Cascade Investment Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Cascade Investment Advisors, Inc. reported 115 stock positions worth $165.1 million. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.9%) and Amazon.com (AMZN, 2.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 3, added to 46 and reduced 46. The biggest buy was a new position in Yelp (YELP) and the biggest sale Starbucks (SBUX, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $165.1M (Q3 2025)
- SEC Filing
- 0001941040-25-000537 ↗ filed Oct 9, 2025
Holdings Value
Holdings 115 stocks · $165.1M
| MSFT Microsoft Corp. | 3.17% | 10,090 | $5.2M | Reduce -2.6% |
| AAPL Apple Inc. | 2.85% | 18,495 | $4.7M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.30% | 17,258 | $3.8M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.19% | 11,038 | $3.6M | Add +2.8% |
| JBL Jabil Inc. | 2.12% | 16,131 | $3.5M | Reduce -7.0% |
| SCHW Schwab (charles) Corp. | 2.06% | 35,585 | $3.4M | Reduce -1.0% |
| USB US Bancorp | 1.98% | 67,665 | $3.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.96% | 13,333 | $3.2M | Reduce -9.8% |
| ORCL Oracle Corp. | 1.85% | 10,855 | $3.1M | Reduce -21.3% |
| AMAT Applied Materials Inc. | 1.81% | 14,602 | $3.0M | Add +2.6% |
| CMI Cummins Inc. | 1.70% | 6,659 | $2.8M | Reduce -3.3% |
| NVS Novartis AG-Sponsored ADR | 1.65% | 21,205 | $2.7M | Reduce -2.5% |
| CAT Caterpillar Inc. | 1.61% | 5,576 | $2.7M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 1.55% | 37,444 | $2.6M | Reduce -0.9% |
| OSIS Osi Systems Inc. | 1.44% | 9,568 | $2.4M | Reduce -0.2% |
| WSM Williams-Sonoma Inc. | 1.43% | 12,115 | $2.4M | Reduce -0.1% |
| ICE Intercontinental Exchange Inc. | 1.41% | 13,766 | $2.3M | Add +0.5% |
| JLL Jones Lang Lasalle Inc. | 1.38% | 7,612 | $2.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.37% | 3,070 | $2.3M | Reduce -4.2% |
| ECG Everus Construction Group | 1.36% | 26,167 | $2.2M | Reduce -0.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.35% | 8,586 | $2.2M | Reduce -3.2% |
| MDT Medtronic PLC | 1.29% | 22,369 | $2.1M | Add +1.0% |
| PCAR Paccar Inc. | 1.21% | 20,270 | $2.0M | Reduce -1.1% |
| SPG Simon Property Group Inc. | 1.21% | 10,608 | $2.0M | Reduce -0.3% |
| VOYA Voya Financial Inc. | 1.20% | 26,555 | $2.0M | Add +1.7% |
| CHRW C.H. Robinson Worldwide Inc. | 1.14% | 14,230 | $1.9M | Reduce -11.8% |
| MDU Mdu Resources Group Inc. | 1.11% | 102,931 | $1.8M | Add +3.6% |
| EMR Emerson Electric Co. | 1.10% | 13,812 | $1.8M | Add +6.4% |
| NTR Nutrien Ltd. | 1.10% | 30,855 | $1.8M | Add +0.6% |
| JNJ Johnson & Johnson | 1.08% | 9,607 | $1.8M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.07% | 10,626 | $1.8M | Add +1.8% |
| PYPL PayPal Holdings Inc. | 1.06% | 25,985 | $1.7M | Add +3.8% |
| SNY Sanofi-ADR | 1.05% | 36,663 | $1.7M | Add +6.1% |
| MCHP Microchip Technology Inc. | 1.05% | 26,865 | $1.7M | Reduce -1.4% |
| KMI Kinder Morgan Inc. | 1.03% | 60,111 | $1.7M | Reduce -0.1% |
| AIZ Assurant Inc. | 1.03% | 7,812 | $1.7M | Add +2.0% |
| CTSH Cognizant Tech Solutions-A | 1.01% | 24,742 | $1.7M | Add +0.5% |
| PFE Pfizer Inc. | 1.00% | 64,749 | $1.6M | Add +2.2% |
| TXRH Texas Roadhouse Inc. | 1.00% | 9,911 | $1.6M | Reduce -0.3% |
| MET Metlife Inc. | 0.98% | 19,730 | $1.6M | Add +0.1% |
