Cascade Investment Advisors
Oregon City, ORfiles as Cascade Investment Advisors, Inc.
$183m in 113 US stocks at the end of 30 June 2026. The top 10 are 23.7% of the money. It changed about 11.1% of the portfolio this quarter.
Value
$183m
Stocks
113
Top 10 share
23.7%
Turnover
11.1%
What changed this quarter
New
Bought for the first time this quarter.
- AdobeADBE1.1% of the fund
- Devon EnergyDVN0.9% of the fund
- Amentum HoldingsAMTM0.8% of the fund
- Ameriprise FinancialAMP0.6% of the fund
- Micron TechnologyMU0.3% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI2.7% of the fund+7%
- QualysQLYS1.3% of the fund+45%
- Zebra TechnologiesZBRA1.2% of the fund+4%
- MedtronicMDT1.1% of the fund+12%
- Intercontinental ExchangeICE1.0% of the fund+12%
- PayPal HoldingsPYPL1.0% of the fund+27%
- First TR Exchange-Traded FDFPX1.0% of the fund+7%
- OracleORCL0.9% of the fund+7%
- ComcastCMCSA0.9% of the fund+20%
- PfizerPFE0.9% of the fund+7%
- Cognizant Technology SolutionsCTSH0.9% of the fund+65%
- Bank of AmericaBAC0.9% of the fund+6%
- UFP IndustriesUFPI0.8% of the fund+46%
- Home DepotHD0.8% of the fund+13%
- ZoetisZTS0.8% of the fund+57%
- Biomarin PharmaceuticalBMRN0.8% of the fund+16%
- TextronTXT0.8% of the fund+3%
- FiservFISV0.8% of the fund+16%
- Insight EnterprisesNSIT0.8% of the fund+7%
- Universal DisplayOLED0.8% of the fund+17%
- Sun CommunitiesSUI0.8% of the fund+10%
- NutrienNTR0.7% of the fund+177%
- Paycom SoftwarePAYC0.7% of the fund+12%
- Air Products & ChemicalsAPD0.7% of the fund+5%
- Vanguard Intl Equity Index FVEU0.7% of the fund+7%
Cut
Sold some of their stake.
- Applied MaterialsAMAT3.2% of the fund-25%
- AppleAAPL2.7% of the fund-2%
- AlphabetGOOGL2.3% of the fund-3%
- JabilJBL2.3% of the fund-14%
- Amazon.comAMZN2.2% of the fund-3%
- CumminsCMI2.1% of the fund-8%
- CaterpillarCAT2.1% of the fund-16%
- Cisco SystemsCSCO2.0% of the fund-12%
- Novartis AGNVS1.7% of the fund-2%
- Hilton Worldwide HoldingsHLT1.5% of the fund-3%
- Jones Lang LasalleJLL1.3% of the fund-2%
- Microchip TechnologyMCHP1.2% of the fund-4%
- Simon Property GroupSPG1.2% of the fund-3%
- NucorNUE1.2% of the fund-4%
- Voya FinancialVOYA1.2% of the fund-11%
- Akamai TechnologiesAKAM1.0% of the fund-6%
- Cavco IndustriesCVCO1.0% of the fund-2%
- Kinder MorganKMI1.0% of the fund-7%
- Mueller IndustriesMLI0.9% of the fund-2%
- ConocoPhillipsCOP0.9% of the fund-2%
- CabotCBT0.8% of the fund-2%
- Huntington Ingalls IndustriesHII0.7% of the fund-7%
- JPMorgan ChaseJPM0.5% of the fund-2%
- Spdr Series TrustSPYV0.3% of the fund-2%
- Vanguard World FDESGV0.2% of the fund-39%
Sold out
Sold their entire stake.
