Portfolio (Quarterly)
Guide ↗
Cascade Investment Advisors, Inc.
· CIK 0001681490| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | Energy | 55,780 | $2.0M | 1.16% | SOLD |
| 2 | TEX | TEREX CORP NEW | Industrials | 27,835 | $1.6M | 0.97% | SOLD |
| 3 | BYD | BOYD GAMING CORP | Consumer Cyclical | 17,506 | $1.4M | 0.85% | SOLD |
| 4 | ROCK | GIBRALTAR INDS INC | Industrials | 22,045 | $879K | 0.52% | SOLD |
| 5 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 66,888 | $770K | 0.46% | SOLD |
| 6 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 14,017 | $651K | 0.39% | SOLD |
| 7 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 1,125 | $305K | 0.18% | SOLD |
| 8 | HON | HONEYWELL INTL INC | Industrials | 960 | $217K | 0.13% | SOLD |
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%