Cascade Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Cascade Investment Advisors, Inc. reported 116 stock positions worth $168.9 million. Its top holding was Apple (AAPL) at 2.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 2.3%) and Microsoft (MSFT, 2.2%). Compared with Q4 2025, it opened 8 new positions, sold out of 5, added to 42 and reduced 53. The biggest buy was a new position in Universal Display (OLED) and the biggest sale Mdu Resources (MDU, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- Oregon City, OR
- CIK
- 0001681490
- Portfolio Value
- $168.9M (Q1 2026)
- SEC Filing
- 0001941040-26-000219 ↗ filed Apr 13, 2026
Holdings Value
Holdings 116 stocks · $168.9M
| AAPL Apple Inc. | 2.61% | 17,385 | $4.4M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.35% | 12,354 | $4.0M | Add +7.1% |
| MSFT Microsoft Corp. | 2.23% | 10,182 | $3.8M | Add +3.3% |
| AMAT Applied Materials Inc. | 2.22% | 10,972 | $3.8M | Reduce -22.8% |
| AMZN Amazon.com Inc. | 2.12% | 17,198 | $3.6M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.03% | 11,943 | $3.4M | Reduce -2.1% |
| USB US Bancorp | 2.03% | 65,981 | $3.4M | Reduce -2.1% |
| JBL Jabil Inc. | 1.96% | 12,451 | $3.3M | Reduce -21.3% |
| CMI Cummins Inc. | 1.89% | 5,939 | $3.2M | Reduce -2.9% |
| SCHW Schwab (charles) Corp. | 1.89% | 33,900 | $3.2M | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 1.85% | 20,510 | $3.1M | Reduce -2.6% |
| CAT Caterpillar Inc. | 1.80% | 4,288 | $3.0M | Reduce -17.8% |
| CSCO Cisco Systems Inc. | 1.65% | 35,929 | $2.8M | Reduce -2.3% |
| ECG Everus Construction Group | 1.62% | 23,130 | $2.7M | Reduce -4.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.52% | 8,434 | $2.6M | Reduce -1.7% |
| PCAR Paccar Inc. | 1.49% | 21,848 | $2.5M | Reduce -0.9% |
| OSIS Osi Systems Inc. | 1.46% | 9,318 | $2.5M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.37% | 9,477 | $2.3M | Reduce -0.1% |
| JLL Jones Lang Lasalle Inc. | 1.36% | 7,562 | $2.3M | Add +0.5% |
| WSM Williams-Sonoma Inc. | 1.31% | 12,163 | $2.2M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 1.30% | 13,951 | $2.2M | Add +0.1% |
| COP Conocophillips | 1.21% | 15,470 | $2.0M | Reduce -1.6% |
| CHRW C.H. Robinson Worldwide Inc. | 1.21% | 12,275 | $2.0M | Reduce -1.0% |
| MDT Medtronic PLC | 1.20% | 23,384 | $2.0M | Add +6.3% |
| KMI Kinder Morgan Inc. | 1.16% | 58,586 | $2.0M | Reduce -4.4% |
| CTRA Coterra Energy Inc. | 1.16% | 55,780 | $2.0M | Reduce -0.4% |
| SPG Simon Property Group Inc. | 1.13% | 10,233 | $1.9M | Reduce -0.8% |
| AKAM Akamai Technologies Inc. | 1.10% | 16,187 | $1.9M | Reduce -5.3% |
| FDX FedEx Corp. | 1.09% | 5,151 | $1.8M | Reduce -0.1% |
| EMR Emerson Electric Co. | 1.08% | 13,937 | $1.8M | Reduce -0.3% |
| SNY Sanofi-ADR | 1.08% | 37,773 | $1.8M | Add +1.9% |
| VOYA Voya Financial Inc. | 1.07% | 26,415 | $1.8M | Reduce -3.0% |
| BWXT BWX Technologies Inc. | 1.07% | 8,814 | $1.8M | Reduce -0.8% |
| PFE Pfizer Inc. | 1.06% | 63,549 | $1.8M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.05% | 3,110 | $1.8M | Reduce -0.2% |
| HII Huntington Ingalls Industrie | 1.05% | 4,663 | $1.8M | Reduce -3.6% |
| AIZ Assurant Inc. | 1.04% | 8,049 | $1.8M | Add +0.8% |
| ZBRA Zebra Technologies Corp. Class A | 1.03% | 8,335 | $1.7M | Add +15.3% |
| MCHP Microchip Technology Inc. | 1.00% | 26,040 | $1.7M | Reduce -0.9% |
