Institutional Fund
Cascade Investment Advisors, Inc.
Oregon City, ORCIK 16814905 filings on record
Portfolio Value
$168.91M
Q1 2026
Holdings
116
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.7%
from $170.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.6%
- Vanguard Index Fds2.3%
- Microsoft Corp2.2%
- Applied Matls Inc2.2%
- Amazon Com Inc2.1%
- Alphabet Inc2.0%
- Other86.4%
Portfolio Holdings
116 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 17.4K | $4.41M | 2.6% | −437 | Reduced |
| 2 | Vanguard Index Fds | 12.4K | $3.96M | 2.3% | +823 | Added |
| 3 | Microsoft Corp | 10.2K | $3.77M | 2.2% | +324 | Added |
| 4 | Applied Matls Inc | 11.0K | $3.75M | 2.2% | −3.2K | Reduced |
| 5 | Amazon Com Inc | 17.2K | $3.58M | 2.1% | +120 | Added |
| 6 | Alphabet Inc | 11.9K | $3.43M | 2.0% | −255 | Reduced |
| 7 | Us Bancorp Del | 66.0K | $3.43M | 2.0% | −1.4K | Reduced |
| 8 | Jabil Inc | 12.5K | $3.31M | 2.0% | −3.4K | Reduced |
| 9 | Cummins Inc | 5.9K | $3.20M | 1.9% | −178 | Reduced |
| 10 | Schwab Charles Corp | 33.9K | $3.19M | 1.9% | −255 | Reduced |
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