Cascade Investment Advisors, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$168.9M
Q ending 2026-03-31
Prior quarter
$170.0M
Q ending 2025-12-31
Change
-0.7% QoQ · +14.2% YoY
Positions
116
reported holdings

Largest positions

Top 100 of 116 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$4.4M17K
Vanguard Index FdsVTIShares$4.0M12K
Microsoft CorpMSFTShares$3.8M10K
Applied Matls IncAMATShares$3.8M11K
Amazon Com IncAMZNShares$3.6M17K
Alphabet IncGOOGLShares$3.4M12K
Us Bancorp DelUSBShares$3.4M66K
Jabil IncJBLShares$3.3M12K
Cummins IncCMIShares$3.2M6K
Schwab Charles CorpSCHWShares$3.2M34K
Novartis AgNVSShares$3.1M21K
Caterpillar IncCATShares$3.0M4K
Cisco Sys IncCSCOShares$2.8M36K
Everus Constr GroupECGShares$2.7M23K
Hilton Worldwide Hldgs IncHLTShares$2.6M8K
Paccar IncPCARShares$2.5M22K
Osi Systems IncOSISShares$2.5M9K
Johnson & JohnsonJNJShares$2.3M9K
Jones Lang Lasalle IncJLLShares$2.3M8K
Williams Sonoma IncWSMShares$2.2M12K
Intercontinental Exchange InICEShares$2.2M14K
ConocophillipsCOPShares$2.0M15K
C H Robinson Worldwide IncCHRWShares$2.0M12K
Medtronic PlcShares$2.0M23K
Kinder Morgan Inc DelKMIShares$2.0M59K
Coterra Energy IncCTRAShares$2.0M56K
Simon Ppty Group Inc NewSPGShares$1.9M10K
Akamai Technologies IncAKAMShares$1.9M16K
Fedex CorpFDXShares$1.8M5K
Emerson Elec CoEMRShares$1.8M14K
Sanofi SaSNYShares$1.8M38K
Voya Financial IncVOYAShares$1.8M26K
Bwx Technologies IncBWXTShares$1.8M9K
Pfizer IncPFEShares$1.8M64K
Meta Platforms IncMETAShares$1.8M3K
Huntington Ingalls Inds IncHIIShares$1.8M5K
Assurant IncAIZShares$1.8M8K
Zebra Technologies CorporatiZBRAShares$1.7M8K
Microchip Technology Inc.MCHPShares$1.7M26K
Nucor CorpNUEShares$1.7M10K
Terex Corp NewTEXShares$1.6M28K
Chevron Corp NewCVXShares$1.6M8K
Comcast Corp NewCMCSAShares$1.6M57K
Commercial Metals CoCMCShares$1.6M26K
Oracle CorpORCLShares$1.6M11K
Zoetis IncZTSShares$1.6M14K
Paypal Hldgs IncPYPLShares$1.6M35K
Cognizant Technology SolutioCTSHShares$1.5M25K
Mondelez Intl IncMDLZShares$1.5M27K
Airbnb IncABNBShares$1.5M12K
Mueller Inds IncMLIShares$1.5M13K
Fiserv IncFISVShares$1.4M26K
Knife River CorpKNFShares$1.4M18K
Boyd Gaming CorpBYDShares$1.4M18K
Cavco Inds Inc DelCVCOShares$1.4M3K
Qualcomm IncQCOMShares$1.4M11K
Banner CorpBANRShares$1.4M23K
Textron IncTXTShares$1.4M16K
United Parcel Service IncUPSShares$1.4M14K
Sun Cmntys IncSUIShares$1.3M11K
Universal Display CorpOLEDShares$1.3M14K
Kimco Rlty CorpKIMShares$1.3M57K
Biomarin Pharmaceutical IncBMRNShares$1.3M23K
Cabot CorpCBTShares$1.3M17K
First Tr Exchange-Traded FdFPXShares$1.3M8K
Bank America CorpBACShares$1.3M26K
Home Depot IncHDShares$1.3M4K
Flowserve CorpFLSShares$1.3M17K
Air Prods & Chems IncAPDShares$1.2M4K
Dole PlcShares$1.1M79K
Paycom Software IncPAYCShares$1.1M9K
Carrier Global CorporationCARRShares$1.1M19K
Stanley Black & Decker IncSWKShares$1.1M15K
Ufp Industries IncUFPIShares$1.1M12K
Berkshire Hathaway Inc DelBRK/BShares$1.1M2K
Qualys IncQLYSShares$1.0M12K
Yelp IncYELPShares$1.0M41K
Vanguard Intl Equity Index FVEUShares$1.0M14K
Wells Fargo Co NewWFCShares$1.0M13K
Lowes Cos IncLOWShares$890K4K
Gibraltar Inds IncROCKShares$879K22K
Enterprise Prods Partners LEPDShares$864K23K
Jpmorgan Chase & Co.JPMShares$792K3K
Apple Hospitality Reit IncAPLEShares$770K67K
Weyerhaeuser Co Mtn BeWYShares$767K31K
Insight Enterprises IncNSITShares$737K11K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Sonoco Prods CoSONShares$663K12K
Eaton Corp PlcShares$654K2K
Alexandria Real Estate Eq InAREShares$651K14K
Vanguard World FdESGVShares$606K5K
Northrop Grumman CorpNOCShares$574K842
Nutrien LtdNTRShares$562K7K
Exxon Mobil CorpXOMShares$496K3K
Spdr Series TrustSPYVShares$491K9K
Schwab Strategic TrSCHVShares$475K16K
Vanguard Index FdsVUGShares$452K1K
Wisdomtree TrUSFRShares$428K9K
Spdr S&P 500 Etf TrSPYShares$394K606
Gilead Sciences IncGILDShares$385K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.