- Coterra EnergyCTRA-100%
- TerexTEX-100%
- Boyd GamingBYD-100%
- Gibraltar IndustriesROCK-100%
- Apple Hospitality REITAPLE-100%
- Alexandria Real Estate EquitiesARE-100%
- Public StoragePSA-100%
- Honeywell InternationalHON-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 2.7%
- Value
- $5m
- Shares
- 13,226
+7%
- First TR Exchange-Traded FDFPX
- Share
- 1.0%
- Value
- $2m
- Shares
- 8,552
+7%
- Sanofi SASNY
- Share
- 0.9%
- Value
- $2m
- Shares
- 38,343
Held
- NutrienNTR
- Share
- 0.7%
- Value
- $1m
- Shares
- 20,631
+177%
- Vanguard Intl Equity Index FVEU
- Share
- 0.7%
- Value
- $1m
- Shares
- 14,469
+7%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $748,850
- Shares
- 1
Held
- Schwab Strategic TRSCHV
- Share
- 0.3%
- Value
- $563,574
- Shares
- 16,190
+4%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $534,413
- Shares
- 6,204
Held
- Spdr Series TrustSPYV
- Share
- 0.3%
- Value
- $514,891
- Shares
- 8,470
-2%
- Wisdomtree TRUSFR
- Share
- 0.3%
- Value
- $514,527
- Shares
- 10,219
+20%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $452,819
- Shares
- 606
Held
- T Rowe Price Exchange-TradedTCHP
- Share
- 0.2%
- Value
- $450,209
- Shares
- 8,988
+22%
- Vanguard World FDESGV
- Share
- 0.2%
- Value
- $436,392
- Shares
- 3,300
-39%
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $340,189
- Shares
- 1,561
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Applied MaterialsAMAT | 3.2% | $6m | 8,192 | -25% |
| AppleAAPL | 2.7% | $5m | 17,032 | -2% |
| Vanguard Index FDSVTI | 2.7% | $5m | 13,226 | +7% |
| AlphabetGOOGL | 2.3% | $4m | 11,614 | -3% |
| JabilJBL | 2.3% | $4m | 10,716 | -14% |
| Amazon.comAMZN | 2.2% | $4m | 16,687 | -3% |
| US BancorpUSB | 2.1% | $4m | 65,150 | Held |
| CumminsCMI | 2.1% | $4m | 5,444 | -8% |
| MicrosoftMSFT | 2.1% | $4m | 10,319 | Held |
| CaterpillarCAT | 2.1% | $4m | 3,595 | -16% |
| Cisco SystemsCSCO | 2.0% | $4m | 31,673 | -12% |
| Charles SchwabSCHW | 1.7% | $3m | 34,445 | Held |
| Novartis AGNVS | 1.7% | $3m | 20,060 | -2% |
| Williams SonomaWSM | 1.5% | $3m | 12,028 | Held |
| Hilton Worldwide HoldingsHLT | 1.5% | $3m | 8,201 | -3% |
| PaccarPCAR | 1.4% | $3m | 21,548 | Held |
| QualysQLYS | 1.3% | $2m | 17,300 | +45% |
| Johnson & JohnsonJNJ | 1.3% | $2m | 9,319 | Held |
| Jones Lang LasalleJLL | 1.3% | $2m | 7,402 | -2% |
| Zebra TechnologiesZBRA | 1.2% | $2m | 8,662 | +4% |
| Microchip TechnologyMCHP | 1.2% | $2m | 24,950 | -4% |
| C. H. Robinson WorldwideCHRW | 1.2% | $2m | 12,040 | Held |
| Simon Property GroupSPG | 1.2% | $2m | 9,908 | -3% |
| AssurantAIZ | 1.2% | $2m | 7,994 | Held |
| NucorNUE | 1.2% | $2m | 9,538 | -4% |
| Voya FinancialVOYA | 1.2% | $2m | 23,415 | -11% |
| MedtronicMDT | 1.1% | $2m | 26,244 | +12% |
| OSI SystemsOSIS | 1.1% | $2m | 9,263 | Held |
| QualcommQCOM | 1.1% | $2m | 10,789 | Held |
| Emerson ElectricEMR | 1.1% | $2m | 13,823 | Held |
| AdobeADBE | 1.1% | $2m | 9,475 | New |
| Intercontinental ExchangeICE | 1.0% | $2m | 15,571 | +12% |
| PayPal HoldingsPYPL | 1.0% | $2m | 44,255 | +27% |
| Akamai TechnologiesAKAM | 1.0% | $2m | 15,182 | -6% |
| Cavco IndustriesCVCO | 1.0% | $2m | 2,875 | -2% |
| First TR Exchange-Traded FDFPX | 1.0% | $2m | 8,552 | +7% |
| Kinder MorganKMI | 1.0% | $2m | 54,536 | -7% |
| AirbnbABNB | 0.9% | $2m | 12,125 | Held |
| OracleORCL | 0.9% | $2m | 11,796 | +7% |
| BWX TechnologiesBWXT | 0.9% | $2m | 8,869 | Held |
| Meta PlatformsMETA | 0.9% | $2m | 3,057 | Held |
| ComcastCMCSA | 0.9% | $2m | 67,641 | +20% |
