Fund HoldingsCascade Investment Advisors, Inc.

Total Portfolio Value
$126.41M
Total Bought
$11.94M
Total Sold
$16.10M
Net Transaction
-$4.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PFIZER INC(PFE)047,089+47,08901,5621.24%+1,562
SANOFI(SNY)023,284+23,28401,2490.99%+1,249
INTEGRA LIFESCIENCES HLDGS C(IART)025,185+25,18509620.76%+962
COLUMBUS MCKINNON CORP N Y026,130+26,13009120.72%+912
AGCO CORP06,455+6,45507630.60%+763
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
08,877+8,87705820.46%+582
JABIL INC(JBL)21,88321,523-3602,3622,7312.16%+369
KNIFE RIVER CORP(KNF)9,83415,932+6,0984287780.62%+350
WILLIAMS SONOMA INC(WSM)9,98710,072+851,2501,5651.24%+315
CAVCO INDS INC DEL(CVCO)2,9154,276+1,3618601,1360.90%+276
PRICE T ROWE GROUP INC(TROW)6,9789,803+2,8257821,0280.81%+246
CONOCOPHILLIPS(COP)15,10215,035-671,5651,8011.42%+236
ALPHABET INC(GOOG)17,61517,740+1252,1092,3211.84%+213
ELI LILLY & CO(LLY)0387+38702080.16%+208
ROGERS COMMUNICATIONS INC(RCI)22,47032,070+9,6001,0261,2310.97%+206
MCKESSON CORP(MCK)0460+46002000.16%+200
CATERPILLAR INC(CAT)7,0907,055-351,7441,9261.52%+182
CARRIER GLOBAL CORPORATION(CARR)15,45816,393+9357689050.72%+136
NUTRIEN LTD(NTR)24,50025,459+9591,4471,5721.24%+126
FEDEX CORP(FDX)6,9046,924+201,7121,8341.45%+123
V F CORP(VFC)34,43043,930+9,5006577760.61%+119
INTERNATIONAL PAPER CO(IP)24,39025,165+7757768930.71%+117
EATON CORP PLC(ETN)9,3139,303-101,8731,9841.57%+111
CHEVRON CORP NEW(CVX)6,4436,612+1691,0141,1150.88%+101
METLIFE INC(MET)19,85519,430-4251,1221,2220.97%+100
COTERRA ENERGY INC50,50550,605+1001,2781,3691.08%+91
META PLATFORMS INC(META)5,5185,512-61,5841,6551.31%+71
CISCO SYS INC(CSCO)32,54332,528-151,6841,7491.38%+65
US BANCORP DEL(USB)65,21467,012+1,7982,1552,2151.75%+61
EMERSON ELEC CO(EMR)11,01110,928-839951,0550.83%+60
WISDOMTREE TR(WT)07,082+7,08203560.28%+356
HILTON WORLDWIDE HLDGS INC(HLT)10,17410,123-511,4811,5201.20%+39
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)24,56224,122-4401,6031,6341.29%+31
EXXON MOBIL CORP02,737+2,73703220.25%+322
TYSON FOODS INC(TSN)15,58016,295+7157958230.65%+28
CITIZENS FINL GROUP INC(CFG)35,44035,490+509249510.75%+27
PARK HOTELS & RESORTS INC(PK)61,12265,497+4,3757848070.64%+23
ENTERPRISE PRODS PARTNERS L(EPD)22,62622,62605966190.49%+23
APPLE HOSPITALITY REIT INC(APLE)52,93853,588+6508008220.65%+22
VISHAY INTERTECHNOLOGY INC(VSH)36,63044,295+7,6651,0771,0950.87%+18
COLUMBIA SPORTSWEAR CO(COLM)18,87019,880+1,0101,4581,4731.17%+16
WELLTOWER INC(WELL)16,11716,052-651,3041,3151.04%+11
BERKSHIRE HATHAWAY INC DEL2,5902,550-408838930.71%+10
INTEL CORP(INTC)09,635+9,63503430.27%+343
VANGUARD INDEX FDS6,7957,077+2821,4971,5031.19%+6
BANNER CORP(BANR)18,54519,195+6508108130.64%+4
NOVARTIS AG(NVS)22,47222,280-1922,2682,2691.80%+2
JPMORGAN CHASE & CO(JPM)3,5383,53805155130.41%-1
