Cascade Investment Advisors, Inc.
Top Portfolio Positions
101 positions ·
$157,745,560 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,385 | $4,412,139 | 2.80% | |
| MSFT |
Microsoft Corp
Technology
|
10,182 | $3,769,070 | 2.39% | |
| AMAT |
Applied Materials Inc /De
Technology
|
10,972 | $3,750,119 | 2.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,198 | $3,581,827 | 2.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,943 | $3,434,329 | 2.18% | |
| USB |
US Bancorp De
Financial Services
|
65,981 | $3,431,671 | 2.18% | |
| JBL |
Jabil Inc
Technology
|
12,451 | $3,307,359 | 2.10% | |
| CMI |
Cummins Inc
Industrials
|
5,939 | $3,195,300 | 2.03% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
33,900 | $3,185,922 | 2.02% | |
| NVS |
Novartis AG
Healthcare
|
20,510 | $3,132,902 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CBT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,284,035 | 17,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $893,123 | 13,475 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $930,471 | 12,235 | Shares | Sole | 2025-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||