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The Analysis of Cascade Investment Advisors, Inc.'s Holdings & P&L

Currently, Cascade Investment Advisors, Inc. holds 116 types of securities in its portfolio with a total value $168.9M. In the most recent quarter, they have increased their positions in OLED (+14.1K shares, valued at $1.3M), BMRN (+22.7K shares, valued at $1.3M), BAC (+26.0K shares, valued at $1.3M); decreased their positions in MDU (-88.5K shares, valued at $1.8M), NTR (-23.0K shares, valued at $1.7M), AMAT (-3.2K shares, valued at $1.1M); initiated new positions in OLED (+14.1K shares, valued at $1.3M), BMRN (+22.7K shares, valued at $1.3M), BAC (+26.0K shares, valued at $1.3M).

1M P&L

+2.0M+1.16%

3M P&L

+1.9M+1.11%

HY P&L

+17.3M+11.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A13.1M

8.2%

2Drug Manufacturers - General9.4M

5.9%

3Software - Infrastructure8.3M

5.2%

Top Industries by Stock Count

1N/A17 stocks

15.5%

2Drug Manufacturers - General5 stocks

4.5%

3Software - Infrastructure4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC17.4K shares-2.45%2026-03-312026-04-13

VTI VANGUARD INDEX FDS12.4K shares7.14%2026-03-312026-04-13

MSFT MICROSOFT CORP10.2K shares3.29%2026-03-312026-04-13

AMAT APPLIED MATLS INC11.0K shares-22.80%2026-03-312026-04-13

AMZN AMAZON COM INC17.2K shares0.70%2026-03-312026-04-13

ALPHABET INC ALPHABET INC11.9K shares-2.09%2026-03-312026-04-13

USB US BANCORP DEL66.0K shares-2.11%2026-03-312026-04-13

JBL JABIL INC12.5K shares-21.25%2026-03-312026-04-13

Sponsored

CMI CUMMINS INC5.9K shares-2.91%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP33.9K shares-0.75%2026-03-312026-04-13

NVS NOVARTIS AG20.5K shares-2.59%2026-03-312026-04-13

CAT CATERPILLAR INC4.3K shares-17.79%2026-03-312026-04-13

CSCO CISCO SYS INC35.9K shares-2.26%2026-03-312026-04-13

ECG EVERUS CONSTR GROUP23.1K shares-4.12%2026-03-312026-04-13

HLT HILTON WORLDWIDE HLDGS INC8.4K shares-1.66%2026-03-312026-04-13

PCAR PACCAR INC21.8K shares-0.89%2026-03-312026-04-13

Sponsored

OSIS OSI SYSTEMS INC9.3K shares-0.48%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON9.5K shares-0.11%2026-03-312026-04-13

JLL JONES LANG LASALLE INC7.6K shares0.53%2026-03-312026-04-13

WSM WILLIAMS SONOMA INC12.2K shares-0.33%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE IN14.0K shares0.07%2026-03-312026-04-13

COP CONOCOPHILLIPS15.5K shares-1.56%2026-03-312026-04-13

CHRW C H ROBINSON WORLDWIDE INC12.3K shares-0.97%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC23.4K shares6.32%2026-03-312026-04-13

Sponsored

KMI KINDER MORGAN INC DEL58.6K shares-4.44%2026-03-312026-04-13

CTRA COTERRA ENERGY INC55.8K shares-0.40%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW10.2K shares-0.78%2026-03-312026-04-13

AKAM AKAMAI TECHNOLOGIES INC16.2K shares-5.27%2026-03-312026-04-13

FDX FEDEX CORP5.2K shares-0.10%2026-03-312026-04-13

EMR EMERSON ELEC CO13.9K shares-0.29%2026-03-312026-04-13

SNY SANOFI SA37.8K shares1.85%2026-03-312026-04-13

VOYA VOYA FINANCIAL INC26.4K shares-2.99%2026-03-312026-04-13

Sponsored

BWXT BWX TECHNOLOGIES INC8.8K shares-0.79%2026-03-312026-04-13

PFE PFIZER INC63.5K shares0.51%2026-03-312026-04-13

META META PLATFORMS INC3.1K shares-0.16%2026-03-312026-04-13

HII HUNTINGTON INGALLS INDS INC4.7K shares-3.62%2026-03-312026-04-13

AIZ ASSURANT INC8.0K shares0.81%2026-03-312026-04-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI8.3K shares15.28%2026-03-312026-04-13

