Cascade Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Cascade Investment Advisors, Inc.Investment ActivityCascade Investment Advisors, Inc. has $155.72 million in total holdings as of June 30, 2025.Cascade Investment Advisors, Inc. owns shares of 110 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 6.36% of the portfolio was sold this quarter.This quarter, Cascade Investment Advisors, Inc. has purchased 113 new stocks and bought additional shares in 30 stocks.Cascade Investment Advisors, Inc. sold shares of 57 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $5,151,675Amazon.com $3,800,493Apple $3,788,054Jabil $3,783,163Charles Schwab $3,280,078 Largest New Holdings this Quarter 05605H100 - BWX Technologies $1,293,659 Holding149568107 - Cavco Industries $1,097,805 Holding624756102 - Mueller Industries $1,051,785 Holding39874R101 - Grocery Outlet $783,702 Holding009158106 - Air Products and Chemicals $536,196 Holding Largest Purchases this Quarter BWX Technologies 8,980 shares (about $1.29M)Cavco Industries 2,527 shares (about $1.10M)Mueller Industries 13,235 shares (about $1.05M)Grocery Outlet 63,100 shares (about $783.70K)Air Products and Chemicals 1,901 shares (about $536.20K) Largest Sales this Quarter Alphabet 3,165 shares (about $557.77K)Texas Roadhouse 1,857 shares (about $348.02K)Williams-Sonoma 2,083 shares (about $340.30K)Oracle 1,095 shares (about $239.40K)Sonoco Products 5,385 shares (about $234.57K) 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 PortfolioSectorMSFTMicrosoft$5,151,675$28,850 ▼-0.6%10,3573.3%Computer and TechnologyAMZNAmazon.com$3,800,493$40,587 ▼-1.1%17,3232.4%Retail/WholesaleAAPLApple$3,788,054$125,564 ▼-3.2%18,4632.4%Computer and TechnologyJBLJabil$3,783,163$152,670 ▼-3.9%17,3462.4%Computer and TechnologySCHWCharles Schwab$3,280,078$130,929 ▼-3.8%35,9502.1%FinanceVTIVanguard Total Stock Market ETF$3,263,904$321,254 ▲10.9%10,7392.1%ETFUSBU.S. Bancorp$3,081,525$31,675 ▲1.0%68,1002.0%FinanceORCLOracle$3,014,470$239,400 ▼-7.4%13,7881.9%Computer and TechnologyNVSNovartis$2,632,573$58,085 ▼-2.2%21,7551.7%MedicalCSCOCisco Systems$2,622,425$128,353 ▼-4.7%37,7981.7%Computer and TechnologyGOOGLAlphabet$2,606,089$557,768 ▼-17.6%14,7881.7%Computer and TechnologyAMATApplied Materials$2,605,452$74,143 ▲2.9%14,2321.7%Computer and TechnologyICEIntercontinental Exchange$2,513,722$9,173 ▼-0.4%13,7011.6%FinanceMETAMeta Platforms$2,364,840$90,047 ▼-3.7%3,2041.5%Computer and TechnologyHLTHilton Worldwide$2,362,702$136,100 ▼-5.4%8,8711.5%Consumer DiscretionaryCMICummins$2,254,510$6,550 ▼-0.3%6,8841.4%Auto/Tires/TrucksCATCaterpillar$2,166,212$209,633 ▼-8.8%5,5801.4%IndustrialsOSISOSI Systems$2,155,958$219,239 ▼-9.2%9,5881.4%Computer and TechnologyWSMWilliams-Sonoma$1,981,678$340,300 ▼-14.7%12,1301.3%Retail/WholesaleJLLJones Lang LaSalle$1,961,065$16,626 ▼-0.8%7,6671.3%FinancePCARPACCAR$1,947,304$77,474 ▼-3.8%20,4851.3%Auto/Tires/TrucksMDTMedtronic$1,931,164$8,281 ▲0.4%22,1541.2%MedicalCTSHCognizant Technology Solutions$1,920,865$5,462 ▼-0.3%24,6171.2%Computer and TechnologyMCHPMicrochip Technology$1,916,879$42,926 ▲2.3%27,2401.2%Computer and TechnologySBUXStarbucks$1,890,144$90,989 ▲5.1%20,6281.2%Retail/WholesaleTXRHTexas Roadhouse$1,863,418$348,020 ▼-15.7%9,9431.2%Retail/WholesalePYPLPayPal$1,861,344$27,870 ▼-1.5%25,0451.2%Business ServicesVOYAVoya Financial$1,853,100$33,725 ▲1.9%26,1001.2%FinanceNTRNutrien$1,786,221$58,240 ▼-3.2%30,6701.1%Basic MaterialsKMIKinder Morgan$1,768,733$33,075 ▼-1.8%60,1611.1%EnergyPAYCPaycom Software$1,746,839$67,106 ▼-3.7%7,5491.1%Computer and TechnologyEMREmerson Electric$1,731,023$94,664 ▼-5.2%12,9831.1%IndustrialsSPGSimon Property Group$1,710,969$44,209 ▼-2.5%10,6431.1%FinanceEVERUS CONSTR GROUP$1,670,204$45,233 ▼-2.6%26,2901.1%COMSNYSanofi$1,668,821$8,454 ▲0.5%34,5441.1%MedicalQCOMQUALCOMM$1,661,719$796 ▲0.0%10,4341.1%Computer and TechnologyMDUMDU Resources Group$1,656,681$265,053 ▲19.0%99,3811.1%UtilitiesABNBAirbnb$1,616,533$38,379 ▲2.4%12,2151.0%Consumer DiscretionaryMETMetLife$1,585,882$40,210 ▼-2.5%19,7201.0%FinanceCHRWC.H. Robinson Worldwide$1,547,386$5,757 ▼-0.4%16,1271.0%TransportationPFEPfizer$1,536,065$25,210 ▼-1.6%63,3691.0%MedicalAIZAssurant$1,513,168$36,141 ▲2.4%7,6621.0%FinanceBYDBoyd Gaming$1,512,655$117,345 ▼-7.2%19,3361.0%Consumer DiscretionaryJNJJohnson & Johnson$1,479,738$72,559 ▼-4.7%9,6871.0%MedicalZBRAZebra Technologies$1,440,350$38,545 ▲2.7%4,6710.9%IndustrialsGTLSChart Industries$1,434,925$84,795 ▲6.3%8,7150.9%IndustrialsBANRBanner$1,413,866$57,094 ▼-3.9%22,0400.9%FinanceCOPConocoPhillips$1,398,598$4,487 ▼-0.3%15,5850.9%EnergyUPSUnited Parcel Service$1,370,361$298,379 ▲27.8%13,5760.9%TransportationCTRACoterra Energy$1,333,719$18,147 ▲1.4%52,5500.9%EnergyPSAPublic Storage$1,323,031$60,151 ▼-4.3%4,5090.8%FinanceSUISun Communities$1,309,551$15,179 ▼-1.1%10,3530.8%FinanceCARRCarrier Global$1,296,780$5,489 ▼-0.4%17,7180.8%ConstructionAKAMAkamai Technologies$1,295,063$91,325 ▲7.6%16,2370.8%Computer and TechnologyBWXTBWX Technologies$1,293,659$1,293,659 ▲New Holding8,9800.8%AerospaceCMCCommercial Metals$1,275,573$128,633 ▼-9.2%26,0800.8%Basic MaterialsHIIHuntington Ingalls Industries$1,262,836$155,742 ▼-11.0%5,2300.8%AerospaceKNFKnife River$1,253,664$3,266 ▼-0.3%15,3560.8%ConstructionNSITInsight Enterprises$1,239,313$41,426 ▼-3.2%8,9750.8%Retail/WholesaleMDLZMondelez