Fund HoldingsCascade Investment Advisors, Inc.

Total Portfolio Value
$155.72M
Total Bought
$9.82M
Total Sold
$16.92M
Net Transaction
-$7.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JABIL INC(JBL)017,346+17,34603,7832.43%+3,783
BWX TECHNOLOGIES INC(BWXT)08,980+8,98001,2940.83%+1,294
MICROSOFT CORP(MSFT)010,357+10,35705,1523.31%+5,152
CAVCO INDS INC DEL(CVCO)02,527+2,52701,0980.70%+1,098
MUELLER INDS INC(MLI)013,235+13,23501,0520.68%+1,052
ORACLE CORP(ORCL)013,788+13,78803,0141.94%+3,014
GROCERY OUTLET HLDG CORP(GO)063,100+63,10007840.50%+784
EVERUS CONSTR GROUP(ECG)026,290+26,29001,6701.07%+1,670
MICROCHIP TECHNOLOGY INC.(MCHP)26,63027,240+6101,2891,9171.23%+628
VANGUARD INDEX FDS9,68210,739+1,0572,6613,2642.10%+603
APPLIED MATLS INC13,82714,232+4052,0072,6051.67%+599
AIR PRODS & CHEMS INC01,901+1,90105360.34%+536
TTM TECHNOLOGIES INC(TTMI)29,32526,775-2,5506011,0930.70%+492
AMAZON COM INC(AMZN)017,323+17,32303,8002.44%+3,800
META PLATFORMS INC(META)03,204+3,20402,3651.52%+2,365
SCHWAB CHARLES CORP(SCHW)37,38535,950-1,4352,9263,2802.11%+354
CHART INDS INC8,2008,715+5151,1841,4350.92%+251
MDU RES GROUP INC(MDU)83,48199,381+15,9001,4121,6571.06%+245
TEREX CORP NEW(TEX)24,25524,730+4759161,1550.74%+238
US BANCORP DEL(USB)068,100+68,10003,0821.98%+3,082
EMERSON ELEC CO(EMR)13,69312,983-7101,5011,7311.11%+230
HILTON WORLDWIDE HLDGS INC(HLT)9,3828,871-5112,1352,3631.52%+228
FIRST TR EXCHANGE-TRADED FD6,7716,791+207579840.63%+227
NUTRIEN LTD(NTR)31,67030,670-1,0001,5731,7861.15%+213
PAYPAL HLDGS INC(PYPL)025,045+25,04501,8611.20%+1,861
UNITED PARCEL SERVICE INC(UPS)10,62013,576+2,9561,1681,3700.88%+202
AIRBNB INC11,92512,215+2901,4251,6171.04%+192
CISCO SYS INC(CSCO)39,64837,798-1,8502,4472,6221.68%+176
CARRIER GLOBAL CORPORATION(CARR)17,79317,718-751,1281,2970.83%+169
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)04,671+4,67101,4400.92%+1,440
NOVARTIS AG(NVS)22,23521,755-4802,4792,6331.69%+154
CATERPILLAR INC(CAT)6,1205,580-5402,0182,1661.39%+148
JPMORGAN CHASE & CO.(JPM)3,2833,28308059520.61%+146
INTERCONTINENTAL EXCHANGE IN(ICE)13,75113,701-502,3722,5141.61%+142
BOYD GAMING CORP(BYD)20,83619,336-1,5001,3721,5130.97%+141
EATON CORP PLC(ETN)2,0551,955-1005596980.45%+139
WELLS FARGO CO NEW(WFC)14,42014,407-131,0351,1540.74%+119
VOYA FINANCIAL INC(VOYA)25,62526,100+4751,7361,8531.19%+117
OSI SYSTEMS INC(OSIS)10,5639,588-9752,0532,1561.38%+103
CUMMINS INC(CMI)06,884+6,88402,2551.45%+2,255
AKAMAI TECHNOLOGIES INC(AKAM)15,09216,237+1,1451,2151,2950.83%+80
WISDOMTREE TR(WT)13,46214,922+1,4606787510.48%+73
VANGUARD WORLD FD6,1426,14206026730.43%+72
HUNTINGTON INGALLS INDS INC(HII)5,8755,230-6451,1991,2630.81%+64
T ROWE PRICE ETF INC
PRICE BLUE CHIP
5,7706,193+4232202810.18%+61
QUALCOMM INC(QCOM)10,42910,434+51,6021,6621.07%+60
VANGUARD INDEX FDS76476402833350.22%+52
JONES LANG LASALLE INC(JLL)7,7327,667-651,9171,9611.26%+44