MCHP MICROCHIP TECHNOLOGY INC.26.0K shares-0.88%2026-03-312026-04-13

NUE NUCOR CORP9.9K shares-0.75%2026-03-312026-04-13

Sponsored

TEX TEREX CORP NEW27.8K shares0.58%2026-03-312026-04-13

CVX CHEVRON CORP NEW7.9K shares-6.45%2026-03-312026-04-13

CMCSA COMCAST CORP NEW56.5K shares15.36%2026-03-312026-04-13

CMC COMMERCIAL METALS CO26.4K shares0.09%2026-03-312026-04-13

ORCL ORACLE CORP11.0K shares1.20%2026-03-312026-04-13

ZTS ZOETIS INC13.6K shares13.93%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC34.7K shares31.11%2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO25.2K shares4.21%2026-03-312026-04-13

Sponsored

MDLZ MONDELEZ INTL INC26.6K shares-9.95%2026-03-312026-04-13

ABNB AIRBNB INC12.1K shares-11.74%2026-03-312026-04-13

MLI MUELLER INDS INC13.5K shares3.18%2026-03-312026-04-13

FI FISERV INC25.9K shares23.93%2026-03-312026-04-13

KNF KNIFE RIVER CORP17.7K shares2.91%2026-03-312026-04-13

BYD BOYD GAMING CORP17.5K shares-4.84%2026-03-312026-04-13

CVCO CAVCO INDS INC DEL2.9K shares10.51%2026-03-312026-04-13

QCOM QUALCOMM INC10.7K shares0.70%2026-03-312026-04-13

Sponsored

BANR BANNER CORP22.6K shares0.18%2026-03-312026-04-13

TXT TEXTRON INC15.7K shares-6.15%2026-03-312026-04-13

UPS UNITED PARCEL SERVICE INC13.9K shares-4.90%2026-03-312026-04-13

SUI SUN CMNTYS INC10.7K shares-0.23%2026-03-312026-04-13

OLED UNIVERSAL DISPLAY CORP14.1K sharesnew addition2026-03-312026-04-13

KIM KIMCO RLTY CORP57.3K shares0.22%2026-03-312026-04-13

BMRN BIOMARIN PHARMACEUTICAL INC22.7K sharesnew addition2026-03-312026-04-13

CBT CABOT CORP17.1K shares26.53%2026-03-312026-04-13

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD8.0K shares10.11%2026-03-312026-04-13

BAC BANK AMERICA CORP26.0K sharesnew addition2026-03-312026-04-13

HD HOME DEPOT INC3.8K shares12.61%2026-03-312026-04-13

FLS FLOWSERVE CORP17.0K shares2.47%2026-03-312026-04-13

APD AIR PRODS & CHEMS INC4.1K shares3.29%2026-03-312026-04-13

DOLE DOLE PLC78.6K sharesnew addition2026-03-312026-04-13

PAYC PAYCOM SOFTWARE INC9.0K shares11.20%2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION19.3K shares0.97%2026-03-312026-04-13

Sponsored

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC15.3K shares-1.10%2026-03-312026-04-13

UFPI UFP INDUSTRIES INC11.6K shares0.13%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares8.01%2026-03-312026-04-13

QLYS QUALYS INC11.9K sharesnew addition2026-03-312026-04-13

YELP YELP INC41.1K shares-7.64%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F13.5K sharesnew addition2026-03-312026-04-13

WFC WELLS FARGO CO NEW12.7K shares0.00%2026-03-312026-04-13

LOW LOWES COS INC3.8K shares-5.28%2026-03-312026-04-13

Sponsored

ROCK GIBRALTAR INDS INC22.0K shares14.05%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L22.8K shares0.00%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO.2.7K shares-6.69%2026-03-312026-04-13

APLE APPLE HOSPITALITY REIT INC66.9K shares-2.19%2026-03-312026-04-13

WY WEYERHAEUSER CO MTN BE31.4K shares-6.27%2026-03-312026-04-13

NSIT INSIGHT ENTERPRISES INC11.0K shares8.97%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

SON SONOCO PRODS CO12.3K shares6.05%2026-03-312026-04-13

Sponsored

EATON CORP PLC EATON CORP PLC1.8K shares-7.82%2026-03-312026-04-13

ARE ALEXANDRIA REAL ESTATE EQ IN14.0K shares38.34%2026-03-312026-04-13

ESGV VANGUARD WORLD FD5.4K shares-4.32%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP842 shares0.00%2026-03-312026-04-13

NTR NUTRIEN LTD7.5K shares-75.50%2026-03-312026-04-13

XOM EXXON MOBIL CORP2.9K shares-0.24%2026-03-312026-04-13

SPYV SPDR SERIES TRUST8.7K shares12.23%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR15.6K shares4.36%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-13