International$1,235,8380.0%18,3250.8%Consumer StaplesHDHome Depot$1,231,544$19,065 ▲1.6%3,3590.8%Retail/WholesaleNUENucor$1,230,371$134,333 ▼-9.8%9,4980.8%Basic MaterialsSWKStanley Black & Decker$1,173,091$95,189 ▲8.8%17,3150.8%IndustrialsCVXChevron$1,170,865$20,763 ▼-1.7%8,1770.8%EnergyKIMKimco Realty$1,155,469$37,836 ▼-3.2%54,9700.7%FinanceTEXTerex$1,154,644$22,178 ▲2.0%24,7300.7%IndustrialsWFCWells Fargo & Company$1,154,289$1,042 ▼-0.1%14,4070.7%FinanceBAXBaxter International$1,150,791$19,833 ▲1.8%38,0050.7%MedicalFDXFedEx$1,136,777$203,442 ▼-15.2%5,0010.7%TransportationCVCOCavco Industries$1,097,805$1,097,805 ▲New Holding2,5270.7%ConstructionTTMITTM Technologies$1,092,956$104,091 ▼-8.7%26,7750.7%Computer and TechnologyROCKGibraltar Industries$1,087,370$144,255 ▼-11.7%18,4300.7%ConstructionBRK.BBerkshire Hathaway$1,058,979$111,727 ▼-9.5%2,1800.7%FinanceMLIMueller Industries$1,051,785$1,051,785 ▲New Holding13,2350.7%IndustrialsUFPIUFP Industries$1,015,360$13,414 ▲1.3%10,2190.7%ConstructionFPXFirst Trust US Equity Opportunities ETF$984,084$2,898 ▲0.3%6,7910.6%ETFSONSonoco Products$979,534$234,571 ▼-19.3%22,4870.6%IndustrialsAREAlexandria Real Estate Equities$955,956$95,654 ▲11.1%13,1620.6%FinanceJPMJPMorgan Chase & Co.$951,8690.0%3,2830.6%FinanceLOWLowe's Companies$882,3770.0%3,9770.6%Retail/WholesaleGOGrocery Outlet$783,702$783,702 ▲New Holding63,1000.5%Consumer StaplesWYWeyerhaeuser$763,378$112,907 ▲17.4%29,7150.5%ConstructionUSFRWisdomTree Floating Rate Treasury Fund$750,726$73,453 ▲10.8%14,9220.5%FinanceWGOWinnebago Industries$736,948$32,625 ▲4.6%25,4120.5%ConstructionPKPark Hotels & Resorts$731,568$41,432 ▼-5.4%71,5120.5%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.5%FinanceFLSFlowserve$715,363$53,921 ▼-7.0%13,6650.5%IndustrialsEPDEnterprise Products Partners$699,7720.0%22,5660.4%EnergyETNEaton$697,915$35,699 ▼-4.9%1,9550.4%IndustrialsESGVVanguard ESG U.S. Stock ETF$673,4090.0%6,1420.4%ETFAPLEApple Hospitality REIT$673,219$66,519 ▲11.0%57,6880.4%FinanceAPDAir Products and Chemicals$536,196$536,196 ▲New Holding1,9010.3%Basic MaterialsVYMVanguard High Dividend Yield ETF$428,5920.0%3,2150.3%ETFNOCNorthrop Grumman$420,9830.0%8420.3%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$412,947$1,079 ▲0.3%14,9240.3%ETFSPYSPDR S&P 500 ETF Trust$399,9770.0%6470.3%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$380,774$6,543 ▼-1.7%7,2750.2%ETFVUGVanguard Growth ETF$334,9380.0%7640.2%ETFXOMExxon Mobil$315,9750.0%2,9310.2%EnergySCHASchwab US Small-Cap ETF$315,3390.0%12,4640.2%ETFShowing 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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