Cascade Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Cascade Investment Advisors, Inc. reported 113 stock positions worth $170.0 million. Its top holding was Apple (AAPL) at 2.8% of the portfolio, followed by Microsoft (MSFT, 2.8%) and Amazon.com (AMZN, 2.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 5, added to 48 and reduced 46. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale an exit from Metlife (MET).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $170.0M (Q4 2025)
- SEC Filing
- 0001941040-26-000020 ↗ filed Jan 14, 2026
Holdings Value
Holdings 113 stocks · $170.0M
| AAPL Apple Inc. | 2.85% | 17,822 | $4.8M | Reduce -3.6% |
| MSFT Microsoft Corp. | 2.80% | 9,858 | $4.8M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.32% | 17,078 | $3.9M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.27% | 11,531 | $3.9M | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 2.25% | 12,198 | $3.8M | Reduce -8.5% |
| AMAT Applied Materials Inc. | 2.15% | 14,212 | $3.7M | Reduce -2.7% |
| JBL Jabil Inc. | 2.12% | 15,811 | $3.6M | Reduce -2.0% |
| USB US Bancorp | 2.12% | 67,405 | $3.6M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 2.01% | 34,155 | $3.4M | Reduce -4.0% |
| CMI Cummins Inc. | 1.84% | 6,117 | $3.1M | Reduce -8.1% |
| CAT Caterpillar Inc. | 1.76% | 5,216 | $3.0M | Reduce -6.5% |
| NVS Novartis AG-Sponsored ADR | 1.71% | 21,055 | $2.9M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 1.67% | 36,759 | $2.8M | Reduce -1.8% |
| JLL Jones Lang Lasalle Inc. | 1.49% | 7,522 | $2.5M | Reduce -1.2% |
| HLT Hilton Worldwide Holdings Inc. | 1.45% | 8,576 | $2.5M | Reduce -0.1% |
| PCAR Paccar Inc. | 1.42% | 22,045 | $2.4M | Add +8.8% |
| OSIS Osi Systems Inc. | 1.40% | 9,363 | $2.4M | Reduce -2.1% |
| ICE Intercontinental Exchange Inc. | 1.33% | 13,941 | $2.3M | Add +1.3% |
| WSM Williams-Sonoma Inc. | 1.28% | 12,203 | $2.2M | Add +0.7% |
| ORCL Oracle Corp. | 1.24% | 10,851 | $2.1M | Reduce -0.0% |
| MDT Medtronic PLC | 1.24% | 21,994 | $2.1M | Reduce -1.7% |
| ECG Everus Construction Group | 1.21% | 24,124 | $2.1M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 1.21% | 3,115 | $2.1M | Add +1.5% |
| VOYA Voya Financial Inc. | 1.19% | 27,230 | $2.0M | Add +2.5% |
| CTSH Cognizant Tech Solutions-A | 1.18% | 24,207 | $2.0M | Reduce -2.2% |
| CHRW C.H. Robinson Worldwide Inc. | 1.17% | 12,395 | $2.0M | Reduce -12.9% |
| JNJ Johnson & Johnson | 1.15% | 9,487 | $2.0M | Reduce -1.3% |
| MDU Mdu Resources Group Inc. | 1.14% | 99,600 | $1.9M | Reduce -3.2% |
| AIZ Assurant Inc. | 1.13% | 7,984 | $1.9M | Add +2.2% |
| SPG Simon Property Group Inc. | 1.12% | 10,313 | $1.9M | Reduce -2.8% |
| NTR Nutrien Ltd. | 1.10% | 30,405 | $1.9M | Reduce -1.5% |
| ABNB Airbnb Inc. Class A | 1.09% | 13,715 | $1.9M | Add +7.6% |
| EMR Emerson Electric Co. | 1.09% | 13,977 | $1.9M | Add +1.2% |
| QCOM Qualcomm Inc. | 1.07% | 10,659 | $1.8M | Add +0.3% |
| CMC Commercial Metals Co. | 1.07% | 26,335 | $1.8M | Add +0.5% |
| SNY Sanofi-ADR | 1.06% | 37,088 | $1.8M | Add +1.2% |
| ZBRA Zebra Technologies Corp. Class A | 1.03% | 7,230 | $1.8M | Add +54.3% |
| KMI Kinder Morgan Inc. | 0.99% | 61,311 | $1.7M | Add +2.0% |
| MCHP Microchip Technology Inc. | 0.98% | 26,270 | $1.7M | Reduce -2.2% |
| TXRH Texas Roadhouse Inc. | 0.98% | 10,081 | $1.7M | Add +1.7% |
