Cascade Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Cascade Investment Advisors, Inc. reported 113 stock positions worth $183.3 million. Its top holding was Applied Materials (AMAT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.7%) and VG Morningstar TS MKT ETF-US (VTI, 2.7%). Compared with Q1 2026, it opened 5 new positions, sold out of 8, added to 43 and reduced 50. The biggest buy was a new position in Adobe (ADBE) and the biggest sale Everus Construction (ECG, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $183.3M (Q2 2026)
- SEC Filing
- 0001941040-26-000420 ↗ filed Jul 15, 2026
Holdings Value
Holdings 113 stocks · $183.3M
| AMAT Applied Materials Inc. | 3.23% | 8,192 | $5.9M | Reduce -25.3% |
| AAPL Apple Inc. | 2.69% | 17,032 | $4.9M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.67% | 13,226 | $4.9M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 2.26% | 11,614 | $4.2M | Reduce -2.8% |
| JBL Jabil Inc. | 2.25% | 10,716 | $4.1M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 2.17% | 16,687 | $4.0M | Reduce -3.0% |
| USB US Bancorp | 2.15% | 65,150 | $3.9M | Reduce -1.3% |
| CMI Cummins Inc. | 2.12% | 5,444 | $3.9M | Reduce -8.3% |
| MSFT Microsoft Corp. | 2.10% | 10,319 | $3.8M | Add +1.4% |
| CAT Caterpillar Inc. | 2.09% | 3,595 | $3.8M | Reduce -16.2% |
| CSCO Cisco Systems Inc. | 2.03% | 31,673 | $3.7M | Reduce -11.8% |
| SCHW Schwab (charles) Corp. | 1.73% | 34,445 | $3.2M | Add +1.6% |
| NVS Novartis AG-Sponsored ADR | 1.72% | 20,060 | $3.1M | Reduce -2.2% |
| WSM Williams-Sonoma Inc. | 1.53% | 12,028 | $2.8M | Reduce -1.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.48% | 8,201 | $2.7M | Reduce -2.8% |
| PCAR Paccar Inc. | 1.41% | 21,548 | $2.6M | Reduce -1.4% |
| QLYS Qualys Inc. | 1.30% | 17,300 | $2.4M | Add +45.4% |
| JNJ Johnson & Johnson | 1.29% | 9,319 | $2.4M | Reduce -1.7% |
| JLL Jones Lang Lasalle Inc. | 1.25% | 7,402 | $2.3M | Reduce -2.1% |
| ZBRA Zebra Technologies Corp. Class A | 1.24% | 8,662 | $2.3M | Add +3.9% |
| MCHP Microchip Technology Inc. | 1.24% | 24,950 | $2.3M | Reduce -4.2% |
| CHRW C.H. Robinson Worldwide Inc. | 1.24% | 12,040 | $2.3M | Reduce -1.9% |
| SPG Simon Property Group Inc. | 1.21% | 9,908 | $2.2M | Reduce -3.2% |
| AIZ Assurant Inc. | 1.17% | 7,994 | $2.1M | Reduce -0.7% |
| NUE Nucor Corp. | 1.16% | 9,538 | $2.1M | Reduce -3.9% |
| VOYA Voya Financial Inc. | 1.16% | 23,415 | $2.1M | Reduce -11.4% |
| MDT Medtronic PLC | 1.12% | 26,244 | $2.1M | Add +12.2% |
| OSIS Osi Systems Inc. | 1.11% | 9,263 | $2.0M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 1.09% | 10,789 | $2.0M | Add +0.5% |
| EMR Emerson Electric Co. | 1.08% | 13,823 | $2.0M | Reduce -0.8% |
| ADBE Adobe Inc. | 1.06% | 9,475 | $1.9M | New |
| ICE Intercontinental Exchange Inc. | 1.05% | 15,571 | $1.9M | Add +11.6% |
| PYPL PayPal Holdings Inc. | 1.04% | 44,255 | $1.9M | Add +27.4% |
| AKAM Akamai Technologies Inc. | 0.98% | 15,182 | $1.8M | Reduce -6.2% |
| CVCO Cavco Industries Inc. | 0.96% | 2,875 | $1.8M | Reduce -2.4% |
| FPX First Trust US Equity Opport | 0.96% | 8,552 | $1.8M | Add +6.8% |
| KMI Kinder Morgan Inc. | 0.95% | 54,536 | $1.7M | Reduce -6.9% |
| ABNB Airbnb Inc. Class A | 0.95% | 12,125 | $1.7M | Add +0.2% |
| ORCL Oracle Corp. | 0.94% | 11,796 | $1.7M | Add +7.4% |
| BWXT BWX Technologies Inc. | 0.94% | 8,869 | $1.7M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.94% | 3,057 | $1.7M | Reduce -1.7% |