USFR WISDOMTREE TR8.5K shares13.02%2026-03-312026-04-13

SPY SPDR S&P 500 ETF TR606 shares-2.57%2026-03-312026-04-13

GILD GILEAD SCIENCES INC2.8K shares0.00%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS2.3K shares-13.46%2026-03-312026-04-13

GLD SPDR GOLD TR758 shares-4.41%2026-03-312026-04-13

TCHP T ROWE PRICE ETF INC7.4K shares2.11%2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO1.1K shares-75.80%2026-03-312026-04-13

Sponsored

VTV VANGUARD INDEX FDS1.6K shares4.51%2026-03-312026-04-13

IVV ISHARES TR429 shares0.00%2026-03-312026-04-13

SHEL SHELL PLC3.0K shares0.00%2026-03-312026-04-13

KO COCA COLA CO3.3K shares0.00%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-04-13

MCK MCKESSON CORP270 shares0.00%2026-03-312026-04-13

ABT ABBOTT LABS2.3K shares-4.21%2026-03-312026-04-13

Sponsored

MDU MDU RES GROUP INC11.1K shares-88.83%2026-03-312026-04-13

COST COSTCO WHSL CORP NEW230 sharesnew addition2026-03-312026-04-13

HON HONEYWELL INTL INC960 sharesnew addition2026-03-312026-04-13

ALL ALLSTATE CORP988 shares0.00%2026-03-312026-04-13

AAPL

APPLE INC

-2.45%

Shares17.4K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

7.14%

Shares12.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

3.29%

Shares10.2K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-22.80%

Shares11.0K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.70%

Shares17.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-2.09%

Shares11.9K

Event2026-03-31

Filed2026-04-13

USB

US BANCORP DEL

-2.11%

Shares66.0K

Event2026-03-31

Filed2026-04-13

JBL

JABIL INC

-21.25%

Shares12.5K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

-2.91%

Shares5.9K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-0.75%

Shares33.9K

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG

-2.59%

Shares20.5K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-17.79%

Shares4.3K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-2.26%

Shares35.9K

Event2026-03-31

Filed2026-04-13

ECG

EVERUS CONSTR GROUP

-4.12%

Shares23.1K

Event2026-03-31

Filed2026-04-13

HLT

HILTON WORLDWIDE HLDGS INC

-1.66%

Shares8.4K

Event2026-03-31

Filed2026-04-13

PCAR

PACCAR INC

-0.89%

Shares21.8K

Event2026-03-31

Filed2026-04-13

OSIS

OSI SYSTEMS INC

-0.48%

Shares9.3K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-0.11%

Shares9.5K

Event2026-03-31

Filed2026-04-13

JLL

JONES LANG LASALLE INC

0.53%

Shares7.6K

Event2026-03-31

Filed2026-04-13

WSM

WILLIAMS SONOMA INC

-0.33%

Shares12.2K

Event2026-03-31

Filed2026-04-13

ICE

INTERCONTINENTAL EXCHANGE IN

0.07%

Shares14.0K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

-1.56%

Shares15.5K

Event2026-03-31

Filed2026-04-13

CHRW

C H ROBINSON WORLDWIDE INC

-0.97%

Shares12.3K

Event2026-03-31

Filed2026-04-13

MEDTRONIC PLC

6.32%

Shares23.4K

Event2026-03-31

Filed2026-04-13

KMI

KINDER MORGAN INC DEL

-4.44%

Shares58.6K

Event2026-03-31

Filed2026-04-13

CTRA

COTERRA ENERGY INC

-0.40%

Shares55.8K

Event2026-03-31

Filed2026-04-13

SPG

SIMON PPTY GROUP INC NEW

-0.78%

Shares10.2K

Event2026-03-31

Filed2026-04-13

AKAM

AKAMAI TECHNOLOGIES INC

-5.27%

Shares16.2K

Event2026-03-31

Filed2026-04-13

FDX

FEDEX CORP

-0.10%

Shares5.2K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-0.29%

Shares13.9K

Event2026-03-31

Filed2026-04-13

SNY

SANOFI SA

1.85%

Shares37.8K

Event2026-03-31

Filed2026-04-13

VOYA

VOYA FINANCIAL INC

-2.99%

Shares26.4K

Event2026-03-31

Filed2026-04-13

BWXT

BWX TECHNOLOGIES INC

-0.79%

Shares8.8K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

0.51%

Shares63.5K

Event2026-03-31

Filed2026-04-13