| HII Huntington Ingalls Industrie | 0.97% | 4,838 | $1.6M | Reduce -0.4% |
| NUE Nucor Corp. | 0.96% | 9,998 | $1.6M | Add +4.6% |
| MDLZ Mondelez International Inc. Class A | 0.94% | 29,533 | $1.6M | Add +27.2% |
| CVCO Cavco Industries Inc. | 0.93% | 2,665 | $1.6M | Reduce -0.6% |
| PFE Pfizer Inc. | 0.93% | 63,224 | $1.6M | Reduce -2.4% |
| BYD Boyd Gaming Corp. | 0.92% | 18,396 | $1.6M | Reduce -1.6% |
| PYPL PayPal Holdings Inc. | 0.91% | 26,490 | $1.5M | Add +1.9% |
| BWXT BWX Technologies Inc. | 0.90% | 8,884 | $1.5M | Add +1.0% |
| MLI Mueller Industries Inc. | 0.88% | 13,065 | $1.5M | Reduce -0.9% |
| ZTS Zoetis Inc. | 0.88% | 11,915 | $1.5M | New |
| AKAM Akamai Technologies Inc. | 0.88% | 17,087 | $1.5M | Reduce -4.5% |
| FDX FedEx Corp. | 0.88% | 5,156 | $1.5M | Add +3.0% |
| TEX Terex Corp. | 0.87% | 27,675 | $1.5M | Add +7.1% |
| CTRA Coterra Energy Inc. | 0.87% | 56,005 | $1.5M | Add +1.8% |
| COP Conocophillips | 0.87% | 15,715 | $1.5M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 0.86% | 49,009 | $1.5M | New |
| TXT Textron Inc. | 0.85% | 16,675 | $1.5M | Add +4.2% |
| UPS United Parcel Service Class B | 0.85% | 14,606 | $1.4M | Reduce -5.5% |
| BANR Banner Corporation | 0.83% | 22,565 | $1.4M | Reduce -0.1% |
| FISV Fiserv Inc. | 0.83% | 20,910 | $1.4M | New |
| YELP Yelp Inc. | 0.80% | 44,500 | $1.4M | Reduce -4.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.78% | 10,723 | $1.3M | Add +1.7% |
| CVX Chevron Corp. | 0.76% | 8,478 | $1.3M | Add +4.2% |
| PAYC Paycom Software Inc. | 0.76% | 8,082 | $1.3M | Add +13.5% |
| TTMI TTM Technologies | 0.76% | 18,615 | $1.3M | Reduce -16.0% |
| KNF Knife River Corp. | 0.71% | 17,177 | $1.2M | Add +7.1% |
| PSA Public Storage | 0.71% | 4,649 | $1.2M | Add +3.1% |
| FPX First Trust US Equity Opport | 0.70% | 7,271 | $1.2M | Add +3.4% |
| WFC Wells Fargo & Co. | 0.70% | 12,747 | $1.2M | No change |
| HD Home Depot Inc. | 0.69% | 3,409 | $1.2M | Add +1.5% |
| KIM Kimco Realty Corp. | 0.68% | 57,130 | $1.2M | Add +1.6% |
| FLS Flowserve Corp. | 0.68% | 16,625 | $1.2M | Add +2.9% |
| SWK Stanley Black & Decker Inc. | 0.67% | 15,440 | $1.1M | Reduce -1.1% |
| UFPI Ufp Industries Inc. | 0.62% | 11,599 | $1.1M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 2,060 | $1.0M | Reduce -5.5% |
| CARR Carrier Global Corp. | 0.60% | 19,158 | $1.0M | Add +3.9% |
| APD Air Products & Chemicals Inc. | 0.57% | 3,954 | $977K | Add +63.9% |
| LOW Lowe's Cos Inc. | 0.56% | 3,977 | $959K | No change |
| ROCK Gibraltar Industries Inc. | 0.56% | 19,330 | $956K | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.55% | 2,884 | $929K | No change |
| CBT Cabot Corp. | 0.53% | 13,475 | $893K | Add +10.1% |
| GO Grocery Outlet Holding Corp. | 0.52% | 87,565 | $884K | Add +19.2% |
| NSIT Insight Enterprises Inc. | 0.48% | 10,090 | $822K | Add +12.4% |
| APLE Apple Hospitality REIT Inc. | 0.48% | 68,388 | $810K | Add +5.1% |
| WY Weyerhaeuser Co. | 0.47% | 33,510 | $794K | Add +42.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.44% | 1 | $755K | No change |
| EPD Enterprise Products Partners | 0.43% | 22,826 | $732K | Add +2.7% |
| ESGV Vanguard ESG US Stock ETF | 0.40% | 5,642 | $682K | No change |
| ETN Eaton Corp. PLC | 0.37% | 1,983 | $632K | Reduce -0.3% |