| NUE Nucor Corp. | 0.99% | 9,923 | $1.7M | Reduce -0.8% |
| TEX Terex Corp. | 0.97% | 27,835 | $1.6M | Add +0.6% |
| CVX Chevron Corp. | 0.97% | 7,931 | $1.6M | Reduce -6.5% |
| CMCSA Comcast Corp. Class A | 0.96% | 56,535 | $1.6M | Add +15.4% |
| CMC Commercial Metals Co. | 0.96% | 26,360 | $1.6M | Add +0.1% |
| ORCL Oracle Corp. | 0.96% | 10,981 | $1.6M | Add +1.2% |
| ZTS Zoetis Inc. | 0.95% | 13,575 | $1.6M | Add +13.9% |
| PYPL PayPal Holdings Inc. | 0.93% | 34,730 | $1.6M | Add +31.1% |
| CTSH Cognizant Tech Solutions-A | 0.92% | 25,227 | $1.5M | Add +4.2% |
| MDLZ Mondelez International Inc. Class A | 0.91% | 26,593 | $1.5M | Reduce -9.9% |
| ABNB Airbnb Inc. Class A | 0.91% | 12,105 | $1.5M | Reduce -11.7% |
| MLI Mueller Industries Inc. | 0.88% | 13,480 | $1.5M | Add +3.2% |
| FISV Fiserv Inc. | 0.86% | 25,914 | $1.4M | Add +23.9% |
| KNF Knife River Corp. | 0.85% | 17,677 | $1.4M | Add +2.9% |
| BYD Boyd Gaming Corp. | 0.85% | 17,506 | $1.4M | Reduce -4.8% |
| CVCO Cavco Industries Inc. | 0.84% | 2,945 | $1.4M | Add +10.5% |
| QCOM Qualcomm Inc. | 0.82% | 10,734 | $1.4M | Add +0.7% |
| BANR Banner Corporation | 0.81% | 22,605 | $1.4M | Add +0.2% |
| TXT Textron Inc. | 0.81% | 15,650 | $1.4M | Reduce -6.2% |
| UPS United Parcel Service Class B | 0.81% | 13,891 | $1.4M | Reduce -4.9% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.80% | 10,698 | $1.3M | Reduce -0.2% |
| OLED Universal Display Corp. | 0.76% | 14,075 | $1.3M | New |
| KIM Kimco Realty Corp. | 0.76% | 57,255 | $1.3M | Add +0.2% |
| BMRN Biomarin Pharmaceutical Inc. | 0.76% | 22,735 | $1.3M | New |
| CBT Cabot Corp. | 0.76% | 17,050 | $1.3M | Add +26.5% |
| FPX First Trust US Equity Opport | 0.75% | 8,006 | $1.3M | Add +10.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 25,979 | $1.3M | New |
| HD Home Depot Inc. | 0.75% | 3,839 | $1.3M | Add +12.6% |
| FLS Flowserve Corp. | 0.74% | 17,035 | $1.3M | Add +2.5% |
| APD Air Products & Chemicals Inc. | 0.70% | 4,084 | $1.2M | Add +3.3% |
| DOLE Dole PLC | 0.66% | 78,575 | $1.1M | New |
| PAYC Paycom Software Inc. | 0.65% | 8,987 | $1.1M | Add +11.2% |
| CARR Carrier Global Corp. | 0.64% | 19,343 | $1.1M | Add +1.0% |
| SWK Stanley Black & Decker Inc. | 0.64% | 15,270 | $1.1M | Reduce -1.1% |
| UFPI Ufp Industries Inc. | 0.63% | 11,614 | $1.1M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 2,225 | $1.1M | Add +8.0% |
| QLYS Qualys Inc. | 0.62% | 11,895 | $1.0M | New |
| YELP Yelp Inc. | 0.60% | 41,100 | $1.0M | Reduce -7.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 13,517 | $1.0M | New |
| WFC Wells Fargo & Co. | 0.60% | 12,747 | $1.0M | No change |
| LOW Lowe's Cos Inc. | 0.53% | 3,767 | $890K | Reduce -5.3% |
| ROCK Gibraltar Industries Inc. | 0.52% | 22,045 | $879K | Add +14.1% |
| EPD Enterprise Products Partners | 0.51% | 22,826 | $864K | No change |
| JPM JPMorgan Chase & Co. | 0.47% | 2,691 | $792K | Reduce -6.7% |
| APLE Apple Hospitality REIT Inc. | 0.46% | 66,888 | $770K | Reduce -2.2% |
| WY Weyerhaeuser Co. | 0.45% | 31,410 | $767K | Reduce -6.3% |
| NSIT Insight Enterprises Inc. | 0.44% | 10,995 | $737K | Add +9.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $718K | No change |
| SON Sonoco Products Co. | 0.39% | 12,262 | $663K | Add +6.0% |
| ETN Eaton Corp. PLC | 0.39% | 1,828 | $654K | Reduce -7.8% |
| ARE Alexandria Real Estate Equit | 0.39% | 14,017 | $651K | Add +38.3% |
