• 13F History

Cascade Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$148M
Signature - Title
Michelle Rand - President and Chief Compliance Officer
Location
Oregon City, OR
Summary
This page shows a list of all the recent 13F filings made by Cascade Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Investment Advisors, Inc. reported 113 stock holdings with total value $148M as of Q1 2025. Top holdings included AAPL, MSFT, AMZN, SCHW, and USB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 113 $148M +$8.32M -$9.56M -$1.24M AAPL, MSFT, AMZN, SCHW, USB 13F-HR 4/8/2025, 04:23 PM
Q4 2024 113 $156M +$8.03M -$5.75M +$2.28M AAPL, MSFT, AMZN, GOOGL, USB 13F-HR 1/22/2025, 02:41 PM
Q3 2024 111 $157M +$10.2M -$9.33M +$876K MSFT, AAPL, AMZN, USB, GOOGL 13F-HR 10/2/2024, 04:13 PM
Q2 2024 111 $148M +$6.24M -$7.55M -$1.31M MSFT, AAPL, AMZN, GOOGL, AMAT 13F-HR 7/8/2024, 03:03 PM
Q1 2024 115 $154M +$9.05M -$6.82M +$2.23M MSFT, AAPL, AMAT, AMZN, USB 13F-HR 4/24/2024, 06:57 PM
Q4 2023 109 $140M +$8.92M -$7.91M +$1.01M AAPL, MSFT, USB, AMAT, AMZN 13F-HR 1/11/2024, 03:01 PM
Q3 2023 105 $126M +$8.8M -$2.13M +$6.67M AAPL, MSFT, JBL, AMAT, GOOGL 13F-HR 10/30/2023, 05:03 PM
Q2 2023 110 $134M +$16M -$2.47M +$13.5M AAPL, MSFT, AMAT, JBL, AMZN 13F-HR 7/21/2023, 05:14 PM
Q1 2023 235 $126M +$12.9M -$5.95M +$6.97M AAPL, MSFT, USB, NVS, AMAT 13F-HR 5/10/2023, 04:06 PM
Q4 2022 109 $120M +$8.64M -$3.18M +$5.47M AAPL, USB, MSFT, JBL, NVS 13F-HR 1/26/2023, 11:52 AM
Q3 2022 88 $95.9M +$4.94M -$4.65M +$291K AAPL, MSFT, JBL, AMGN, NVS 13F-HR 11/15/2022, 03:53 PM
Q2 2022 237 $127M +$7.91M -$6.66M +$1.24M AAPL, MSFT, USB, AMGN, NVS 13F-HR 8/11/2022, 05:13 PM
Q1 2022 253 $164M +$11.7M -$11.4M +$308K AAPL, MSFT, NTR, USB, INTC 13F-HR 4/11/2022, 04:39 PM
Q4 2021 263 $171M +$8.92M -$3.7M +$5.23M AAPL, MSFT, AMAT, INTC, NTR 13F-HR 2/10/2022, 03:47 PM
Q3 2021 260 $153M +$4.63M -$6.83M -$2.2M AAPL, MSFT, INTC, NTR, AMAT 13F-HR 10/21/2021, 02:51 PM
Q2 2021 262 $159M +$6.33M -$7.91M -$1.58M AAPL, MSFT, INTC, AMAT, TGT 13F-HR 8/4/2021, 02:37 PM
Q1 2021 284 $154M +$8.88M -$8.82M +$61.2K AAPL, MSFT, INTC, AMAT, FDX 13F-HR 4/23/2021, 02:04 PM
Q4 2020 251 $135M +$9.35M -$6.01M +$3.34M AAPL, MSFT, INTC, AMAT, FDX 13F-HR 1/21/2021, 12:32 PM
Q3 2020 253 $117M +$11.4M -$2.81M +$8.58M AAPL, MSFT, INTC, SEDG, FDX 13F-HR 10/13/2020, 06:03 PM
Q2 2020 243 $104M +$7.2M -$5.55M +$1.65M MSFT, AAPL, INTC, SEDG, AMGN 13F-HR 7/14/2020, 06:31 PM
Q1 2020 239 $90.1M +$7.31M -$6.29M +$1.02M INTC, MSFT, AAPL, USB, GILD 13F-HR 4/20/2020, 07:43 PM
Q4 2019 248 $126M +$4.58M -$14.2M -$9.58M INTC, AAPL, USB, MSFT, SEDG 13F-HR 1/22/2020, 04:07 PM
Q3 2019 276 $125M +$12.8M -$2.16M +$10.6M AAPL, INTC, USB, MSFT, WELL 13F-HR 10/21/2019, 07:16 PM
Q2 2019 238 $113M +$5.43M -$1.05M +$4.38M INTC, MSFT, USB, AAPL, CSCO 13F-HR 7/18/2019, 04:16 PM
Q1 2019 226 $107M +$4.52M -$2.34M +$2.18M INTC, USB, MSFT, AAPL, CSCO 13F-HR 4/12/2019, 05:32 PM
Q4 2018 224 $94.7M +$6.59M -$4.79M +$1.8M INTC, USB, MSFT, CSCO, AAPL 13F-HR 1/25/2019, 01:22 PM
Q3 2018 195 $113M +$7.82M -$2.38M +$5.44M INTC, USB, MSFT, AAPL, CSCO 13F-HR 10/11/2018, 06:47 PM
Q2 2018 191 $107M +$8.54M -$22.9M -$14.4M INTC, USB, MSFT, AAPL, CSCO 13F-HR 7/30/2018, 07:09 PM
Q1 2018 211 $122M +$21.8M -$7.98M +$13.8M AAPL, INTC, USB, MSFT, CSCO 13F-HR 4/23/2018, 01:15 PM
Q4 2017 189 $126M +$8.37M -$5.88M +$2.49M WFC, INTC, USB, MSFT, AAPL 13F-HR 1/17/2018, 03:25 PM
Q3 2017 173 $120M +$10.8M -$4.23M +$6.57M WFC, USB, INTC, MSFT, NVS 13F-HR 10/12/2017, 01:18 PM
Q2 2017 181 $118M +$10.9M -$5.82M +$5.04M WFC, USB, INTC, MSFT, NVS 13F-HR 7/14/2017, 04:51 PM
Q1 2017 165 $114M +$10.6M -$10.9M -$252K WFC, USB, INTC, MSFT, CSCO 13F-HR 5/1/2017, 03:36 PM
Q4 2016 204 $117M +$20.3M -$8.21M +$12.1M WFC, AAPL, USB, INTC, MSFT 13F-HR 1/24/2017, 01:23 PM
Q2 2016 175 $104M WFC, USB, JNJ, MSFT, CSCO 13F-HR 8/12/2016, 10:41 AM