| SON Sonoco Products Co. | 0.30% | 11,562 | $505K | Reduce -48.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 1,034 | $504K | No change |
| ARE Alexandria Real Estate Equit | 0.29% | 10,132 | $496K | Reduce -33.5% |
| NOC Northrop Grumman Corp. | 0.28% | 842 | $480K | No change |
| SCHV Schwab US Large-Cap Value | 0.26% | 14,924 | $442K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 7,725 | $439K | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 622 | $424K | Reduce -3.9% |
| SBUX Starbucks Corp. | 0.23% | 4,690 | $395K | Reduce -10.4% |
| USFR Wisdomtree Floating Rate Tre | 0.22% | 7,528 | $379K | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 2,600 | $373K | Reduce -19.1% |
| TCHP T Rowe Price Blue Chip Growt | 0.21% | 7,207 | $359K | Add +5.3% |
Portfolio Sells Q3 2025 → Q4 2025
| MET Metlife Inc. | Sold out | 0.00% | −0.98 |
| WGO Winnebago Industries | Sold out | 0.00% | −0.67 |
| ORCL Oracle Corp. | Reduce -0.0% | 1.24% | −0.61 |
| ARE Alexandria Real Estate Equit | Reduce -33.5% | 0.29% | −0.48 |
| MSFT Microsoft Corp. | Reduce -2.3% | 2.80% | −0.36 |
| SON Sonoco Products Co. | Reduce -48.0% | 0.30% | −0.28 |
| ECG Everus Construction Group | Reduce -7.8% | 1.21% | −0.15 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.13 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.12 |
| YELP Yelp Inc. | Reduce -4.3% | 0.80% | −0.08 |
| SPG Simon Property Group Inc. | Reduce -2.8% | 1.12% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -0.3% | 0.37% | −0.08 |
| PFE Pfizer Inc. | Reduce -2.4% | 0.93% | −0.07 |
| BANR Banner Corporation | Reduce -0.1% | 0.83% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -2.2% | 0.98% | −0.06 |
| BYD Boyd Gaming Corp. | Reduce -1.6% | 0.92% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -19.1% | 0.22% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 0.61% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -4.0% | 2.01% | −0.05 |
| MDT Medtronic PLC | Reduce -1.7% | 1.24% | −0.05 |
| OSIS Osi Systems Inc. | Reduce -2.1% | 1.40% | −0.04 |
| SBUX Starbucks Corp. | Reduce -10.4% | 0.23% | −0.04 |
| SWK Stanley Black & Decker Inc. | Reduce -1.1% | 0.67% | −0.03 |
| TTMI TTM Technologies | Reduce -16.0% | 0.76% | −0.02 |
| CVCO Cavco Industries Inc. | Reduce -0.6% | 0.93% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 0.25% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -5.5% | 0.17% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Reduce -0.8% | 0.22% | −0.01 |
| AAPL Apple Inc. | Reduce -3.6% | 2.85% | −0.00 |
| KO The Coca-Cola Co. | Reduce -4.3% | 0.14% | −0.00 |
| JBL Jabil Inc. | Reduce -2.0% | 2.12% | −0.00 |
| NTR Nutrien Ltd. | Reduce -1.5% | 1.10% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 2.32% | +0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -12.9% | 1.17% | +0.03 |
| MDU Mdu Resources Group Inc. | Reduce -3.2% | 1.14% | +0.03 |
| AKAM Akamai Technologies Inc. | Reduce -4.5% | 0.88% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.7% | 1.71% | +0.06 |
| UPS United Parcel Service Class B | Reduce -5.5% | 0.85% | +0.07 |
| MLI Mueller Industries Inc. | Reduce -0.9% | 0.88% | +0.07 |
| JNJ Johnson & Johnson | Reduce -1.3% | 1.15% | +0.08 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.1% | 1.45% | +0.10 |
| JLL Jones Lang Lasalle Inc. | Reduce -1.2% | 1.49% | +0.11 |
