The Analysis of Cascade Investment Advisors, Inc.'s Holdings
Currently, Cascade Investment Advisors, Inc. holds 113 types of securities in its portfolio with a total value $170.0M. In the most recent quarter, they have increased their positions in ZTS (+11.9K shares, valued at $1.5M), CMCSA (+49.0K shares, valued at $1.5M), FI (+20.9K shares, valued at $1.4M); decreased their positions in SON (-10.7K shares, valued at $465.4K), N/A (-1.1K shares, valued at $355.3K), CHRW (-1.8K shares, valued at $295.0K); initiated new positions in ZTS (+11.9K shares, valued at $1.5M), CMCSA (+49.0K shares, valued at $1.5M), FI (+20.9K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC17.8K shares-3.64%2025-12-312026-01-14
MSFT MICROSOFT CORP9.9K shares-2.30%2025-12-312026-01-14 AMZN AMAZON COM INC17.1K shares-1.04%2025-12-312026-01-14 VTI VANGUARD INDEX FDS11.5K shares4.47%2025-12-312026-01-14 ALPHABET INC ALPHABET INC12.2K shares-8.51%2025-12-312026-01-14 AMAT APPLIED MATLS INC14.2K shares-2.67%2025-12-312026-01-14 JBL JABIL INC15.8K shares-1.98%2025-12-312026-01-14 USB US BANCORP DEL67.4K shares-0.38%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP34.2K shares-4.02%2025-12-312026-01-14 CMI CUMMINS INC6.1K shares-8.14%2025-12-312026-01-14 CAT CATERPILLAR INC5.2K shares-6.46%2025-12-312026-01-14 NVS NOVARTIS AG21.1K shares-0.71%2025-12-312026-01-14 CSCO CISCO SYS INC36.8K shares-1.83%2025-12-312026-01-14 JLL JONES LANG LASALLE INC7.5K shares-1.18%2025-12-312026-01-14 HLT HILTON WORLDWIDE HLDGS INC8.6K shares-0.12%2025-12-312026-01-14 PCAR PACCAR INC22.0K shares8.76%2025-12-312026-01-14 OSIS OSI SYSTEMS INC9.4K shares-2.14%2025-12-312026-01-14 ICE INTERCONTINENTAL EXCHANGE IN13.9K shares1.27%2025-12-312026-01-14 WSM WILLIAMS SONOMA INC12.2K shares0.73%2025-12-312026-01-14 ORCL ORACLE CORP10.9K shares-0.04%2025-12-312026-01-14 MEDTRONIC PLC MEDTRONIC PLC22.0K shares-1.68%2025-12-312026-01-14 ECG EVERUS CONSTR GROUP24.1K shares-7.81%2025-12-312026-01-14 META META PLATFORMS INC3.1K shares1.47%2025-12-312026-01-14 VOYA VOYA FINANCIAL INC27.2K shares2.54%2025-12-312026-01-14 CTSH COGNIZANT TECHNOLOGY SOLUTIO24.2K shares-2.16%2025-12-312026-01-14 CHRW C H ROBINSON WORLDWIDE INC12.4K shares-12.90%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON9.5K shares-1.25%2025-12-312026-01-14 MDU MDU RES GROUP INC99.6K shares-3.24%2025-12-312026-01-14 AIZ ASSURANT INC8.0K shares2.20%2025-12-312026-01-14 SPG SIMON PPTY GROUP INC NEW10.3K shares-2.78%2025-12-312026-01-14 NTR NUTRIEN LTD30.4K shares-1.46%2025-12-312026-01-14 ABNB AIRBNB INC13.7K shares7.61%2025-12-312026-01-14 EMR EMERSON ELEC CO14.0K shares1.19%2025-12-312026-01-14 QCOM QUALCOMM INC10.7K shares0.31%2025-12-312026-01-14 CMC COMMERCIAL METALS CO26.3K shares0.48%2025-12-312026-01-14 SNY SANOFI SA37.1K shares1.16%2025-12-312026-01-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI7.2K shares54.32%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL61.3K shares2.00%2025-12-312026-01-14 MCHP MICROCHIP TECHNOLOGY INC.26.3K shares-2.21%2025-12-312026-01-14 TXRH TEXAS ROADHOUSE INC10.1K shares1.72%2025-12-312026-01-14 HII HUNTINGTON INGALLS INDS INC4.8K shares-0.41%2025-12-312026-01-14 NUE NUCOR CORP10.0K shares4.60%2025-12-312026-01-14 MDLZ MONDELEZ INTL INC29.5K shares27.20%2025-12-312026-01-14 CVCO CAVCO INDS INC DEL2.7K shares-0.63%2025-12-312026-01-14 PFE PFIZER INC63.2K shares-2.36%2025-12-312026-01-14 BYD BOYD GAMING CORP18.4K shares-1.60%2025-12-312026-01-14 PYPL PAYPAL HLDGS INC26.5K shares1.94%2025-12-312026-01-14 BWXT BWX TECHNOLOGIES INC8.9K shares0.99%2025-12-312026-01-14 MLI MUELLER INDS INC13.1K