Cascade Investment Advisors, Inc. - Portfolio Stock Holdings
Cascade Investment Advisors, Inc. disclosed 120 stock positions in a recent SEC 13F filing. $182,486,131 of stock holdings were filed, with the largest holdings including AMAT, AAPL, and VTI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $360,420,745 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
120Est. Stock Holding Value:
$182,486,131Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cascade Investment Advisors, Inc.
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% of Portfolio
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