Cascade Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Cascade Investment Advisors, Inc. reported 113 stock positions worth $148.0 million. Its top holding was Apple (AAPL) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.6%) and Amazon.com (AMZN, 2.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 7, added to 47 and reduced 40. The biggest buy was a new position in Huntington Ingalls Industrie (HII) and the biggest sale an exit from CSX (CSX).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $148.0M (Q1 2025)
- SEC Filing
- 0001941040-25-000191 ↗ filed Apr 8, 2025
Holdings Value
Holdings 113 stocks · $148.0M
| AAPL Apple Inc. | 2.86% | 19,075 | $4.2M | Reduce -1.8% |
| MSFT Microsoft Corp. | 2.64% | 10,415 | $3.9M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.25% | 17,508 | $3.3M | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 1.98% | 37,385 | $2.9M | Add +0.1% |
| USB US Bancorp | 1.92% | 67,400 | $2.8M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.88% | 17,953 | $2.8M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 9,682 | $2.7M | Add +8.1% |
| NVS Novartis AG-Sponsored ADR | 1.68% | 22,235 | $2.5M | Reduce -1.6% |
| JBL Jabil Inc. | 1.66% | 18,046 | $2.5M | Reduce -6.4% |
| CSCO Cisco Systems Inc. | 1.65% | 39,648 | $2.4M | Reduce -2.4% |
| ICE Intercontinental Exchange Inc. | 1.60% | 13,751 | $2.4M | Add +0.6% |
| WSM Williams-Sonoma Inc. | 1.52% | 14,213 | $2.2M | Reduce -2.5% |
| CMI Cummins Inc. | 1.46% | 6,904 | $2.2M | Reduce -2.8% |
| HLT Hilton Worldwide Holdings Inc. | 1.44% | 9,382 | $2.1M | Reduce -2.3% |
| ORCL Oracle Corp. | 1.41% | 14,883 | $2.1M | Reduce -1.4% |
| PCAR Paccar Inc. | 1.40% | 21,300 | $2.1M | Reduce -0.5% |
| OSIS Osi Systems Inc. | 1.39% | 10,563 | $2.1M | Reduce -1.5% |
| CAT Caterpillar Inc. | 1.36% | 6,120 | $2.0M | Add +0.1% |
| AMAT Applied Materials Inc. | 1.36% | 13,827 | $2.0M | Add +0.4% |
| MDT Medtronic PLC | 1.34% | 22,059 | $2.0M | Add +0.2% |
| TXRH Texas Roadhouse Inc. | 1.33% | 11,800 | $2.0M | Reduce -0.7% |
| SBUX Starbucks Corp. | 1.30% | 19,635 | $1.9M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.30% | 3,326 | $1.9M | Reduce -23.0% |
| JLL Jones Lang Lasalle Inc. | 1.30% | 7,732 | $1.9M | Reduce -1.6% |
| SNY Sanofi-ADR | 1.29% | 34,369 | $1.9M | Reduce -3.1% |
| CTSH Cognizant Tech Solutions-A | 1.28% | 24,687 | $1.9M | Add +0.7% |
| SPG Simon Property Group Inc. | 1.23% | 10,918 | $1.8M | Reduce -2.6% |
| KMI Kinder Morgan Inc. | 1.18% | 61,286 | $1.7M | Reduce -0.7% |
| VOYA Voya Financial Inc. | 1.17% | 25,625 | $1.7M | Add +26.8% |
| PAYC Paycom Software Inc. | 1.16% | 7,839 | $1.7M | Add +0.5% |
| JNJ Johnson & Johnson | 1.14% | 10,162 | $1.7M | Add +0.2% |
| PYPL PayPal Holdings Inc. | 1.12% | 25,420 | $1.7M | Add +6.7% |
| CHRW C.H. Robinson Worldwide Inc. | 1.12% | 16,187 | $1.7M | Add +1.3% |
| COP Conocophillips | 1.11% | 15,635 | $1.6M | Add +3.3% |
| PFE Pfizer Inc. | 1.10% | 64,409 | $1.6M | Add +2.0% |
| MET Metlife Inc. | 1.10% | 20,220 | $1.6M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 1.08% | 10,429 | $1.6M | No change |
| NTR Nutrien Ltd. | 1.06% | 31,670 | $1.6M | Reduce -8.9% |
| AIZ Assurant Inc. | 1.06% | 7,479 | $1.6M | Add +0.1% |
| EMR Emerson Electric Co. | 1.01% | 13,693 | $1.5M | Add +1.9% |
