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
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
10,415
3,909.7
-1.10%
2.640
-0.03%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
17,508
3,331.1
-1.38%
2.250
-0.03%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
SCHW
Charles Schwab Corp
37,385
2,926.5
+0.05%
1.980
0%
0.000
+26.21%
+30.29%
174,065.8
Capital Markets
USB
U.S. Bancorp
67,400
2,845.6
+2.82%
1.920
+0.05%
0.000
+20.93%
-2.26%
71,186.3
Banks
GOOGL
Alphabet Inc
17,953
2,776.3
+2.22%
1.880
+0.04%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
VTI
Vanguard Total Stock Market ETF
9,682
2,661.0
+8.08%
1.800
+0.13%
0.000
+19.82%
+7.35%
476,615.2
 
NVS
Novartis AG
22,235
2,478.8
-1.59%
1.680
-0.02%
0.000
+3.06%
+21.78%
222,482.5
Drug Manufacturers
JBL
Jabil Inc
18,046
2,455.5
-6.39%
1.660
-0.11%
0.020
+65.94%
+55.80%
24,037.3
Hardware
CSCO
Cisco Systems Inc
39,648
2,446.7
-2.36%
1.650
-0.04%
0.000
+22.77%
+17.21%
269,477.9
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
$34.39
8.28%
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
$254.49
34.10%
New holding
5,875
5,875
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.81%
●
103.65 ($124.98) 142.5
$103.46
-17.22%
Sold Out
0
-9,344
GTLS
Chart Industries Inc
2025-03-31
New Buy
New Buy
+0.80%
●
141.99 ($184.15) 218.35
$171.73
-6.74%
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
$99.22
-17.02%
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
$15.26
-41.26%
Sold Out
0
-33,110
O
Realty Income Corp
2025-03-31
Sold Out
Sold Out
-0.75%
●
51.67 ($55.35) 58.49
$56.47
2.02%
Sold Out
0
-21,986
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-0.70%
●
104.79 ($113.02) 126.12
$103.25
-8.64%
Sold Out
0
-8,613
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.54%
●
663000 ($729331) 801950
$710,978.50
-2.52%
New holding
1
1
FLS
Flowserve Corp
2025-03-31
New Buy
New Buy
+0.49%
●
46.47 ($56.79) 64.75
$54.68
-3.72%
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

Discussions on Cascade Investment Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.