| Sanofi SASNY | 0.9% | $2m | 38,343 | Held |
| Commercial MetalsCMC | 0.9% | $2m | 26,065 | Held |
| PfizerPFE | 0.9% | $2m | 67,874 | +7% |
| Mueller IndustriesMLI | 0.9% | $2m | 13,205 | -2% |
| Cognizant Technology SolutionsCTSH | 0.9% | $2m | 41,647 | +65% |
| Devon EnergyDVN | 0.9% | $2m | 38,732 | New |
| FedExFDX | 0.9% | $2m | 5,066 | Held |
| ConocoPhillipsCOP | 0.9% | $2m | 15,085 | -2% |
| Bank of AmericaBAC | 0.9% | $2m | 27,494 | +6% |
| UFP IndustriesUFPI | 0.8% | $2m | 16,969 | +46% |
| Home DepotHD | 0.8% | $2m | 4,347 | +13% |
| ZoetisZTS | 0.8% | $2m | 21,265 | +57% |
| Mondelez InternationalMDLZ | 0.8% | $2m | 26,203 | Held |
| CabotCBT | 0.8% | $2m | 16,685 | -2% |
| Biomarin PharmaceuticalBMRN | 0.8% | $2m | 26,465 | +16% |
| Amentum HoldingsAMTM | 0.8% | $1m | 72,340 | New |
| United Parcel ServiceUPS | 0.8% | $1m | 13,851 | Held |
| BannerBANR | 0.8% | $1m | 22,305 | Held |
| TextronTXT | 0.8% | $1m | 16,085 | +3% |
| FiservFISV | 0.8% | $1m | 30,059 | +16% |
| Knife RiverKNF | 0.8% | $1m | 17,614 | Held |
| Stanley Black & DeckerSWK | 0.8% | $1m | 15,440 | Held |
| Kimco RealtyKIM | 0.8% | $1m | 56,755 | Held |
| Insight EnterprisesNSIT | 0.8% | $1m | 11,765 | +7% |
| Universal DisplayOLED | 0.8% | $1m | 16,530 | +17% |
| Sun CommunitiesSUI | 0.8% | $1m | 11,728 | +10% |
| Carrier GlobalCARR | 0.8% | $1m | 19,033 | Held |
| NutrienNTR | 0.7% | $1m | 20,631 | +177% |
| ChevronCVX | 0.7% | $1m | 7,808 | Held |
| FlowserveFLS | 0.7% | $1m | 17,275 | Held |
| Paycom SoftwarePAYC | 0.7% | $1m | 10,031 | +12% |
| Air Products & ChemicalsAPD | 0.7% | $1m | 4,294 | +5% |
| Vanguard Intl Equity Index FVEU | 0.7% | $1m | 14,469 | +7% |
| Huntington Ingalls IndustriesHII | 0.7% | $1m | 4,318 | -7% |
| YelpYELP | 0.6% | $1m | 46,965 | +14% |
| Berkshire HathawayBRK-B | 0.6% | $1m | 2,290 | +3% |
| DoleDOLE | 0.6% | $1m | 83,175 | +6% |
| Ameriprise FinancialAMP | 0.6% | $1m | 2,405 | New |
| Wells Fargo & CompanyWFC | 0.6% | $1m | 12,747 | Held |
| JPMorgan ChaseJPM | 0.5% | $861,312 | 2,631 | -2% |
| Lowe's CompaniesLOW | 0.5% | $860,352 | 3,902 | +4% |
| Enterprise Products Partners L.P.EPD | 0.5% | $839,084 | 22,826 | Held |
| EatonETN | 0.4% | $778,947 | 1,828 | Held |
| WeyerhaeuserWY | 0.4% | $759,137 | 31,710 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $748,850 | 1 | Held |
| Sonoco ProductsSON | 0.4% | $711,250 | 12,622 | +3% |
| Schwab Strategic TRSCHV | 0.3% | $563,574 | 16,190 | +4% |
| Vanguard Index FDSVUG | 0.3% | $534,413 | 6,204 | Held |
| Spdr Series TrustSPYV | 0.3% | $514,891 | 8,470 | -2% |
| Wisdomtree TRUSFR | 0.3% | $514,527 | 10,219 | +20% |
| Micron TechnologyMU | 0.3% | $490,573 | 425 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $452,819 | 606 | Held |
| T Rowe Price Exchange-TradedTCHP | 0.2% | $450,209 | 8,988 | +22% |
| Vanguard World FDESGV | 0.2% | $436,392 | 3,300 | -39% |
| Northrop GrummanNOC | 0.2% | $428,839 | 842 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $399,787 | 2,924 | Held |
| Gilead SciencesGILD | 0.2% | $348,698 | 2,760 | Held |
| Vanguard Index FDSVTV | 0.2% | $340,189 | 1,561 | Held |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.7% since 30 June 2025.
Where the money is
Technology24.7%
Industrials16.7%
Financial services13.2%
Retail & consumer9.0%
Health care7.1%
Materials6.4%
Real estate4.4%
Media & telecom4.1%
Energy3.6%
Everyday goods1.7%
Utilities0.6%
Other8.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.