| CSCO Cisco Systems Inc. | Reduce -1.8% | 1.67% | +0.11 |
| HII Huntington Ingalls Industrie | Reduce -0.4% | 0.97% | +0.12 |
| CMI Cummins Inc. | Reduce -8.1% | 1.84% | +0.13 |
| USB US Bancorp | Reduce -0.4% | 2.12% | +0.13 |
| CAT Caterpillar Inc. | Reduce -6.5% | 1.76% | +0.15 |
| CTSH Cognizant Tech Solutions-A | Reduce -2.2% | 1.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -8.5% | 2.25% | +0.28 |
Portfolio Buys Q3 2025 → Q4 2025
| ZTS Zoetis Inc. | New | 0.88% | +0.88 |
| CMCSA Comcast Corp. Class A | New | 0.86% | +0.86 |
| FISV Fiserv Inc. | New | 0.83% | +0.83 |
| PCAR Paccar Inc. | Add +8.8% | 1.42% | +0.21 |
| ZBRA Zebra Technologies Corp. Class A | Add +54.3% | 1.03% | +0.19 |
| APD Air Products & Chemicals Inc. | Add +63.9% | 0.57% | +0.18 |
| NUE Nucor Corp. | Add +4.6% | 0.96% | +0.17 |
| CMC Commercial Metals Co. | Add +0.5% | 1.07% | +0.16 |
| FDX FedEx Corp. | Add +3.0% | 0.88% | +0.16 |
| FLS Flowserve Corp. | Add +2.9% | 0.68% | +0.16 |
| ABNB Airbnb Inc. Class A | Add +7.6% | 1.09% | +0.16 |
| WY Weyerhaeuser Co. | Add +42.7% | 0.47% | +0.11 |
| AIZ Assurant Inc. | Add +2.2% | 1.13% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 2.27% | +0.08 |
| CTRA Coterra Energy Inc. | Add +1.8% | 0.87% | +0.08 |
| TEX Terex Corp. | Add +7.1% | 0.87% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +27.2% | 0.94% | +0.06 |
| GLD SPDR Gold Shares | Add +17.0% | 0.18% | +0.04 |
| TXT Textron Inc. | Add +4.2% | 0.85% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.2% | 0.26% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +11.5% | 0.18% | +0.01 |
| EPD Enterprise Products Partners | Add +2.7% | 0.43% | +0.01 |
| TCHP T Rowe Price Blue Chip Growt | Add +5.3% | 0.21% | +0.01 |
| SNY Sanofi-ADR | Add +1.2% | 1.06% | +0.01 |
| APLE Apple Hospitality REIT Inc. | Add +5.1% | 0.48% | +0.00 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.07% | +0.00 |
| UFPI Ufp Industries Inc. | Add +5.8% | 0.62% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.8% | 0.17% | +0.00 |
| CVX Chevron Corp. | Add +4.2% | 0.76% | −0.01 |
| EMR Emerson Electric Co. | Add +1.2% | 1.09% | −0.01 |
| FPX First Trust US Equity Opport | Add +3.4% | 0.70% | −0.01 |
| VOYA Voya Financial Inc. | Add +2.5% | 1.19% | −0.01 |
| TXRH Texas Roadhouse Inc. | Add +1.7% | 0.98% | −0.01 |
| COP Conocophillips | Add +1.6% | 0.87% | −0.02 |
| KNF Knife River Corp. | Add +7.1% | 0.71% | −0.04 |
| CBT Cabot Corp. | Add +10.1% | 0.53% | −0.04 |
| KMI Kinder Morgan Inc. | Add +2.0% | 0.99% | −0.04 |
| SUI Sun Communities Inc. | Add +1.7% | 0.78% | −0.04 |
| KIM Kimco Realty Corp. | Add +1.6% | 0.68% | −0.06 |
| CARR Carrier Global Corp. | Add +3.9% | 0.60% | −0.07 |
| ICE Intercontinental Exchange Inc. | Add +1.3% | 1.33% | −0.08 |
| BWXT BWX Technologies Inc. | Add +1.0% | 0.90% | −0.08 |
| PSA Public Storage | Add +3.1% | 0.71% | −0.08 |
| NSIT Insight Enterprises Inc. | Add +12.4% | 0.48% | −0.13 |
| HD Home Depot Inc. | Add +1.5% | 0.69% | −0.13 |
| PAYC Paycom Software Inc. | Add +13.5% | 0.76% | −0.14 |
| PYPL PayPal Holdings Inc. | Add +1.9% | 0.91% | −0.15 |
| WSM Williams-Sonoma Inc. | Add +0.7% | 1.28% | −0.15 |
| META Meta Platforms Inc. Class A | Add +1.5% | 1.21% | −0.16 |
| ROCK Gibraltar Industries Inc. | Add +1.1% | 0.56% | −0.17 |
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 |