shares-0.95%2025-12-312026-01-14 ZTS ZOETIS INC11.9K sharesnew addition2025-12-312026-01-14 AKAM AKAMAI TECHNOLOGIES INC17.1K shares-4.47%2025-12-312026-01-14 FDX FEDEX CORP5.2K shares3.00%2025-12-312026-01-14 TEX TEREX CORP NEW27.7K shares7.14%2025-12-312026-01-14 CTRA COTERRA ENERGY INC56.0K shares1.77%2025-12-312026-01-14 COP CONOCOPHILLIPS15.7K shares1.58%2025-12-312026-01-14 CMCSA COMCAST CORP NEW49.0K sharesnew addition2025-12-312026-01-14 TXT TEXTRON INC16.7K shares4.15%2025-12-312026-01-14 UPS UNITED PARCEL SERVICE INC14.6K shares-5.53%2025-12-312026-01-14 BANR BANNER CORP22.6K shares-0.07%2025-12-312026-01-14 FI FISERV INC20.9K sharesnew addition2025-12-312026-01-14 YELP YELP INC44.5K shares-4.31%2025-12-312026-01-14 SUI SUN CMNTYS INC10.7K shares1.71%2025-12-312026-01-14 CVX CHEVRON CORP NEW8.5K shares4.22%2025-12-312026-01-14 PAYC PAYCOM SOFTWARE INC8.1K shares13.50%2025-12-312026-01-14 TTMI TTM TECHNOLOGIES INC18.6K shares-16.02%2025-12-312026-01-14 KNF KNIFE RIVER CORP17.2K shares7.14%2025-12-312026-01-14 PSA PUBLIC STORAGE OPER CO4.6K shares3.10%2025-12-312026-01-14 FPX FIRST TR EXCHANGE-TRADED FD7.3K shares3.41%2025-12-312026-01-14 WFC WELLS FARGO CO NEW12.7K shares0.00%2025-12-312026-01-14 HD HOME DEPOT INC3.4K shares1.49%2025-12-312026-01-14 KIM KIMCO RLTY CORP57.1K shares1.60%2025-12-312026-01-14 FLS FLOWSERVE CORP16.6K shares2.88%2025-12-312026-01-14 UFPI UFP INDUSTRIES INC11.6K shares5.84%2025-12-312026-01-14 CARR CARRIER GLOBAL CORPORATION19.2K shares3.93%2025-12-312026-01-14 APD AIR PRODS & CHEMS INC4.0K shares63.86%2025-12-312026-01-14 LOW LOWES COS INC4.0K shares0.00%2025-12-312026-01-14 ROCK GIBRALTAR INDS INC19.3K shares1.07%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.2.9K shares0.00%2025-12-312026-01-14 CBT CABOT CORP13.5K shares10.13%2025-12-312026-01-14 GO GROCERY OUTLET HLDG CORP87.6K shares19.19%2025-12-312026-01-14 NSIT INSIGHT ENTERPRISES INC10.1K shares12.36%2025-12-312026-01-14 APLE APPLE HOSPITALITY REIT INC68.4K shares5.11%2025-12-312026-01-14 WY WEYERHAEUSER CO MTN BE33.5K shares42.72%2025-12-312026-01-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L22.8K shares2.70%2025-12-312026-01-14 ESGV VANGUARD WORLD FD5.6K shares0.00%2025-12-312026-01-14 SON SONOCO PRODS CO11.6K shares-47.98%2025-12-312026-01-14 VUG VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-14 ARE ALEXANDRIA REAL ESTATE EQ IN10.1K shares-33.48%2025-12-312026-01-14 NOC NORTHROP GRUMMAN CORP842 shares0.00%2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR14.9K shares0.00%2025-12-312026-01-14 SPYV SPDR SERIES TRUST7.7K shares6.19%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR622 shares-3.86%2025-12-312026-01-14 SBUX STARBUCKS CORP4.7K shares-10.41%2025-12-312026-01-14 USFR WISDOMTREE TR7.5K shares-0.83%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS2.6K shares-19.13%2025-12-312026-01-14 TCHP T ROWE PRICE ETF INC7.2K shares5.30%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-01-14 GILD GILEAD SCIENCES INC2.8K shares0.00%2025-12-312026-01-14 GLD SPDR GOLD TR793 shares16.96%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS3.9K shares11.49%2025-12-312026-01-14 ABT ABBOTT LABS2.4K shares0.00%2025-12-312026-01-14 IVV ISHARES TR429 shares-5.51%2025-12-312026-01-14 VTV VANGUARD INDEX FDS1.5K shares0.75%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR8.6K shares0.00%2025-12-312026-01-14 KO COCA COLA CO3.3K shares-4.32%2025-12-312026-01-14 MCK MCKESSON CORP270 shares0.00%2025-12-312026-01-14 SHEL SHELL PLC3.0K shares0.00%2025-12-312026-01-14 ALL ALLSTATE CORP988 shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available