| BWXT BWX Technologies Inc. | 0.98% | 8,797 | $1.6M | Reduce -2.0% |
| BYD Boyd Gaming Corp. | 0.98% | 18,696 | $1.6M | Reduce -3.3% |
| CVCO Cavco Industries Inc. | 0.94% | 2,682 | $1.6M | Add +6.1% |
| ABNB Airbnb Inc. Class A | 0.94% | 12,745 | $1.5M | Add +4.3% |
| CMC Commercial Metals Co. | 0.91% | 26,210 | $1.5M | Add +0.5% |
| PAYC Paycom Software Inc. | 0.90% | 7,121 | $1.5M | Reduce -5.7% |
| BANR Banner Corporation | 0.90% | 22,580 | $1.5M | Add +2.5% |
| COP Conocophillips | 0.89% | 15,470 | $1.5M | Reduce -0.7% |
| YELP Yelp Inc. | 0.88% | 46,505 | $1.5M | New |
| MDLZ Mondelez International Inc. Class A | 0.88% | 23,218 | $1.5M | Add +26.7% |
| HII Huntington Ingalls Industrie | 0.85% | 4,858 | $1.4M | Reduce -7.1% |
| ZBRA Zebra Technologies Corp. Class A | 0.84% | 4,685 | $1.4M | Add +0.3% |
| HD Home Depot Inc. | 0.82% | 3,359 | $1.4M | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.82% | 10,543 | $1.4M | Add +1.8% |
| AKAM Akamai Technologies Inc. | 0.82% | 17,887 | $1.4M | Add +10.2% |
| TXT Textron Inc. | 0.82% | 16,010 | $1.4M | New |
| MLI Mueller Industries Inc. | 0.81% | 13,190 | $1.3M | Reduce -0.3% |
| TEX Terex Corp. | 0.80% | 25,830 | $1.3M | Add +4.5% |
| PSA Public Storage | 0.79% | 4,509 | $1.3M | No change |
| CTRA Coterra Energy Inc. | 0.79% | 55,030 | $1.3M | Add +4.7% |
| NUE Nucor Corp. | 0.78% | 9,558 | $1.3M | Add +0.6% |
| UPS United Parcel Service Class B | 0.78% | 15,461 | $1.3M | Add +13.9% |
| TTMI TTM Technologies | 0.77% | 22,165 | $1.3M | Reduce -17.2% |
| ARE Alexandria Real Estate Equit | 0.77% | 15,232 | $1.3M | Add +15.7% |
| CVX Chevron Corp. | 0.77% | 8,135 | $1.3M | Reduce -0.5% |
| KNF Knife River Corp. | 0.75% | 16,032 | $1.2M | Add +4.4% |
| KIM Kimco Realty Corp. | 0.74% | 56,230 | $1.2M | Add +2.3% |
| ROCK Gibraltar Industries Inc. | 0.73% | 19,125 | $1.2M | Add +3.8% |
| FDX FedEx Corp. | 0.72% | 5,006 | $1.2M | Add +0.1% |
| GO Grocery Outlet Holding Corp. | 0.71% | 73,465 | $1.2M | Add +16.4% |
| FPX First Trust US Equity Opport | 0.71% | 7,031 | $1.2M | Add +3.5% |
| SWK Stanley Black & Decker Inc. | 0.70% | 15,620 | $1.2M | Reduce -9.8% |
| WGO Winnebago Industries | 0.67% | 33,206 | $1.1M | Add +30.7% |
| CARR Carrier Global Corp. | 0.67% | 18,433 | $1.1M | Add +4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 2,180 | $1.1M | No change |
| WFC Wells Fargo & Co. | 0.65% | 12,747 | $1.1M | Reduce -11.5% |
| UFPI Ufp Industries Inc. | 0.62% | 10,959 | $1.0M | Add +7.2% |
| NSIT Insight Enterprises Inc. | 0.62% | 8,980 | $1.0M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.61% | 3,977 | $999K | No change |
| SON Sonoco Products Co. | 0.58% | 22,227 | $958K | Reduce -1.2% |
| CBT Cabot Corp. | 0.56% | 12,235 | $930K | New |
| JPM JPMorgan Chase & Co. | 0.55% | 2,884 | $910K | Reduce -12.2% |
| FLS Flowserve Corp. | 0.52% | 16,160 | $859K | Add +18.3% |
| APLE Apple Hospitality REIT Inc. | 0.47% | 65,063 | $781K | Add +12.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 1 | $754K | No change |
| ETN Eaton Corp. PLC | 0.45% | 1,988 | $744K | Add +1.7% |
| EPD Enterprise Products Partners | 0.42% | 22,226 | $695K | Reduce -1.5% |
| ESGV Vanguard ESG US Stock ETF | 0.40% | 5,642 | $668K | Reduce -8.1% |
| APD Air Products & Chemicals Inc. | 0.40% | 2,413 | $658K | Add +26.9% |
