CI

Cascade Investment Advisors, Inc.

13F
Cascade Investment Advisors, Inc.
Last update 2025-04-09 113 Stocks (7 new)
Value $148.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(2.86%)MSFT(2.64%)AMZN(2.25%)SCHW(1.98%)USB(1.92%)
Summary Stock Picks Current Portfolio
Cascade Investment Advisors, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
19,075
4,237.1
-1.80%
2.860
-0.06%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
10,415
3,909.7
-1.10%
2.640
-0.03%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AMZN
Amazon.com Inc
17,508
3,331.1
-1.38%
2.250
-0.03%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
SCHW
Charles Schwab Corp
37,385
2,926.5
+0.05%
1.980
0%
0.000
+24.96%
+29.73%
173,320.8
Capital Markets
USB
U.S. Bancorp
67,400
2,845.6
+2.82%
1.920
+0.05%
0.000
+19.67%
-1.26%
71,918.6
Banks
GOOGL
Alphabet Inc
17,953
2,776.3
+2.22%
1.880
+0.04%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
VTI
Vanguard Total Stock Market ETF
9,682
2,661.0
+8.08%
1.800
+0.13%
0.000
+19.96%
+7.60%
474,434.4
 
NVS
Novartis AG
22,235
2,478.8
-1.59%
1.680
-0.02%
0.000
+4.86%
+24.53%
223,478.6
Drug Manufacturers
JBL
Jabil Inc
18,046
2,455.5
-6.39%
1.660
-0.11%
0.020
+65.83%
+53.61%
23,700.3
Hardware
CSCO
Cisco Systems Inc
39,648
2,446.7
-2.36%
1.650
-0.04%
0.000
+24.58%
+17.40%
269,913.5
Hardware

Cascade Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

Cascade Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CSX
CSX Corp
2025-03-31
Sold Out
Sold Out
-0.92%
●
29.11 ($31.76) 33.67
$35.23
10.93%
Sold Out
0
-44,521
HII
Huntington Ingalls Industries Inc
2025-03-31
New Buy
New Buy
+0.81%
●
159.75 ($189.77) 208.61
$253.96
33.83%
New holding
5,875
5,875
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.81%
●
103.65 ($124.98) 142.5
$106.54
-14.75%
Sold Out
0
-9,344
GTLS
Chart Industries Inc
2025-03-31
New Buy
New Buy
+0.80%
●
141.99 ($184.15) 218.35
$168.19
-8.67%
New holding
8,200
8,200
UPS
United Parcel Service Inc
2025-03-31
New Buy
New Buy
+0.79%
●
109.66 ($119.57) 136.26
$101.14
-15.41%
New holding
10,620
10,620
CMCO
Columbus McKinnon Corp
2025-03-31
Sold Out
Sold Out
-0.79%
●
15.95 ($25.98) 37.61
$15.60
-39.95%
Sold Out
0
-33,110
O
Realty Income Corp
2025-03-31
Sold Out
Sold Out
-0.75%
●
51.67 ($55.35) 58.49
$57.84
4.50%
Sold Out
0
-21,986
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-0.70%
●
104.79 ($113.02) 126.12
$105.51
-6.64%
Sold Out
0
-8,613
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.54%
●
663000 ($729331) 801950
$714,710.00
-2.00%
New holding
1
1
FLS
Flowserve Corp
2025-03-31
New Buy
New Buy
+0.49%
●
46.47 ($56.79) 64.75
$53.87
-5.14%
New holding
14,695
14,695

Cascade Investment Advisors, Inc. Total Holding History ($B)

To

Cascade Investment Advisors, Inc.'s Asset Allocation

To

Cascade Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cascade Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Cascade Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cascade Investment Advisors, Inc.'s Holdings Heat Map

Size field:

Cascade Investment Advisors, Inc.'s Holdings Bubble Chart

Cascade Investment Advisors, Inc. News

  • 1

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