Cascade Investment Advisors, Inc.
•CIK: 1681490•Filing: Q4 2025
**Cascade Investment Advisors, Inc.** manages $170M across a diversified portfolio of 113 positions. The fund exhibits significant concentration in mega-cap technology and growth names, with top holdings including AAPL, MSFT, and AMZN, each representing substantial allocations near the $4.0M mark. Notable secondary positions include VTI ($3.9M) and GOOGL ($3.8M), indicating a core focus on established market leaders. This structure suggests a systematic, large-cap growth mandate within the current market cycle.
Total AUM
$170.0M
QoQ Performance
+3.0%
Positions
109
Top 10 Concentration
22.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.8%
MSFT2.8%
AMZN2.3%
VTI2.3%
GOOGL2.2%
AMAT2.1%
JBL2.1%
USB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.0%
Technology13.1%
Consumer6.3%
Financial4.3%
Healthcare3.7%
Industrial3.5%
Materials1.5%
Real Estate1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑48 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023