| ESGV Vanguard ESG US Stock ETF | 0.36% | 5,398 | $606K | Reduce -4.3% |
| NOC Northrop Grumman Corp. | 0.34% | 842 | $574K | No change |
| NTR Nutrien Ltd. | 0.33% | 7,450 | $562K | Reduce -75.5% |
| XOM Exxon Mobil Corp. | 0.29% | 2,924 | $496K | Reduce -0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.29% | 8,670 | $491K | Add +12.2% |
| SCHV Schwab US Large-Cap Value | 0.28% | 15,574 | $475K | Add +4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 1,034 | $452K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.25% | 8,508 | $428K | Add +13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 606 | $394K | Reduce -2.6% |
| GILD Gilead Sciences Inc. | 0.23% | 2,760 | $385K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MDU Mdu Resources Group Inc. | Reduce -88.8% | 0.14% | −1.01 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.98 |
| NTR Nutrien Ltd. | Reduce -75.5% | 0.33% | −0.77 |
| TTMI TTM Technologies | Sold out | 0.00% | −0.76 |
| PSA Public Storage | Reduce -75.8% | 0.18% | −0.53 |
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −0.52 |
| AAPL Apple Inc. | Reduce -2.5% | 2.61% | −0.24 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 2.03% | −0.21 |
| YELP Yelp Inc. | Reduce -7.6% | 0.60% | −0.19 |
| ABNB Airbnb Inc. Class A | Reduce -11.7% | 0.91% | −0.19 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.18 |
| JBL Jabil Inc. | Reduce -21.3% | 1.96% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 1.05% | −0.16 |
| VOYA Voya Financial Inc. | Reduce -3.0% | 1.07% | −0.12 |
| SCHW Schwab (charles) Corp. | Reduce -0.8% | 1.89% | −0.12 |
| USB US Bancorp | Reduce -2.1% | 2.03% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.47% | −0.08 |
| BYD Boyd Gaming Corp. | Reduce -4.8% | 0.85% | −0.07 |
| TXT Textron Inc. | Reduce -6.2% | 0.81% | −0.04 |
| UPS United Parcel Service Class B | Reduce -4.9% | 0.81% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.3% | 0.36% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -5.3% | 0.53% | −0.04 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.14% | −0.04 |
| SWK Stanley Black & Decker Inc. | Reduce -1.1% | 0.64% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.9% | 0.91% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -13.5% | 0.20% | −0.02 |
| APLE Apple Hospitality REIT Inc. | Reduce -2.2% | 0.46% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.23% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.3% | 1.65% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -6.3% | 0.45% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.3% | 1.08% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -0.8% | 1.13% | +0.01 |
| GLD SPDR Gold Shares | Reduce -4.4% | 0.19% | +0.01 |
| MCHP Microchip Technology Inc. | Reduce -0.9% | 1.00% | +0.01 |
| ETN Eaton Corp. PLC | Reduce -7.8% | 0.39% | +0.02 |
| SUI Sun Communities Inc. | Reduce -0.2% | 0.80% | +0.02 |
| WSM Williams-Sonoma Inc. | Reduce -0.3% | 1.31% | +0.03 |
| NUE Nucor Corp. | Reduce -0.8% | 0.99% | +0.03 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -1.0% | 1.21% | +0.04 |
| CAT Caterpillar Inc. | Reduce -17.8% | 1.80% | +0.04 |
| CMI Cummins Inc. | Reduce -2.9% | 1.89% | +0.06 |
| OSIS Osi Systems Inc. | Reduce -0.5% | 1.46% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.7% | 1.52% | +0.07 |
