Cascade Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Cascade Investment Advisors, Inc.Investment ActivityCascade Investment Advisors, Inc. has $168.91 million in total holdings as of March 31, 2026.Cascade Investment Advisors, Inc. owns shares of 116 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 6.52% of the portfolio was purchased this quarter.About 8.32% of the portfolio was sold this quarter.This quarter, Cascade Investment Advisors, Inc. has purchased 113 new stocks and bought additional shares in 42 stocks.Cascade Investment Advisors, Inc. sold shares of 53 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $4,412,139Vanguard Total Stock Market ETF $3,963,287Microsoft $3,769,071Applied Materials $3,750,120Amazon.com $3,581,827 Largest New Holdings this Quarter 91347P105 - Universal Display $1,290,115 Holding09061G101 - BioMarin Pharmaceutical $1,284,300 Holding060505104 - Bank of America $1,266,476 HoldingG27907107 - Dole $1,122,837 Holding74758T303 - Qualys $1,044,976 Holding Largest Purchases this Quarter Universal Display 14,075 shares (about $1.29M)BioMarin Pharmaceutical 22,735 shares (about $1.28M)Bank of America 25,979 shares (about $1.27M)Dole 78,575 shares (about $1.12M)Qualys 11,895 shares (about $1.04M) Largest Sales this Quarter MDU Resources Group 88,470 shares (about $1.83M)Nutrien 22,955 shares (about $1.73M)Applied Materials 3,240 shares (about $1.11M)Public Storage 3,524 shares (about $954.58K)Jabil 3,360 shares (about $892.52K) 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$4,412,139$110,906 ▼-2.5%17,3852.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,963,287$264,027 ▲7.1%12,3542.3%ETFMSFTMicrosoft$3,769,071$119,935 ▲3.3%10,1822.2%Computer and TechnologyAMATApplied Materials$3,750,120$1,107,400 ▼-22.8%10,9722.2%Computer and TechnologyAMZNAmazon.com$3,581,827$24,992 ▲0.7%17,1982.1%Retail/WholesaleGOOGLAlphabet$3,434,329$73,328 ▼-2.1%11,9432.0%Computer and TechnologyUSBU.S. Bancorp$3,431,672$74,062 ▼-2.1%65,9812.0%FinanceJBLJabil$3,307,359$892,517 ▼-21.3%12,4512.0%Computer and TechnologyCMICummins$3,195,301$95,768 ▼-2.9%5,9391.9%Auto/Tires/TrucksSCHWCharles Schwab$3,185,922$23,965 ▼-0.7%33,9001.9%FinanceNVSNovartis$3,132,903$83,249 ▼-2.6%20,5101.9%MedicalCATCaterpillar$3,037,876$657,451 ▼-17.8%4,2881.8%IndustrialsCSCOCisco Systems$2,787,731$64,400 ▼-2.3%35,9291.7%Computer and TechnologyEVERUS CONSTR GROUP$2,730,728$117,352 ▼-4.1%23,1301.6%COMHLTHilton Worldwide$2,564,611$43,179 ▼-1.7%8,4341.5%Consumer DiscretionaryPCARPACCAR$2,523,444$22,754 ▼-0.9%21,8481.5%Auto/Tires/TrucksOSISOSI Systems$2,474,022$11,948 ▼-0.5%9,3181.5%Computer and TechnologyJNJJohnson & Johnson$2,316,636$2,444 ▼-0.1%9,4771.4%MedicalJLLJones Lang LaSalle$2,301,268$12,173 ▲0.5%7,5621.4%FinanceWSMWilliams-Sonoma$2,217,680$7,293 ▼-0.3%12,1631.3%Retail/WholesaleICEIntercontinental Exchange$2,194,213$1,573 ▲0.1%13,9511.3%FinanceCOPConocoPhillips$2,042,040$32,340 ▼-1.6%15,4701.2%EnergyCHRWC.H. Robinson Worldwide$2,038,509$19,928 ▼-1.0%12,2751.2%TransportationMDTMedtronic$2,026,224$120,444 ▲6.3%23,3841.2%MedicalKMIKinder Morgan$1,964,389$91,369 ▼-4.4%58,5861.2%EnergyCTRACoterra Energy$1,960,109$7,906 ▼-0.4%55,7801.2%EnergySPGSimon Property Group$1,908,761$14,922 ▼-0.8%10,2331.1%FinanceAKAMAkamai Technologies$1,859,077$103,365 ▼-5.3%16,1871.1%Computer and TechnologyFDXFedEx$1,834,683$1,781 ▼-0.1%5,1511.1%TransportationEMREmerson Electric$1,826,026$5,241 ▼-0.3%13,9371.1%IndustrialsSNYSanofi$1,819,903$33,003 ▲1.8%37,7731.1%MedicalVOYAVoya Financial$1,804,673$55,681 ▼-3.0%26,4151.1%FinanceBWXTBWX Technologies$1,802,375$14,314 ▼-0.8%8,8141.1%AerospacePFEPfizer$1,784,456$9,126 ▲0.5%63,5491.1%MedicalMETAMeta Platforms$1,779,324$2,861 ▼-0.2%3,1101.1%Computer and TechnologyHIIHuntington Ingalls Industries$1,771,474$66,483 ▼-3.6%4,6631.0%AerospaceAIZAssurant$1,753,153$14,158 ▲0.8%8,0491.0%FinanceZBRAZebra Technologies$1,742,682$231,033 ▲15.3%8,3351.0%IndustrialsMCHPMicrochip Technology$1,682,444$14,860 ▼-0.9%26,0401.0%Computer and