GILEAD SCIENCES INC(GILD)02,885+2,88502160.17%+216
SPDR S&P 500 ETF TR(SPY)0576+57602460.19%+246
PULTE GROUP INC(PHM)7,8158,040+2256075950.47%-12
NORTHROP GRUMMAN CORP(NOC)84284203843710.29%-13
COCA COLA CO(KO)03,895+3,89502180.17%+218
FIRST TR EXCHANGE TRADED FD5,6965,681-155024770.38%-25
HOME DEPOT INC(HD)3,3223,32201,0321,0040.79%-28
SONOCO PRODS CO(SON)21,83723,172+1,3351,2891,2591.00%-29
PEPSICO INC(PEP)1,9901,99003693370.27%-31
WELLS FARGO CO NEW(WFC)16,69416,600-947136780.54%-34
INTERCONTINENTAL EXCHANGE IN(ICE)13,73513,720-151,5531,5091.19%-44
KINDER MORGAN INC DEL(KMI)58,07557,675-4001,0009560.76%-44
QUALCOMM INC(QCOM)10,01410,299+2851,1921,1440.90%-48
STAG INDL INC(STAG)31,25231,060-1921,1211,0720.85%-49
CARTERS INC(CRI)13,05012,975-759478970.71%-50
ABBOTT LABS02,386+2,38602310.18%+231
VANGUARD BD INDEX FDS03,981+3,98102990.24%+299
SUN CMNTYS INC(SUI)7,8388,168+3301,0239670.76%-56
TESLA INC(TSLA)5,0955,09501,3341,2751.01%-59
AMAZON COM INC(AMZN)17,45517,415-402,2752,2141.75%-62
AT&T INC(T)77,59778,147+5501,2381,1740.93%-64
LOWES COS INC(LOW)3,3553,305-507576870.54%-70
SKECHERS U S A INC19,50019,525+251,0279560.76%-71
MDU RES GROUP INC(MDU)49,60149,401-2001,0399670.77%-71
SCHWAB CHARLES CORP(SCHW)31,51331,215-2981,7861,7141.36%-72
NUCOR CORP(NUE)9,7189,71801,5941,5191.20%-74
SIMON PPTY GROUP INC NEW(SPG)12,45812,45801,4391,3461.06%-93
JOHNSON & JOHNSON(JNJ)8,0757,975-1001,3371,2420.98%-94
CUMMINS INC(CMI)7,0357,133+981,7251,6301.29%-95
C H ROBINSON WORLDWIDE INC(CHRW)13,52013,665+1451,2761,1770.93%-99
KIMCO RLTY CORP(KIM)54,38054,830+4501,0729640.76%-108
JONES LANG LASALLE INC(JLL)7,8827,927+451,2281,1190.89%-109
COMMERCIAL METALS CO(CMC)31,58531,410-1751,6631,5521.23%-111
PUBLIC STORAGE(PSA)4,9495,049+1001,4451,3311.05%-114
RALPH LAUREN CORP(RL)9,9809,580-4001,2311,1120.88%-118
TARGET CORP(TGT)8,0918,554+4631,0679460.75%-121
CSX CORP(CSX)42,13142,381+2501,4371,3031.03%-133
WEYERHAEUSER CO MTN BE(WY)52,31152,195-1161,7531,6001.27%-153
WINNEBAGO INDS INC(WGO)22,17822,198+201,4791,3201.04%-159
BALL CORP24,18525,042+8571,4081,2470.99%-161
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)4,0694,407+3381,2041,0420.82%-161
JOHN BEAN TECHNOLOGIES CORP(JBTM)10,92310,968+451,3251,1530.91%-172
APPLIED MATLS INC17,39616,893-5032,5142,3391.85%-176
MEDTRONIC PLC(MDT)19,00419,019+151,6741,4901.18%-184
VANGUARD WORLD FD10,8008,700-2,1008466540.52%-192
PACCAR INC(PCAR)25,55022,741-2,8092,1371,9331.53%-204
TEXAS ROADHOUSE INC(TXRH)13,46513,505+401,5121,2981.03%-214
ORACLE CORP(ORCL)15,83715,772-651,8861,6711.32%-215
REALTY INCOME CORP(O)18,82118,186-6351,1259080.72%-217
MONDELEZ INTL INC(MDLZ)19,57517,435-2,1401,4281,2100.96%-218
MERCK & CO INC(MRK)000000
HONEYWELL INTL INC(HON)000000
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