SPDR S&P 500 ETF TR(SPY)64764703624000.26%+38
PAYCOM SOFTWARE INC(PAYC)7,8397,549-2901,7131,7471.12%+34
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)24,68724,617-701,8891,9211.23%+32
SCHWAB STRATEGIC TR12,46412,46402923150.20%+23
WEYERHAEUSER CO MTN BE(WY)029,715+29,71507630.49%+763
HONEYWELL INTL INC(HON)99599502112320.15%+21
KINDER MORGAN INC DEL(KMI)61,28660,161-1,1251,7481,7691.14%+20
HOME DEPOT INC(HD)3,3073,359+521,2121,2320.79%+20
SCHWAB STRATEGIC TR14,88514,924+393964130.27%+17
VANGUARD WHITEHALL FDS3,2153,21504154290.28%+14
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,3141,31402282390.15%+11
SPDR SERIES TRUST
ST STR P500VAL
7,4007,275-1253783810.24%+3
APPLE HOSPITALITY REIT INC(APLE)51,98857,688+5,7006716730.43%+2
VANGUARD BD INDEX FDS3,5343,53402772780.18%+2
FLOWSERVE CORP(FLS)14,69513,665-1,0307187150.46%-2
GILEAD SCIENCES INC(GILD)2,7602,76003093060.20%-3
ABBOTT LABS2,3862,302-843173130.20%-3
ALLSTATE CORP(ALL)1,0381,03802152090.13%-6
MONDELEZ INTL INC(MDLZ)18,32518,32501,2431,2360.79%-8
SHELL PLC(SHEL)3,0003,00002202110.14%-9
NORTHROP GRUMMAN CORP(NOC)84284204314210.27%-10
COCA COLA CO(KO)3,7203,542-1782662510.16%-16
EXXON MOBIL CORP2,9312,93103493160.20%-33
STARBUCKS CORP(SBUX)19,63520,628+9931,9261,8901.21%-36
NUCOR CORP(NUE)10,5359,498-1,0371,2681,2300.79%-37
METLIFE INC(MET)20,22019,720-5001,6231,5861.02%-38
SUN CMNTYS INC(SUI)10,47310,353-1201,3471,3100.84%-38
LOWES COS INC(LOW)3,9773,97709288820.57%-45
COMMERCIAL METALS CO(CMC)28,71026,080-2,6301,3211,2760.82%-45
BANNER CORP(BANR)22,93022,040-8901,4621,4140.91%-48
STANLEY BLACK & DECKER INC(SWK)15,91017,315+1,4051,2231,1730.75%-50
KIMCO RLTY CORP(KIM)56,77054,970-1,8001,2061,1550.74%-50
MEDTRONIC PLC(MDT)22,05922,154+951,9821,9311.24%-51
ASSURANT INC(AIZ)7,4797,662+1831,5691,5130.97%-56
UFP INDUSTRIES INC(UFPI)10,08410,219+1351,0791,0150.65%-64
BERKSHIRE HATHAWAY INC DEL1107987290.47%-70
ENTERPRISE PRODS PARTNERS L(EPD)22,56622,56607707000.45%-71
PARK HOTELS & RESORTS INC(PK)75,56271,512-4,0508077320.47%-75
PUBLIC STORAGE OPER CO(PSA)4,7144,509-2051,4111,3230.85%-88
COSTCO WHSL CORP NEW(COST)351240-1113322380.15%-94
PFIZER INC(PFE)64,40963,369-1,0401,6321,5360.99%-96
WINNEBAGO INDS INC(WGO)24,28725,412+1,1258377370.47%-100
SIMON PPTY GROUP INC NEW(SPG)10,91810,643-2751,8131,7111.10%-102
TEXAS ROADHOUSE INC(TXRH)11,8009,943-1,8571,9661,8631.20%-103
C H ROBINSON WORLDWIDE INC(CHRW)16,18716,127-601,6581,5470.99%-110
PACCAR INC(PCAR)21,30020,485-8152,0741,9471.25%-127
BAXTER INTL INC37,35038,005+6551,2781,1510.74%-128
KNIFE RIVER CORP(KNF)15,39615,356-401,3891,2540.81%-135
GIBRALTAR INDS INC(ROCK)20,87518,430-2,4451,2251,0870.70%-137
ALEXANDRIA REAL ESTATE EQ IN11,84513,162+1,3171,0969560.61%-140
INSIGHT ENTERPRISES INC(NSIT)9,2758,975-3001,3911,2390.80%-152
COTERRA ENERGY INC51,83552,550+7151,4981,3340.86%-164
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