TechnologyNUENucor$1,677,979$12,682 ▼-0.8%9,9231.0%Basic MaterialsTEXTerex$1,645,049$9,456 ▲0.6%27,8351.0%IndustrialsCVXChevron$1,640,924$113,174 ▼-6.5%7,9311.0%EnergyCMCSAComcast$1,623,120$216,071 ▲15.4%56,5351.0%Consumer DiscretionaryCMCCommercial Metals$1,619,295$1,536 ▲0.1%26,3601.0%Basic MaterialsORCLOracle$1,615,415$19,124 ▲1.2%10,9811.0%Computer and TechnologyZTSZoetis$1,604,701$196,229 ▲13.9%13,5751.0%MedicalPYPLPayPal$1,570,838$372,695 ▲31.1%34,7300.9%Business ServicesCTSHCognizant Technology Solutions$1,547,676$62,577 ▲4.2%25,2270.9%Computer and TechnologyMDLZMondelez International$1,532,821$169,462 ▼-10.0%26,5930.9%Consumer StaplesABNBAirbnb$1,528,619$203,311 ▼-11.7%12,1050.9%Consumer DiscretionaryMLIMueller Industries$1,493,584$45,982 ▲3.2%13,4800.9%IndustrialsFISERV INC$1,446,001$279,223 ▲23.9%25,9140.9%COMKNFKnife River$1,443,327$40,825 ▲2.9%17,6770.9%ConstructionBYDBoyd Gaming$1,438,643$73,140 ▼-4.8%17,5060.9%Consumer DiscretionaryCVCOCavco Industries$1,426,234$135,601 ▲10.5%2,9450.8%ConstructionQCOMQualcomm$1,382,325$9,659 ▲0.7%10,7340.8%Computer and TechnologyBANRBanner$1,371,671$2,427 ▲0.2%22,6050.8%FinanceTXTTextron$1,370,314$89,749 ▼-6.1%15,6500.8%AerospaceUPSUnited Parcel Service$1,366,597$70,342 ▼-4.9%13,8910.8%TransportationSUISun Communities$1,347,520$3,149 ▼-0.2%10,6980.8%FinanceOLEDUniversal Display$1,290,115$1,290,115 ▲New Holding14,0750.8%Computer and TechnologyKIMKimco Realty$1,286,520$2,809 ▲0.2%57,2550.8%FinanceBMRNBioMarin Pharmaceutical$1,284,300$1,284,300 ▲New Holding22,7350.8%MedicalCBTCabot$1,284,036$269,233 ▲26.5%17,0500.8%Basic MaterialsFPXFirst Trust US Equity Opportunities ETF$1,271,433$116,725 ▲10.1%8,0060.8%ETFBACBank of America$1,266,476$1,266,476 ▲New Holding25,9790.7%FinanceHDHome Depot$1,262,609$141,423 ▲12.6%3,8390.7%Retail/WholesaleFLSFlowserve$1,252,243$30,139 ▲2.5%17,0350.7%IndustrialsAPDAir Products and Chemicals$1,186,361$37,764 ▲3.3%4,0840.7%Basic MaterialsDOLEDole$1,122,837$1,122,837 ▲New Holding78,5750.7%Consumer StaplesPAYCPaycom Software$1,092,280$109,994 ▲11.2%8,9870.6%Computer and TechnologyCARRCarrier Global$1,089,204$10,417 ▲1.0%19,3430.6%ConstructionSWKStanley Black & Decker$1,085,086$12,080 ▼-1.1%15,2700.6%IndustrialsUFPIUFP Industries$1,069,882$1,382 ▲0.1%11,6140.6%ConstructionBRK.BBerkshire Hathaway$1,066,220$79,068 ▲8.0%2,2250.6%FinanceQLYSQualys$1,044,976$1,044,976 ▲New Holding11,8950.6%Computer and TechnologyYELPYelp$1,016,814$84,116 ▼-7.6%41,1000.6%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,015,127$1,015,127 ▲New Holding13,5170.6%ETFWFCWells Fargo & Company$1,014,7890.0%12,7470.6%FinanceLOWLowe's Companies$890,067$49,619 ▼-5.3%3,7670.5%Retail/WholesaleROCKGibraltar Industries$878,934$108,247 ▲14.0%22,0450.5%ConstructionEPDEnterprise Products Partners$863,7360.0%22,8260.5%EnergyJPMJPMorgan Chase & Co.$791,680$56,780 ▼-6.7%2,6910.5%FinanceAPLEApple Hospitality REIT$769,881$17,265 ▼-2.2%66,8880.5%FinanceWYWeyerhaeuser$767,346$51,303 ▼-6.3%31,4100.5%ConstructionNSITInsight Enterprises$736,775$60,644 ▲9.0%10,9950.4%Retail/WholesaleBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceSONSonoco Products$663,252$37,863 ▲6.1%12,2620.4%IndustrialsETNEaton$653,821$55,439 ▼-7.8%1,8280.4%IndustrialsAREAlexandria Real Estate Equities$650,669$180,342 ▲38.3%14,0170.4%FinanceESGVVanguard ESG U.S. Stock ETF$606,033$27,394 ▼-4.3%5,3980.4%ETFNOCNorthrop Grumman$574,4460.0%8420.3%AerospaceNTRNutrien$562,177$1,732,184 ▼-75.5%7,4500.3%Basic MaterialsXOMExxonMobil$496,107$1,188 ▼-0.2%2,9240.3%EnergySPYVSPDR Portfolio S&P 500 Value ETF$490,549$53,468 ▲12.2%8,6700.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$475,007$19,825 ▲4.4%15,5740.3%ETFVUGVanguard Growth ETF$451,6410.0%1,0340.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$428,293$49,333 ▲13.0%8,5080.3%FinanceSPYSPDR S&P 500 ETF Trust$394,347$10,412 ▼-2.6%6060.2%FinanceGILDGilead Sciences$384,6610.0%2,7600.2%MedicalShowing 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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