Cascade Investment Advisors, Inc.

Name: Cascade Investment Advisors, Inc. 13F holdings, Q4 2025
Creator: Cascade Investment Advisors, Inc.
Published: 2026-01-14

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
XOM Exxon Mobil Corp.	0.21%	2,931	$353K	No change
GILD Gilead Sciences Inc.	0.20%	2,760	$339K	No change
GLD SPDR Gold Shares	0.18%	793	$314K	Add +17.0%
BSV Vanguard Short-Term Bond ETF	0.18%	3,880	$306K	Add +11.5%
ABT Abbott Laboratories	0.17%	2,374	$297K	No change
IVV iShares Core S&P 500 ETF	0.17%	429	$294K	Reduce -5.5%
VTV Vanguard Mrngstr Val ETF-Aui	0.17%	1,484	$283K	Add +0.8%
RSP Invesco S&P 500 Equal Weight	0.15%	1,314	$252K	No change
SCHA Schwab US Small-Cap ETF	0.14%	8,618	$245K	No change
KO The Coca-Cola Co.	0.14%	3,326	$232K	Reduce -4.3%
MCK McKesson Corp.	0.13%	270	$221K	No change
SHEL Shell PLC-ADR	0.13%	3,000	$220K	No change
ALL Allstate Corp.	0.12%	988	$206K	No change

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