§ 13F · FUND PROFILE
Cascade Investment Advisors, Inc..
AUM · $183M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 8K | $6M | 3.2% | −25% |
| 2 | AAPL | APPLE INC | 17K | $5M | 2.7% | −2% |
| 3 | VTI | VANGUARD INDEX FDS | 13K | $5M | 2.7% | +7% |
| 4 | GOOGL | ALPHABET INC | 12K | $4M | 2.3% | −3% |
| 5 | JBL | JABIL INC | 11K | $4M | 2.3% | −14% |
| 6 | AMZN | AMAZON COM INC | 17K | $4M | 2.2% | −3% |
| 7 | USB | US BANCORP | 65K | $4M | 2.1% | −1% |
| 8 | CMI | CUMMINS INC | 5K | $4M | 2.1% | −8% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.1% | +1% |
| 10 | CAT | CATERPILLAR INC | 4K | $4M | 2.1% | −16% |
§ 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 $183 million in assets. The fund runs a portfolio of 113 positions.
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