| WY Weyerhaeuser Co. | 0.35% | 23,480 | $582K | Reduce -21.0% |
| NOC Northrop Grumman Corp. | 0.31% | 842 | $513K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 1,034 | $496K | Add +35.3% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 3,215 | $453K | No change |
| SBUX Starbucks Corp. | 0.27% | 5,235 | $443K | Reduce -74.6% |
| SCHV Schwab US Large-Cap Value | 0.26% | 14,924 | $434K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 647 | $431K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.24% | 7,275 | $403K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.23% | 7,591 | $382K | Reduce -49.1% |
| TCHP T Rowe Price Blue Chip Growt | 0.20% | 6,844 | $335K | Add +10.5% |
| XOM Exxon Mobil Corp. | 0.20% | 2,931 | $330K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SBUX Starbucks Corp. | Reduce -74.6% | 0.27% | −0.95 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.92 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.74 |
| PK Park Hotels & Resorts Inc. | Sold out | 0.00% | −0.47 |
| JBL Jabil Inc. | Reduce -7.0% | 2.12% | −0.31 |
| USFR Wisdomtree Floating Rate Tre | Reduce -49.1% | 0.23% | −0.25 |
| PAYC Paycom Software Inc. | Reduce -5.7% | 0.90% | −0.22 |
| TXRH Texas Roadhouse Inc. | Reduce -0.3% | 1.00% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -1.4% | 1.05% | −0.19 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.2% | 1.35% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 1.37% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 2.30% | −0.14 |
| MSFT Microsoft Corp. | Reduce -2.6% | 3.17% | −0.14 |
| WY Weyerhaeuser Co. | Reduce -21.0% | 0.35% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 1.55% | −0.13 |
| KMI Kinder Morgan Inc. | Reduce -0.1% | 1.03% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -11.5% | 0.65% | −0.09 |
| ORCL Oracle Corp. | Reduce -21.3% | 1.85% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -12.2% | 0.55% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -30.9% | 0.15% | −0.06 |
| SWK Stanley Black & Decker Inc. | Reduce -9.8% | 0.70% | −0.05 |
| SON Sonoco Products Co. | Reduce -1.2% | 0.58% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -1.0% | 2.06% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.5% | 1.65% | −0.04 |
| PCAR Paccar Inc. | Reduce -1.1% | 1.21% | −0.04 |
| EPD Enterprise Products Partners | Reduce -1.5% | 0.42% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -8.1% | 0.40% | −0.03 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.12% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.14% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.5% | 0.17% | −0.01 |
| COP Conocophillips | Reduce -0.7% | 0.89% | −0.01 |
| ALL Allstate Corp. | Reduce -4.8% | 0.13% | −0.01 |
| USB US Bancorp | Reduce -0.6% | 1.98% | +0.00 |
| BYD Boyd Gaming Corp. | Reduce -3.3% | 0.98% | +0.01 |
| CVX Chevron Corp. | Reduce -0.5% | 0.77% | +0.01 |
| HII Huntington Ingalls Industrie | Reduce -7.1% | 0.85% | +0.04 |
| OSIS Osi Systems Inc. | Reduce -0.2% | 1.44% | +0.06 |
| TTMI TTM Technologies | Reduce -17.2% | 0.77% | +0.07 |
| SPG Simon Property Group Inc. | Reduce -0.3% | 1.21% | +0.11 |
| JLL Jones Lang Lasalle Inc. | Reduce -0.7% | 1.38% | +0.12 |
| JNJ Johnson & Johnson | Reduce -0.8% | 1.08% | +0.13 |
