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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 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 3,057.0 $1.7M 0.94% -53.0 -1.7% $563.29 +2.6%
42 CMCSA COMCAST CORP NEW Communication Services 67,641.0 $1.7M 0.91% +11K +19.6% $24.55 +10.2%
43 SNY SANOFI SA Healthcare 38,343.0 $1.6M 0.89% +570.0 +1.5% $42.66 +5.1%
44 CMC COMMERCIAL METALS CO Basic Materials 26,065.0 $1.6M 0.89% -295.0 -1.1% $62.75 +7.8%
45 PFE PFIZER INC Healthcare 67,874.0 $1.6M 0.89% +4K +6.8% $24.08 +16.1%
46 MLI MUELLER INDS INC Industrials 13,205.0 $1.6M 0.89% -275.0 -2.0% $122.93 -48.9%
47 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 41,647.0 $1.6M 0.88% +16K +65.1% $38.73 +65.3%
48 DVN DEVON ENERGY CORP NEW Energy 38,732.0 $1.6M 0.87% NEW $41.32 +14.6%
49 FDX FEDEX CORP Industrials 5,066.0 $1.6M 0.86% -85.0 -1.6% $313.13 +5.7%
50 COP CONOCOPHILLIPS Energy 15,085.0 $1.6M 0.86% -385.0 -2.5% $103.96 +25.4%
51 BAC BANK OF AMER CORP Financial Services 27,494.0 $1.6M 0.85% +2K +5.8% $56.98 +9.4%
52 UFPI UFP INDUSTRIES INC Basic Materials 16,969.0 $1.5M 0.84% +5K +46.1% $90.74 -5.2%
53 HD HOME DEPOT INC Consumer Cyclical 4,347.0 $1.5M 0.84% +508.0 +13.2% $352.68 -6.4%
54 ZTS ZOETIS INC Healthcare 21,265.0 $1.5M 0.83% +8K +56.6% $71.86 +7.6%
55 MDLZ MONDELEZ INTL INC Consumer Defensive 26,203.0 $1.5M 0.83% -390.0 -1.5% $57.84 +7.8%
56 CBT CABOT CORP Basic Materials 16,685.0 $1.5M 0.83% -365.0 -2.1% $90.82 -7.9%
57 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 26,465.0 $1.5M 0.83% +4K +16.4% $57.22 +13.0%
58 AMTM AMENTUM HOLDINGS INC Industrials 72,340.0 $1.5M 0.82% NEW $20.67 -1.7%
59 UPS UNITED PARCEL SVCS INC Industrials 13,851.0 $1.5M 0.81% $107.50 -2.0%
60 BANR BANNER CORP Financial Services 22,305.0 $1.5M 0.81% -300.0 -1.3% $66.44 +6.1%
Page 3 of 6  ·  113 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%