Cascade Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Cascade Investment Advisors, Inc.Investment ActivityCascade Investment Advisors, Inc. has $147.97 million in total holdings as of March 31, 2025.Cascade Investment Advisors, Inc. owns shares of 113 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 5.62% of the portfolio was purchased this quarter.About 6.46% of the portfolio was sold this quarter.This quarter, Cascade Investment Advisors, Inc. has purchased 113 new stocks and bought additional shares in 47 stocks.Cascade Investment Advisors, Inc. sold shares of 40 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $4,237,130Microsoft $3,909,687Amazon.com $3,331,072Charles Schwab $2,926,498U.S. Bancorp $2,845,628 Largest New Holdings this Quarter 446413106 - Huntington Ingalls Industries $1,198,735 Holding16115Q308 - Chart Industries $1,183,752 Holding911312106 - United Parcel Service $1,168,094 Holding084670108 - Berkshire Hathaway $798,442 Holding34354P105 - Flowserve $717,704 Holding Largest Purchases this Quarter Huntington Ingalls Industries 5,875 shares (about $1.20M)Chart Industries 8,200 shares (about $1.18M)United Parcel Service 10,620 shares (about $1.17M)Berkshire Hathaway 1 shares (about $798.44K)Flowserve 14,695 shares (about $717.70K) Largest Sales this Quarter Weyerhaeuser 21,805 shares (about $638.45K)Meta Platforms 996 shares (about $574.05K)FedEx 1,590 shares (about $387.61K)Jabil 1,232 shares (about $167.64K)Nutrien 3,104 shares (about $154.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCascade Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$4,237,130$77,746 ▼-1.8%19,0752.9%Computer and TechnologyMSFTMicrosoft$3,909,687$43,545 ▼-1.1%10,4152.6%Computer and TechnologyAMZNAmazon.com$3,331,072$46,614 ▼-1.4%17,5082.3%Retail/WholesaleSCHWCharles Schwab$2,926,498$1,566 ▲0.1%37,3852.0%FinanceUSBU.S. Bancorp$2,845,628$78,107 ▲2.8%67,4001.9%FinanceGOOGLAlphabet$2,776,252$60,310 ▲2.2%17,9531.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,661,001$198,984 ▲8.1%9,6821.8%ETFNVSNovartis$2,478,758$40,133 ▼-1.6%22,2351.7%MedicalJBLJabil$2,455,519$167,638 ▼-6.4%18,0461.7%Computer and TechnologyCSCOCisco Systems$2,446,678$59,242 ▼-2.4%39,6481.7%Computer and TechnologyICEIntercontinental Exchange$2,372,048$13,628 ▲0.6%13,7511.6%FinanceWSMWilliams-Sonoma$2,247,075$56,916 ▼-2.5%14,2131.5%Retail/WholesaleCMICummins$2,163,990$61,121 ▼-2.7%6,9041.5%Auto/Tires/TrucksHLTHilton Worldwide$2,134,874$49,833 ▼-2.3%9,3821.4%Consumer DiscretionaryORCLOracle$2,080,792$29,919 ▼-1.4%14,8831.4%Computer and TechnologyPCARPACCAR$2,073,981$9,445 ▼-0.5%21,3001.4%Auto/Tires/TrucksOSISOSI Systems$2,052,813$31,677 ▼-1.5%10,5631.4%Computer and TechnologyCATCaterpillar$2,018,376$1,649 ▲0.1%6,1201.4%IndustrialsAMATApplied Materials$2,006,574$7,982 ▲0.4%13,8271.4%Computer and TechnologyMDTMedtronic$1,982,222$3,145 ▲0.2%22,0591.3%MedicalTXRHTexas Roadhouse$1,966,234$13,330 ▼-0.7%11,8001.3%Retail/WholesaleSBUXStarbucks$1,925,997$1,471 ▼-0.1%19,6351.3%Retail/WholesaleMETAMeta Platforms$1,916,973$574,054 ▼-23.0%3,3261.3%Computer and TechnologyJLLJones Lang LaSalle$1,916,840$32,228 ▼-1.7%7,7321.3%FinanceSNYSanofi$1,906,105$61,006 ▼-3.1%34,3691.3%MedicalCTSHCognizant Technology Solutions$1,888,556$13,388 ▲0.7%24,6871.3%Computer and TechnologySPGSimon Property Group$1,813,261$48,994 ▼-2.6%10,9181.2%FinanceKMIKinder Morgan$1,748,490$11,412 ▼-0.6%61,2861.2%EnergyVOYAVoya Financial$1,736,350$367,259 ▲26.8%25,6251.2%FinancePAYCPaycom Software$1,712,665$8,739 ▲0.5%7,8391.2%Computer and TechnologyJNJJohnson & Johnson$1,685,319$3,317 ▲0.2%10,1621.1%MedicalPYPLPayPal$1,658,655$104,074 ▲6.7%25,4201.1%Computer and TechnologyCHRWC.H. Robinson Worldwide$1,657,549$20,480 ▲1.3%16,1871.1%TransportationCOPConocoPhillips$1,641,988$52,510 ▲3.3%15,6351.1%EnergyPFEPfizer$1,632,124$32,055 ▲2.0%64,4091.1%MedicalMETMetLife$1,623,464$11,241 ▼-0.7%20,2201.1%FinanceQCOMQUALCOMM$1,601,9990.0%10,4291.1%Computer and TechnologyNTRNutrien$1,573,049$154,176 ▼-8.9%31,6701.1%Basic MaterialsAIZAssurant$1,568,720$2,097 ▲0.1%7,4791.1%FinanceEMREmerson Electric$1,501,301$27,410 ▲1.9%13,6931.0%IndustrialsCTRACoterra Energy$1,498,032$5,780 ▼-0.4%51,8351.0%EnergySKXSkechers U.S.A.