Quick Takeaways
- Cascade Investment Advisors, Inc. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $170,036,770.
- Info
- Portfolio
13F Filings History of Cascade Investment Advisors, Inc.
- Latest 13F report
- Q4 2025 - 14 Jan 2026
- Value $
- $170,036,770
- Signature - Title
- Michelle Rand - President and Chief Compliance Officer
- Location
- Oregon City, OR
- Summary
- This page shows a list of all the recent 13F filings made by Cascade Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Investment Advisors, Inc. reported 113 stock holdings with total value $170,036,770 as of Q4 2025. Top holdings included AAPL, MSFT, AMZN, VTI, and GOOGL.
Follow Filing Activity
Follow Cascade Investment Advisors, Inc. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 14 Jan 2026, 12:23.
- Reported value moved from $165,064,127 to $170,036,770.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 113 | $170,036,770 | +$8,139,008 | -$7,314,841 | +$824,167 | AAPL, MSFT, AMZN, VTI, GOOGL | 13F-HR | 14 Jan 2026, 12:23 |
| Q3 2025 | 115 | $165,064,127 | +$8,023,608 | -$8,695,758 | -$672,150 | MSFT, AAPL, AMZN, VTI, JBL | 13F-HR | 09 Oct 2025, 16:34 |
| Q2 2025 | 110 | $155,718,089 | +$6,820,151 | -$9,904,793 | -$3,084,642 | MSFT, AMZN, AAPL, JBL, SCHW | 13F-HR | 25 Jul 2025, 17:29 |
| Q1 2025 | 113 | $147,972,425 | +$8,315,644 | -$9,555,567 | -$1,239,923 | AAPL, MSFT, AMZN, SCHW, USB | 13F-HR | 08 Apr 2025, 16:23 |
| Q4 2024 | 113 | $155,923,633 | +$8,028,312 | -$5,747,546 | +$2,280,766 | AAPL, MSFT, AMZN, GOOGL, USB | 13F-HR | 22 Jan 2025, 14:41 |
| Q3 2024 | 111 | $157,142,380 | +$10,203,166 | -$9,326,955 | +$876,211 | MSFT, AAPL, AMZN, USB, GOOGL | 13F-HR | 02 Oct 2024, 16:13 |
| Q2 2024 | 111 | $148,207,888 | +$6,236,441 | -$7,550,283 | -$1,313,842 | MSFT, AAPL, AMZN, GOOGL, AMAT | 13F-HR | 08 Jul 2024, 15:03 |
| Q1 2024 | 115 | $153,504,282 | +$9,050,606 | -$6,815,992 | +$2,234,614 | MSFT, AAPL, AMAT, AMZN, USB | 13F-HR | 24 Apr 2024, 18:57 |
| Q4 2023 | 109 | $140,483,184 | +$8,921,497 | -$7,909,646 | +$1,011,851 | AAPL, MSFT, USB, AMAT, AMZN | 13F-HR | 11 Jan 2024, 15:01 |
| Q3 2023 | 105 | $126,407,781 | +$8,798,117 | -$11,821,640 | -$3,023,523 | AAPL, MSFT, JBL, AMAT, GOOGL | 13F-HR | 30 Oct 2023, 17:03 |
| Q2 2023 | 110 | $133,926,406 | +$16,013,571 | -$14,391,930 | +$1,621,641 | AAPL, MSFT, AMAT, JBL, AMZN | 13F-HR | 21 Jul 2023, 17:14 |
| Q1 2023 | 235 | $126,256,211 | +$12,919,371 | -$11,087,780 | +$1,831,591 | AAPL, MSFT, USB, NVS, AMAT | 13F-HR | 10 May 2023, 16:06 |
| Q4 2022 | 109 | $120,124,729 | +$8,613,037 | -$3,563,279 | +$5,049,758 | AAPL, USB, MSFT, JBL, NVS | 13F-HR | 26 Jan 2023, 12:52 |
| Q3 2022 | 106 | $95,880,000 | +$4,937,038 | -$20,424,164 | -$15,487,126 | AAPL, MSFT, JBL, AMGN, NVS | 13F-HR | 15 Nov 2022, 16:53 |
| Q2 2022 | 237 | $127,304,199 | +$7,907,057 | -$18,997,434 | -$11,090,377 | AAPL, MSFT, USB, AMGN, NVS | 13F-HR | 11 Aug 2022, 17:13 |
| Q1 2022 | 253 | $164,180,304 | +$11,705,745 | -$13,109,404 | -$1,403,659 | AAPL, MSFT, NTR, USB, INTC | 13F-HR | 11 Apr 2022, 16:39 |