| MLI Mueller Industries Inc. | Reduce -0.3% | 0.81% | +0.13 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -11.8% | 1.14% | +0.15 |
| BWXT BWX Technologies Inc. | Reduce -2.0% | 0.98% | +0.15 |
| WSM Williams-Sonoma Inc. | Reduce -0.1% | 1.43% | +0.16 |
| CAT Caterpillar Inc. | Reduce -0.1% | 1.61% | +0.22 |
| CMI Cummins Inc. | Reduce -3.3% | 1.70% | +0.26 |
| ECG Everus Construction Group | Reduce -0.5% | 1.36% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 1.96% | +0.29 |
Portfolio Buys Q2 2025 → Q3 2025
| YELP Yelp Inc. | New | 0.88% | +0.88 |
| TXT Textron Inc. | New | 0.82% | +0.82 |
| CBT Cabot Corp. | New | 0.56% | +0.56 |
| AAPL Apple Inc. | Add +0.2% | 2.85% | +0.42 |
| CVCO Cavco Industries Inc. | Add +6.1% | 0.94% | +0.24 |
| GO Grocery Outlet Holding Corp. | Add +16.4% | 0.71% | +0.21 |
| WGO Winnebago Industries | Add +30.7% | 0.67% | +0.20 |
| IVV iShares Core S&P 500 ETF | New | 0.18% | +0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.17% | +0.17 |
| ARE Alexandria Real Estate Equit | Add +15.7% | 0.77% | +0.16 |
| GLD SPDR Gold Shares | New | 0.15% | +0.15 |
| AMAT Applied Materials Inc. | Add +2.6% | 1.81% | +0.14 |
| MCK McKesson Corp. | New | 0.13% | +0.13 |
| PG The Procter & Gamble Co. | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 2.19% | +0.10 |
| CMC Commercial Metals Co. | Add +0.5% | 0.91% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +35.3% | 0.30% | +0.09 |
| MDLZ Mondelez International Inc. Class A | Add +26.7% | 0.88% | +0.09 |
| FPX First Trust US Equity Opport | Add +3.5% | 0.71% | +0.08 |
| TEX Terex Corp. | Add +4.5% | 0.80% | +0.06 |
| FLS Flowserve Corp. | Add +18.3% | 0.52% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +26.9% | 0.40% | +0.05 |
| AIZ Assurant Inc. | Add +2.0% | 1.03% | +0.05 |
| MDT Medtronic PLC | Add +1.0% | 1.29% | +0.05 |
| MDU Mdu Resources Group Inc. | Add +3.6% | 1.11% | +0.05 |
| APLE Apple Hospitality REIT Inc. | Add +12.8% | 0.47% | +0.04 |
| ROCK Gibraltar Industries Inc. | Add +3.8% | 0.73% | +0.03 |
| TCHP T Rowe Price Blue Chip Growt | Add +10.5% | 0.20% | +0.02 |
| VOYA Voya Financial Inc. | Add +1.7% | 1.20% | +0.01 |
| PFE Pfizer Inc. | Add +2.2% | 1.00% | +0.01 |
| QCOM Qualcomm Inc. | Add +1.8% | 1.07% | +0.00 |
| ETN Eaton Corp. PLC | Add +1.7% | 0.45% | +0.00 |
| KIM Kimco Realty Corp. | Add +2.3% | 0.74% | +0.00 |
| NUE Nucor Corp. | Add +0.6% | 0.78% | −0.01 |
| ABT Abbott Laboratories | Add +3.1% | 0.19% | −0.01 |
| AKAM Akamai Technologies Inc. | Add +10.2% | 0.82% | −0.01 |
| BANR Banner Corporation | Add +2.5% | 0.90% | −0.01 |
| EMR Emerson Electric Co. | Add +6.4% | 1.10% | −0.01 |
| FDX FedEx Corp. | Add +0.1% | 0.72% | −0.01 |
| SUI Sun Communities Inc. | Add +1.8% | 0.82% | −0.02 |
| SNY Sanofi-ADR | Add +6.1% | 1.05% | −0.02 |
| UFPI Ufp Industries Inc. | Add +7.2% | 0.62% | −0.03 |
| MET Metlife Inc. | Add +0.1% | 0.98% | −0.03 |
| NTR Nutrien Ltd. | Add +0.6% | 1.10% | −0.05 |
| KNF Knife River Corp. | Add +4.4% | 0.75% | −0.06 |
| CTRA Coterra Energy Inc. | Add +4.7% | 0.79% | −0.07 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.3% | 0.84% | −0.08 |
| UPS United Parcel Service Class B | Add +13.9% | 0.78% | −0.10 |
| ABNB Airbnb Inc. Class A | Add +4.3% | 0.94% | −0.10 |
| PYPL PayPal Holdings Inc. | Add +3.8% | 1.06% | −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 |