Cascade Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Cascade Investment Advisors, Inc. reported 113 stock positions worth $155.9 million. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Microsoft (MSFT, 2.8%) and Amazon.com (AMZN, 2.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 50 and reduced 35. The biggest buy was a new position in Stanley Black & Decker (SWK) and the biggest sale an exit from JBT Marel (JBTM).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $155.9M (Q4 2024)
- SEC Filing
- 0001941040-25-000028 ↗ filed Jan 22, 2025
Holdings Value
Holdings 113 stocks · $155.9M
| AAPL Apple Inc. | 3.12% | 19,425 | $4.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.85% | 10,531 | $4.4M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.50% | 17,753 | $3.9M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.13% | 17,563 | $3.3M | Reduce -3.4% |
| USB US Bancorp | 2.01% | 65,550 | $3.1M | Reduce -2.6% |
| JBL Jabil Inc. | 1.78% | 19,278 | $2.8M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 1.77% | 37,365 | $2.8M | Add +0.3% |
| WSM Williams-Sonoma Inc. | 1.73% | 14,573 | $2.7M | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 8,958 | $2.6M | Add +6.4% |
| META Meta Platforms Inc. Class A | 1.62% | 4,322 | $2.5M | Reduce -6.8% |
| ORCL Oracle Corp. | 1.61% | 15,097 | $2.5M | Reduce -1.0% |
| CMI Cummins Inc. | 1.59% | 7,099 | $2.5M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 1.54% | 40,608 | $2.4M | Add +0.9% |
| HLT Hilton Worldwide Holdings Inc. | 1.52% | 9,601 | $2.4M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 1.44% | 13,772 | $2.2M | Add +0.9% |
| PCAR Paccar Inc. | 1.43% | 21,397 | $2.2M | Reduce -3.5% |
| CAT Caterpillar Inc. | 1.42% | 6,115 | $2.2M | Reduce -4.7% |
| NVS Novartis AG-Sponsored ADR | 1.41% | 22,595 | $2.2M | Add +1.3% |
| TXRH Texas Roadhouse Inc. | 1.37% | 11,880 | $2.1M | Reduce -1.4% |
| FDX FedEx Corp. | 1.35% | 7,486 | $2.1M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 1.31% | 13,672 | $2.0M | Add +0.8% |
| PYPL PayPal Holdings Inc. | 1.30% | 23,825 | $2.0M | Add +0.7% |
| JLL Jones Lang Lasalle Inc. | 1.28% | 7,862 | $2.0M | Reduce -0.4% |
| SPG Simon Property Group Inc. | 1.24% | 11,213 | $1.9M | Reduce -0.4% |
| CTSH Cognizant Tech Solutions-A | 1.21% | 24,512 | $1.9M | Reduce -1.1% |
| OSIS Osi Systems Inc. | 1.15% | 10,726 | $1.8M | Add +4.7% |
| SBUX Starbucks Corp. | 1.15% | 19,650 | $1.8M | Reduce -0.7% |
| MDT Medtronic PLC | 1.13% | 22,024 | $1.8M | Add +0.6% |
| SNY Sanofi-ADR | 1.10% | 35,469 | $1.7M | Add +0.4% |
| ZBRA Zebra Technologies Corp. Class A | 1.09% | 4,412 | $1.7M | Add +0.6% |
| KMI Kinder Morgan Inc. | 1.08% | 61,686 | $1.7M | Reduce -1.7% |
| PFE Pfizer Inc. | 1.07% | 63,144 | $1.7M | Add +5.4% |
| SKX Skechers USA Inc. Class A | 1.07% | 24,900 | $1.7M | Add +7.8% |
| MET Metlife Inc. | 1.07% | 20,360 | $1.7M | Add +0.0% |
| EMR Emerson Electric Co. | 1.07% | 13,443 | $1.7M | Add +2.2% |
| CHRW C.H. Robinson Worldwide Inc. | 1.06% | 15,987 | $1.7M | Add +0.7% |
| QCOM Qualcomm Inc. | 1.03% | 10,429 | $1.6M | Add +0.2% |
| PAYC Paycom Software Inc. | 1.03% | 7,799 | $1.6M | Add +6.0% |
| AIZ Assurant Inc. | 1.02% | 7,469 | $1.6M | Add +0.7% |
| KNF Knife River Corp. | 1.00% | 15,315 | $1.6M | Reduce -1.5% |
| NTR Nutrien Ltd. | 1.00% | 34,774 | $1.6M | Add +1.7% |
| BANR Banner Corporation | 0.98% | 22,845 | $1.5M | Add +0.2% |
| BYD Boyd Gaming Corp. | 0.98% | 20,981 | $1.5M | Add +0.1% |
| ABNB Airbnb Inc. Class A | 0.97% | 11,480 | $1.5M | Add +18.4% |
| COP Conocophillips | 0.96% | 15,135 | $1.5M | Reduce -0.4% |
| MDU Mdu Resources Group Inc. | 0.94% | 81,626 | $1.5M | Add +21.4% |
| JNJ Johnson & Johnson | 0.94% | 10,142 | $1.5M | Add +2.4% |
| MCHP Microchip Technology Inc. | 0.94% | 25,555 | $1.5M | Add +6.3% |
| CMC Commercial Metals Co. | 0.92% | 29,060 | $1.4M | No change |
| CSX CSX Corp. | 0.92% | 44,521 | $1.4M | Add +1.8% |
| NSIT Insight Enterprises Inc. | 0.91% | 9,310 | $1.4M | Reduce -0.2% |
| PSA Public Storage | 0.91% | 4,719 | $1.4M | No change |
| VOYA Voya Financial Inc. | 0.89% | 20,205 | $1.4M | Add +29.7% |
| SON Sonoco Products Co. | 0.87% | 27,747 | $1.4M | Add +2.9% |
| KIM Kimco Realty Corp. | 0.85% | 56,770 | $1.3M | Reduce -0.7% |
| CTRA Coterra Energy Inc. | 0.85% | 52,035 | $1.3M | Add +0.2% |
| WY Weyerhaeuser Co. | 0.85% | 47,125 | $1.3M | Add +1.1% |
| HD Home Depot Inc. | 0.82% | 3,307 | $1.3M | Reduce -0.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.82% | 10,373 | $1.3M | Add +0.8% |
| ECG Everus Construction Group | 0.82% | 19,350 | $1.3M | Add +15.1% |
| TGT Target Corp. | 0.81% | 9,344 | $1.3M | Reduce -2.0% |
| CMCO Columbus McKinnon Corp. | 0.79% | 33,110 | $1.2M | Add +1.8% |
| NUE Nucor Corp. | 0.78% | 10,465 | $1.2M | Add +0.8% |
| ROCK Gibraltar Industries Inc. | 0.78% | 20,555 | $1.2M | Add +3.2% |
| CARR Carrier Global Corp. | 0.77% | 17,543 | $1.2M | Add +1.7% |
| CVX Chevron Corp. | 0.76% | 8,182 | $1.2M | Add +0.3% |
| PLUS Eplus Inc. | 0.76% | 16,004 | $1.2M | Add +1.8% |
| BAX Baxter International Inc. | 0.75% | 40,325 | $1.2M | Add +2.5% |
| O Realty Income Corp. | 0.75% | 21,986 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 2,495 | $1.1M | Reduce -0.6% |
| UFPI Ufp Industries Inc. | 0.72% | 10,014 | $1.1M | No change |
| ARE Alexandria Real Estate Equit | 0.71% | 11,355 | $1.1M | Add +12.7% |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 8,613 | $1.1M | No change |
| WGO Winnebago Industries | 0.70% | 22,898 | $1.1M | Add +1.7% |
| MDLZ Mondelez International Inc. Class A | 0.70% | 18,225 | $1.1M | Add +1.7% |
| SWK Stanley Black & Decker Inc. | 0.69% | 13,405 | $1.1M | New |
| TEX Terex Corp. | 0.69% | 23,150 | $1.1M | New |
| PK Park Hotels & Resorts Inc. | 0.66% | 73,487 | $1.0M | Add +1.3% |
| WFC Wells Fargo & Co. | 0.65% | 14,420 | $1.0M | Reduce -4.5% |
| LOW Lowe's Cos Inc. | 0.64% | 4,012 | $990K | Add +1.4% |
| VSH Vishay Intertechnology Inc. | 0.59% | 54,250 | $919K | Reduce -10.3% |
| JPM JPMorgan Chase & Co. | 0.53% | 3,458 | $829K | Reduce -0.6% |
| AKAM Akamai Technologies Inc. | 0.53% | 8,645 | $827K | New |
| APLE Apple Hospitality REIT Inc. | 0.52% | 52,638 | $808K | Reduce -0.6% |
| FPX First Trust US Equity Opport | 0.46% | 6,066 | $725K | No change |
| TTMI TTM Technologies | 0.46% | 28,825 | $713K | Add +0.8% |