| CTRA Coterra Energy Inc. | 1.01% | 51,835 | $1.5M | Reduce -0.4% |
| SKX Skechers USA Inc. Class A | 0.99% | 25,925 | $1.5M | Add +4.1% |
| BANR Banner Corporation | 0.99% | 22,930 | $1.5M | Add +0.4% |
| FDX FedEx Corp. | 0.97% | 5,896 | $1.4M | Reduce -21.2% |
| ABNB Airbnb Inc. Class A | 0.96% | 11,925 | $1.4M | Add +3.9% |
| MDU Mdu Resources Group Inc. | 0.95% | 83,481 | $1.4M | Add +2.3% |
| PSA Public Storage | 0.95% | 4,714 | $1.4M | Reduce -0.1% |
| CVX Chevron Corp. | 0.94% | 8,322 | $1.4M | Add +1.7% |
| NSIT Insight Enterprises Inc. | 0.94% | 9,275 | $1.4M | Reduce -0.4% |
| KNF Knife River Corp. | 0.94% | 15,396 | $1.4M | Add +0.5% |
| BYD Boyd Gaming Corp. | 0.93% | 20,836 | $1.4M | Reduce -0.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.91% | 10,473 | $1.3M | Add +1.0% |
| CMC Commercial Metals Co. | 0.89% | 28,710 | $1.3M | Reduce -1.2% |
| SON Sonoco Products Co. | 0.89% | 27,872 | $1.3M | Add +0.5% |
| MCHP Microchip Technology Inc. | 0.87% | 26,630 | $1.3M | Add +4.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.87% | 4,546 | $1.3M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 2,410 | $1.3M | Reduce -3.4% |
| BAX Baxter International Inc. | 0.86% | 37,350 | $1.3M | Reduce -7.4% |
| NUE Nucor Corp. | 0.86% | 10,535 | $1.3M | Add +0.7% |
| MDLZ Mondelez International Inc. Class A | 0.84% | 18,325 | $1.2M | Add +0.6% |
| ROCK Gibraltar Industries Inc. | 0.83% | 20,875 | $1.2M | Add +1.6% |
| SWK Stanley Black & Decker Inc. | 0.83% | 15,910 | $1.2M | Add +18.7% |
| AKAM Akamai Technologies Inc. | 0.82% | 15,092 | $1.2M | Add +74.6% |
| HD Home Depot Inc. | 0.82% | 3,307 | $1.2M | No change |
| KIM Kimco Realty Corp. | 0.81% | 56,770 | $1.2M | No change |
| HII Huntington Ingalls Industrie | 0.81% | 5,875 | $1.2M | New |
| GTLS Chart Industries Inc. | 0.80% | 8,200 | $1.2M | New |
| UPS United Parcel Service Class B | 0.79% | 10,620 | $1.2M | New |
| CARR Carrier Global Corp. | 0.76% | 17,793 | $1.1M | Add +1.4% |
| ARE Alexandria Real Estate Equit | 0.74% | 11,845 | $1.1M | Add +4.3% |
| UFPI Ufp Industries Inc. | 0.73% | 10,084 | $1.1M | Add +0.7% |
| WFC Wells Fargo & Co. | 0.70% | 14,420 | $1.0M | No change |
| ECG Everus Construction Group | 0.68% | 27,002 | $1.0M | Add +39.5% |
| PLUS Eplus Inc. | 0.67% | 16,264 | $993K | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.63% | 3,977 | $928K | Reduce -0.9% |
| VSH Vishay Intertechnology Inc. | 0.62% | 57,650 | $917K | Add +6.3% |
| TEX Terex Corp. | 0.62% | 24,255 | $916K | Add +4.8% |
| WGO Winnebago Industries | 0.57% | 24,287 | $837K | Add +6.1% |
| PK Park Hotels & Resorts Inc. | 0.55% | 75,562 | $807K | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.54% | 3,283 | $805K | Reduce -5.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 1 | $798K | New |
| EPD Enterprise Products Partners | 0.52% | 22,566 | $770K | Reduce -0.3% |
| FPX First Trust US Equity Opport | 0.51% | 6,771 | $757K | Add +11.6% |
| WY Weyerhaeuser Co. | 0.50% | 25,320 | $741K | Reduce -46.3% |
| FLS Flowserve Corp. | 0.48% | 14,695 | $718K | New |
| USFR Wisdomtree Floating Rate Tre | 0.46% | 13,462 | $678K | Add +20.2% |
| APLE Apple Hospitality REIT Inc. | 0.45% | 51,988 | $671K | Reduce -1.2% |
| ESGV Vanguard ESG US Stock ETF | 0.41% | 6,142 | $602K | No change |
