§ 13F · FUND PROFILE
Cascade Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $165M (13F)Positions · 115Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 17K | $4M | 2.6% | −2% |
| 2 | VTI | VANGUARD INDEX FDS | 12K | $4M | 2.3% | +7% |
| 3 | MSFT | MICROSOFT CORP | 10K | $4M | 2.2% | +3% |
| 4 | AMAT | APPLIED MATLS INC | 11K | $4M | 2.2% | −23% |
| 5 | AMZN | AMAZON COM INC | 17K | $4M | 2.1% | +1% |
| 6 | GOOGL | ALPHABET INC | 12K | $3M | 2.0% | −2% |
| 7 | USB | US BANCORP DEL | 66K | $3M | 2.0% | −2% |
| 8 | JBL | JABIL INC | 12K | $3M | 2.0% | −21% |
| 9 | CMI | CUMMINS INC | 6K | $3M | 1.9% | −3% |
| 10 | SCHW | SCHWAB CHARLES CORP | 34K | $3M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASCADE SIGNAL
AC read
Cascade Investment Advisors, Inc. is a Other fund managing $165 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed