Fund HoldingsCascade Investment Advisors, Inc.

Total Portfolio Value
$153.50M
Total Bought
$11.53M
Total Sold
$11.54M
Net Transaction
-$13.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BOYD GAMING CORP(BYD)018,121+18,12101,2200.79%+1,220
PAYPAL HLDGS INC(PYPL)017,770+17,77001,1900.78%+1,190
SHUTTERSTOCK INC023,655+23,65501,0840.71%+1,084
WILLIAMS SONOMA INC(WSM)9,1678,642-5251,8502,7441.79%+894
DOLLAR TREE INC(DLTR)06,310+6,31008400.55%+840
APPLIED MATLS INC17,07316,753-3202,7673,4552.25%+688
PACCAR INC(PCAR)22,66922,019-6502,2142,7281.78%+514
AMAZON COM INC(AMZN)17,38517,350-352,6413,1302.04%+488
GIBRALTAR INDS INC(ROCK)11,28016,970+5,6908911,3670.89%+476
CATERPILLAR INC(CAT)7,0106,850-1602,0732,5101.64%+437
MDU RES GROUP INC(MDU)65,25666,816+1,5601,2921,6841.10%+392
META PLATFORMS INC(META)5,4474,740-7071,9282,3021.50%+374
CUMMINS INC(CMI)7,3237,169-1541,7542,1121.38%+358
SCHWAB STRATEGIC TR04,594+4,59403490.23%+349
SCHWAB STRATEGIC TR06,466+6,46603180.21%+318
ALEXANDRIA REAL ESTATE EQ IN7,2859,610+2,3259241,2390.81%+315
HILTON WORLDWIDE HLDGS INC(HLT)9,9899,913-761,8192,1151.38%+296
ORACLE CORP(ORCL)15,94215,692-2501,6811,9711.28%+290
TARGET CORP(TGT)8,9248,769-1551,2711,5541.01%+283
COMMERCIAL METALS CO(CMC)31,44531,44501,5741,8481.20%+275
MICROSOFT CORP(MSFT)11,11110,576-5354,1784,4502.90%+271
VANGUARD INDEX FDS0764+76402630.17%+263
QUALCOMM INC(QCOM)10,35910,35901,4981,7541.14%+256
BAXTER INTL INC32,55535,385+2,8301,2591,5120.99%+254
FEDEX CORP(FDX)06,889+6,88901,9961.30%+1,996
KNIFE RIVER CORP(KNF)16,15716,15701,0691,3100.85%+241
NUCOR CORP(NUE)9,7039,70301,6891,9201.25%+232
VANGUARD INDEX FDS8,2508,402+1521,9572,1841.42%+227
ALPHABET INC(GOOG)17,76017,895+1352,4812,7011.76%+220
AGCO CORP7,8559,497+1,6429541,1680.76%+215
TEXAS ROADHOUSE INC(TXRH)13,57512,130-1,4451,6591,8741.22%+214
EPLUS INC(PLUS)12,47415,389+2,9159961,2090.79%+213
PROCTER AND GAMBLE CO(PG)01,286+1,28602090.14%+209
SHELL PLC(SHEL)03,000+3,00002010.13%+201
BERKSHIRE HATHAWAY INC DEL2,5452,605+609081,0950.71%+188
EMERSON ELEC CO(EMR)10,89810,89801,0611,2360.81%+175
COLUMBUS MCKINNON CORP N Y27,62528,060+4351,0781,2520.82%+174
SONOCO PRODS CO(SON)24,13226,322+2,1901,3481,5220.99%+174
NUTRIEN LTD(NTR)27,88432,099+4,2151,5711,7431.14%+172
METLIFE INC(MET)19,43019,605+1751,2851,4530.95%+168
CONOCOPHILLIPS(COP)015,000+15,00001,9091.24%+1,909
DIAGEO PLC(DEO)5,5336,483+9508069640.63%+158
PARK HOTELS & RESORTS INC(PK)66,22266,672+4501,0131,1660.76%+153
COTERRA ENERGY INC052,265+52,26501,4570.95%+1,457
CAVCO INDS INC DEL(CVCO)4,1463,961-1851,4371,5811.03%+144
PRICE T ROWE GROUP INC(TROW)10,37310,298-751,1171,2560.82%+138
MEDTRONIC PLC(MDT)20,13920,584+4451,6591,7941.17%+135
SCHWAB CHARLES CORP(SCHW)31,39531,710+3152,1602,2941.49%+134
CHEVRON CORP NEW(CVX)07,172+7,17201,1310.74%+1,131