| TTMI TTM Technologies | 0.41% | 29,325 | $601K | Add +1.7% |
| ETN Eaton Corp. PLC | 0.38% | 2,055 | $559K | No change |
| NOC Northrop Grumman Corp. | 0.29% | 842 | $431K | No change |
| VYM Vanguard High DVD Yield ETF | 0.28% | 3,215 | $415K | No change |
| SCHV Schwab US Large-Cap Value | 0.27% | 14,885 | $396K | Add +0.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 7,400 | $378K | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 647 | $362K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 2,931 | $349K | No change |
| COST Costco Wholesale Corp. | 0.22% | 351 | $332K | No change |
| ABT Abbott Laboratories | 0.21% | 2,386 | $317K | No change |
| GILD Gilead Sciences Inc. | 0.21% | 2,760 | $309K | No change |
| PEP Pepsico Inc. | 0.20% | 1,997 | $299K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| CSX CSX Corp. | Sold out | 0.00% | −0.92 |
| TGT Target Corp. | Sold out | 0.00% | −0.81 |
| CMCO Columbus McKinnon Corp. | Sold out | 0.00% | −0.79 |
| O Realty Income Corp. | Sold out | 0.00% | −0.75 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.70 |
| FDX FedEx Corp. | Reduce -21.2% | 0.97% | −0.38 |
| WY Weyerhaeuser Co. | Reduce -46.3% | 0.50% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -23.0% | 1.30% | −0.33 |
| AAPL Apple Inc. | Reduce -1.8% | 2.86% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.25% | −0.25 |
| WSM Williams-Sonoma Inc. | Reduce -2.5% | 1.52% | −0.21 |
| ORCL Oracle Corp. | Reduce -1.4% | 1.41% | −0.21 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.64% | −0.20 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.16 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.13 |
| CMI Cummins Inc. | Reduce -2.8% | 1.46% | −0.12 |
| JBL Jabil Inc. | Reduce -6.4% | 1.66% | −0.12 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.3% | 1.44% | −0.08 |
| APLE Apple Hospitality REIT Inc. | Reduce -1.2% | 0.45% | −0.06 |
| BYD Boyd Gaming Corp. | Reduce -0.7% | 0.93% | −0.05 |
| TXRH Texas Roadhouse Inc. | Reduce -0.7% | 1.33% | −0.05 |
| CMC Commercial Metals Co. | Reduce -1.2% | 0.89% | −0.03 |
| PCAR Paccar Inc. | Reduce -0.5% | 1.40% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.1% | 0.17% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -2.6% | 1.23% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.63% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.5% | 0.14% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.14% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.4% | 0.19% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.1% | 0.26% | +0.01 |
| ALL Allstate Corp. | Reduce -4.3% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.54% | +0.01 |
| JLL Jones Lang Lasalle Inc. | Reduce -1.6% | 1.30% | +0.02 |
| MET Metlife Inc. | Reduce -0.7% | 1.10% | +0.03 |
| NSIT Insight Enterprises Inc. | Reduce -0.4% | 0.94% | +0.03 |
| PSA Public Storage | Reduce -0.1% | 0.95% | +0.05 |
| NTR Nutrien Ltd. | Reduce -8.9% | 1.06% | +0.07 |
| EPD Enterprise Products Partners | Reduce -0.3% | 0.52% | +0.07 |
| KMI Kinder Morgan Inc. | Reduce -0.7% | 1.18% | +0.10 |
| BAX Baxter International Inc. | Reduce -7.4% | 0.86% | +0.11 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 1.65% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 0.87% | +0.14 |
