§ 13F · FUND PROFILE
Cascade Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.7T (13F)Positions · 110Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 18K | $4.8T | 2.8% | −4% |
| 2 | MSFT | MICROSOFT CORP | 10K | $4.8T | 2.8% | −2% |
| 3 | AMZN | AMAZON COM INC | 17K | $3.9T | 2.3% | −1% |
| 4 | VTI | VANGUARD INDEX FDS | 12K | $3.9T | 2.3% | +4% |
| 5 | GOOGL | ALPHABET INC | 12K | $3.8T | 2.2% | −9% |
| 6 | AMAT | APPLIED MATLS INC | 14K | $3.7T | 2.1% | −3% |
| 7 | JBL | JABIL INC | 16K | $3.6T | 2.1% | −2% |
| 8 | USB | US BANCORP DEL | 67K | $3.6T | 2.1% | ±0% |
| 9 | SCHW | SCHWAB CHARLES CORP | 34K | $3.4T | 2.0% | −4% |
| 10 | CMI | CUMMINS INC | 6K | $3.1T | 1.8% | −8% |
§ 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 $155718.1 trillion in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed