Cascade Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Cascade Investment Advisors, Inc.Investment ActivityCascade Investment Advisors, Inc. has $155.92 million in total holdings as of December 31, 2024.Cascade Investment Advisors, Inc. owns shares of 113 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 3.69% of the portfolio was sold this quarter.This quarter, Cascade Investment Advisors, Inc. has purchased 111 new stocks and bought additional shares in 50 stocks.Cascade Investment Advisors, Inc. sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $4,864,409Microsoft $4,438,817Amazon.com $3,894,831Alphabet $3,324,676U.S. Bancorp $3,135,257 Largest New Holdings this Quarter EVERUS CONSTR GROUP $1,272,263 HoldingStanley Black & Decker $1,076,287 HoldingTerex $1,069,993 HoldingAkamai Technologies $826,894 HoldingVanguard High Dividend Yield ETF $410,202 Holding Largest Purchases this Quarter EVERUS CONSTR GROUP 19,350 shares (about $1.27M)Stanley Black & Decker 13,405 shares (about $1.08M)Terex 23,150 shares (about $1.07M)Akamai Technologies 8,645 shares (about $826.89K)Vanguard High Dividend Yield ETF 3,215 shares (about $410.20K) Largest Sales this Quarter Meta Platforms 313 shares (about $183.26K)Alphabet 615 shares (about $116.42K)Caterpillar 300 shares (about $108.83K)Vishay Intertechnology 6,200 shares (about $105.03K)Vanguard ESG US Stock ETF 808 shares (about $84.75K) 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$4,864,409$44,575 ▼-0.9%19,4253.1%Computer and TechnologyMSFTMicrosoft$4,438,817$42,150 ▼-0.9%10,5312.8%Computer and TechnologyAMZNAmazon.com$3,894,831$9,214 ▲0.2%17,7532.5%Retail/WholesaleGOOGLAlphabet$3,324,676$116,420 ▼-3.4%17,5632.1%Computer and TechnologyUSBU.S. Bancorp$3,135,257$84,516 ▼-2.6%65,5502.0%FinanceJBLJabil$2,774,104$719 ▲0.0%19,2781.8%Computer and TechnologySCHWCharles Schwab$2,765,384$8,141 ▲0.3%37,3651.8%FinanceWSMWilliams-Sonoma$2,698,628$64,813 ▼-2.3%14,5731.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,596,118$155,918 ▲6.4%8,9581.7%ETFMETAMeta Platforms$2,530,574$183,265 ▼-6.8%4,3221.6%Computer and TechnologyORCLOracle$2,515,764$24,996 ▼-1.0%15,0971.6%Computer and TechnologyCMICummins$2,474,711$22,659 ▼-0.9%7,0991.6%Auto/Tires/TrucksCSCOCisco Systems$2,403,994$21,312 ▲0.9%40,6081.5%Computer and TechnologyHLTHilton Worldwide$2,372,983$43,253 ▼-1.8%9,6011.5%Consumer DiscretionaryAMATApplied Materials$2,239,740$20,329 ▲0.9%13,7721.4%Computer and TechnologyPCARPACCAR$2,225,716$81,864 ▼-3.5%21,3971.4%Auto/Tires/TrucksCATCaterpillar$2,218,277$108,828 ▼-4.7%6,1151.4%Industrial ProductsNVSNovartis$2,198,719$27,733 ▲1.3%22,5951.4%MedicalTXRHTexas Roadhouse$2,143,508$31,575 ▼-1.5%11,8801.4%Retail/WholesaleFDXFedEx$2,106,036$4,220 ▼-0.2%7,4861.4%TransportationICEIntercontinental Exchange$2,037,265$16,391 ▲0.8%13,6721.3%FinancePYPLPayPal$2,033,464$13,229 ▲0.7%23,8251.3%Computer and TechnologyJLLJones Lang LaSalle$1,990,187$7,594 ▼-0.4%7,8621.3%FinanceSPGSimon Property Group$1,930,991$6,888 ▼-0.4%11,2131.2%FinanceCTSHCognizant Technology Solutions$1,884,973$20,763 ▼-1.1%24,5121.2%Computer and TechnologyOSISOSI Systems$1,795,854$80,534 ▲4.7%10,7261.2%Computer and TechnologySBUXStarbucks$1,793,063$12,775 ▼-0.7%19,6501.1%Retail/WholesaleMDTMedtronic$1,759,277$11,183 ▲0.6%22,0241.1%MedicalSNYSanofi$1,710,670$7,235 ▲0.4%35,4691.1%MedicalZBRAZebra Technologies$1,704,003$9,656 ▲0.6%4,4121.1%Industrial ProductsKMIKinder Morgan$1,690,196$29,455 ▼-1.7%61,6861.1%Oils/EnergyPFEPfizer$1,675,210$85,825 ▲5.4%63,1441.1%MedicalSKXSkechers U.S.A.