Cascade Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Cascade Investment Advisors, Inc.Investment ActivityCascade Investment Advisors, Inc. has $165.06 million in total holdings as of September 30, 2025.Cascade Investment Advisors, Inc. owns shares of 115 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, Cascade Investment Advisors, Inc. has purchased 110 new stocks and bought additional shares in 46 stocks.Cascade Investment Advisors, Inc. sold shares of 46 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $5,226,116Apple $4,709,382Amazon.com $3,789,339Vanguard Total Stock Market ETF $3,622,340Jabil $3,503,169 Largest New Holdings this Quarter 985817105 - Yelp $1,450,956 Holding883203101 - Textron $1,352,685 Holding127055101 - Cabot $930,472 Holding464287200 - iShares Core S&P 500 ETF $303,862 Holding922908744 - Vanguard Value ETF $274,700 Holding Largest Purchases this Quarter Yelp 46,505 shares (about $1.45M)Textron 16,010 shares (about $1.35M)Cabot 12,235 shares (about $930.47K)Mondelez International 4,893 shares (about $305.67K)iShares Core S&P 500 ETF 454 shares (about $303.86K) Largest Sales this Quarter Starbucks 15,393 shares (about $1.30M)Oracle 2,933 shares (about $824.85K)WisdomTree Floating Rate Treasury Fund 7,331 shares (about $368.53K)Alphabet 1,455 shares (about $353.71K)TTM Technologies 4,610 shares (about $265.54K) 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$5,226,116$138,293 ▼-2.6%10,0903.2%Computer and TechnologyAAPLApple$4,709,382$8,148 ▲0.2%18,4952.9%Computer and TechnologyAMZNAmazon.com$3,789,339$14,272 ▼-0.4%17,2582.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$3,622,340$98,123 ▲2.8%11,0382.2%ETFJBLJabil$3,503,169$263,862 ▼-7.0%16,1312.1%Computer and TechnologySCHWCharles Schwab$3,397,300$34,847 ▼-1.0%35,5852.1%FinanceUSBU.S. Bancorp$3,270,249$21,024 ▼-0.6%67,6652.0%FinanceGOOGLAlphabet$3,241,252$353,710 ▼-9.8%13,3332.0%Computer and TechnologyORCLOracle$3,052,771$824,853 ▼-21.3%10,8551.8%Computer and TechnologyAMATApplied Materials$2,989,613$75,754 ▲2.6%14,6021.8%Computer and TechnologyCMICummins$2,812,562$95,033 ▼-3.3%6,6591.7%Auto/Tires/TrucksNVSNovartis$2,719,329$70,532 ▼-2.5%21,2051.6%MedicalCATCaterpillar$2,660,588$1,909 ▼-0.1%5,5761.6%IndustrialsCSCOCisco Systems$2,561,918$24,221 ▼-0.9%37,4441.6%Computer and TechnologyOSISOSI Systems$2,384,728$4,985 ▼-0.2%9,5681.4%Computer and TechnologyWSMWilliams-Sonoma$2,367,877$2,932 ▼-0.1%12,1151.4%Retail/WholesaleICEIntercontinental Exchange$2,319,296$10,951 ▲0.5%13,7661.4%FinanceJLLJones Lang LaSalle$2,270,507$16,405 ▼-0.7%7,6121.4%FinanceMETAMeta Platforms$2,254,547$98,407 ▼-4.2%3,0701.4%Computer and TechnologyEVERUS CONSTR GROUP$2,243,820$10,547 ▼-0.5%26,1671.4%COMHLTHilton Worldwide$2,227,552$73,940 ▼-3.2%8,5861.3%Consumer DiscretionaryMDTMedtronic$2,130,424$20,477 ▲1.0%22,3691.3%MedicalPCARPACCAR$1,992,946$21,139 ▼-1.0%20,2701.2%Auto/Tires/TrucksSPGSimon Property Group$1,990,803$6,568 ▼-0.3%10,6081.2%FinanceVOYAVoya Financial$1,986,314$34,034 ▲1.7%26,5551.2%FinanceCHRWC.H. Robinson Worldwide$1,884,052$251,163 ▼-11.8%14,2301.1%TransportationMDUMDU Resources Group$1,833,201$63,225 ▲3.6%102,9311.1%UtilitiesEMREmerson Electric$1,811,858$108,748 ▲6.4%13,8121.1%IndustrialsNTRNutrien$1,811,497$10,861 ▲0.6%30,8551.1%Basic MaterialsJNJJohnson & Johnson$1,781,390$14,834 ▼-0.8%9,6071.1%MedicalQCOMQUALCOMM$1,767,741$31,941 ▲1.8%10,6261.1%Computer and TechnologyPYPLPayPal$1,742,554$63,036 ▲3.8%25,9851.1%Business ServicesSNYSanofi$1,730,494$100,017 ▲6.1%36,6631.0%MedicalMCHPMicrochip Technology$1,725,270$24,082 ▼-1.4%26,8651.0%Computer and TechnologyKMIKinder Morgan$1,701,742$1,415 ▼-0.1%60,1111.0%EnergyAIZAssurant$1,692,079$32,490 ▲2.0%7,8121.0%FinanceCTSHCognizant Technology Solutions$1,659,446$8,384 ▲0.5%24,7421.0%Computer and TechnologyPFEPfizer$1,649,805$35,162 ▲2.2%64,7491.0%MedicalTXRHTexas Roadhouse$1,646,713$5,317 ▼-0.3%9,9111.0%Retail/WholesaleMETMetLife$1,625,160$824 ▲0.1%19,7301.0%FinanceBWXTBWX Technologies$1,621,903$33,740 ▼-2.0%8,7971.0%AerospaceBYDBoyd Gaming$1,616,269$55,328 ▼-3.3%18,6961.0%Consumer DiscretionaryCVCOCavco Industries$1,557,518$90,013 ▲6.1%2,6820.9%ConstructionABNBAirbnb$1,547,498$64,353 ▲4.3%12,7450.9%Consumer DiscretionaryCMCCommercial Metals$1,501,309$7,446 ▲0.5%26,2100.9%Basic MaterialsPAYCPaycom Software$1,482,165$89,084 ▼-5.7%7,1210.9%Computer and TechnologyBANRBanner$1,478,990$35,370 ▲2.5%22,5800.9%FinanceCOPConocoPhillips$1,463,307$10,878 ▼-0.7%15,4700.9%EnergyYELPYelp$1,450,956$1,450,956 ▲New Holding46,5050.9%Computer and TechnologyMDLZMondelez International$1,450,428$305,666 ▲26.7%23,2180.9%Consumer StaplesHIIHuntington Ingalls Industries$1,398,667$107,103 ▼-7.1%4,8580.8%AerospaceZBRAZebra Technologies$1,392,195$4,160 ▲0.3%4,6850.8%IndustrialsHDHome Depot$1,361,0330.0%3,3590.8%Retail/WholesaleSUISun Communities$1,360,047$24,510 ▲1.8%10,5430.8%FinanceAKAMAkamai Technologies$1,355,119$125,004 ▲10.2%17,8870.8%Computer and TechnologyTXTTextron$1,352,685$1,352,685 ▲New Holding16,0100.8%AerospaceMLIMueller Industries$1,333,641$4,550 ▼-0.3%13,1900.8%IndustrialsTEXTerex$1,325,079$56,430 ▲4.4%25,8300.8%IndustrialsPSAPublic Storage$1,302,4250.0%4,5090.8%FinanceCTRACoterra Energy$1,301,460$58,652 ▲4.7%55,0300.8%EnergyNUENucor$1,294,440$8,126 ▲0.6%9,5580.8%Basic MaterialsUPSUnited Parcel Service$1,291,457$157,454 ▲13.9%15,4610.8%TransportationTTMITTM Technologies$1,276,704$265,536 ▼-17.2%22,1650.8%Computer and TechnologyAREAlexandria Real Estate Equities$1,269,435$172,514 ▲15.7%15,2320.8%FinanceCVXChevron$1,263,284$6,522 ▼-0.5%8,1350.8%EnergyKNFKnife River$1,232,380$51,964 ▲4.4%16,0320.7%ConstructionKIMKimco Realty$1,228,626$27,531 ▲2.3%56,2300.7%FinanceROCKGibraltar Industries$1,201,050$43,646 ▲3.8%19,1250.7%ConstructionFDXFedEx$1,180,465$1,179 ▲0.1%5,0060.7%TransportationGOGrocery Outlet$1,179,113$166,358 ▲16.4%73,4650.7%Consumer StaplesFPXFirst Trust US Equity Opportunities ETF$1,168,271$39,878 ▲3.5%7,0310.7%ETFSWKStanley Black & Decker$1,161,035$125,989 ▼-9.8%15,6200.7%IndustrialsWGOWinnebago Industries$1,110,409$260,631 ▲30.7%33,2060.7%Auto/Tires/TrucksCARRCarrier Global$1,100,450$42,685 ▲4.0%18,4330.7%ConstructionBRK.BBerkshire Hathaway$1,095,9730.0%2,1800.7%FinanceWFCWells Fargo & Company$1,068,454$139,141 ▼-11.5%12,7470.6%FinanceUFPIUFP Industries$1,024,557$69,183 ▲7.2%10,9590.6%ConstructionNSITInsight Enterprises$1,018,422$567 ▲0.1%8,9800.6%Retail/WholesaleLOWLowe's Companies$999,4600.0%3,9770.6%Retail/WholesaleSONSonoco Products$957,761$11,203 ▼-1.2%22,2270.6%IndustrialsCBTCabot$930,472$930,472 ▲New Holding12,2350.6%Basic MaterialsJPMJPMorgan Chase & Co.$909,803$125,871 ▼-12.2%2,8840.6%FinanceFLSFlowserve$858,742$132,584 ▲18.3%16,1600.5%IndustrialsAPLEApple Hospitality REIT$781,407$88,574 ▲12.8%65,0630.5%FinanceBRK.ABerkshire Hathaway$754,2000.0%10.5%FinanceETNEaton$744,009$12,350 ▲1.7%1,9880.5%IndustrialsEPDEnterprise Products Partners$695,007$10,632 ▼-1.5%22,2260.4%EnergyESGVVanguard ESG U.S. Stock ETF$668,238$59,220 ▼-8.1%5,6420.4%ETFAPDAir Products and Chemicals$658,073$139,633 ▲26.9%2,4130.4%Basic MaterialsWYWeyerhaeuser$582,069$154,566 ▼-21.0%23,4800.4%ConstructionNOCNorthrop Grumman$513,0470.0%8420.3%AerospaceVUGVanguard Growth ETF$495,917$129,495 ▲35.3%1,0340.3%ETFVYMVanguard High Dividend Yield ETF$453,1540.0%3,2150.3%ETFSBUXStarbucks$442,881$1,302,248 ▼-74.6%5,2350.3%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$434,4380.0%14,9240.3%ETFSPYSPDR S&P 500 ETF Trust$431,2650.0%6470.3%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$402,5260.0%7,2750.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$381,600$368,530 ▼-49.1%7,5910.2%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$334,535$31,821 ▲10.5%6,8440.2%ETFXOMExxon Mobil$330,4850.0%2,9310.2%EnergyShowing 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. 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