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Portfolio (Quarterly) Guide ↗

Cascade Investment Advisors, Inc.

· CIK 0001681490
13F Portfolio $183M AUM 113 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 43 Added 48 Reduced 8 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 13,226.0 $4.9M 2.67% +872.0 +7.1% $370.04 +2.5%
2 MSFT MICROSOFT CORP Technology 10,319.0 $3.8M 2.10% +137.0 +1.4% $373.02 +37.7%
3 SCHW SCHWAB CHARLES CORP Financial Services 34,445.0 $3.2M 1.73% +545.0 +1.6% $92.27 +19.4%
4 QLYS QUALYS INC Technology 17,300.0 $2.4M 1.30% +5K +45.4% $137.49 +36.0%
5 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,662.0 $2.3M 1.24% +327.0 +3.9% $263.26 +35.4%
6 MDT MEDTRONIC PLC Healthcare 26,244.0 $2.1M 1.12% +3K +12.2% $78.23 +16.6%
7 QCOM QUALCOMM INC Technology 10,789.0 $2.0M 1.09% +55.0 +0.5% $184.79 -11.1%
8 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 15,571.0 $1.9M 1.05% +2K +11.6% $123.11 +31.9%
9 PYPL PAYPAL HLDGS INC Financial Services 44,255.0 $1.9M 1.04% +10K +27.4% $43.18 +24.3%
10 FPX FIRST TR EXCHANGE-TRADED FD 8,552.0 $1.8M 0.96% +546.0 +6.8% $206.18 -12.4%
11 ORCL ORACLE CORP Technology 11,796.0 $1.7M 0.94% +815.0 +7.4% $146.55 +2.8%
12 BWXT BWX TECHNOLOGIES INC Industrials 8,869.0 $1.7M 0.94% +55.0 +0.6% $194.65 -21.5%
13 CMCSA COMCAST CORP NEW Communication Services 67,641.0 $1.7M 0.91% +11K +19.6% $24.55 +10.2%
14 SNY SANOFI SA Healthcare 38,343.0 $1.6M 0.89% +570.0 +1.5% $42.66 +5.1%
15 PFE PFIZER INC Healthcare 67,874.0 $1.6M 0.89% +4K +6.8% $24.08 +16.1%
16 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 41,647.0 $1.6M 0.88% +16K +65.1% $38.73 +65.3%
17 BAC BANK OF AMER CORP Financial Services 27,494.0 $1.6M 0.85% +2K +5.8% $56.98 +9.4%
18 UFPI UFP INDUSTRIES INC Basic Materials 16,969.0 $1.5M 0.84% +5K +46.1% $90.74 -5.2%
19 HD HOME DEPOT INC Consumer Cyclical 4,347.0 $1.5M 0.84% +508.0 +13.2% $352.68 -6.4%
20 ZTS ZOETIS INC Healthcare 21,265.0 $1.5M 0.83% +8K +56.6% $71.86 +7.6%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Industrials 18.4%
Financial Services 13.2%
Consumer Cyclical 9.6%
Healthcare 8.7%
Basic Materials 6.5%
Communication Services 5.2%
Real Estate 4.8%
Energy 4.1%
Consumer Defensive 1.9%