DOSSIER · 13F-HR · Q2 2026

Cascade Investment Advisors, Inc.

$183M in tracked AUM across 113 positions as of Q2 2026.

CI
CIK 0001681490 · last filed Jun 30, 2026
Total AUM
$183M
as of Q2 2026
Holdings
113
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cascade Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$6M8K3.2%
02
AAPL
APPLE INC
$5M17K2.7%
03
VTI
VANGUARD INDEX FDS
$5M13K2.7%
04
GOOGL
ALPHABET INC
$4M12K2.3%
05
JBL
JABIL INC
$4M11K2.3%
06
AMZN
AMAZON COM INC
$4M17K2.2%
07
USB
US BANCORP
$4M65K2.1%
08
CMI
CUMMINS INC
$4M5K2.1%
09
MSFT
MICROSOFT CORP
$4M10K2.1%
10
CAT
CATERPILLAR INC
$4M4K2.1%

Filing history

2026Q2Jun 30
$183M▲ 8.5%
113 positionsView →
2026Q1Mar 31
$169M▼ 0.7%
116 positionsView →
2025Q4Dec 31
$170M▲ 3.0%
113 positionsView →
2025Q3Sep 30
$165M▲ 6.0%
115 positionsLocked
2025Q2Jun 30
$156M▲ 5.2%
110 positionsLocked
2025Q1Mar 31
$148M▼ 5.1%
113 positionsLocked
2024Q4Dec 31
$156M▼ 0.8%
113 positionsLocked
2024Q3Sep 30
$157M▲ 6.0%
111 positionsLocked
2024Q2Jun 30
$148M▼ 3.5%
111 positionsLocked
2024Q1Mar 31
$154M▲ 9.3%
115 positionsLocked
2023Q4Dec 31
$140M▲ 11.1%
109 positionsLocked
2023Q3Sep 30
$126M▼ 5.6%
105 positionsLocked
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