Q1: 66.0K shares
$11416.20(-99.51%)
2026-03-31
JBL
JABIL INC
1.96%12.5K$3.3M
-21.25%(-3.36K)
2025-Q1: 18.0K shares2025-Q2: 17.3K shares2025-Q3: 16.1K shares2025-Q4: 15.8K shares2026-Q1: 12.5K shares
$51.73(+551.98%)
2026-03-31
CMI
CUMMINS INC
1.89%5.9K$3.2M
-2.91%(-178)
2025-Q1: 6.9K shares2025-Q2: 6.9K shares2025-Q3: 6.7K shares2025-Q4: 6.1K shares2026-Q1: 5.9K shares
$205.79(+227.95%)
2026-03-31
SCHW
SCHWAB CHARLES CORP
1.89%33.9K$3.2M
-0.75%(-255)
2025-Q1: 37.4K shares2025-Q2: 36.0K shares2025-Q3: 35.6K shares2025-Q4: 34.2K shares2026-Q1: 33.9K shares
$60.53(+52.65%)
2026-03-31

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