Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cascade Investment Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Cascade Investment Advisors, Inc. (CIK 1681490) reported $183.3M across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($5.9M, 3.23%), AAPL ($4.9M, 2.69%), VTI ($4.9M, 2.67%), GOOGL ($4.2M, 2.26%), JBL ($4.1M, 2.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMATAPPLIED MATLS INC$5.9M3.23%8,192Trimmed
2AAPLAPPLE INC$4.9M2.69%17,032Trimmed
3VTIVANGUARD INDEX FDS$4.9M2.67%13,226Added
4GOOGLALPHABET INC$4.2M2.26%11,614Trimmed
5JBLJABIL INC$4.1M2.25%10,716Trimmed
6AMZNAMAZON COM INC$4.0M2.17%16,687Trimmed
7USBUS BANCORP$3.9M2.15%65,150Trimmed
8CMICUMMINS INC$3.9M2.12%5,444Trimmed
9MSFTMICROSOFT CORP$3.8M2.10%10,319Added
10CATCATERPILLAR INC$3.8M2.09%3,595Trimmed
11CSCOCISCO SYS INC$3.7M2.03%31,673Trimmed
12SCHWSCHWAB CHARLES CORP$3.2M1.73%34,445Added
13NVSNOVARTIS AG$3.1M1.72%20,060Trimmed
14WSMWILLIAMS SONOMA INC$2.8M1.53%12,028Trimmed
15HLTHILTON WORLDWIDE HLDGS INC$2.7M1.48%8,201Trimmed
16PCARPACCAR INC$2.6M1.41%21,548Trimmed
17QLYSQUALYS INC$2.4M1.30%17,300Added
18JNJJOHNSON & JOHNSON$2.4M1.29%9,319Trimmed
19JLLJONES LANG LASALLE INC$2.3M1.25%7,402Trimmed
20CHRWC H ROBINSON WORLDWIDE IN$2.3M1.24%12,040Trimmed
21MCHPMICROCHIP TECHNOLOGY INC.$2.3M1.24%24,950Trimmed
22ZBRAZEBRA TECHNOLOGIES CORPORATI$2.3M1.24%8,662Added
23SPGSIMON PPTY GROUP INC NEW$2.2M1.21%9,908Trimmed
24AIZASSURANT INC$2.1M1.17%7,994Trimmed
25NUENUCOR CORP$2.1M1.16%9,538Trimmed

Source: SEC Form 13F filings · as of 2026-06-30