| CMCSA Comcast Corp. Class A | 0.91% | 67,641 | $1.7M | Add +19.6% |
| SNY Sanofi-ADR | 0.89% | 38,343 | $1.6M | Add +1.5% |
| CMC Commercial Metals Co. | 0.89% | 26,065 | $1.6M | Reduce -1.1% |
| PFE Pfizer Inc. | 0.89% | 67,874 | $1.6M | Add +6.8% |
| MLI Mueller Industries Inc. | 0.89% | 13,205 | $1.6M | Reduce -2.0% |
| CTSH Cognizant Tech Solutions-A | 0.88% | 41,647 | $1.6M | Add +65.1% |
| DVN Devon Energy Corp. | 0.87% | 38,732 | $1.6M | New |
| FDX FedEx Corp. | 0.87% | 5,066 | $1.6M | Reduce -1.6% |
| COP Conocophillips | 0.86% | 15,085 | $1.6M | Reduce -2.5% |
| BAC Bank of America Corp. | 0.85% | 27,494 | $1.6M | Add +5.8% |
| UFPI Ufp Industries Inc. | 0.84% | 16,969 | $1.5M | Add +46.1% |
| HD Home Depot Inc. | 0.84% | 4,347 | $1.5M | Add +13.2% |
| ZTS Zoetis Inc. | 0.83% | 21,265 | $1.5M | Add +56.6% |
| MDLZ Mondelez International Inc. Class A | 0.83% | 26,203 | $1.5M | Reduce -1.5% |
| CBT Cabot Corp. | 0.83% | 16,685 | $1.5M | Reduce -2.1% |
| BMRN Biomarin Pharmaceutical Inc. | 0.83% | 26,465 | $1.5M | Add +16.4% |
| AMTM Amentum Holdings Inc. | 0.82% | 72,340 | $1.5M | New |
| UPS United Parcel Service Class B | 0.81% | 13,851 | $1.5M | Reduce -0.3% |
| BANR Banner Corporation | 0.81% | 22,305 | $1.5M | Reduce -1.3% |
| TXT Textron Inc. | 0.81% | 16,085 | $1.5M | Add +2.8% |
| FISV Fiserv Inc. | 0.80% | 30,059 | $1.5M | Add +16.0% |
| KNF Knife River Corp. | 0.80% | 17,614 | $1.5M | Reduce -0.4% |
| SWK Stanley Black & Decker Inc. | 0.79% | 15,440 | $1.5M | Add +1.1% |
| KIM Kimco Realty Corp. | 0.78% | 56,755 | $1.4M | Reduce -0.9% |
| NSIT Insight Enterprises Inc. | 0.78% | 11,765 | $1.4M | Add +7.0% |
| OLED Universal Display Corp. | 0.78% | 16,530 | $1.4M | Add +17.4% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.77% | 11,728 | $1.4M | Add +9.6% |
| CARR Carrier Global Corp. | 0.76% | 19,033 | $1.4M | Reduce -1.6% |
| NTR Nutrien Ltd. | 0.71% | 20,631 | $1.3M | Add +176.9% |
| CVX Chevron Corp. | 0.71% | 7,808 | $1.3M | Reduce -1.6% |
| FLS Flowserve Corp. | 0.70% | 17,275 | $1.3M | Add +1.4% |
| PAYC Paycom Software Inc. | 0.69% | 10,031 | $1.3M | Add +11.6% |
| APD Air Products & Chemicals Inc. | 0.69% | 4,294 | $1.3M | Add +5.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.66% | 14,469 | $1.2M | Add +7.0% |
| HII Huntington Ingalls Industrie | 0.66% | 4,318 | $1.2M | Reduce -7.4% |
| YELP Yelp Inc. | 0.63% | 46,965 | $1.2M | Add +14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 2,290 | $1.1M | Add +2.9% |
| DOLE Dole PLC | 0.62% | 83,175 | $1.1M | Add +5.8% |
| AMP Ameriprise Financial Inc. | 0.60% | 2,405 | $1.1M | New |
| WFC Wells Fargo & Co. | 0.57% | 12,747 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.47% | 2,631 | $861K | Reduce -2.2% |
| LOW Lowe's Cos Inc. | 0.47% | 3,902 | $860K | Add +3.6% |
| EPD Enterprise Products Partners | 0.46% | 22,826 | $839K | No change |
| ETN Eaton Corp. PLC | 0.42% | 1,828 | $779K | No change |
| WY Weyerhaeuser Co. | 0.41% | 31,710 | $759K | Add +1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 1 | $749K | No change |
| SON Sonoco Products Co. | 0.39% | 12,622 | $711K | Add +2.9% |
| SCHV Schwab US Large-Cap Value | 0.31% | 16,190 | $564K | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 6,204 | $534K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 8,470 | $515K | Reduce -2.3% |
| USFR Wisdomtree Floating Rate Tre | 0.28% | 10,219 | $515K | Add +20.1% |
| MU Micron Technology Inc. | 0.27% | 425 | $491K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 606 | $453K | No change |
| TCHP T Rowe Price Blue Chip Growt | 0.25% | 8,988 | $450K | Add +22.1% |
| ESGV Vanguard ESG US Stock ETF | 0.24% | 3,300 | $436K | Reduce -38.9% |
| NOC Northrop Grumman Corp. | 0.23% | 842 | $429K | No change |
| XOM Exxon Mobil Corp. | 0.22% | 2,924 | $400K | No change |
| GILD Gilead Sciences Inc. | 0.19% | 2,760 | $349K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 1,561 | $340K | Add +0.6% |
Portfolio Sells Q1 2026 → Q2 2026
| ECG Everus Construction Group | Reduce -94.7% | 0.11% | −1.50 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −1.16 |
| TEX Terex Corp. | Sold out | 0.00% | −0.97 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.85 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.52 |
| APLE Apple Hospitality REIT Inc. | Sold out | 0.00% | −0.46 |
| HII Huntington Ingalls Industrie | Reduce -7.4% | 0.66% | −0.39 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.39 |
| OSIS Osi Systems Inc. | Reduce -0.6% | 1.11% | −0.36 |
| COP Conocophillips | Reduce -2.5% | 0.86% | −0.35 |
| CVX Chevron Corp. | Reduce -1.6% | 0.71% | −0.27 |
| FDX FedEx Corp. | Reduce -1.6% | 0.87% | −0.22 |
| KMI Kinder Morgan Inc. | Reduce -6.9% | 0.95% | −0.21 |
| PSA Public Storage | Sold out | 0.00% | −0.18 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.2% | 1.72% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| AKAM Akamai Technologies Inc. | Reduce -6.2% | 0.98% | −0.12 |
| ESGV Vanguard ESG US Stock ETF | Reduce -38.9% | 0.24% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.94% | −0.11 |
| JLL Jones Lang Lasalle Inc. | Reduce -2.1% | 1.25% | −0.11 |
| PCAR Paccar Inc. | Reduce -1.4% | 1.41% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.5% | 0.83% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.7% | 1.29% | −0.08 |
| GLD SPDR Gold Shares | Reduce -23.1% | 0.12% | −0.08 |
| CMC Commercial Metals Co. | Reduce -1.1% | 0.89% | −0.07 |
| KNF Knife River Corp. | Reduce -0.4% | 0.80% | −0.05 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.8% | 1.48% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.11% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.9% | 0.18% | −0.02 |
| MDU Mdu Resources Group Inc. | Reduce -1.8% | 0.13% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.3% | 0.28% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.14% | −0.01 |
| BANR Banner Corporation | Reduce -1.3% | 0.81% | −0.00 |
| EMR Emerson Electric Co. | Reduce -0.8% | 1.08% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.47% | +0.00 |
| MLI Mueller Industries Inc. | Reduce -2.0% | 0.89% | +0.00 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.81% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 0.17% | +0.01 |
| KIM Kimco Realty Corp. | Reduce -0.9% | 0.78% | +0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -1.9% | 1.24% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 2.17% | +0.05 |
| CBT Cabot Corp. | Reduce -2.1% | 0.83% | +0.07 |
| AAPL Apple Inc. | Reduce -2.0% | 2.69% | +0.08 |
| SPG Simon Property Group Inc. | Reduce -3.2% | 1.21% | +0.08 |
| VOYA Voya Financial Inc. | Reduce -11.4% | 1.16% | +0.09 |
| USB US Bancorp | Reduce -1.3% | 2.15% | +0.12 |
| CARR Carrier Global Corp. | Reduce -1.6% | 0.76% | +0.12 |
| CVCO Cavco Industries Inc. | Reduce -2.4% | 0.96% | +0.12 |
| AIZ Assurant Inc. | Reduce -0.7% | 1.17% | +0.13 |