| SBUX Starbucks Corp. | Reduce -0.1% | 1.30% | +0.15 |
| CTRA Coterra Energy Inc. | Reduce -0.4% | 1.01% | +0.16 |
| SNY Sanofi-ADR | Reduce -3.1% | 1.29% | +0.19 |
| OSIS Osi Systems Inc. | Reduce -1.5% | 1.39% | +0.24 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.6% | 1.68% | +0.27 |
Portfolio Buys Q4 2024 → Q1 2025
| HII Huntington Ingalls Industrie | New | 0.81% | +0.81 |
| GTLS Chart Industries Inc. | New | 0.80% | +0.80 |
| UPS United Parcel Service Class B | New | 0.79% | +0.79 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.54% | +0.54 |
| FLS Flowserve Corp. | New | 0.48% | +0.48 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 1.60% | +0.30 |
| AKAM Akamai Technologies Inc. | Add +74.6% | 0.82% | +0.29 |
| VOYA Voya Financial Inc. | Add +26.8% | 1.17% | +0.28 |
| MDT Medtronic PLC | Add +0.2% | 1.34% | +0.21 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 1.98% | +0.20 |
| JNJ Johnson & Johnson | Add +0.2% | 1.14% | +0.20 |
| CVX Chevron Corp. | Add +1.7% | 0.94% | +0.18 |
| MCK McKesson Corp. | New | 0.16% | +0.16 |
| SHEL Shell PLC-ADR | New | 0.15% | +0.15 |
| COP Conocophillips | Add +3.3% | 1.11% | +0.15 |
| MDLZ Mondelez International Inc. Class A | Add +0.6% | 0.84% | +0.14 |
| SWK Stanley Black & Decker Inc. | Add +18.7% | 0.83% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.1% | 1.80% | +0.13 |
| PAYC Paycom Software Inc. | Add +0.5% | 1.16% | +0.13 |
| USFR Wisdomtree Floating Rate Tre | Add +20.2% | 0.46% | +0.10 |
| SUI Sun Communities Inc. | Add +1.0% | 0.91% | +0.09 |
| NUE Nucor Corp. | Add +0.7% | 0.86% | +0.07 |
| CTSH Cognizant Tech Solutions-A | Add +0.7% | 1.28% | +0.07 |
| CHRW C.H. Robinson Worldwide Inc. | Add +1.3% | 1.12% | +0.06 |
| ROCK Gibraltar Industries Inc. | Add +1.6% | 0.83% | +0.05 |
| FPX First Trust US Equity Opport | Add +11.6% | 0.51% | +0.05 |
| AIZ Assurant Inc. | Add +0.1% | 1.06% | +0.04 |
| ARE Alexandria Real Estate Equit | Add +4.3% | 0.74% | +0.03 |
| VSH Vishay Intertechnology Inc. | Add +6.3% | 0.62% | +0.03 |
| PFE Pfizer Inc. | Add +2.0% | 1.10% | +0.03 |
| SON Sonoco Products Co. | Add +0.5% | 0.89% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.27% | +0.02 |
| TCHP T Rowe Price Blue Chip Growt | Add +14.5% | 0.15% | +0.01 |
| MDU Mdu Resources Group Inc. | Add +2.3% | 0.95% | +0.01 |
| BANR Banner Corporation | Add +0.4% | 0.99% | +0.01 |
| UFPI Ufp Industries Inc. | Add +0.7% | 0.73% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +3.9% | 0.96% | −0.00 |
| CARR Carrier Global Corp. | Add +1.4% | 0.76% | −0.01 |
| TTMI TTM Technologies | Add +1.7% | 0.41% | −0.05 |
| EMR Emerson Electric Co. | Add +1.9% | 1.01% | −0.05 |
| CAT Caterpillar Inc. | Add +0.1% | 1.36% | −0.06 |
| KNF Knife River Corp. | Add +0.5% | 0.94% | −0.06 |
| TEX Terex Corp. | Add +4.8% | 0.62% | −0.07 |
| MCHP Microchip Technology Inc. | Add +4.2% | 0.87% | −0.07 |
| SKX Skechers USA Inc. Class A | Add +4.1% | 0.99% | −0.08 |
| AMAT Applied Materials Inc. | Add +0.4% | 1.36% | −0.08 |
| PLUS Eplus Inc. | Add +1.6% | 0.67% | −0.09 |
| USB US Bancorp | Add +2.8% | 1.92% | −0.09 |
| PK Park Hotels & Resorts Inc. | Add +2.8% | 0.55% | −0.12 |
| WGO Winnebago Industries | Add +6.1% | 0.57% | −0.14 |
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 |