| Q4 2021 | 263 | $170,678,699 | +$8,924,497 | -$3,714,660 | +$5,209,837 | AAPL, MSFT, AMAT, INTC, NTR | 13F-HR | 10 Feb 2022, 16:47 |
| Q3 2021 | 260 | $153,406,448 | +$4,682,748 | -$6,828,293 | -$2,145,545 | AAPL, MSFT, INTC, NTR, AMAT | 13F-HR | 21 Oct 2021, 14:51 |
| Q2 2021 | 262 | $158,755,830 | +$6,331,317 | -$7,913,691 | -$1,582,374 | AAPL, MSFT, INTC, AMAT, TGT | 13F-HR | 04 Aug 2021, 14:37 |
| Q1 2021 | 284 | $153,740,642 | +$8,879,180 | -$8,839,194 | +$39,986 | AAPL, MSFT, INTC, AMAT, FDX | 13F-HR | 23 Apr 2021, 14:04 |
| Q4 2020 | 255 | $135,370,966 | +$9,370,163 | -$9,728,222 | -$358,059 | AAPL, MSFT, INTC, AMAT, FDX | 13F-HR | 21 Jan 2021, 13:32 |
| Q3 2020 | 255 | $117,537,467 | +$9,220,320 | -$2,989,630 | +$6,230,690 | AAPL, MSFT, INTC, SEDG, FDX | 13F-HR | 13 Oct 2020, 18:03 |
| Q2 2020 | 250 | $104,219,412 | +$7,237,993 | -$8,438,250 | -$1,200,257 | MSFT, AAPL, INTC, SEDG, AMGN | 13F-HR | 14 Jul 2020, 18:31 |
| Q1 2020 | 243 | $90,087,198 | +$7,305,467 | -$10,935,186 | -$3,629,719 | INTC, MSFT, AAPL, USB, GILD | 13F-HR | 20 Apr 2020, 19:43 |
| Q4 2019 | 251 | $128,935,525 | +$4,580,266 | -$14,728,204 | -$10,147,938 | INTC, AAPL, USB, MSFT, WFC | 13F-HR | 22 Jan 2020, 17:07 |
| Q3 2019 | 278 | $127,924,617 | +$12,863,394 | -$2,351,775 | +$10,511,619 | AAPL, INTC, USB, MSFT, WFC | 13F-HR | 21 Oct 2019, 19:16 |
| Q2 2019 | 240 | $116,216,193 | +$5,482,474 | -$1,989,703 | +$3,492,771 | INTC, MSFT, USB, WFC, AAPL | 13F-HR | 18 Jul 2019, 16:16 |
| Q1 2019 | 228 | $109,888,169 | +$4,497,274 | -$3,672,165 | +$825,109 | INTC, WFC, USB, MSFT, AAPL | 13F-HR | 12 Apr 2019, 17:32 |
| Q4 2018 | 228 | $97,393,688 | +$6,605,170 | -$7,026,533 | -$421,363 | INTC, WFC, USB, MSFT, CSCO | 13F-HR | 25 Jan 2019, 14:22 |
| Q3 2018 | 198 | $116,218,184 | +$7,820,361 | -$5,679,103 | +$2,141,258 | INTC, WFC, USB, MSFT, AAPL | 13F-HR | 11 Oct 2018, 18:47 |
| Q2 2018 | 193 | $110,316,128 | +$8,544,315 | -$27,620,313 | -$19,075,998 | INTC, WFC, USB, MSFT, AAPL | 13F-HR | 30 Jul 2018, 19:09 |
| Q1 2018 | 213 | $125,128,595 | +$21,754,275 | -$18,818,556 | +$2,935,719 | AAPL, INTC, WFC, USB, MSFT | 13F-HR | 23 Apr 2018, 13:15 |
| Q4 2017 | 189 | $126,085,662 | +$8,369,524 | -$9,184,292 | -$814,768 | WFC, INTC, USB, MSFT, AAPL | 13F-HR | 17 Jan 2018, 16:25 |
| Q3 2017 | 173 | $119,907,474 | +$10,797,719 | -$12,980,355 | -$2,182,636 | WFC, USB, INTC, MSFT, NVS | 13F-HR | 12 Oct 2017, 13:18 |
| Q2 2017 | 181 | $117,512,556 | +$10,862,922 | -$7,320,042 | +$3,542,880 | WFC, USB, INTC, MSFT, NVS | 13F-HR | 14 Jul 2017, 16:51 |
| Q1 2017 | 165 | $114,015,459 | +$10,606,781 | -$17,920,749 | -$7,313,968 | WFC, USB, INTC, MSFT, CSCO | 13F-HR | 01 May 2017, 15:36 |
| Q4 2016 | 206 | $117,441,505 | +$20,274,806 | -$13,644,422 | +$6,630,384 | WFC, AAPL, USB, INTC, MSFT | 13F-HR | 24 Jan 2017, 14:23 |
| Q2 2016 | 177 | $103,712,473 | $0 | $0 | $0 | WFC, USB, JNJ, MSFT, CSCO | 13F-HR | 12 Aug 2016, 10:41 |