| NUE Nucor Corp. | Reduce -3.9% | 1.16% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| ADBE Adobe Inc. | New | 1.06% | +1.06 |
| DVN Devon Energy Corp. | New | 0.87% | +0.87 |
| AMTM Amentum Holdings Inc. | New | 0.82% | +0.82 |
| QLYS Qualys Inc. | Add +45.4% | 1.30% | +0.68 |
| AMP Ameriprise Financial Inc. | New | 0.60% | +0.60 |
| NTR Nutrien Ltd. | Add +176.9% | 0.71% | +0.38 |
| NSIT Insight Enterprises Inc. | Add +7.0% | 0.78% | +0.35 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.1% | 2.67% | +0.32 |
| QCOM Qualcomm Inc. | Add +0.5% | 1.09% | +0.27 |
| MU Micron Technology Inc. | New | 0.27% | +0.27 |
| ZBRA Zebra Technologies Corp. Class A | Add +3.9% | 1.24% | +0.21 |
| FPX First Trust US Equity Opport | Add +6.8% | 0.96% | +0.21 |
| UFPI Ufp Industries Inc. | Add +46.1% | 0.84% | +0.21 |
| SWK Stanley Black & Decker Inc. | Add +1.1% | 0.79% | +0.15 |
| PYPL PayPal Holdings Inc. | Add +27.4% | 1.04% | +0.11 |
| BAC Bank of America Corp. | Add +5.8% | 0.85% | +0.10 |
| HD Home Depot Inc. | Add +13.2% | 0.84% | +0.09 |
| BMRN Biomarin Pharmaceutical Inc. | Add +16.4% | 0.83% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.0% | 0.66% | +0.06 |
| TCHP T Rowe Price Blue Chip Growt | Add +22.1% | 0.25% | +0.05 |
| ABNB Airbnb Inc. Class A | Add +0.2% | 0.95% | +0.04 |
| PAYC Paycom Software Inc. | Add +11.6% | 0.69% | +0.04 |
| USFR Wisdomtree Floating Rate Tre | Add +20.1% | 0.28% | +0.03 |
| YELP Yelp Inc. | Add +14.3% | 0.63% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +4.0% | 0.31% | +0.03 |
| OLED Universal Display Corp. | Add +17.4% | 0.78% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.19% | +0.01 |
| SON Sonoco Products Co. | Add +2.9% | 0.39% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.63% | −0.01 |
| TXT Textron Inc. | Add +2.8% | 0.81% | −0.01 |
| ORCL Oracle Corp. | Add +7.4% | 0.94% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +5.1% | 0.69% | −0.02 |
| SUI Sun Communities Inc. | Add +9.6% | 0.77% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Add +65.1% | 0.88% | −0.04 |
| WY Weyerhaeuser Co. | Add +1.0% | 0.41% | −0.04 |
| DOLE Dole PLC | Add +5.8% | 0.62% | −0.04 |
| FLS Flowserve Corp. | Add +1.4% | 0.70% | −0.04 |
| FISV Fiserv Inc. | Add +16.0% | 0.80% | −0.05 |
| CMCSA Comcast Corp. Class A | Add +19.6% | 0.91% | −0.06 |
| LOW Lowe's Cos Inc. | Add +3.6% | 0.47% | −0.06 |
| MDT Medtronic PLC | Add +12.2% | 1.12% | −0.08 |
| ZTS Zoetis Inc. | Add +56.6% | 0.83% | −0.12 |
| BWXT BWX Technologies Inc. | Add +0.6% | 0.94% | −0.13 |
| MSFT Microsoft Corp. | Add +1.4% | 2.10% | −0.13 |
| SCHW Schwab (charles) Corp. | Add +1.6% | 1.73% | −0.15 |
| PFE Pfizer Inc. | Add +6.8% | 0.89% | −0.16 |
| SNY Sanofi-ADR | Add +1.5% | 0.89% | −0.19 |
| ICE Intercontinental Exchange Inc. | Add +11.6% | 1.05% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 113 | $183.3M | AMAT, AAPL, VTI, GOOGL, JBL |
| Q1 2026 | 116 | $168.9M | AAPL, VTI, MSFT, AMAT, AMZN |
| Q4 2025 | 113 | $170.0M | AAPL, MSFT, AMZN, VTI, GOOGL |
| Q3 2025 | 115 | $165.1M | MSFT, AAPL, AMZN, VTI, JBL |
| Q2 2025 | 110 | $155.7M | MSFT, AMZN, AAPL, JBL, SCHW |
| Q1 2025 | 113 | $148.0M | AAPL, MSFT, AMZN, SCHW, USB |
| Q4 2024 | 113 | $155.9M | AAPL, MSFT, AMZN, GOOGL, USB |
| Q3 2024 | 111 | $157.1M | MSFT, AAPL, AMZN, USB, GOOGL |
| Q2 2024 | 111 | $148.2M | MSFT, AAPL, AMZN, GOOGL, AMAT |
| Q1 2024 | 115 | $153.5M | MSFT, AAPL, AMAT, AMZN, USB |