| EPD Enterprise Products Partners | 0.46% | 22,626 | $710K | No change |
| ETN Eaton Corp. PLC | 0.44% | 2,055 | $682K | Reduce -1.2% |
| ESGV Vanguard ESG US Stock ETF | 0.41% | 6,142 | $644K | Reduce -11.6% |
| USFR Wisdomtree Floating Rate Tre | 0.36% | 11,198 | $563K | Add +15.3% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 3,215 | $410K | New |
| NOC Northrop Grumman Corp. | 0.25% | 842 | $395K | No change |
| SCHV Schwab US Large-Cap Value | 0.25% | 14,805 | $386K | Add +2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 7,480 | $383K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 647 | $379K | No change |
| SCHA Schwab US Small-Cap ETF | 0.21% | 12,464 | $322K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.21% | 351 | $322K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 2,931 | $315K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 764 | $314K | No change |
| PEP Pepsico Inc. | 0.19% | 1,997 | $304K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.82 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.74 |
| SSTK Shutterstock Inc. | Sold out | 0.00% | −0.62 |
| NSIT Insight Enterprises Inc. | Reduce -0.2% | 0.91% | −0.37 |
| RCI Rogers Communications Inc. Class B | Sold out | 0.00% | −0.33 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.20 |
| CAT Caterpillar Inc. | Reduce -4.7% | 1.42% | −0.17 |
| VSH Vishay Intertechnology Inc. | Reduce -10.3% | 0.59% | −0.14 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.14 |
| TGT Target Corp. | Reduce -2.0% | 0.81% | −0.14 |
| JLL Jones Lang Lasalle Inc. | Reduce -0.4% | 1.28% | −0.08 |
| SBUX Starbucks Corp. | Reduce -0.7% | 1.15% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -6.8% | 1.62% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.85% | −0.06 |
| COP Conocophillips | Reduce -0.4% | 0.96% | −0.06 |
| ORCL Oracle Corp. | Reduce -1.0% | 1.61% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -11.6% | 0.41% | −0.04 |
| HD Home Depot Inc. | Reduce -0.5% | 0.82% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.3% | 0.18% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.73% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.1% | 1.21% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.2% | 0.44% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 0.21% | +0.00 |
| ALL Allstate Corp. | Reduce -0.9% | 0.13% | +0.00 |
| HON Honeywell International Inc. | Reduce -4.7% | 0.15% | +0.01 |
| KIM Kimco Realty Corp. | Reduce -0.7% | 0.85% | +0.01 |
| APLE Apple Hospitality REIT Inc. | Reduce -0.6% | 0.52% | +0.02 |
| TXRH Texas Roadhouse Inc. | Reduce -1.4% | 1.37% | +0.02 |
| SPG Simon Property Group Inc. | Reduce -0.4% | 1.24% | +0.03 |
| PCAR Paccar Inc. | Reduce -3.5% | 1.43% | +0.03 |
| FDX FedEx Corp. | Reduce -0.2% | 1.35% | +0.04 |
| USB US Bancorp | Reduce -2.6% | 2.01% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.53% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.8% | 1.52% | +0.09 |
| WFC Wells Fargo & Co. | Reduce -4.5% | 0.65% | +0.11 |
| CMI Cummins Inc. | Reduce -0.9% | 1.59% | +0.11 |
| KNF Knife River Corp. | Reduce -1.5% | 1.00% | +0.11 |