| AMAT Applied Materials Inc. | Reduce -22.8% | 2.22% | +0.07 |
| PCAR Paccar Inc. | Reduce -0.9% | 1.49% | +0.07 |
| HII Huntington Ingalls Industrie | Reduce -3.6% | 1.05% | +0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.29% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.6% | 1.85% | +0.15 |
| BWXT BWX Technologies Inc. | Reduce -0.8% | 1.07% | +0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| OLED Universal Display Corp. | New | 0.76% | +0.76 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.76% | +0.76 |
| BAC Bank of America Corp. | New | 0.75% | +0.75 |
| DOLE Dole PLC | New | 0.66% | +0.66 |
| QLYS Qualys Inc. | New | 0.62% | +0.62 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.60% | +0.60 |
| CBT Cabot Corp. | Add +26.5% | 0.76% | +0.23 |
| KNF Knife River Corp. | Add +2.9% | 0.85% | +0.14 |
| COST Costco Wholesale Corp. | New | 0.14% | +0.14 |
| PFE Pfizer Inc. | Add +0.5% | 1.06% | +0.13 |
| HON Honeywell International Inc. | New | 0.13% | +0.13 |
| APD Air Products & Chemicals Inc. | Add +3.3% | 0.70% | +0.13 |
| TEX Terex Corp. | Add +0.6% | 0.97% | +0.11 |
| CMCSA Comcast Corp. Class A | Add +15.4% | 0.96% | +0.10 |
| SON Sonoco Products Co. | Add +6.0% | 0.39% | +0.10 |
| ARE Alexandria Real Estate Equit | Add +38.3% | 0.39% | +0.09 |
| KIM Kimco Realty Corp. | Add +0.2% | 0.76% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.1% | 2.35% | +0.07 |
| ZTS Zoetis Inc. | Add +13.9% | 0.95% | +0.07 |
| FLS Flowserve Corp. | Add +2.5% | 0.74% | +0.06 |
| HD Home Depot Inc. | Add +12.6% | 0.75% | +0.06 |
| FPX First Trust US Equity Opport | Add +10.1% | 0.75% | +0.05 |
| CARR Carrier Global Corp. | Add +1.0% | 0.64% | +0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +12.2% | 0.29% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +13.0% | 0.25% | +0.03 |
| FISV Fiserv Inc. | Add +23.9% | 0.86% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.0% | 0.63% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +4.4% | 0.28% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +31.1% | 0.93% | +0.02 |
| SNY Sanofi-ADR | Add +1.9% | 1.08% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.5% | 0.18% | +0.01 |
| UFPI Ufp Industries Inc. | Add +0.1% | 0.63% | +0.01 |
| MLI Mueller Industries Inc. | Add +3.2% | 0.88% | +0.00 |
| ZBRA Zebra Technologies Corp. Class A | Add +15.3% | 1.03% | −0.00 |
| TCHP T Rowe Price Blue Chip Growt | Add +2.1% | 0.19% | −0.02 |
| BANR Banner Corporation | Add +0.2% | 0.81% | −0.02 |
| ICE Intercontinental Exchange Inc. | Add +0.1% | 1.30% | −0.03 |
| ROCK Gibraltar Industries Inc. | Add +14.1% | 0.52% | −0.04 |
| MDT Medtronic PLC | Add +6.3% | 1.20% | −0.04 |
| NSIT Insight Enterprises Inc. | Add +9.0% | 0.44% | −0.05 |
| CVCO Cavco Industries Inc. | Add +10.5% | 0.84% | −0.08 |
| AIZ Assurant Inc. | Add +0.8% | 1.04% | −0.09 |
| PAYC Paycom Software Inc. | Add +11.2% | 0.65% | −0.11 |
| CMC Commercial Metals Co. | Add +0.1% | 0.96% | −0.11 |
| JLL Jones Lang Lasalle Inc. | Add +0.5% | 1.36% | −0.13 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.12% | −0.20 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.82% | −0.25 |
| CTSH Cognizant Tech Solutions-A | Add +4.2% | 0.92% | −0.27 |
| ORCL Oracle Corp. | Add +1.2% | 0.96% | −0.29 |
| MSFT Microsoft Corp. | Add +3.3% | 2.23% | −0.57 |
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 |