$1,674,276$120,696 ▲7.8%24,9001.1%Consumer DiscretionaryMETMetLife$1,667,077$409 ▲0.0%20,3601.1%FinanceEMREmerson Electric$1,665,991$35,940 ▲2.2%13,4431.1%Industrial ProductsCHRWC.H. Robinson Worldwide$1,651,777$10,849 ▲0.7%15,9871.1%TransportationQCOMQUALCOMM$1,602,103$3,841 ▲0.2%10,4291.0%Computer and TechnologyPAYCPaycom Software$1,598,561$91,212 ▲6.1%7,7991.0%Computer and TechnologyAIZAssurant$1,592,540$10,661 ▲0.7%7,4691.0%FinanceKNFKnife River$1,556,617$24,394 ▼-1.5%15,3151.0%ConstructionNTRNutrien$1,556,137$26,403 ▲1.7%34,7741.0%Basic MaterialsBANRBanner$1,525,361$2,671 ▲0.2%22,8451.0%FinanceBYDBoyd Gaming$1,521,962$2,176 ▲0.1%20,9811.0%Consumer DiscretionaryABNBAirbnb$1,508,587$233,910 ▲18.4%11,4801.0%Consumer DiscretionaryCOPConocoPhillips$1,500,938$6,446 ▼-0.4%15,1351.0%Oils/EnergyMDUMDU Resources Group$1,470,901$258,767 ▲21.3%81,6260.9%UtilitiesJNJJohnson & Johnson$1,466,783$33,987 ▲2.4%10,1420.9%MedicalMCHPMicrochip Technology$1,465,579$86,312 ▲6.3%25,5550.9%Computer and TechnologyCMCCommercial Metals$1,441,3760.0%29,0600.9%Basic MaterialsCSXCSX$1,436,693$25,816 ▲1.8%44,5210.9%TransportationNSITInsight Enterprises$1,416,051$2,282 ▼-0.2%9,3100.9%Retail/WholesalePSAPublic Storage$1,413,0570.0%4,7190.9%FinanceVOYAVoya Financial$1,390,710$318,339 ▲29.7%20,2050.9%FinanceSONSonoco Products$1,355,441$38,103 ▲2.9%27,7470.9%Industrial ProductsKIMKimco Realty$1,330,121$9,372 ▼-0.7%56,7700.9%FinanceCTRACoterra Energy$1,328,974$3,193 ▲0.2%52,0350.9%Oils/EnergyWYWeyerhaeuser$1,326,569$14,779 ▲1.1%47,1250.9%ConstructionHDHome Depot$1,286,390$5,835 ▼-0.5%3,3070.8%Retail/WholesaleSUISun Communities$1,275,568$10,452 ▲0.8%10,3730.8%FinanceEVERUS CONSTR GROUP$1,272,263$1,272,263 ▲New Holding19,3500.8%COMTGTTarget$1,263,122$25,684 ▼-2.0%9,3440.8%Retail/WholesaleCMCOColumbus McKinnon$1,233,016$21,972 ▲1.8%33,1100.8%Industrial ProductsNUENucor$1,221,370$9,337 ▲0.8%10,4650.8%Basic MaterialsROCKGibraltar Industries$1,210,690$37,107 ▲3.2%20,5550.8%ConstructionCARRCarrier Global$1,197,485$20,478 ▲1.7%17,5430.8%Computer and TechnologyCVXChevron$1,185,081$3,621 ▲0.3%8,1820.8%Oils/EnergyPLUSePlus$1,182,376$20,317 ▲1.7%16,0040.8%Computer and TechnologyBAXBaxter International$1,175,877$28,431 ▲2.5%40,3250.8%MedicalORealty Income$1,174,2720.0%21,9860.8%FinanceBRK.BBerkshire Hathaway$1,130,934$6,799 ▼-0.6%2,4950.7%FinanceUFPIUFP Industries$1,128,0770.0%10,0140.7%ConstructionAREAlexandria Real Estate Equities$1,107,680$124,864 ▲12.7%11,3550.7%FinanceDEODiageo$1,094,9710.0%8,6130.7%Consumer StaplesWGOWinnebago Industries$1,094,066$18,156 ▲1.7%22,8980.7%ConstructionMDLZMondelez International$1,088,579$17,919 ▲1.7%18,2250.7%Consumer StaplesSWKStanley Black & Decker$1,076,287$1,076,287 ▲New Holding13,4050.7%Industrial ProductsTEXTerex$1,069,993$1,069,993 ▲New Holding23,1500.7%Industrial ProductsPKPark Hotels & Resorts$1,033,962$12,874 ▲1.3%73,4870.7%FinanceWFCWells Fargo & Company$1,012,861$47,763 ▼-4.5%14,4200.6%FinanceLOWLowe's Companies$990,162$13,574 ▲1.4%4,0120.6%Retail/WholesaleVSHVishay Intertechnology$918,995$105,028 ▼-10.3%54,2500.6%Computer and TechnologyJPMJPMorgan Chase & Co.$828,995$4,795 ▼-0.6%3,4580.5%FinanceAKAMAkamai Technologies$826,894$826,894 ▲New Holding8,6450.5%Computer and TechnologyAPLEApple Hospitality REIT$807,993$4,605 ▼-0.6%52,6380.5%FinanceFPXFirst Trust US Equity Opportunities ETF$724,9480.0%6,0660.5%ETFTTMITTM Technologies$713,419$5,569 ▲0.8%28,8250.5%Computer and TechnologyEPDEnterprise Products Partners$709,5510.0%22,6260.5%Oils/EnergyETNEaton$681,993$8,297 ▼-1.2%2,0550.4%Industrial ProductsESGVVanguard ESG US Stock ETF$644,234$84,751 ▼-11.6%6,1420.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$563,483$74,977 ▲15.3%11,1980.4%FinanceVYMVanguard High Dividend Yield ETF$410,202$410,202 ▲New Holding3,2150.3%ETFNOCNorthrop Grumman$395,1420.0%8420.3%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$385,966$259,839 ▲206.0%14,8050.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$382,5270.0%7,4800.2%ETFSPYSPDR S&P 500 ETF Trust$379,4110.0%6470.2%FinanceSCHASchwab US Small-Cap ETF$322,319$160,280 ▲98.9%12,4640.2%ETFCOSTCostco Wholesale$321,6110.0%3510.2%Retail/WholesaleXOMExxon Mobil$315,3010.0%2,9310.2%Oils/EnergyVUGVanguard Growth ETF$313,5760.0%7640.2%ETFPEPPepsiCo$303,7020.0%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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