| KMI Kinder Morgan Inc. | Reduce -1.7% | 1.08% | +0.20 |
| AAPL Apple Inc. | Reduce -0.9% | 3.12% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 2.13% | +0.21 |
| WSM Williams-Sonoma Inc. | Reduce -2.4% | 1.73% | +0.26 |
Portfolio Buys Q3 2024 → Q4 2024
| SWK Stanley Black & Decker Inc. | New | 0.69% | +0.69 |
| TEX Terex Corp. | New | 0.69% | +0.69 |
| AKAM Akamai Technologies Inc. | New | 0.53% | +0.53 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.50% | +0.40 |
| JBL Jabil Inc. | Add +0.0% | 1.78% | +0.31 |
| VYM Vanguard High DVD Yield ETF | New | 0.26% | +0.26 |
| PAYC Paycom Software Inc. | Add +6.0% | 1.03% | +0.25 |
| SCHW Schwab (charles) Corp. | Add +0.3% | 1.77% | +0.24 |
| QUAL iShares MSCI USA Quality Fac | New | 0.19% | +0.19 |
| ABNB Airbnb Inc. Class A | Add +18.4% | 0.97% | +0.18 |
| CSCO Cisco Systems Inc. | Add +0.9% | 1.54% | +0.18 |
| OSIS Osi Systems Inc. | Add +4.7% | 1.15% | +0.16 |
| AGG iShares Core U.S. Aggregate | New | 0.16% | +0.16 |
| EMR Emerson Electric Co. | Add +2.2% | 1.07% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.4% | 1.67% | +0.15 |
| TCHP T Rowe Price Blue Chip Growt | New | 0.14% | +0.14 |
| PYPL PayPal Holdings Inc. | Add +0.7% | 1.30% | +0.13 |
| TTMI TTM Technologies | Add +0.8% | 0.46% | +0.13 |
| BYD Boyd Gaming Corp. | Add +0.1% | 0.98% | +0.11 |
| BANR Banner Corporation | Add +0.2% | 0.98% | +0.11 |
| ECG Everus Construction Group | Add +15.1% | 0.82% | +0.11 |
| VOYA Voya Financial Inc. | Add +29.7% | 0.89% | +0.11 |
| SKX Skechers USA Inc. Class A | Add +7.8% | 1.07% | +0.09 |
| AIZ Assurant Inc. | Add +0.7% | 1.02% | +0.08 |
| CTRA Coterra Energy Inc. | Add +0.2% | 0.85% | +0.06 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.6% | 1.09% | +0.06 |
| USFR Wisdomtree Floating Rate Tre | Add +15.3% | 0.36% | +0.05 |
| CMCO Columbus McKinnon Corp. | Add +1.8% | 0.79% | +0.05 |
| PK Park Hotels & Resorts Inc. | Add +1.3% | 0.66% | +0.01 |
| MET Metlife Inc. | Add +0.0% | 1.07% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +2.0% | 0.25% | +0.00 |
| CVX Chevron Corp. | Add +0.3% | 0.76% | −0.00 |
| PFE Pfizer Inc. | Add +5.4% | 1.07% | −0.03 |
| CSX CSX Corp. | Add +1.8% | 0.92% | −0.04 |
| LOW Lowe's Cos Inc. | Add +1.4% | 0.64% | −0.05 |
| NTR Nutrien Ltd. | Add +1.7% | 1.00% | −0.05 |
| ARE Alexandria Real Estate Equit | Add +12.7% | 0.71% | −0.05 |
| CHRW C.H. Robinson Worldwide Inc. | Add +0.7% | 1.06% | −0.06 |
| SUI Sun Communities Inc. | Add +0.8% | 0.82% | −0.07 |
| SON Sonoco Products Co. | Add +2.9% | 0.87% | −0.07 |
| ICE Intercontinental Exchange Inc. | Add +0.8% | 1.31% | −0.08 |
| JNJ Johnson & Johnson | Add +2.4% | 0.94% | −0.08 |
| QCOM Qualcomm Inc. | Add +0.2% | 1.03% | −0.10 |
| ROCK Gibraltar Industries Inc. | Add +3.2% | 0.78% | −0.11 |
| CARR Carrier Global Corp. | Add +1.7% | 0.77% | −0.12 |
| MDT Medtronic PLC | Add +0.6% | 1.13% | −0.13 |
| WGO Winnebago Industries | Add +1.7% | 0.70% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Add +1.7% | 0.70% | −0.14 |
| WY Weyerhaeuser Co. | Add +1.1% | 0.85% | −0.15 |
| BAX Baxter International Inc. | Add +2.5% | 0.75% | −0.20 |
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 |