Cascade Investment Advisors, Inc.

CIK 0001681490 · OREGON CITY, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Cascade Investment Advisors, Inc. reported 113 positions worth $183.3M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AMAT (3.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$183.3M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.7%
Est. Net Flow (Q)
2026 Q2
10 / 113 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$5.9M3.23%8,192
2AAPLAPPLE INCSH$4.9M2.69%17,032
3VTIVANGUARD INDEX FDSSH$4.9M2.67%13,226
4GOOGLALPHABET INCSH$4.2M2.26%11,614
5JBLJABIL INCSH$4.1M2.25%10,716
6AMZNAMAZON COM INCSH$4.0M2.17%16,687
7USBUS BANCORPSH$3.9M2.15%65,150
8CMICUMMINS INCSH$3.9M2.12%5,444
9MSFTMICROSOFT CORPSH$3.8M2.10%10,319
10CATCATERPILLAR INCSH$3.8M2.09%3,595

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cascade Investment Advisors, Inc. hold as of Q2 2026?

Cascade Investment Advisors, Inc. reported 113 positions worth $183.3M in its Q2 2026 13F filing. Largest positions: AMAT (3.2%), AAPL (2.7%), VTI (2.7%), GOOGL (2.3%) and JBL (2.3%).

What did Cascade Investment Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cascade Investment Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.