HOME DEPOT INC(HD)3,3223,32201,1511,2740.83%+123
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)4,3124,31201,1791,3000.85%+121
WELLS FARGO CO NEW(WFC)16,60016,000-6008179270.60%+110
CSX CORP(CSX)42,08142,331+2501,4591,5691.02%+110
LOWES COS INC(LOW)3,9703,890-808849910.65%+107
BANNER CORP(BANR)17,23521,385+4,1509231,0260.67%+103
INTERCONTINENTAL EXCHANGE IN(ICE)13,61513,470-1451,7491,8511.21%+103
JPMORGAN CHASE & CO(JPM)3,5133,493-205987000.46%+102
JOHN BEAN TECHNOLOGIES CORP(JBTM)11,46811,788+3201,1401,2360.81%+96
KINDER MORGAN INC DEL(KMI)59,27562,200+2,9251,0461,1410.74%+95
VISHAY INTERTECHNOLOGY INC(VSH)49,91056,500+6,5901,1961,2810.83%+85
SIMON PPTY GROUP INC NEW(SPG)12,29311,728-5651,7531,8351.20%+82
US BANCORP DEL(USB)67,11766,607-5102,9052,9771.94%+73
FIRST TR EXCHANGE-TRADED FD5,8915,991+1005656340.41%+69
INTERNATIONAL PAPER CO(IP)26,04025,890-1509411,0100.66%+69
ENTERPRISE PRODS PARTNERS L(EPD)22,62622,62605966600.43%+64
WEYERHAEUSER CO MTN BE(WY)52,19552,170-251,8151,8731.22%+59
AT&T INC(T)69,91569,965+501,1731,2310.80%+58
ELI LILLY & CO(LLY)387360-272262800.18%+54
JONES LANG LASALLE INC(JLL)7,9577,95701,5031,5521.01%+49
EXXON MOBIL CORP02,946+2,94603420.22%+342
SKECHERS U S A INC19,89521,000+1,1051,2401,2860.84%+46
WISDOMTREE TR(WT)8,2729,147+8754164600.30%+44
MERCK & CO INC(MRK)1,8931,89302062500.16%+43
SANOFI(SNY)32,82434,359+1,5351,6321,6701.09%+38
SPDR SER TR
ST STR P500VAL
7,0807,330+2503303670.24%+37
MCKESSON CORP(MCK)46046002132470.16%+34
COSTCO WHSL CORP NEW(COST)340351+112242570.17%+33
COLUMBIA SPORTSWEAR CO(COLM)20,08520,040-451,5981,6271.06%+29
SPDR S&P 500 ETF TR(SPY)636631-53023300.22%+28
JOHNSON & JOHNSON(JNJ)8,4528,523+711,3251,3480.88%+23
CARRIER GLOBAL CORPORATION(CARR)16,94316,993+509739880.64%+14
WINNEBAGO INDS INC(WGO)22,27822,103-1751,6241,6361.07%+12
PEPSICO INC(PEP)2,0972,09703563670.24%+11
NORTHROP GRUMMAN CORP(NOC)84284203944030.26%+9
ABBOTT LABS2,3862,38602632710.18%+9
PFIZER INC(PFE)56,53458,959+2,4251,6281,6361.07%+8
COCA COLA CO(KO)3,8953,820-752302340.15%+4
GENERAL MLS INC(GIS)3,3723,197-1752202240.15%+4
CISCO SYS INC(CSCO)35,42835,778+3501,7901,7861.16%-4
HONEYWELL INTL INC(HON)1,0601,06002222180.14%-5
APPLE HOSPITALITY REIT INC(APLE)52,88853,188+3008788710.57%-7
VANGUARD WORLD FD8,7007,700-1,0007407180.47%-22
GILEAD SCIENCES INC(GILD)2,8852,760-1252342020.13%-32
VANGUARD BD INDEX FDS3,7823,382-4002912590.17%-32
C H ROBINSON WORLDWIDE INC(CHRW)13,90015,350+1,4501,2011,1690.76%-32
SUN CMNTYS INC(SUI)8,2238,258+351,0991,0620.69%-37
BALL CORP25,71221,357-4,3551,4791,4390.94%-40
MICROCHIP TECHNOLOGY INC.(MCHP)24,15723,822-3352,1782,1371.39%-41
UFP INDUSTRIES INC(UFPI)10,22910,099-1301,2841,2420.81%-42
MONDELEZ INTL INC(MDLZ)17,40017,40001,2601,2180.79%-42
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