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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGV VANGUARD WORLD FD 3,300.0 $436K 0.24% -2K -38.9% $132.24 +3.3%
42 VYM VANGUARD WHITEHALL FDS 2,050.0 $324K 0.18% -200.0 -8.9% $158.03 +3.9%
43 IVV ISHARES TR 419.0 $314K 0.17% -10.0 -2.3% $748.89 +3.2%
44 KO COCA COLA CO Consumer Defensive 3,226.0 $262K 0.14% -100.0 -3.0% $81.26 +10.3%
45 MDU MDU RES GROUP INC Industrials 10,930.0 $232K 0.13% -200.0 -1.8% $21.21 -6.7%
46 GLD SPDR GOLD TR Financial Services 583.0 $215K 0.12% -175.0 -23.1% $368.38 +11.0%
47 ECG EVERUS CONSTR GROUP Industrials 1,233.0 $205K 0.11% -22K -94.7% $165.95 -30.3%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 215.0 $201K 0.11% -15.0 -6.5% $935.47 +1.1%
Page 3 of 3  ·  48 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%