Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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. (CIK 1681490) reported $168.9M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($4.4M, 2.61%), VTI ($4.0M, 2.35%), MSFT ($3.8M, 2.23%), AMAT ($3.8M, 2.22%), AMZN ($3.6M, 2.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $4.4M | 2.61% | 17,385 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $4.0M | 2.35% | 12,354 | Added |
| 3 | MSFT | MICROSOFT CORP | $3.8M | 2.23% | 10,182 | Added |
| 4 | AMAT | APPLIED MATLS INC | $3.8M | 2.22% | 10,972 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $3.6M | 2.12% | 17,198 | Added |
| 6 | USB | US BANCORP DEL | $3.4M | 2.03% | 65,981 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $3.4M | 2.03% | 11,943 | Trimmed |
| 8 | JBL | JABIL INC | $3.3M | 1.96% | 12,451 | Trimmed |
| 9 | SCHW | SCHWAB CHARLES CORP | $3.2M | 1.89% | 33,900 | Trimmed |
| 10 | CMI | CUMMINS INC | $3.2M | 1.89% | 5,939 | Trimmed |
| 11 | NVS | NOVARTIS AG | $3.1M | 1.85% | 20,510 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $3.0M | 1.80% | 4,288 | Trimmed |
| 13 | CSCO | CISCO SYS INC | $2.8M | 1.65% | 35,929 | Trimmed |
| 14 | ECG | EVERUS CONSTR GROUP | $2.7M | 1.62% | 23,130 | Trimmed |
| 15 | HLT | HILTON WORLDWIDE HLDGS INC | $2.6M | 1.52% | 8,434 | Trimmed |
| 16 | PCAR | PACCAR INC | $2.5M | 1.49% | 21,848 | Trimmed |
| 17 | OSIS | OSI SYSTEMS INC | $2.5M | 1.46% | 9,318 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.37% | 9,477 | Trimmed |
| 19 | JLL | JONES LANG LASALLE INC | $2.3M | 1.36% | 7,562 | Added |
| 20 | WSM | WILLIAMS SONOMA INC | $2.2M | 1.31% | 12,163 | Trimmed |
| 21 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.2M | 1.30% | 13,951 | Added |
| 22 | COP | CONOCOPHILLIPS | $2.0M | 1.21% | 15,470 | Trimmed |
| 23 | CHRW | C H ROBINSON WORLDWIDE INC | $2.0M | 1.21% | 12,275 | Trimmed |
| 24 | MDT | MEDTRONIC PLC | $2.0M | 1.20% | 23,384 | Added |
| 25 | CTRA | COTERRA ENERGY INC | $2.0M | 1.16% | 55,780 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31