$1,472,022$58,200 ▲4.1%25,9251.0%Consumer DiscretionaryBANRBanner$1,462,246$5,420 ▲0.4%22,9301.0%FinanceFDXFedEx$1,437,327$387,610 ▼-21.2%5,8961.0%TransportationABNBAirbnb$1,424,561$53,160 ▲3.9%11,9251.0%Consumer DiscretionaryMDUMDU Resources Group$1,411,664$31,368 ▲2.3%83,4811.0%UtilitiesPSAPublic Storage$1,410,853$1,496 ▼-0.1%4,7141.0%FinanceCVXChevron$1,392,187$23,421 ▲1.7%8,3220.9%EnergyNSITInsight Enterprises$1,391,157$5,250 ▼-0.4%9,2750.9%Retail/WholesaleKNFKnife River$1,388,873$7,307 ▲0.5%15,3960.9%ConstructionBYDBoyd Gaming$1,371,634$9,545 ▼-0.7%20,8360.9%Consumer DiscretionarySUISun Communities$1,347,247$12,864 ▲1.0%10,4730.9%FinanceCMCCommercial Metals$1,320,947$16,103 ▼-1.2%28,7100.9%Basic MaterialsSONSonoco Products$1,316,673$5,905 ▲0.5%27,8720.9%IndustrialsMCHPMicrochip Technology$1,289,158$52,041 ▲4.2%26,6300.9%Computer and TechnologyZBRAZebra Technologies$1,284,518$37,863 ▲3.0%4,5460.9%IndustrialsBRK.BBerkshire Hathaway$1,283,518$45,269 ▼-3.4%2,4100.9%FinanceBAXBaxter International$1,278,491$101,834 ▼-7.4%37,3500.9%MedicalNUENucor$1,267,782$8,424 ▲0.7%10,5350.9%Basic MaterialsMDLZMondelez International$1,243,351$6,785 ▲0.5%18,3250.8%Consumer StaplesROCKGibraltar Industries$1,224,528$18,771 ▲1.6%20,8750.8%ConstructionSWKStanley Black & Decker$1,223,161$192,584 ▲18.7%15,9100.8%IndustrialsAKAMAkamai Technologies$1,214,906$518,984 ▲74.6%15,0920.8%Computer and TechnologyHDHome Depot$1,211,9820.0%3,3070.8%Retail/WholesaleKIMKimco Realty$1,205,7950.0%56,7700.8%FinanceHIIHuntington Ingalls Industries$1,198,735$1,198,735 ▲New Holding5,8750.8%AerospaceGTLSChart Industries$1,183,752$1,183,752 ▲New Holding8,2000.8%IndustrialsUPSUnited Parcel Service$1,168,094$1,168,094 ▲New Holding10,6200.8%TransportationCARRCarrier Global$1,128,076$15,850 ▲1.4%17,7930.8%Computer and TechnologyAREAlexandria Real Estate Equities$1,095,781$45,330 ▲4.3%11,8450.7%FinanceUFPIUFP Industries$1,079,391$7,493 ▲0.7%10,0840.7%ConstructionWFCWells Fargo & Company$1,035,2120.0%14,4200.7%FinanceEVERUS CONSTR GROUP$1,001,504$283,813 ▲39.5%27,0020.7%COMPLUSePlus$992,592$15,868 ▲1.6%16,2640.7%Computer and TechnologyLOWLowe's Companies$927,556$8,163 ▼-0.9%3,9770.6%Retail/WholesaleVSHVishay Intertechnology$916,635$54,060 ▲6.3%57,6500.6%Computer and TechnologyTEXTerex$916,354$41,747 ▲4.8%24,2550.6%IndustrialsWGOWinnebago Industries$836,930$47,865 ▲6.1%24,2870.6%ConstructionPKPark Hotels & Resorts$807,002$22,161 ▲2.8%75,5620.5%FinanceJPMJPMorgan Chase & Co.$805,400$42,932 ▼-5.1%3,2830.5%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.5%FinanceEPDEnterprise Products Partners$770,403$2,048 ▼-0.3%22,5660.5%EnergyFPXFirst Trust US Equity Opportunities ETF$756,592$78,777 ▲11.6%6,7710.5%ETFWYWeyerhaeuser$741,370$638,451 ▼-46.3%25,3200.5%ConstructionFLSFlowserve$717,704$717,704 ▲New Holding14,6950.5%IndustrialsUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$677,542$113,947 ▲20.2%13,4620.5%FinanceAPLEApple Hospitality REIT$671,165$8,391 ▼-1.2%51,9880.5%FinanceESGVVanguard ESG US Stock ETF$601,6090.0%6,1420.4%ETFTTMITTM Technologies$601,456$10,255 ▲1.7%29,3250.4%Computer and TechnologyETNEaton$558,6110.0%2,0550.4%IndustrialsNOCNorthrop Grumman$431,1120.0%8420.3%AerospaceVYMVanguard High Dividend Yield ETF$414,6060.0%3,2150.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$395,643$2,126 ▲0.5%14,8850.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$377,918$4,086 ▼-1.1%7,4000.3%ETFSPYSPDR S&P 500 ETF Trust$362,1320.0%6470.2%FinanceXOMExxon Mobil$348,5990.0%2,9310.2%EnergyCOSTCostco Wholesale$331,9690.0%3510.2%Retail/WholesaleABTAbbott Laboratories$316,5240.0%2,3860.2%MedicalGILDGilead Sciences$309,2580.0%2,7600.2%MedicalPEPPepsiCo$299,4670.0%1,9970.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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